Nvidia deploys Rubin platform as AMD ships MI450 chips

The global artificial intelligence market is experiencing rapid expansion, projected to reach between $1.78 trillion and $1.81 trillion by 2030. This growth fuels significant demand for AI chips, with Nvidia, AMD, and Broadcom emerging as primary drivers. Nvidia maintains its lead with powerful H100 GPUs and its CUDA platform, while AMD offers competitive MI300X and MI450 chips, including its Helios system, for businesses seeking cost-effective solutions. Broadcom specializes in custom AI accelerator chips for hyperscalers like Alphabet's Google and Meta Platforms. Supporting this demand, Taiwan Semiconductor Manufacturing Co. (TSMC) plans a substantial $100 billion investment over three years, with $56 billion allocated for 2024, to boost its chip production for major clients including Apple, Nvidia, and AMD.

Nvidia's market valuation recently soared to $5 trillion, marking a 58% increase since the DeepSeek "panic" a year ago, which experts now consider an overreaction. The company continues to assert its dominance in AI hardware, with CEO Jensen Huang stating that AI is driving the largest infrastructure buildout in human history. Nvidia is strategically expanding its reach, investing $2 billion in CoreWeave Class A common stock at $87.20 per share. This partnership aims to accelerate the creation of AI factories, leveraging Nvidia's computing platform and financial strength for land and power, while also deploying next-gen infrastructure like the Rubin platform and Vera CPUs. However, CoreWeave faces challenges, including stock pressure due to delays in building AI data centers and a lawsuit, with some delays tied to a large Texas data center for OpenAI.

Alphabet, Google's parent company, is actively exploring new avenues to monetize its artificial intelligence initiatives. The company is considering showing ads to users of its free Gemini AI app, which boasted 650 million monthly active users in the third quarter of 2025. While Google DeepMind CEO Demis Hassabis noted no immediate plans, this strategy could significantly augment Alphabet's already robust ad revenue, which hit $74 billion in Q3 2025. Competitor OpenAI is also testing ads for its ChatGPT. Beyond advertising, Google Cloud demonstrates strong growth, with AI-built product revenue increasing 200% year over year and its operating profit jumping 85% in the third quarter, reaching an annual run rate of over $60 billion.

Meanwhile, AMD is also making significant strides in the AI market, seeing high demand for its data center chips, including record sales of EPYC CPUs and strong interest in its MI450 GPUs and Helios system. OpenAI and Oracle are among the companies deploying AMD's new MI450 GPUs and Helios rack systems. Beyond the major chipmakers, the broader AI infrastructure market is attracting attention, with companies like Arista Networks, Credo Technology, and Celestica identified as next-gen AI stocks poised for growth. The biotechnology sector is also seeing increased AI integration, with Bessemer Venture Partners co-leading a $100 million Series B funding round for Genesis Therapeutics, an AI drug discovery company, signaling 2026 as a pivotal year for AI in biotech.

Key Takeaways

  • The global AI market is projected to reach $1.78-$1.81 trillion by 2030, driving massive demand for AI chips and infrastructure.
  • Nvidia leads the AI chip market with H100 GPUs and its CUDA platform, with its stock surging 58% to a $5 trillion valuation.
  • Nvidia invested $2 billion in CoreWeave Class A common stock at $87.20 per share to accelerate AI factory development, deploying next-gen Rubin platform and Vera CPUs.
  • AMD is a strong competitor, offering MI300X and MI450 GPUs and Helios systems, with OpenAI and Oracle deploying its new technology.
  • Alphabet (Google) is exploring ads for its free Gemini AI app, which had 650 million monthly active users in Q3 2025, while Google Cloud's AI-built product revenue grew 200% year over year.
  • Broadcom creates custom AI accelerator chips for hyperscalers like Google and Meta Platforms.
  • TSMC plans a $100 billion investment over three years, including $56 billion in 2024, to meet the growing demand for advanced AI chips from clients like Apple, Nvidia, and AMD.
  • CoreWeave faces stock pressure and delays in building AI data centers, including a Texas facility tied to OpenAI, leading to a lowered financial outlook and a lawsuit.
  • Microsoft is a top AI investment opportunity for 2026, integrating AI across Azure, Microsoft 365, and Bing, leveraging its investment in OpenAI.
  • The AI infrastructure market includes emerging players like Arista Networks, Credo Technology, and Celestica, while AI in biotechnology is gaining traction, exemplified by Genesis Therapeutics' $100 million Series B funding.

