nvidia, google and microsoft Updates

Global investment in artificial intelligence infrastructure is surging, with Brookfield Asset Management and the Qatar Investment Authority launching a $20 billion venture. This partnership will target AI infrastructure in Qatar and other international markets. Brookfield's broader AI fund aims to raise $100 billion globally, already securing commitments from investors like the Kuwait Investment Authority, as Middle Eastern nations increase tech spending to diversify their economies away from energy revenues. Meanwhile, major tech companies are intensifying their AI strategies. Nvidia remains a dominant force in AI chips, reporting a 67% increase in earnings per share for its fiscal 2026 third quarter. The company anticipates 14% sequential growth for fiscal Q4, projecting around $260 billion in annualized revenue for calendar 2026. Key customers, including Alphabet (Google), Microsoft, xAI, and Meta Platforms, are already planning purchases of Nvidia's upcoming Rubin chips, highlighting continued strong demand. Advanced Micro Devices (AMD) is also making significant strides, aiming to become a major AI chip leader by 2026. AMD has vastly improved its ROCm software, seeing a tenfold increase in downloads, and partnered with OpenAI to provide computing power and collaborate on software. CEO Lisa Su expressed readiness to pay a 15% export tax to sell its MI308 AI chips to China, a market that could also benefit from the US allowing Nvidia to export H200 GPUs with a 25% fee. This move could boost China's AI infrastructure and cloud providers like VNET, GDS, and Kingsoft Cloud. Intel is actively pursuing growth in the AI chip sector, having signed a nonbinding term sheet to acquire SambaNova Systems, an AI chip startup focused on inference computing. SambaNova, founded in 2017, previously raised $1.14 billion and was valued at $5 billion in 2021. This potential acquisition aligns with Intel's strategy to focus on AI and spin off noncore assets. In the software and services arena, Google has expanded its partnership with AI coding startup Replit. Google Cloud will now serve as Replit's primary cloud provider, integrating Google's Gemini AI models into the platform to facilitate "vibe coding," where users describe projects for AI to generate code. Replit grew to 40 million users by late 2025, and this deal provides Google with revenue and data for AI model improvement. Cybersecurity firm SentinelOne is also gaining Wall Street's confidence, with analysts positive about its AI-powered Singularity platform and new Purple AI Athena agent, which identifies and fixes threats in real time. The company reported $258.9 million in revenue for its fiscal 2026 third quarter, a 23% increase, and aims for $1 billion in annual revenue for fiscal 2026. Separately, Xmax Beta Holdings Ltd., a subsidiary of XMAX, invested over $8.4 million in Preamble X Capital I, which then invested in X.AI Corp. Apple, meanwhile, is taking a more cautious approach to AI, which investors seem to favor. The company has avoided the massive spending race seen with other tech firms, and despite initial concerns in 2025, investors believe Apple can still benefit from AI without incurring current financial risks. Wall Street analysts generally give Apple a "Moderate Buy" rating, even with its recent stock rise.

Key Takeaways

• Brookfield and Qatar Investment Authority are partnering in a $20 billion venture for AI infrastructure, with Brookfield's global AI fund aiming for $100 billion.
• Nvidia reported a 67% increase in EPS for fiscal 2026 Q3 and projects $260 billion in annualized revenue for calendar 2026, with Alphabet, Microsoft, xAI, and Meta planning to buy Rubin chips.
• AMD aims to be a major AI chip leader by 2026, improving its ROCm software tenfold and partnering with OpenAI for computing and software.
• AMD CEO Lisa Su is prepared to pay a 15% export tax to sell MI308 AI chips to China, while the US allows Nvidia H200 GPU exports to China with a 25% fee, potentially benefiting Chinese cloud providers.
• Intel is moving to acquire AI chip startup SambaNova Systems, which was valued at $5 billion in 2021 and raised $1.14 billion.
• Google expanded its partnership with Replit, making Google Cloud its main provider and integrating Gemini AI models for "vibe coding" for Replit's 40 million users.
• SentinelOne, an AI cybersecurity company, reported $258.9 million in revenue for fiscal 2026 Q3 (23% increase) and targets $1 billion in annual revenue for fiscal 2026.
• Xmax Beta Holdings Ltd. invested over $8.4 million in Preamble X Capital I, which subsequently invested in X.AI Corp.
• Apple's cautious AI strategy is favored by investors, as the company avoids the massive spending race while still being expected to benefit from AI.

Brookfield and Qatar Partner for $20 Billion AI Investment

Brookfield and Qai, a subsidiary of Qatar's $524 billion wealth fund, are investing $20 billion in AI infrastructure. This venture will focus on Qatar and other international markets. Brookfield's new AI fund aims to raise $100 billion globally for such investments. This partnership helps Qatar's goal to diversify its economy and attract global investors. Middle Eastern countries are increasing tech spending to rely less on energy revenues.

Brookfield and Qatar Launch $20 Billion AI Infrastructure Fund

Brookfield Asset Management and Qatar Investment Authority are partnering in a $20 billion venture. They will invest in artificial intelligence infrastructure in Qatar and international markets. Brookfield's new AI fund seeks to mobilize $100 billion globally, with commitments already from investors like the Kuwait Investment Authority. This partnership supports Qatar's National Vision 2030 to build a diverse, innovation-based economy. Middle Eastern countries are increasing tech spending to reduce their reliance on energy revenues.

