Nvidia: $35.1B Revenue, Intel Chip Supply, USD.AI $62M

Several developments are shaping the AI and tech landscape. YZi Labs, an investment group by Binance's founders, is investing in USD.AI, a stablecoin system that uses AI hardware as collateral for loans, having already secured $62 million in total value locked. This approach aims to provide AI developers with funding outside traditional banking systems. NVIDIA, a major player in AI hardware, reported a 94% revenue jump to $35.1 billion in Q3 2025, driven by strong demand for its AI products like the Blackwell GPU which contributed to $30 billion in Q2 2025 earnings. However, the company faces challenges, including executive share sales and potential delays of the Rubin GPU and Blackwell B200 chip to 2027. Despite these challenges, NVIDIA continues to invest in other AI companies, with CoreWeave Inc. being its most valuable holding. ASML, the sole supplier of EUV lithography systems essential for manufacturing advanced AI chips, remains a key company in the AI supply chain, serving major chipmakers like Taiwan Semiconductor Manufacturing and Intel. Okta, a leader in identity security, reported a 13% revenue increase to $728 million in Q2 2026 and analysts predicted a 10% increase in revenue to $711.8 million, driven by its AI-powered security platform and strategic acquisitions like Axiom Security for $75 million. SoundHound AI and BigBear.ai are also making strides in the AI sector, with SoundHound AI experiencing significant revenue growth. Gaotu Techedu is leveraging AI to transform its business in China's EdTech sector, achieving a 57.7% revenue increase. Tax Deeds AI is introducing workshops to educate individuals on AI-driven tax deed investing, aiming to democratize access to investment opportunities.

Key Takeaways

• YZi Labs invests in USD.AI, a stablecoin system using AI hardware as loan collateral, with $62 million already secured.
• NVIDIA's revenue increased by 94% to $35.1 billion in Q3 2025, driven by AI hardware demand.
• NVIDIA's Q2 2025 earnings show $30 billion in revenue, with 88% from data centers.
• NVIDIA's new Rubin GPU and Blackwell B200 chip releases may be delayed until 2027.
• ASML is the sole supplier of EUV lithography systems, critical for manufacturing advanced AI chips.
• Okta's Q2 2026 revenue rose 13% to $728 million, fueled by AI-driven security solutions.
• Analysts predict Okta's revenue to increase to $711.8 million.
• Gaotu Techedu uses AI to transform its business in China's EdTech sector, with revenue up 57.7%.
• Tax Deeds AI launches workshops on AI-driven tax deed investing.
• SoundHound AI is known for its voice AI platform and has seen a 217% increase in revenue.

YZi Labs invests in USD.AI using AI hardware as loan collateral

YZi Labs, the investment group from Binance's founders, is putting money into USD.AI, a stablecoin system. USD.AI uses AI hardware, like GPUs, as collateral for loans. This helps AI developers get money without using traditional banks. USD.AI has already secured $62 million in total value locked. This approach helps connect blockchain tech with real-world needs.

YZi Labs supports USD.AI to fund AI with stablecoins

YZi Labs is investing in USD.AI, a stablecoin project that funds AI infrastructure. USD.AI uses real-world AI hardware to back its loans. This helps AI developers get funding faster than traditional methods. Currently, USD.AI manages over $62 million in locked assets. The goal is to make it easier for smaller AI companies to get the money they need.

YZi Labs uses AI hardware as collateral for crypto finance

YZi Labs, started by Binance's founders, is investing in USD.AI, a stablecoin system. USD.AI lets people use AI hardware, like GPUs, as collateral for loans. This helps AI developers get money without traditional banks. USD.AI has $62 million locked up and partnerships with platforms like K3 Capital. Users can also earn rewards through the "Allo" program.

NVIDIA faces challenges amid AI growth, executive sales, and delays

NVIDIA's revenue jumped 94% to $35.1 billion in Q3 2025 because of its strong position in AI. The CEO sold shares for $176 to $183 each, raising questions. The new Rubin GPU and Blackwell B200 chip are delayed, which could push back their release to 2027. Despite these issues, the AI server market is growing fast, and NVIDIA is still a leader.

Nvidia's AI leadership driven by strategic design and innovation

NVIDIA's Q2 2025 earnings show $30 billion in revenue, with 88% from data centers. This is because of the Blackwell GPU's strong role in AI. NVIDIA's success comes from its hardware, software, and partnerships. Innovations like FP4 precision and Dynamo AI OS give NVIDIA an edge. Investors can gain from NVIDIA's ecosystem and its ability to adapt to market changes.

