Nvidia AI chip sales hit $8.4 billion as Meta acquires Moltbook

Key Takeaways

• Broadcom's AI revenue surged over 100% to $8.4 billion and is projected to reach $100 billion from AI chips by 2027.
• TSMC, a key chip manufacturer for Nvidia and Broadcom, reported a 20% revenue increase and 30% earnings per share rise.
• Sales automation startup Rox AI achieved a $1.2 billion valuation, aiming to challenge traditional CRM platforms like Salesforce with AI-native solutions.
• Oracle and Salesforce are adapting to AI, with Salesforce transforming into an enterprise platform for AI agents, leveraging proprietary data to counter obsolescence fears.
• AI is the leading force in global private market investment and returns, offering broader exposure to AI applications and infrastructure.
• Meta's acquisition of Moltbook, a social network for AI agents, raises concerns about speculative behavior and hype-driven valuations in the AI market.
• SharkNinja launched AI-enabled products, the Shark ChillPill and Shark PowerDetect UV Reveal, expanding its reach into new technology categories.
• Strong demand for AI servers is boosting Taiwanese suppliers of optical modules and server components.
• Onyx Security, a cybersecurity startup founded by Nvidia veterans, raised $35 million (total $40 million) to secure and manage AI agents within organizations.
• Sword Group is strategically integrating AI into its services, data management, and cybersecurity offerings to remain competitive.

Broadcom and TSMC: Top AI Stocks to Buy Now

Broadcom, a networking giant, and Taiwan Semiconductor Manufacturing (TSMC), a key chip manufacturer, are highlighted as strong AI stocks. Broadcom's AI revenue surged over 100% to $8.4 billion, with expectations to reach $100 billion from AI chips by 2027. TSMC, which produces chips for leaders like Nvidia and Broadcom, reported a 20% revenue increase and a 30% earnings per share rise. Both companies are well-positioned to benefit from the ongoing AI boom, making them attractive investments before the next earnings season.

Broadcom and TSMC: Top AI Stocks to Buy Now

Broadcom, a networking giant, and Taiwan Semiconductor Manufacturing (TSMC), a key chip manufacturer, are highlighted as strong AI stocks. Broadcom's AI revenue surged over 100% to $8.4 billion, with expectations to reach $100 billion from AI chips by 2027. TSMC, which produces chips for leaders like Nvidia and Broadcom, reported a 20% revenue increase and a 30% earnings per share rise. Both companies are well-positioned to benefit from the ongoing AI boom, making them attractive investments before the next earnings season.

Rox AI reaches $1.2B valuation, challenging CRM giants

Sales automation startup Rox AI has achieved a $1.2 billion valuation in a funding round led by Sequoia and General Catalyst. Founded in 2024 by a former New Relic executive, Rox AI aims to be an AI-native alternative to traditional Customer Relationship Management (CRM) platforms. The company's rapid rise to unicorn status reflects strong investor confidence in AI-first enterprise tools that can disrupt established players like Salesforce. Rox AI focuses on automating sales tasks, reducing data entry for sales teams.

Rox AI reaches $1.2B valuation, challenging CRM giants

Sales automation startup Rox AI has achieved a $1.2 billion valuation in a funding round led by Sequoia and General Catalyst. Founded in 2024 by a former New Relic executive, Rox AI aims to be an AI-native alternative to traditional Customer Relationship Management (CRM) platforms. The company's rapid rise to unicorn status reflects strong investor confidence in AI-first enterprise tools that can disrupt established players like Salesforce. Rox AI focuses on automating sales tasks, reducing data entry for sales teams.

AI Drives Private Market Investment Activity

Artificial intelligence is now the leading force in investment activity and returns within global private markets, according to Hamilton Lane's 'Market Overview'. The report highlights that while public markets are concentrated in a few AI companies, private markets, especially venture capital, offer broader exposure to AI applications, models, and infrastructure. This trend is expected to continue as leading AI companies stay private longer. The report also discusses the strength of the secondary market, private credit, and the long-term outperformance of private equity.

