nvidia, anthropic and google Updates

The artificial intelligence sector sees significant activity this week, with Nvidia leading the charge by announcing surprisingly strong financial results that helped calm market fears about an 'AI bubble.' On November 19, 2025, Nvidia reported a robust $57 billion in revenue for its third quarter, marking a 62% increase, and projects $65 billion for the current quarter. CEO Jensen Huang emphasized the continuing high demand for Nvidia's powerful AI chips, noting that orders for their Blackwell chip are 'off the charts' and cloud GPUs are 'sold out.' This positive outlook led to a more than 5% jump in Nvidia's stock on November 20, 2025, and boosted global tech stocks, including European semiconductor firms and Asian tech companies. Nvidia also strategically invests in AI startups such as Anthropic to solidify its market position. Meanwhile, deep-tech startup NcodiN, based in Paris, secured €16 million in an oversubscribed Seed funding round on November 20, 2025. Led by MIG Capital with participation from Maverick Silicon, this investment will propel NcodiN from research to industrial production of its NConnect optical interposer technology. This innovative technology utilizes the 'world's smallest laser' to address the 'copper wall' problem, aiming to provide extremely high memory bandwidth crucial for future AI superchips and 'AI factories.' NcodiN plans to expand its team and establish a Silicon Valley office. In other major developments, Warren Buffett's Berkshire Hathaway made a notable $5 billion investment in Alphabet, Google's parent company, signaling strong confidence in Google's potential to capitalize on the AI era. This move came as Berkshire Hathaway reduced its stake in Apple. Separately, an AI analyst downgraded Palantir Technologies stock to a 'Hold' rating, setting a price target of $188, citing concerns over its high valuation and potential legal challenges despite strong US revenue growth. Additionally, Singapore-based ZENi raised $1.5 million in Seed funding on November 20, 2025, led by Waterdrip Capital and Mindfulness Capital, to develop its InfoFi Data Layer, an intelligence backbone for AI agents that processes over one million daily signals from social media and blockchain.

Key Takeaways

• Nvidia reported $57 billion in Q3 revenue, a 62% increase, and expects $65 billion for the current quarter, easing 'AI bubble' concerns.
• Nvidia's stock jumped over 5% on November 20, 2025, following its strong earnings report, boosting global tech stocks.
• Nvidia CEO Jensen Huang confirmed 'off the charts' demand for Blackwell chips and 'sold out' cloud GPUs, indicating sustained AI growth.
• Nvidia invests in AI startups like Anthropic to strengthen its market presence.
• NcodiN, a Paris-based deep-tech startup, secured €16 million in Seed funding on November 20, 2025, led by MIG Capital.
• NcodiN's NConnect technology uses the 'world's smallest laser' to solve the 'copper wall' problem, aiming for high memory bandwidth in future AI chips.
• Warren Buffett's Berkshire Hathaway invested $5 billion in Alphabet (Google's parent company), signaling confidence in Google's AI capabilities.
• Berkshire Hathaway reduced its stake in Apple while investing in Google.
• An AI analyst downgraded Palantir Technologies stock to 'Hold' with a $188 price target, citing high valuation concerns.
• ZENi, a Singaporean company, raised $1.5 million to build its InfoFi Data Layer, an intelligence backbone for AI agents.

NcodiN raises €16M for AI laser tech

NcodiN, a deep-tech startup from Paris, secured €16 million in a Seed funding round on November 20, 2025. This money will help them move from research to industrial production of their NConnect optical interposer technology. NConnect uses the world's smallest laser to solve the "copper wall" problem, which limits how fast and efficiently AI systems can work. The technology aims to provide extremely high memory bandwidth for future AI superchips. MIG Capital led the investment, with other firms like Maverick Silicon also joining.

NcodiN gets €16M to build tiny AI chip lasers

Paris-based startup NcodiN received €16 million in a Seed funding round on November 20, 2025. This investment will speed up their work on photonic interposers using the "world's smallest laser." Their NConnect technology aims to fix the speed and energy problems of current AI chips by enabling very high memory bandwidth. MIG Capital led the funding, with support from other investors like Maverick Silicon. NcodiN's CEO, Dr Francesco Manegatti, stated this technology is crucial for future AI systems.

