nvidia, amazon and microsoft Updates

The global demand for artificial intelligence applications is driving significant growth across various sectors, with companies on the Taiwan Stock Exchange (TWSE) achieving record combined sales of NT$47.63 trillion in 2025, a 13.82 percent increase from the previous year. The computer and peripheral industry saw a 35.76 percent revenue rise, and the semiconductor industry grew by 21.04 percent, both benefiting directly from the AI boom. Even the over-the-counter market reported an 8 percent sales increase, primarily led by its semiconductor sector. The AI chip market is experiencing intense competition and evolving dynamics. While Nvidia has held a dominant position, an analyst predicts Micron Technology could outperform it in the AI chip market by 2026, as memory and storage systems become critical bottlenecks for growing AI workloads. Major tech giants like Amazon, Microsoft, and Alphabet (Google) are also developing their own custom AI chips, adding competitive pressure. Intel is making strides, with its stock rising due to strong demand for its data center AI chips and significant improvements in its manufacturing processes, including the 18A process node. AI's influence extends beyond hardware to specialized applications. Tempus AI, a cancer diagnostics company, reported better-than-expected Q4 sales of roughly $367 million, with its diagnostics revenue more than doubling to $266 million. In the financial services sector, Hupo secured $10 million in Series A funding for its AI-powered sales training platform, which uses real-time conversation analysis to boost productivity, and plans to expand to the USA this year. The rapid advancement of AI also presents new challenges, particularly in fraud detection. Checkr, a San Francisco-based background-check startup, saw its revenue jump 14 percent to $800 million as companies combat a rise in AI-generated fraud. CEO Daniel Yanisse noted that at least 40 percent of job and loan applications reviewed by Checkr contained fake information, often created using tools like ChatGPT and Google Gemini. Meanwhile, the broader AI infrastructure landscape is shifting, with cross-cloud operators positioned to win by building flexible solutions that allow AI models to run smoothly across different cloud environments such as AWS, Azure, and Google Cloud. CoreWeave, an AI infrastructure provider, recently saw its stock surge over 12 percent after CEO Michael Intrator addressed critics regarding the company's valuation and business practices. Intrator dismissed claims of circular financing as "ridiculous," highlighting CoreWeave's $25 billion in capital raised, $45 billion valuation, $55 billion revenue backlog, and strong partnerships with companies like OpenAI and Microsoft, despite a $300 million investment from Nvidia. Separately, the Fundsmith Equity Fund reported a 0.8 percent return for its T Class Accumulation shares in 2025, underperforming its benchmark's 12.8 percent return for the same period.

Key Takeaways

• Taiwan Stock Exchange firms achieved record combined sales of NT$47.63 trillion in 2025, a 13.82% increase, driven by strong global demand for AI applications, particularly in the computer and peripheral (35.76% rise) and semiconductor (21.04% growth) industries.
• An analyst predicts Micron Technology will outperform Nvidia in the AI chip market by 2026, as memory and storage systems become critical bottlenecks for AI workloads.
• Amazon, Microsoft, and Alphabet (Google) are developing custom AI chips, intensifying competition for Nvidia in the AI chip market.
• Intel's stock rose due to strong demand for its data center AI chips and significant improvements in its manufacturing processes, with KeyBanc raising its price target to $35.
• Tempus AI, a cancer diagnostics company, reported better-than-expected Q4 sales of $367 million, with its diagnostics revenue more than doubling to $266 million.
• Hupo, an AI-powered sales training company for financial services, secured $10 million in Series A funding and plans to expand to the USA this year.
• Checkr's revenue jumped 14% to $800 million as companies combat a rise in AI-generated fraud, with 40% of job and loan applications containing fake information often created by tools like ChatGPT and Google Gemini.
• Cross-cloud operators are emerging as key players in the AI revolution, providing flexible infrastructure for AI models across various cloud environments like AWS, Azure, and Google Cloud.
• CoreWeave's stock surged after its CEO defended the company's $45 billion valuation and $55 billion revenue backlog, emphasizing strong partnerships despite a $300 million investment from Nvidia.
• The Fundsmith Equity Fund reported a 0.8% return for its T Class Accumulation shares in 2025, underperforming its benchmark's 12.8% return.

Taiwan Stock Exchange Firms See Record Sales Driven by AI Tech

Companies listed on the Taiwan Stock Exchange (TWSE) achieved their highest-ever combined sales in 2025, reaching NT$47.63 trillion. This 13.82 percent increase from the previous year was largely due to strong global demand for artificial intelligence applications. The computer and peripheral industry saw a 35.76 percent rise in revenue, while the semiconductor industry grew by 21.04 percent, both benefiting from the AI boom. However, the plastics and shipping industries experienced declines in sales. Firms on the over-the-counter market also reported an 8 percent sales increase, led by the semiconductor sector.

Taiwan Stock Exchange Firms See Record Sales Driven by AI Tech

Companies listed on the Taiwan Stock Exchange (TWSE) achieved their highest-ever combined sales last year, totaling NT$47.63 trillion. This 13.82 percent increase from the previous year was mainly due to strong global demand for artificial intelligence applications. The computer and peripheral industry saw a 35.76 percent rise in revenue, while the semiconductor industry grew by 21.04 percent, both benefiting from the AI boom. However, the plastics and shipping industries experienced declines in sales. Firms on the over-the-counter market also reported an 8 percent sales increase, led by the semiconductor sector.