Google Partners with Replit to Boost AI Coding and Cloud Services

Google has expanded its partnership with AI coding startup Replit. Google Cloud will now be Replit's main cloud provider, and Google's Gemini AI models will integrate into Replit's platform. This collaboration aims to make "vibe coding" widespread, allowing users to describe projects in plain language for AI to generate code. Replit, founded in 2016, grew to 40 million users by late 2025. The deal helps Google generate revenue through Gemini's use on Google Cloud and provides data to improve its AI models.

Wall Street Recommends SentinelOne AI Cybersecurity Stock

Wall Street analysts are positive about SentinelOne, an AI-powered cybersecurity company, as it heads into 2026. The company offers its Singularity platform, which protects various digital assets and includes features like Storyline and a one-click rollback tool. SentinelOne recently launched Purple AI Athena, an advanced AI agent that identifies and fixes threats in real time. The company reported $258.9 million in revenue for its fiscal 2026 third quarter, a 23% increase, and expects to reach $1 billion in annual revenue for fiscal 2026. Despite a GAAP net loss, SentinelOne holds $650 million in cash and shows faster revenue growth than some competitors.

XMAX Subsidiary Invests in AI Company X.AI Corp

Xmax Beta Holdings Ltd., a subsidiary of XMAX, made a strategic investment in the AI sector. On December 2, 2025, Xmax Beta Holdings acquired a 99.88% interest in Preamble X Capital I for over $8.4 million. Preamble X Capital I then invested in X.AI Corp. through equity certificates and fund interests. According to Spark, an AI Analyst, XMAX stock is currently neutral due to declining revenues and a weak balance sheet.

Nvidia Remains a Top AI Stock Pick for Investors

Nvidia continues to be a leading artificial intelligence stock due to strong demand for its advanced chips and a large backlog of orders. The company reported a 67% increase in earnings per share for its fiscal 2026 third quarter. Nvidia expects 14% sequential growth for fiscal Q4, projecting around $260 billion in annualized revenue for calendar 2026. Major customers like Alphabet, Microsoft, xAI, and Meta Platforms are already planning to purchase Nvidia's upcoming Rubin chips. Despite increasing competition, Nvidia maintains its strong position in the AI chip market.

AMD Aims to Become a Major AI Chip Leader in 2026

Advanced Micro Devices AMD is working to become a significant player in the artificial intelligence chip market by 2026. The company has greatly improved its ROCm software following the Nod.ai acquisition, leading to a tenfold increase in downloads. AMD also partnered with OpenAI to provide computing power and collaborate on software control. CEO Lisa Su expressed readiness to pay a 15% export tax to sell its MI308 AI chips to China, a large potential market. AMD's management projects strong growth, expecting data center revenue to increase 60% annually through 2030.

Investors Favor Apple's Careful AI Strategy

Investors are favoring Apple's cautious approach to artificial intelligence, seeing it as a safer investment. Apple's stock faced initial worries in 2025 due to concerns about its AI strategy. However, the company has avoided the massive spending race seen with other tech firms. Many investors believe Apple can still benefit from AI in the future without taking on current financial risks. Despite its recent stock rise making it expensive, Wall Street analysts generally give Apple a "Moderate Buy" rating.

China AI Stocks May Benefit from Nvidia Chip Exports

The US will allow Nvidia to export its H200 GPUs to China under certain conditions, including a 25% fee per chip. Bank of America believes this decision could benefit China's AI infrastructure and cloud providers. The new supply of GPUs may help large-scale AI model training and applications. This could also lead to more data center orders and faster growth for AI-related cloud services. Three Chinese stocks, VNET, GDS, and Kingsoft Cloud, are identified as potential beneficiaries from this development.

Intel Moves to Acquire AI Chip Startup SambaNova Systems

Intel has taken a major step towards acquiring AI chip startup SambaNova Systems by signing a nonbinding term sheet. SambaNova, founded in 2017, develops AI chip platforms for inference computing. The startup previously raised $1.14 billion in funding and was valued at $5 billion in 2021, though its implied valuation has since decreased. Intel CEO Lip-Bu Tan also serves as executive chairman of SambaNova, and Intel Capital previously invested in the company. This potential acquisition aligns with Intel's new strategy to focus on AI and spin off noncore assets.

Sources

• Brookfield, Qatar Team Up on $20 Billion AI Investment Venture
• Brookfield, Qatar team up on $20 billion AI investment venture
• Google Just Made a Deal with AI Coding Startup Replit. What Does That Mean for GOOGL Stock?
• 1 Intriguing Artificial Intelligence (AI) Stock to Buy With $20 Heading Into 2026, According to Wall Street
• XMAX Subsidiary Makes Strategic AI Investment
• 1 Artificial Intelligence (AI) Stock That Should Be on Every Investor's Holiday List
• Could AMD Be an Artificial Intelligence (AI) Winner in 2026?
• Market Rewards Apple’s (AAPL) Cautious AI Approach amid Overspending Fears
• 3 China AI stocks to consider on Nvidia exports news By Investing.com
• Intel Takes Major Step in Plan to Acquire Chip Startup SambaNova