SharkNinja expands into AI cooling and cleaning devices

SharkNinja launched two new AI-enabled products in March 2026: the Shark ChillPill personal cooling system and the Shark PowerDetect UV Reveal robot vacuum and mop. These launches signify SharkNinja's move into new categories beyond household appliances, aiming to become a broader technology and beauty tech brand. While these AI-infused products support the company's innovation narrative, investors are watching if heavy spending on research and development will lead to scalable growth and profitability, especially with a recent $750 million share repurchase authorization.

Software firms defend against AI takeover fears

Software companies like Oracle and Salesforce are pushing back against fears that AI will make them obsolete. Oracle's CEO Mike Sicilia stated that adopting AI tools rapidly is key to survival, not a threat. Salesforce CEO Marc Benioff emphasized the company's transformation into an enterprise platform for AI agents, leveraging its vast customer data. Experts agree that proprietary data is a strong defense, making established companies with deep data sets resilient. While AI can generate code more easily, the embedded nature and high switching costs of existing software like Salesforce provide a significant barrier.

Meta's Moltbook acquisition sparks AI bubble concerns

Meta's recent acquisition of Moltbook, a social network for AI agents, is raising concerns about speculative behavior in the AI market. Moltbook, described as a Reddit-like forum for bots, represents a bet on a novel technology with unproven utility for humans. This move, along with Meta's significant investments in AI, mirrors past market bubbles. While Meta aims to leverage Moltbook's creators for its Superintelligence Labs, the acquisition highlights the hype-driven valuations in the AI sector, detached from fundamental business value.

AI Server Demand Boosts Taiwan Suppliers

Despite fewer working days in February, Taiwanese suppliers in the AI server hardware chain saw growth, particularly in optical modules and server components. This increase is attributed to strong demand for AI servers. While some case makers experienced weaker month-to-month sales, the overall trend indicates continued momentum in the AI hardware sector. Companies supplying components like optical modules and Baseboard Management Controllers (BMC) are benefiting from the ongoing AI server build-out.

Onyx Security raises $35M to manage AI agents

Israeli cybersecurity startup Onyx Security has secured $35 million in Series A funding to develop a platform for controlling and securing AI agents within organizations. Led by Conviction, the funding brings Onyx's total to $40 million. Founded in 2024 by veterans from Unit 8200 and Nvidia, the company addresses the new risks posed by AI agents making dynamic decisions. Onyx's platform aims to detect AI assets, enforce usage policies, and ensure AI investments deliver measurable returns for businesses.

Sword Group adapts strategy for AI-driven market

Sword Group is adjusting its strategy to navigate the rapidly evolving market shaped by artificial intelligence. The company is focusing on strengthening its AI expertise in data management, cybersecurity, and digital transformation. Key strategic directions include accelerating AI integration into existing services, expanding market reach using AI insights, and investing in talent development to ensure its workforce has cutting-edge AI skills. This proactive adaptation is seen as crucial for maintaining competitiveness and achieving sustainable growth in the tech landscape.

Sources

• 2 Artificial Intelligence (AI) Stocks to Buy Hand Over Fist Before the Next Earnings Season
• 2 Artificial Intelligence (AI) Stocks to Buy Hand Over Fist Before the Next Earnings Season
• Sales automation startup Rox AI hits $1.2B valuation, sources say
• Rox AI hits $1.2B valuation, taking aim at CRM giants
• AI Driving Investment Activity In Private Markets
• How Investors May Respond To SharkNinja (SN) Expanding Into AI‑Enabled Cooling And Smart Cleaning Devices
• Software companies fight back against fears that AI will kill them
• Meta’s Moltbook gamble looks a lot like bubble behavior
• AI Server tracker: Taiwan optical module and BMC suppliers gain despite fewer February working days on AI server demand
• Cyber startup Onyx Security raises $35 million to control AI agents in organizations
• Sword Group adapts its strategy in a market transformed by Artificial Intelligence