NcodiN raises €16M for tiny laser AI chips

NcodiN, a deep-tech startup, secured €16 million in an oversubscribed Seed funding round on November 20, 2025. This funding will help them develop and sell their new optical interposer technology. This technology uses the world's smallest laser to solve a big problem in AI: moving data quickly and efficiently. By doing so, NcodiN aims to make AI models train and run much faster, helping areas like self-driving cars and scientific research.

MIG Capital leads €16M funding for NcodiN AI hardware

On November 20, 2025, MIG Capital led a €16 million Seed funding round for NcodiN, a French deep-tech startup. NcodiN is developing NConnect, a new photonic interconnect technology that uses the world's smallest laser. This technology aims to solve major speed and energy problems in AI and high-performance computing systems. The funding will help NcodiN expand its research, grow its team, and open an office in Silicon Valley. CEO Dr. Francesco Manegatti says this will enable superchips for future AI factories.

Ncodin secures €16M to power future AI with tiny lasers

Ncodin raised €16 million in an oversubscribed Seed round on November 20, 2025, led by MIG Capital. This funding will help the company move from research to industrial production of its NConnect optical interposer technology. NConnect uses the world's smallest laser on silicon to overcome the "copper wall" and memory limits in AI chips. This breakthrough will allow for faster, more energy-efficient AI systems and enable chipmakers to pack more power into processors. Ncodin plans to expand its team, open a Silicon Valley office, and prepare for large manufacturing partnerships.

NcodiN gets €16M to build tiny AI chip lasers

Paris-based startup NcodiN received €16 million in a Seed funding round on November 20, 2025. This investment will speed up their work on photonic interposers using the "world's smallest laser." Their NConnect technology aims to fix the speed and energy problems of current AI chips by enabling very high memory bandwidth. MIG Capital led the funding, with support from other investors like Maverick Silicon. NcodiN's CEO, Dr Francesco Manegatti, stated this technology is crucial for future AI systems.

Nvidia forecasts strong sales easing AI bubble fears

Nvidia Corp. announced a surprisingly strong revenue forecast on November 19, 2025, which helped calm fears about an "AI bubble." CEO Jensen Huang stated that demand for Nvidia's powerful AI chips remains very strong. The company reported $57 billion in revenue for the third quarter, a 62% increase, and expects to surpass $500 billion in sales. Despite challenges like US chip restrictions to China, Nvidia continues to see high demand for its AI accelerators. The company also invests in AI startups like Anthropic to strengthen its market position.

Nvidia AI chip sales surge calming market fears

Nvidia's sales of AI computing chips soared, beating forecasts and easing worries about an "AI bubble" on November 20, 2025. The company reported $57 billion in revenue for its third quarter, a 62% increase, and expects $65 billion for the current quarter. CEO Jensen Huang said orders for their Blackwell chip are "off the charts" and pushed back against skeptics. Nvidia's strong performance shows continued high demand for its chips, which are essential for building AI factories. Its stock price jumped over 5% after the news.

Nvidia stock jumps 5 percent after strong earnings

Nvidia's stock rose 5.5% in premarket trading on November 20, 2025, following its stronger-than-expected earnings report. CEO Jensen Huang directly addressed concerns about an "AI bubble," stating Nvidia sees a different picture. Analysts noted that Nvidia not only beat financial expectations but also tackled all major market worries during its earnings call. This positive news boosted investor confidence in AI-related stocks globally, leading to rallies in other chip companies across Asia.

Nvidia earnings boost global tech stocks calm AI bubble fears

Global tech stocks rallied on November 20, 2025, after Nvidia announced strong earnings, which helped calm worries about an "AI bubble." European semiconductor firms like ASML and BE Semiconductor Industries saw their shares rise, and Asian tech stocks also gained. Experts like Dan Hanbury from Ninety One called Nvidia's growth "phenomenal," with data center revenue expected to jump from $15 billion to $280 billion. While some analysts noted the intertwined nature of AI investments, they agreed Nvidia's results were very strong and eased immediate market concerns.

Nvidia posts record results as Buffett bets on Google AI

Nvidia, the world's most valuable chipmaker, recently announced record earnings. However, Warren Buffett's firm, Berkshire Hathaway, made a surprising $5 billion investment in Alphabet, Google's parent company. This move signals Buffett's confidence in Google's ability to profit from the AI era, even as Berkshire Hathaway reduced its stake in Apple. Buffett typically invests in companies with a strong "economic moat," suggesting he believes Google's competitive advantages are growing with generative AI. Experts think Google's large user base and infrastructure could help it survive if an AI bubble bursts.

