nvidia, google and scale ai Updates

Global markets recently saw a significant uplift following Nvidia's impressive financial results, which reported record revenues of $57 billion. This figure represents a 62% increase year-over-year and a 22% jump from the previous quarter, with the company also announcing a $32 billion profit. CEO Jensen Huang highlighted the robust demand for AI chips, stating that Blackwell sales are "off the charts" and cloud GPUs are completely sold out, indicating an accelerating and exponentially growing need for AI computing for both training and inference tasks. This strong performance helped calm concerns about an AI bubble and led to a relief rally across Asian markets, with Japan's Nikkei 225 and South Korea's Kospi indexes seeing notable gains. On Wall Street, the S&P 500 climbed 1.7%, the Dow Jones Industrial Average rose 581 points, and the Nasdaq composite gained 2.2% on November 20, 2025. Despite the strong earnings, Nvidia's stock experienced an unexpected reversal on the same day, opening at $195.95 and peaking before reversing its gains, creating a bearish signal for the short term. Meanwhile, significant investments are pouring into AI infrastructure. India's largest software exporter, Tata Consultancy Services (TCS), is partnering with US asset manager TPG in a $2 billion joint venture to establish AI and sovereign data centers across India. TPG is contributing $1 billion to this venture, named HyperVault AI Data Centre Ltd, which will operate independently. TCS will hold a 51% stake, with TPG expected to own between 27.5% and 49%. This project aims to build approximately 1.2 gigawatts of liquid-cooled, high-density capacity to support advanced AI workloads, with revenue generation expected in 18 to 24 months. India's total data center capacity could exceed 10 gigawatts by 2030. Broadcom is also advancing AI data center technology, unveiling its "Raptor" AI data accelerator and "Comet" AI storage accelerator. These products, built on Broadcom's silicon, aim to boost the performance and efficiency of AI training and inference tasks, positioning the company as a key player in the AI infrastructure market. In the investment sphere, Warren Buffett's Berkshire Hathaway recently invested in Alphabet, a leading AI stock with a $3.5 trillion market cap. This purchase occurred between July 1 and September 30, when Alphabet's stock averaged around $200 per share, aligning with Berkshire's strategy of investing in strong brands with steady cash flows. Separately, an AI analyst from TipRanks recommended three Exchange Traded Funds (ETFs) as top investment choices on November 20, 2025: VanEck, Nuveen Growth Opportunities ETF, and IQ Winslow Focused Large Cap Growth ETF, all showing over 10% potential for growth.

Key Takeaways

• Nvidia reported record revenues of $57 billion, a 62% increase year-over-year, with a $32 billion profit.
• Nvidia CEO Jensen Huang stated Blackwell sales are "off the charts" and cloud GPUs are completely sold out due to accelerating AI computing demand.
• Nvidia's strong earnings led to a relief rally in Asian markets and Wall Street on November 20, 2025, with the S&P 500, Dow, and Nasdaq all gaining.
• Despite the rally, Nvidia's stock experienced an unexpected reversal on November 20, 2025, after opening strong.
• TCS and TPG are investing $2 billion into a joint venture, HyperVault AI Data Centre Ltd, to build gigawatt-scale AI data centers in India.
• TPG is contributing $1 billion to the HyperVault venture, with TCS holding a 51% stake.
• The HyperVault project plans to build about 1.2 gigawatts of liquid-cooled, high-density AI data center capacity in its initial phase.
• Broadcom introduced new AI data center products, "Raptor" and "Comet," designed to enhance AI training and inference performance.
• Warren Buffett's Berkshire Hathaway invested in Alphabet, a $3.5 trillion market cap AI stock, between July and September.
• An AI analyst recommended three ETFs—VanEck, Nuveen Growth Opportunities ETF, and IQ Winslow Focused Large Cap Growth ETF—as top investment choices with over 10% growth potential.

TCS and TPG invest $2 billion in AI data centers

TCS and US asset manager TPG will invest $2 billion into TCS's AI data center arm, HyperVault, over the next few years. TPG is contributing $1 billion to this venture in India. TCS will hold a 51% stake, while TPG is expected to own between 27.5% and 49%. This partnership aims to fund hyperscale AI infrastructure, tapping into India's growing startup economy and vast data. This marks at least the third collaboration between TPG and the Tata Group.

TCS and TPG launch $2 billion AI data center venture

India's largest software exporter, TCS, is partnering with TPG in a $2 billion joint venture to build AI and sovereign data centers. The new company, HyperVault AI Data Centre Ltd, will operate independently and offer co-location services. It will serve hyperscalers, Indian businesses, government bodies, and Tata group companies. This strategic move aims to position TCS as a global leader in AI-led technology services. The company expects to start earning revenue from this business in 18 to 24 months.

TCS and TPG partner for $2 billion AI data centers in India

Indian IT giant Tata Consultancy Services, or TCS, secured $1 billion from TPG for a multi-year, $2 billion project called HyperVault. This project will build a network of gigawatt-scale AI data centers across India. These new centers will feature liquid-cooled, high-density designs to support advanced AI workloads. TCS plans to build about 1.2 gigawatts of capacity in its initial phase. The companies project India's total data center capacity could exceed 10 gigawatts by 2030.