Micron Technology Predicted to Outperform Nvidia in AI Chip Market

An analyst predicts Micron Technology will outperform Nvidia in the AI chip market in 2026. While Nvidia has dominated, increasing competition from custom chips by Amazon, Microsoft, and Alphabet may create headwinds. Micron Technology plays a crucial role in memory and storage systems, which are becoming a bottleneck as AI workloads grow. Big tech companies are investing heavily in AI infrastructure, creating strong demand for Micron's products. Analysts are optimistic about Micron's future, suggesting its stock could reach $650.

Micron Technology Predicted to Outperform Nvidia in AI Chip Market

An analyst predicts Micron Technology will outperform Nvidia in the AI chip market in 2026. While Nvidia has dominated, increasing competition from custom chips by Amazon, Microsoft, and Alphabet may create headwinds. Micron Technology plays a crucial role in memory and storage systems, which are becoming a bottleneck as AI workloads grow. Big tech companies are investing heavily in AI infrastructure, creating strong demand for Micron's products. Analysts are optimistic about Micron's future, suggesting its stock could see significant growth.

Tempus AI Stock Jumps on Stronger Than Expected Sales

Tempus AI, a cancer diagnostics company, saw its stock rise after reporting better-than-expected sales for Q4. The company announced roughly $367 million in sales, surpassing Wall Street's expectation of $361 million. Its diagnostics revenue more than doubled to $266 million. Tempus AI also provided an updated revenue outlook for the full year 2025. Despite expectations for the company to lose money through 2027, its stock increased by 75 percent last year and another 24 percent in early 2026.

Hupo Secures 10 Million Dollars for AI Sales Training

Hupo, a company specializing in AI-powered sales training for financial services, raised $10 million in a Series A funding round. DST Global Partners led the investment, with other funds also participating. CEO Justin Kim founded Hupo about four years ago, initially as a mental wellness platform, before shifting to AI-powered sales support in 2022. The company helps banks, insurers, and other financial institutions scale their training and improve productivity using real-time AI conversation analysis. Hupo, based in Singapore, serves clients across Asia-Pacific and Europe and plans to expand to the USA this year.

Checkr Sees Revenue Boom as AI Fraud Increases

Checkr, a San Francisco-based background-check startup, saw its revenue jump 14 percent to $800 million as companies combat a rise in AI-generated fraud. CEO Daniel Yanisse noted that at least 40 percent of job and loan applications reviewed by Checkr contained fake information, often created using tools like ChatGPT and Google Gemini. The company, which started with checks for gig workers, expanded into white-collar employment and financial verification. Checkr is now profitable, operates in 195 countries, and aims for an initial public offering soon.

Intel Stock Rises on Strong AI Chip Demand and Manufacturing Progress

Intel's stock increased after KeyBanc analyst John Vinh upgraded the chipmaker to Overweight. Vinh cited strong demand for Intel's data center AI chips and major improvements in its manufacturing processes. He raised Intel's price target to $35, suggesting a 15 percent potential upside. Despite competition from NVIDIA, Intel is well-positioned in the growing data center AI market due to its competitive pricing and expanding product range. The company's efforts to improve its manufacturing operations, including the 18A process node, are showing positive results.

Cross Cloud Operators Poised to Win in AI Revolution

The artificial intelligence revolution creates new investment opportunities beyond traditional chipmakers like NVIDIA. Cross-cloud operators are positioned to win by building infrastructure that allows AI models to run smoothly across different cloud environments, such as AWS, Azure, and Google Cloud. These companies offer flexibility, interoperability, and reduce vendor lock-in, making them essential regardless of specific hardware or cloud provider dominance. Their solutions are hardware agnostic, scalable, and provide crucial flexibility for businesses. Investors should look for companies offering hybrid cloud management and AI orchestration tools with strong cloud provider partnerships.

CoreWeave Stock Rebounds as CEO Defends Business Model

CoreWeave's stock surged over 12 percent after CEO Michael Intrator addressed critics regarding the company's valuation and business practices. The stock had previously fallen significantly due to concerns about AI growth and alleged circular deals with Nvidia and OpenAI. Intrator dismissed claims of circular financing as "ridiculous," stating Nvidia's $300 million investment is small compared to CoreWeave's $25 billion capital raised and $45 billion valuation. He highlighted a $55 billion revenue backlog and strong partnerships with companies like OpenAI and Microsoft. Analysts like Goldman Sachs and Moody's also support CoreWeave's position in the growing AI infrastructure market.

Fundsmith Equity Fund Reports 2025 Performance

Fundsmith, a London-based investment management firm, released its annual 2025 investor letter for its Fundsmith Equity Fund. The fund, which invests in global equities, reported a 0.8 percent return for its T Class Accumulation shares in 2025. This performance compares to a 12.8 percent return for its benchmark during the same period.

Sources

• TWSE-listed firms report highest-ever sales as AI boosts tech sector
• TWSE-listed firms report highest-ever sales as AI boosts tech sector
• Prediction: This Artificial Intelligence (AI) Chip Stock Will Outperform Nvidia in 2026 (Hint: It's Not AMD)
• Prediction: This Artificial Intelligence (AI) Chip Stock Will Outperform Nvidia in 2026 (Hint: It's Not AMD)
• Tempus AI rises on better-than-expected sales numbers
• Hupo Raises $15M to Scale AI Sales Training in Financial Services | Ukraine news
• AI Fraud Has Exploded. This Background-Check Startup Is Cashing In.
• Intel stock rises on analyst upgrade citing data center AI demand, 'significant progress' in manufacturing
• 5 AI Stocks Positioned to Win, No Matter What
• CoreWeave Stock Soars as CEO Rebuts Critics. Is the AI Stock a Buy Again?
• Apple (AAPL): Trailing in AI Spending or Exploring a Different Path?