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Nvidia $5B Intel Investment, OpenAI $6.5B Contract

The artificial intelligence sector continues to see significant activity, with companies like NVIDIA reporting substantial revenue growth, reaching $46.74 billion in Q2 2025, driven by demand for its AI hardware. NVIDIA is also making strategic investments, including a $5 billion stake in Intel to integrate their technologies and a £2 billion investment in UK AI startups. Meanwhile, cloud infrastructure providers are bolstering their AI capabilities; CoreWeave, an AI cloud specialist, has secured a $6.3 billion capacity agreement with NVIDIA and an expanded $6.5 billion contract with OpenAI, positioning itself for significant growth with a reported $30.1 billion contracted backlog. In the software and data space, Workday is enhancing its HR and finance products with AI, expanding its Workday Data Cloud and partnering with companies like Databricks, Salesforce, Snowflake, and Microsoft. Salesforce itself is expanding its Agentforce and Data Cloud platforms, partnering with CrowdStrike for AI-driven workflows, and has invested $6 billion in the UK, though its valuation is debated with some models suggesting it's overvalued while others indicate undervaluation. CrowdStrike is also pushing its AI products, like Threat AI, and has expanded partnerships with NVIDIA, Salesforce, and AWS. Arm Holdings is recognized as a long-term AI contender due to its efficient chip designs powering smartphones, data centers, and IoT devices, benefiting from a royalty-based business model. Addressing the hardware challenges, Swiss startup Corintis has raised $24 million for its AI-designed microfluidic chip cooling technology, which has shown significant improvements in cooling efficiency through a partnership with Microsoft. In the financial technology space, TrustStrategy utilizes AI bots for crypto arbitrage. ServiceTitan is also seeing positive analyst ratings, with an Overweight reiteration based on expanding AI opportunities projected to boost growth starting in 2026.

Key Takeaways

NVIDIA reported $46.74 billion in Q2 2025 revenue, with Blackwell Data Center revenue up 17%, and is investing $5 billion in Intel and £2 billion in UK AI startups.
CoreWeave, an AI cloud provider, has a $30.1 billion contracted backlog and secured a $6.3 billion capacity agreement with NVIDIA and a $6.5 billion contract with OpenAI.
Workday is integrating AI into its HR and finance products and expanding its Data Cloud, partnering with Databricks, Salesforce, Snowflake, and Microsoft.
Salesforce is enhancing its AI platforms, partnering with CrowdStrike, and has invested $6 billion in the UK, with mixed valuation outlooks.
CrowdStrike launched new AI products and expanded partnerships with NVIDIA, Salesforce, and AWS.
Arm Holdings is a key player in AI chip design licensing, benefiting from its royalty model and energy-efficient technology.
Corintis raised $24 million for its AI-designed microfluidic chip cooling solution, demonstrating significant cooling improvements with Microsoft.
TrustStrategy uses AI bots for crypto arbitrage and trading.
ServiceTitan's AI opportunities are expected to drive multi-year growth starting in 2026, leading to an Overweight rating.
The AI sector shows continued investment and development across hardware, cloud infrastructure, and software solutions.

Rezolve AI valuation questioned amid AI sector surge

Rezolve AI's stock saw a 91.3% increase last month, but has dipped 10.7% in the past week and is down 19.4% year-over-year. The company scores 0 out of 6 on undervaluation checks. A Discounted Cash Flow analysis suggests the stock is 1483.2% overvalued, with a calculated intrinsic value of $0.38 compared to its current market price. The price-to-book ratio is also significantly below industry averages, indicating financial challenges.

CrowdStrike's AI push sparks valuation debate

CrowdStrike recently launched new AI products like Threat AI and Falcon Data Protection, and expanded partnerships with NVIDIA, Salesforce, AWS, and KPMG. The stock has gained 14% in the past month and 68% over the year. However, one popular narrative suggests the stock is 11.6% overvalued, with a fair value of $431.24, as future growth may already be priced in. A discounted cash flow model also indicates the current price is above fair value.

Workday's AI strategy boosts valuation outlook

Workday launched new AI-powered HR and finance products, its Workday Data Cloud, and expanded partnerships with Databricks, Salesforce, Snowflake, and Microsoft. The stock has risen 7% in the past month. The most popular narrative suggests Workday is 12.5% undervalued, with a fair value of $282.05, driven by strong AI adoption and profit margin growth. However, its price-to-earnings ratio is higher than the industry average.

