Nvidia advances GPUs as Broadcom ships chips for Google Anthropic

Key Takeaways

• CoreWeave projects over $5.1 billion in 2025 revenue and holds a $66.8 billion contracted backlog for AI cloud infrastructure.
• Applied Digital is developing a 400-megawatt data center campus for CoreWeave, anticipating $11 billion in lease revenue over 15 years.
• Nvidia is advancing its GPU technology and Agent Toolkit, while also emphasizing the growing importance of CPUs and agentic AI with its Grace CPU platform.
• Amazon is positioned to benefit from AI through its dominant AWS cloud services, expanding robotics market, and cost-effective e-commerce platform.
• Broadcom's AI revenue doubled to $8.4 billion in Q1 2026, as it designs custom chips for major clients like Google (for its Tensor Processing Unit) and Anthropic.
• Alibaba Group Holdings reported a 2% revenue growth to $41.3 billion in late 2025, but its net income dropped 66% due to significant AI investments, despite its Qwen app reaching over 300 million users.
• Mizuho upgraded MongoDB to 'outperform', citing strong AI tailwinds and predicting 60% customer growth in fiscal 2026, with revenue increasing 23% while headcount grows only 1%.
• Coca-Cola leverages AI through its global distribution network to analyze consumer data for product development and supply chain improvements, without requiring massive R&D spending.
• Tempus AI Inc. received a 'Buy' rating and increased price target following a multi-year collaboration agreement with Merck to accelerate healthcare advancements.
• The software secondary market is shifting its valuation framework, prioritizing revenue durability over growth rates as AI disrupts traditional software assumptions and business models.

CoreWeave and Applied Digital AI Data Centers Compared

CoreWeave and Applied Digital are key players in the booming AI data center market. CoreWeave focuses on leasing AI cloud infrastructure, while Applied Digital builds and leases data centers. CoreWeave reported over $5.1 billion in revenue for 2025 and has a $66.8 billion contracted backlog. Applied Digital is developing a 400-megawatt campus for CoreWeave, expecting $11 billion in lease revenue over 15 years. Both companies are expanding rapidly to meet AI demand, but face challenges like significant capital expenditures.

AI Data Center Stocks CoreWeave and Applied Digital Face Off

CoreWeave and Applied Digital are major companies building data centers for the AI revolution. CoreWeave is a private company specializing in GPU cloud services for AI, while Applied Digital is a public company expanding its data centers for AI workloads. Investors are weighing CoreWeave's potential high growth against Applied Digital's stability. Both are expanding rapidly, but face intense competition in the growing AI infrastructure market.

CoreWeave and Applied Digital AI Data Center Stock Analysis

CoreWeave and Applied Digital are positioned to benefit from the high demand for AI data centers. CoreWeave reported $5.1 billion in revenue for 2025 and has a $66.8 billion backlog, while Applied Digital has secured long-term lease contracts worth billions. CoreWeave is rapidly scaling its AI infrastructure, expecting over 1.7 gigawatts of power by the end of 2026. Applied Digital is developing large data center campuses, with significant lease revenue projected. Both companies face risks related to large capital expenditures and market competition.

Top 3 Stocks Poised to Win as AI Disrupts Millions of Jobs

Artificial intelligence (AI) is predicted to significantly disrupt the job market, potentially displacing millions of jobs while creating new ones. Experts like Vinod Khosla believe AI could perform 80% of all jobs, though others like the World Economic Forum predict a net job gain. Amazon is well-positioned to profit through its AWS cloud services, potential robotics market expansion, and its low-cost e-commerce platform. Nvidia continues to lead with its powerful GPUs and new Agent Toolkit for AI development. ServiceNow's AI platform helps businesses automate workflows, making it a strong contender in the evolving landscape.

AI Job Disruption Could Benefit Amazon, Nvidia, and ServiceNow Stocks

Artificial intelligence (AI) is expected to cause major job market changes, with some predicting widespread displacement and others foreseeing net job growth. Amazon stands to benefit through its dominant AWS cloud services, its growing robotics business, and its cost-effective e-commerce platform. Nvidia remains a key player with its advanced GPUs and new Agent Toolkit, driving the 'next industrial revolution in knowledge work.' ServiceNow's AI platform aids companies in automating workflows, positioning it for growth in an AI-driven economy.

Alibaba's AI Focus Amidst Revenue Miss: Buy, Sell, or Hold?

Alibaba Group Holdings reported a 2% revenue growth in the last quarter of 2025, totaling $41.3 billion, below analyst expectations. Its net income fell by 66% due to heavy investment in technology and user experience, with sales and marketing expenses rising significantly. Despite the financial results, Alibaba states AI is a primary growth engine, with AI product revenue doubling for the tenth consecutive quarter and its Qwen app reaching over 300 million users. However, the company's AI revenue contribution remains unclear, and the steep earnings drop raises concerns, suggesting a wait-and-see approach for investors.