Nvidia AMD Broadcom Lead AI Chip Market Growth

The global AI market is growing rapidly, expected to reach $1.78 trillion by 2030. Nvidia, AMD, and Broadcom are key players in this market. Nvidia sells powerful, pricier H100 GPUs and uses its CUDA platform to keep customers. AMD offers more affordable MI300X chips for cost-conscious businesses. Broadcom creates custom AI accelerator chips for large companies like Google and Meta. All three companies are expected to grow as the AI infrastructure market expands from 2025 to 2032.

Nvidia AMD Broadcom Drive AI Chip Market Expansion

The global AI market is booming, projected to hit $1.81 trillion by 2030, creating big chances for chipmakers. Nvidia, AMD, and Broadcom are major players, each serving different parts of the market. Nvidia leads with its high-end H100 GPUs and CUDA platform, while AMD offers more affordable MI300X chips. Broadcom specializes in custom AI accelerator chips for hyperscalers like Alphabet's Google and Meta Platforms. Analysts expect strong revenue growth for all three companies as the AI infrastructure market continues to expand.

Alphabet Explores Ads for Gemini AI App

Alphabet, Google's parent company, is looking for ways to make more money from its artificial intelligence. One idea is to show ads to users of its free Gemini AI app. Gemini had 650 million monthly active users in the third quarter of 2025. While Google DeepMind CEO Demis Hassabis said there are no current plans, this could add to Alphabet's already strong ad revenue, which was $74 billion in Q3 2025. OpenAI, a competitor, is also testing ads for its ChatGPT.

Alphabet Considers Ads for Free Gemini AI Users

Google's parent company, Alphabet, aims to increase its earnings from artificial intelligence. The company is considering showing ads to the many free users of its Gemini AI app. In the third quarter of 2025, Gemini had 650 million monthly active users, mostly on the free plan. Although Google DeepMind CEO Demis Hassabis mentioned no immediate plans, this strategy could boost Alphabet's already massive ad revenue. Competitor OpenAI is also testing ads for its ChatGPT.

AMD and Alphabet Show Strong AI Growth

Advanced Micro Devices AMD and Alphabet Google are strong contenders in the AI market for 2026. AMD sees high demand for its data center chips, including record sales of EPYC CPUs and interest in its MI450 GPUs and Helios system. OpenAI and Oracle are deploying AMD's new MI450 GPUs and Helios rack systems. Alphabet's Google Cloud is also growing fast, with AI-built product revenue up 200% year over year. Google Cloud's revenue reached an annual run rate of over $60 billion, and its operating profit jumped 85% in the third quarter.

AMD and Alphabet Poised for AI Market Gains

Advanced Micro Devices AMD and Alphabet Google are top AI stocks to consider for 2026. AMD's data center chips are in high demand, with record EPYC CPU sales and strong interest in its MI450 GPUs and Helios AI computing system. OpenAI and Oracle have signed deals to use AMD's new technology. Alphabet's Google Cloud is also showing great potential, with AI-powered product revenue increasing 200% year over year. Google Cloud's segment revenue grew 34% year over year, reaching an annual run rate of over $60 billion, and its operating profit rose 85% in the third quarter.

TSMC Invests Billions to Meet AI Chip Demand

Taiwan Semiconductor Manufacturing Co. TSMC plans to invest $100 billion over the next three years, with $56 billion set for 2024. This huge investment shows how strong the demand for AI chips truly is. TSMC is the world's largest contract chip maker and supplies major tech companies like Apple, Nvidia, and AMD. The company's expansion aims to meet the growing need for advanced chips that power artificial intelligence. Analysts see this as a clear sign of continued high demand for AI semiconductor technology.

