microsoft launches nvidia while openai expands its platform

Key Takeaways

• CoreWeave's revenue grew from $229 million in 2023 to a projected $5.1 billion in 2025, with a $66.8 billion contracted backlog and significant reliance on Microsoft.
• Nvidia's GPUs remain critical for AI data centers, while Broadcom's AI semiconductor business is projected to exceed $100 billion by 2027, benefiting from a projected $7 trillion in data center spending by 2030.
• Oracle, now a major AI cloud player, plans to raise $50 billion for AI infrastructure, reporting over 20% growth in revenue and EPS.
• GV, Alphabet's (Google's parent company) venture capital arm, now directs 80% of its investments into AI companies, noting rapid adoption driven by factors like ChatGPT's user acquisition.
• Companies like Wall Street Journal and New York Times are incurring significant costs for AI tools, with the WSJ's OpenAI GPT-4 assistant costing over $1 million for 1.5 billion tokens.
• Macy's plans to integrate AI across its supply chain, merchandising, marketing, and customer service to improve operations.
• UniCredit aims for up to €500 million in AI-driven cost savings by streamlining corporate lending and transaction monitoring.
• Sony Music has requested the removal of over 135,000 AI-generated songs impersonating artists, highlighting challenges with generative AI.
• Micropolis AI Robotics partnered with AfricAI in a $9.3 million deal to develop and distribute autonomous vehicle solutions in Africa.
• AI drone software company Swarmer saw its shares surge 1,200% post-IPO, with its technology used in over 100,000 combat missions in Ukraine.

CoreWeave: AI cloud stock poised for a 2026 comeback

CoreWeave, an AI cloud provider, has seen its stock fall 55% from its highs, despite rapid revenue growth from $229 million in 2023 to $5.1 billion in 2025. Investors worry about the company's significant capital expenditures, planned at $30 billion for 2026, to build data centers. However, CoreWeave has a substantial contracted revenue backlog of $66.8 billion, suggesting strong future demand. Despite concerns about its reliance on Microsoft for 67% of its 2025 revenue, the stock is considered a potential AI investment for 2026.

Nvidia and Broadcom: AI stocks set for massive growth

Nvidia and Broadcom are highlighted as top AI stocks with significant growth potential. Nvidia's GPUs remain crucial for AI data centers, while Broadcom is expanding its custom AI chip business. Both companies are benefiting from the massive increase in AI infrastructure spending, with McKinsey projecting $7 trillion in data center capital expenditures by 2030. Nvidia's revenue grew 73% year-over-year, and Broadcom's AI semiconductor business saw 106% growth in Q1 fiscal 2026. Broadcom expects its AI chip business to exceed $100 billion in revenue by 2027.

Oracle stock dips 20% making it a potential AI investment

Oracle, a long-standing tech company, has become a significant player in the AI cloud market, despite its stock falling 20% this year. The company reported exceptional growth with revenue and earnings per share climbing over 20% for the first time in 15 years. While the profitability of offering compute services like GPUs is in the 30-40% range, Oracle's overall data center business is highly profitable due to its multi-cloud database services. Oracle plans to raise $50 billion to support infrastructure build-out for AI demand, positioning it as a strong contender in the AI space.

Oracle stock dips 20% making it a potential AI investment

Oracle, a long-standing tech company, has become a significant player in the AI cloud market, despite its stock falling 20% this year. The company reported exceptional growth with revenue and earnings per share climbing over 20% for the first time in 15 years. While the profitability of offering compute services like GPUs is in the 30-40% range, Oracle's overall data center business is highly profitable due to its multi-cloud database services. Oracle plans to raise $50 billion to support infrastructure build-out for AI demand, positioning it as a strong contender in the AI space.

Ex NCSoft President Songyee Yoon on AI's future in gaming

Songyee Yoon, former president of NCSoft, believes AI is essential for modern game development, impacting areas from player retention to NPC dialogue and animation. After leaving NCSoft, she founded Principal Venture Partners (PVP) to invest in AI-native startups. Yoon acknowledges the current AI market hype and potential bubble due to a mismatch between investment demand and the limited number of truly generational companies. She emphasizes the need for AI-native businesses that leverage the latest AI technology stack for competitive advantage and value creation.

GV doubles down on Europe, sees AI driving smart glasses comeback

Tom Hulme, managing partner at GV (Alphabet's VC arm), states that 80% of their investments are now in AI or AI-native companies, noting the rapid progress and adoption of AI technologies. He highlights distribution, scalability, and natural language interfaces as key drivers for AI's fast growth, citing ChatGPT's rapid user acquisition. Hulme believes the market is behaving rationally despite high valuations, with a growing private market premium and increasing concentration in successful companies. GV is doubling down on investments in Europe and predicts a comeback for Google Glass-style smart glasses.