Alibaba's AI Push Faces Scrutiny After Revenue Shortfall

Chinese tech giant Alibaba Group Holdings missed revenue expectations in late 2025, reporting $41.3 billion, a 2% increase year-over-year. Net income dropped 66% as the company invested heavily in AI and user experience, increasing sales and marketing costs by 69%. Alibaba claims its AI product revenue has doubled for ten straight quarters and its Qwen app has over 300 million users. However, the exact contribution of AI revenue is not specified, and the significant earnings decline prompts caution. Investors are advised to wait and see if Alibaba's AI investments will yield better financial results.

Mizuho Upgrades MongoDB Stock on AI Tailwinds and Efficient Growth

Mizuho has upgraded MongoDB to 'outperform' with a price target of $325, citing strong AI tailwinds and efficient growth. The bank predicts MongoDB's customer base will grow 60% year-on-year in fiscal 2026, with revenue increasing 23% while headcount grows only 1%. Unlike some SaaS peers, MongoDB operates at the infrastructure layer where AI is beneficial, enhancing application creation and data intensity. CEO CJ Desai is expected to leverage relationships to boost large deals, with projected FY27 revenue of $3.07 billion.

AI Reshapes Software Secondaries Market Valuation

Artificial intelligence (AI) is fundamentally changing how the software secondary market values risk and growth. Scott Voss, managing director at HarbourVest, notes that AI disrupts core software assumptions like seat-based pricing and fixed-cost leverage. Software focused on 'thinking' tasks faces commoditization, while AI embedded in transactions or regulated workflows may benefit. Investors now prioritize durability of revenue over growth rates, considering factors like revenue replacement risk and margin volatility. This shift requires rethinking valuation frameworks for software companies.

Coca-Cola Leverages AI Through Distribution, Not Massive Spending

Coca-Cola is effectively using artificial intelligence (AI) without the massive R&D investments seen in tech companies. The company's strength lies in its extensive global distribution network, which allows it to gather valuable consumer data. Coca-Cola analyzes this data using AI to improve product development, marketing, and supply chain management. This strategic use of AI, supported by a $2.5 billion investment in its distribution system, helps Coca-Cola remain competitive and innovative in the beverage market.

Broadcom's AI Revenue Doubles to $8.4 Billion, Making it an Underrated Stock

Broadcom is experiencing significant growth in its artificial intelligence (AI) operations, with AI revenue doubling to $8.4 billion in Q1 2026. The company designs custom chips for major players like Google for its Tensor Processing Unit (TPU) and for Anthropic. Broadcom's total revenue increased 29% year-over-year to $19.31 billion. With a strong financial position and explosive growth, Broadcom is highlighted as a potentially underrated AI stock due to its crucial behind-the-scenes role in AI hardware development.

AI's Next Wave: Beyond GPUs to CPUs and Agentic AI

While GPUs powered the initial AI boom, the next phase of growth may come from CPUs and agentic AI, according to Nvidia's GTC 2026 conference. Agentic AI systems coordinate tasks and make decisions, requiring robust general-purpose computing power from CPUs. Nvidia is shifting focus towards its Grace CPU platform, recognizing the growing importance of CPUs in managing complex AI systems. This evolution suggests that companies solving these new infrastructure constraints, beyond just GPU manufacturing, could become the next big winners in AI stocks.

Tempus AI Inc. Rated Buy for Healthcare Opportunities

Tempus AI Inc. (NASDAQ:TEM) is considered a high-potential stock, particularly within the healthcare sector. H.C. Wainwright reaffirmed its 'Buy' rating on March 10, increasing the price target to $95 from $89. This positive outlook follows Tempus AI's multi-year collaboration agreement with Merck, aimed at accelerating healthcare advancements. The company is recognized on Robinhood as a stock with significant upside potential.

Sources

• CoreWeave vs. Applied Digital: Which AI Data Center Stock Will Make You Richer?
• CoreWeave vs. Applied Digital: Which AI data center stock will make you richer?
• CoreWeave vs. Applied Digital: Which AI Data Center Stock Will Make You Richer?
• AI May Disrupt Millions of Jobs. These 3 Stocks Could Be Big Winners.
• AI May Disrupt Millions of Jobs. These 3 Stocks Could Be Big Winners.
• Alibaba Missed Its Revenue Expectations but the Tech Giant Is Leaning Hard Into AI. Should Investors Buy, Sell, or Hold?
• Alibaba Missed Its Revenue Expectations but the Tech Giant Is Leaning Hard Into AI. Should Investors Buy, Sell, or Hold?
• AI tailwinds will drive gains for this software stock after a decline to start 2026, Mizuho says
• AI upends software secondaries as durability replaces growth in pricing risk
• 2.5 Billion Reasons This Top Warren Buffett Stock Isn't an Artificial Intelligence (AI) Laggard
• Broadcom's AI Revenue Just Doubled to $8.4 Billion. Is This the Most Underrated Artificial Intelligence (AI) Stock of 2026?
• GPUs Built the Boom, But the Next Great AI Stocks Aren't What You Think
• Tempus AI Inc. (TEM) Touted as a Buy Amid Focus on Healthcare Opportunities