Next-Gen AI Stocks Arista Credo Celestica Show Promise

RBC Capital predicts AI chip revenue will reach $120 billion by 2028, highlighting new investment opportunities. Arista Networks ANET, Credo Technology CRDO, and Celestica CLS are identified as next-gen AI stocks to watch. Arista Networks has shown strong revenue and earnings growth over the past decade. Credo Technology reported significant revenue and earnings jumps in its recent quarter, with strong cash flow. Celestica also saw positive Q3 2025 results, with growing revenue and earnings. These companies are positioned to benefit from the expanding AI infrastructure market.

Bessemer Sees 2026 as Key Year for AI Biotech

Andrew Hedin, a partner at Bessemer Venture Partners, believes 2026 will be a turning point for artificial intelligence in biotechnology. He expects more AI biotech companies to reach important goals and prove the value of AI in drug discovery. Bessemer recently co-led a $100 million Series B funding round for Genesis Therapeutics, an AI drug discovery company. This large investment shows strong confidence in AI's ability to change how drugs are found and developed. Hedin anticipates continued growth and investment in this sector.

CoreWeave Stock Drops Amid AI Data Center Delays

CoreWeave's stock is under pressure due to delays in building AI data centers and a related lawsuit. The company's planned merger with Core Scientific ended on October 30, 2025, causing a stock drop. CoreWeave then lowered its financial outlook on November 10, 2025, blaming delays from a third-party developer. A Wall Street Journal report on December 15, 2025, highlighted further delays at a large Texas data center tied to OpenAI. The lawsuit claims CoreWeave overstated its ability to meet customer demand, bringing attention to construction risks in the AI infrastructure sector.

Nvidia Stock Soars 58 Percent After DeepSeek Panic

Nvidia's stock has surged 58% since the DeepSeek panic one year ago, reaching a $5 trillion valuation. Initially, investors feared DeepSeek's cheap AI model would hurt Nvidia, causing a $589 billion market value drop. However, experts now agree that advanced AI models still need massive scaling with top-tier GPUs. Major companies like Microsoft, Google, Meta, and Amazon are increasing their spending on AI infrastructure. Google DeepMind CEO Demis Hassabis called the DeepSeek craze an "overreaction" at the 2026 World Economic Forum in Davos.

Nvidia Invests 2 Billion in CoreWeave for AI Factories

NVIDIA and CoreWeave are expanding their partnership to speed up the creation of AI factories. NVIDIA invested $2 billion in CoreWeave Class A common stock at $87.20 per share, showing confidence in CoreWeave's growth. The collaboration aims to build AI factories using NVIDIA's computing platform and leverage NVIDIA's financial strength for land and power. They will also test CoreWeave's AI software and deploy NVIDIA's next-gen infrastructure, including Rubin platform and Vera CPUs. NVIDIA CEO Jensen Huang stated that AI is driving the largest infrastructure buildout in human history.

Nvidia and Microsoft Lead AI Investment Opportunities

NVIDIA and Microsoft are highlighted as top AI investment opportunities for 2026. NVIDIA dominates the AI hardware market with its essential GPUs for training and running AI models. The company continues to innovate, strengthening its leadership as AI adoption grows. Microsoft is integrating AI across its vast ecosystem, including its Azure cloud, Microsoft 365, and Bing, leveraging its investment in OpenAI and ChatGPT. Both companies show strong financial performance and are well-positioned for sustained growth in the AI revolution.

Sources

NOTE:

This news brief was generated using AI technology (including, but not limited to, Google Gemini API, Llama, Grok, and Mistral) from aggregated news articles, with minimal to no human editing/review. It is provided for informational purposes only and may contain inaccuracies or biases. This is not financial, investment, or professional advice. If you have any questions or concerns, please verify all information with the linked original articles in the Sources section below.

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