Salesforce AI expansion prompts valuation review

Salesforce expanded its Agentforce and Data Cloud platforms, partnered with CrowdStrike for AI-driven workflows, and invested $6 billion in the UK. The stock is down 11% over three months but up over 71% in three years. The most popular view indicates Salesforce is 8.7% overvalued, with a fair value of $223.99, citing concerns about future margin expansion and revenue targets. Conversely, a discounted cash flow model suggests the stock is undervalued.

Arm Holdings: A long-term AI stock contender

Arm Holdings is a strong long-term investment in the AI sector due to its efficient CPU architecture, which dominates the smartphone market and is growing in data centers. The company licenses its designs, earning royalties on sales, a high-margin business. Arm's royalty stream is long-lived, and it is expanding into new products like system-on-chips (SoCs). Its technological advantage and royalty model provide resilience and growth potential.

Arm Holdings powers AI growth with chip designs

Arm Holdings is a key player in AI, licensing its intellectual property for chip designs used in smartphones, data centers, and IoT devices. Its energy-efficient technology is crucial for AI applications. The company's royalty-based business model is well-positioned to benefit from the increasing demand for AI-powered devices and services. Arm's strong intellectual property and established relationships give it a competitive edge in the growing AI market.

CoreWeave poised for Q4 AI stock gains

CoreWeave, an AI cloud specialist, is showing strong momentum with over 50% gains since September. Key factors include an expanded $6.5 billion contract with OpenAI and a $6.3 billion order from NVIDIA, solidifying its role as an indispensable AI partner. Analysts at Wells Fargo and Raymond James have upgraded the stock, with price targets suggesting over 30% upside. Positive momentum indicators also point to potential further gains.

CoreWeave: A 10X AI stock for the next decade?

CoreWeave, an AI cloud infrastructure provider, shows potential for a tenfold stock increase over the next decade. The company reported a 207% revenue surge in Q2 2025, reaching over $1.2 billion, with a $30.1 billion contracted backlog. Aggressive expansion of data center capacity and vertical integration, including acquisitions, aim to scale infrastructure efficiently. A $6.3 billion capacity agreement with NVIDIA further reduces risk.

TrustStrategy uses AI bots for crypto arbitrage profits

TrustStrategy offers an AI-driven platform for crypto arbitrage and trading, aiming to maximize investor returns. Its crypto arbitrage bot detects and capitalizes on price differences across exchanges, executing trades rapidly. The platform supports 24/7 trading, precision, and diversification, with a secure and transparent system. Users can start with a free trial and choose from various AI-powered strategies for daily profit payouts.

Corintis secures $24M for AI chip cooling solution

Swiss startup Corintis raised $24 million in Series A funding to address the critical chip cooling problem in AI hardware. Using AI-designed microfluidic technology, Corintis creates custom liquid cooling channels for chips. A major partnership with Microsoft resulted in a breakthrough, cooling a server three times more effectively than current methods. This advancement enables higher performance and new chip architectures, with plans to scale manufacturing significantly.

Nvidia and AI stocks near buy points

Nvidia (NVDA) and other stocks like Quanta Services (PWR), Emcor (EME), Rhythm Pharmaceuticals (RYTM), and DoorDash (DASH) are being watched as they trade near buy points amid a market pullback. While the broader market has seen a dip, these stocks are showing resilience. Specifically, three of the five mentioned stocks are in the artificial intelligence sector, indicating continued investor interest in AI plays.

NVIDIA invests in UK AI and partners with Intel

NVIDIA reported a 56% year-over-year revenue growth to $46.74 billion in Q2 2025, with Blackwell Data Center revenue up 17%. The company is investing $5 billion in Intel to integrate NVIDIA's AI with Intel's CPUs, acquiring a 5% stake. NVIDIA is also investing £2 billion in UK AI startups to foster innovation. CEO Jensen Huang emphasized empowering the UK to lead in AI.

ServiceTitan stock reaffirmed Overweight on AI growth

Piper Sandler reiterated an Overweight rating on ServiceTitan (TTAN) with a $155 price target, citing expanding AI opportunities. Analysts see ServiceTitan as a top vertical growth stock with long-term AI potential. Key highlights from their Pantheon event include broader market reach beyond HVAC, strong growth in the commercial segment, and a projected multi-year boost starting in 2026 from AI automations and Pro add-ons.