Nvidia CEO sees AI boom continuing with three key shifts

Nvidia CEO Jensen Huang believes the AI boom is just beginning and is not concerned about an "AI bubble." He points to three major shifts driving this growth: the slowing of Moore's Law, the rise of generative AI transforming services like search, and the move towards agentic and physical AI in robotics. Huang states Nvidia's unique chip architecture supports all these changes. The company reported record quarterly revenue of $57 billion, up 62%, and expects $65 billion for the next quarter, with its chips fully utilized by cloud providers.

Analyst downgrades Palantir stock to Hold targets $188

An AI analyst downgraded Palantir Technologies stock (PLTR) to a "Hold" rating and lowered its price target to $188. While Palantir shows strong revenue growth in the US market and steady demand for its software, the analyst noted concerns. These concerns include a high stock valuation and potential legal challenges that could increase costs. Wall Street currently holds a "Hold" consensus for Palantir stock.

Nvidia earnings impress even skeptical Wall Street analyst

Nvidia, the world's most valuable company, reported record earnings for its third quarter, with revenue up 62% year over year. These strong results even impressed Jay Goldberg, the only Wall Street analyst with a "sell" rating on the stock. CEO Jensen Huang stated that sales for Blackwell chips are "off the charts" and cloud GPUs are "sold out." While Goldberg acknowledged the good quarter, he remains concerned about how long customers can continue spending billions on Nvidia chips.

ZENi raises $1.5M for AI agent data intelligence

ZENi, a Singapore-based company, raised $1.5 million in a Seed funding round on November 20, 2025. This investment will help ZENi build its InfoFi Data Layer, which acts as an intelligence backbone for AI agents. This technology processes over one million daily signals from social media and blockchain to create structured data. ZENi also offers AI Sales Agents that automate growth cycles by identifying audiences, creating content, and managing outreach. Waterdrip Capital and Mindfulness Capital led the funding round.

Nvidia stock soars easing AI bubble worries

On November 20, 2025, tech giant Nvidia announced a better-than-expected earnings report, causing its stock to soar. This positive news boosted Wall Street and helped calm concerns about a potential "AI bubble." Nvidia continues to be a major leader in the AI revolution, and its strong financial performance reassured investors.

Experts say Nvidia earnings show AI spending is accelerating

Nvidia's recent earnings report eased Wall Street's worries about the AI market, leading many experts to feel positive about its future. Analysts like Jake Behan from Direxion stated that Nvidia confirmed its role as a market leader, showing AI spending is speeding up. Jefferies and HSBC analysts raised their price targets for Nvidia, noting that the company's strong outlook boosts confidence in the AI industry. Experts believe Nvidia, being at the center of the AI ecosystem, provides a clear view that AI growth will continue strongly.

Sources

• NcodiN Secures €16M Seed Round to Break AI’s Main Bottleneck with the World’s Smallest Laser
• €16 million investment boosts NcodiN’s development of “world’s smallest laser” for AI chips
• NcodiN Secures €16M Seed Round to Break AI’s Main Bottleneck with the World’s Smallest Laser
• MIG Capital, via its MIG Fonds, Leads €16 Million Seed Financing for AI Hardware Startup NcodiN
• Ncodin Raises €16M to Break the Copper Wall for Next-Gen AI
• €16 million investment boosts NcodiN’s development of “world’s smallest laser” for AI chips
• Nvidia Gives Strong Forecast, Helping Counter Fears of AI Bubble
• Nvidia sales soar as AI chip demand beats forecasts
• Nvidia stock pops 5% in premarket trading after stronger-than-expected results
• Global tech stocks climb as Nvidia results spark relief rally soothing AI bubble concerns
• As AI leader Nvidia posts record results, Warren Buffett’s made a surprise bet on Google
• Nvidia CEO Jensen Huang isn't worried about an AI bubble because of 3 major shifts
• AI Analyst Downgrades Palantir Stock (PLTR) to Hold and Trims Price Target to $188
• Nvidia results impress even the Wall Street bear
• ZENi Raises $1.5 Million Seed Round To Power The Intelligence Data Layer For AI Agents
• Nvidia Stock Soars, Easing Concerns of AI Bubble on Wall Street
• What Do Nvidia's Earnings Mean for the AI Trade and Markets? Experts Weigh In