Okta earnings report coming soon can it stay above $88

Okta, a leader in identity security, will share its Q2 2026 earnings on August 26. Analysts predict a 10% increase in revenue to $711.8 million. Investors will be watching subscription revenue and future predictions. Okta's AI-powered security platform is gaining attention. A strong report could boost the stock, while weak guidance could cause concern.

Okta's Q2 results show AI-driven security reinvention

Okta's Q2 2026 results show a 13% rise in revenue to $728 million. The company's purchase of Axiom Security for $75 million improved AI threat detection. Partnerships with Palo Alto Networks position Okta as a leader in zero-trust security. Okta's long-term investment appeal is boosted by its strong financial guidance and cash reserves.

SoundHound versus BigBear AI which AI stock is better now

SoundHound AI and BigBear.ai are two AI companies with different focuses. SoundHound AI is known for its voice AI platform and has seen a 217% increase in revenue. BigBear.ai provides AI solutions for government and commercial clients. However, BigBear.ai's outlook for 2025 is weaker compared to SoundHound's growth.

Gaotu Techedu uses AI for turnaround in China's EdTech sector

Gaotu Techedu is using AI to change its business after regulations impacted China's education sector. The company is shifting from tutoring to vocational training and digital products. AI has helped Gaotu cut costs and improve tutor productivity by 30%. Revenue increased by 57.7% to RMB1.49 billion in Q1 2025.

Can Nvidia keep growing earnings in the AI market

NVIDIA, a leader in AI hardware, faces a big earnings test. Demand for its AI hardware is high, driven by Blackwell GPUs. Investors are watching to see if NVIDIA can keep its profit margins above 72%. China's export restrictions could pose a risk, but new chip approvals could help.

Is ASML a top AI stock to buy now

ASML is a key company in the AI industry. It's the only supplier of EUV lithography systems. These systems are used to make advanced AI chips. ASML has a large share of the lithography market. Major chipmakers like Taiwan Semiconductor Manufacturing and Intel rely on ASML's equipment.

Nvidia bets on these AI stocks led by 'Godfather of AI'

Nvidia, a leader in AI, invests in other AI companies. These include CoreWeave, a cloud computing provider, and Arm, an AI chip designer. Nvidia's most valuable holding is CoreWeave Inc., worth about $2.2 billion. Other investments include Applied Digital, Nebius, Recursion Pharmaceuticals, and WeRide.

Tax Deeds AI launches workshops on AI-driven tax deed investing

Tax Deeds AI is offering workshops to teach people about tax deed investing using AI. The workshops show how to research and analyze tax deeds with AI and online tools. This helps investors make decisions without needing a real estate license or lots of money. The goal is to make tax deed investing easier for everyone.

Sources

• YZi Labs Backs AI Hardware as Collateral in DeFi Revolution
• YZi Labs Backs USD.AI in Push to Finance AI Infrastructure with Stablecoins
• "YZi Labs Bets on AI Hardware as the New Collateral for Crypto Finance"
• NVIDIA: Navigating AI's Tides Amid Executive Sales, Product Delays, and Market Momentum
• Nvidia's Earnings and the Future of AI-Driven Market Leadership: Strategic Ecosystem Design and Innovation-Driven Competitive Advantage
• Video: Okta Earnings on Deck: Can Identity Security’s AI Playmaker Avoid a Breakdown Below $88
• Okta's Q2 2026 Results: A Strategic Reinvention in Identity Security Amid AI-Driven Cyber Threats
• SoundHound vs. BigBear.ai: Which AI Stock Has More Upside Now?
• Gaotu Techedu's Strategic AI-Driven Turnaround: A High-Conviction Long Investment in China's Evolving EdTech Sector
• Video: NVIDIA’s Earnings: Can the AI Giant Keep Defying Gravity?
• What Is One of the Best Artificial Intelligence (AI) Stocks to Buy Now? @themotleyfool #stocks $ASML
• Nvidia CEO Jensen Huang Was Dubbed 'Godfather of AI.' The Company Is Betting On These AI Stocks
• Tax Deeds AI by Tax Lien Wealth Builders Launches National Workshops on AI-Driven Tax Deed Investing