Micropolis AI Robotics partners with AfricAI for autonomous vehicles

Micropolis AI Robotics (MCRP) has entered a $9.3 million agreement with AfricAI Limited to develop and distribute autonomous vehicle solutions in Africa over 18 months. The project focuses on creating three custom unmanned ground vehicle (UGV) models specifically for the African continent. This partnership aims to expand Micropolis AI Robotics' global reach and apply its AI and robotics technology in emerging markets. AfricAI will help distribute these solutions, expected to boost innovation in sectors like logistics, agriculture, and security across Africa.

AI token costs rise as companies track usage

Companies are beginning to monitor their employees' use of AI tokens, the unit of measurement for artificial intelligence. The Wall Street Journal reported its AI writing assistant, powered by OpenAI's GPT-4, has used over 1.5 billion tokens since February, costing more than $1 million. Similarly, The New York Times spent over $500,000 on its AI writing assistant, TimesGPT. This trend highlights the significant and growing costs associated with implementing AI tools in the workplace.

Macy's plans AI integration amid cautious 2026 outlook

Macy's, Inc. reported $21.8 billion in net sales for 2025 but projects a cautious outlook for 2026 with sales between $21.4 billion and $21.65 billion. The company plans to close 65 more Macy's stores as part of a larger closure plan. To improve operations, Macy's intends to leverage artificial intelligence across its supply chain, merchandising, marketing, and customer service. While Bloomingdale's saw significant sales growth, the company anticipates macroeconomic factors may make consumers more hesitant to spend in 2026.

Sony removes 135,000 AI-generated songs impersonating artists

Sony Music has requested the removal of over 135,000 AI-generated songs, or 'deepfakes,' that impersonate its artists on streaming platforms. These fraudulent tracks target major artists like Beyoncé and Harry Styles, causing commercial harm and potentially damaging album release campaigns. Sony notes the increasing ease and affordability of generative AI technology, leading to a rise in such counterfeits. The company believes the 135,000 tracks identified are only a fraction of the total uploaded, impacting legitimate artists and their earnings.

UniCredit targets up to €500 Million in AI cost savings

UniCredit CEO Andrea Orcel sees artificial intelligence as a significant opportunity, not a threat, projecting potential cost savings of up to €500 million in the coming years. The bank plans to use AI to streamline processes in corporate lending, transaction monitoring, and customer checks. Orcel believes that fully redesigning systems with AI could lead to efficiency improvements exceeding 50% in certain areas. He emphasizes that AI's effectiveness depends on clear objectives and a willingness to adapt the bank's operational methods.

Alarm.com enhances security with AI-powered cameras and platform

Alarm.com has introduced new AI-powered innovations to its unified platform, enhancing security for homes and businesses. Features include AI Video Event Search for quick video clip retrieval using natural language, and AI Access Assist for simplified access control management. The company also previewed AI Deterrence (AID) with adaptive verbal warnings based on real-time details. Alarm.com is expanding its next-generation camera portfolio, including battery-powered options, to support scalable protection and meet global demand for smarter security solutions.

DocuSign CEO: AI has been great for business

DocuSign CEO Allan Thygesen stated that artificial intelligence has been highly beneficial for the company. He shared this insight while discussing the company's latest earnings report and the impact of AI on its operations. The statement suggests that AI integration has positively contributed to DocuSign's performance and business outcomes.

AI drone tech firm Swarmer surges 1,200% after IPO

Swarmer, an artificial intelligence drone software company, has seen its shares surge 1,200% in two days following its IPO, closing up 77% on Wednesday after a 520% jump on Tuesday. The company's AI technology coordinates drone swarms and has been used in over 100,000 combat missions in Ukraine since April 2024. This rally reflects strong investor interest in AI, drone technology, and defense, driven by the increasing use of autonomous systems in modern warfare.

Sources

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• "You cannot think of game development without thinking about AI" – Ex-NCSoft president Songyee Yoon on investing in the AI future
• GV's Tom Hulme: We’ve doubled down on Europe
• Micropolis AI Robotics (MCRP) Enters $9.3M Commercial Agreement with AfricAI
• You’ve Finally Figured Out AI at Work—Now Comes the Bill
• Macy’s, Inc. is looking to leverage AI ahead of a cautious outlook for 2026
• Sony has removed 135,000 'deepfakes' of its artists' music
• UniCredit Sees Up to €500 Million in AI Cost Cuts in Next Years
• AI cameras that talk back: inside Alarm.com’s security upgrade
• AI has been great for Docusign, says CEO Allan Thygesen
• Tiny AI Drone Technology Company Surges 1,200% in Two Days