Global stocks rally after Nvidia earnings and jobs data

A relief rally swept across Asian markets on Thursday, November 20, 2025, after Nvidia reported better-than-expected earnings. Tech-heavy markets like Japan, South Korea, and Taiwan led the gains. Wall Street stocks also ended a four-day losing streak the day before. The US dollar index advanced, while the yen weakened to a ten-month low. Traders are now awaiting the release of September's delayed jobs report for clues on the Federal Reserve's next move.

Wall Street surges on strong Nvidia earnings and rate cut hopes

Wall Street rallied on Thursday, November 20, 2025, driven by Nvidia's blockbuster profit report and hopes for Federal Reserve interest rate cuts. The S&P 500 climbed 1.7%, the Dow Jones Industrial Average rose 581 points, and the Nasdaq composite gained 2.2%. Nvidia's stock jumped 3.9% after exceeding analyst expectations and providing a strong future forecast. A mixed US jobs report also kept alive hopes for a December rate cut, with traders now seeing a 42% chance. Walmart also rose 3.3% after reporting strong sales.

Nvidia stock sees unexpected reversal after strong earnings

Nvidia's stock experienced an unexpected reversal on Thursday, November 20, 2025, despite strong earnings and positive forecasts. The stock opened at $195.95 and peaked at $196 before reversing its gains. This created a bearish signal, which does not bode well for the next few days. Analysts suggest the stock may consolidate sideways around its 50-day moving average. Upside resistance is at $196, with downside support around $175.

Nvidia CEO says AI chip sales are booming

Nvidia CEO Jensen Huang announced that the company's artificial intelligence chip business is very robust. He stated that Blackwell sales are "off the charts" and cloud GPUs are completely sold out. Huang added that the demand for AI computing continues to accelerate and grow exponentially. This strong performance covers both AI training and inference tasks.

AI analyst recommends three top ETFs for investors

An AI analyst from TipRanks identified three Exchange Traded Funds, or ETFs, as top investment choices on November 20, 2025. These ETFs received an "Outperform" rating and show more than 10% potential for growth. The recommended funds are VanEck, Nuveen Growth Opportunities ETF, and IQ Winslow Focused Large Cap Growth ETF. This information helps investors find promising ETFs to consider.

Nvidia reports record $57 billion revenue and strong AI chip sales

Nvidia announced record revenues of $57 billion, surpassing expectations and easing concerns about an AI bubble. This revenue is 62% higher than the same quarter in 2024 and 22% higher than the previous quarter. CEO Jensen Huang noted that AI GPU sales are "off the charts." The company forecasts $65 billion in revenue for the next quarter and $350 billion in AI GPU sales by the end of 2026. Nvidia also reported a $32 billion profit on its $57 billion revenue.

Broadcom stock rises after unveiling new AI data center tech

Broadcom Inc. stock saw a notable increase after the company announced new advancements in AI data center technology. Broadcom introduced the "Raptor" AI data accelerator and the "Comet" AI storage accelerator. Both products are built on Broadcom's leading-edge silicon and aim to enhance the performance and efficiency of AI training and inference tasks. This strategic move positions Broadcom as a key player in the rapidly growing AI infrastructure market. Investors show confidence in Broadcom's ability to deliver cutting-edge solutions.

Warren Buffett's Berkshire Hathaway invests in Alphabet AI stock

Warren Buffett's company, Berkshire Hathaway, recently invested in Alphabet, a leading AI stock. Alphabet, with a market cap of $3.5 trillion, fits Berkshire's investment style due to its strong brand and steady cash flows, primarily from its advertising business. The purchase happened between July 1 and September 30, when Alphabet's stock averaged around $200 per share. This investment was likely made before the stock soared after a favorable decision in its monopoly case, where it was not broken up.

Asian stocks jump after Nvidia reports strong earnings

Most Asian stock markets surged on Thursday after Nvidia announced stronger-than-expected quarterly earnings. This news helped calm worries that AI-driven stock prices might have become too high. Japan's Nikkei 225 index jumped 2.6%, and South Korea's Kospi index rose 1.9%. These gains show a positive sentiment across the region following Nvidia's financial results.

Sources

• TCS Gets $1 Billion Investment From TPG for Data Center Business
• TCS-TPG joint data venture: $2 billion investment planned for HyperVault AI Data Centres; Tata Group targets AI leadership - The Times of India
• India's TCS gets TPG to fund half of $2B AI data center project
• Stocks rally hard after Nvidia tops estimates, jobs data in view
• Wall Street rallies on AI and interest rate hopes
• Nvidia's reversal stuns the tech world. What the charts say happens next with the stock
• Nvidia CEO Says AI Chip Sales Are ‘Off the Charts’
• 3 Best ETFs to Invest In, According to AI Analyst, 11/20/2025
• Nvidia beats AI bubble fears with record revenues of $57 billion and 'off the charts' AI GPU sales
• Broadcom Stock Rises -- Unveils Next-Gen AI Data Tech for Enterprise Workloads
• Warren Buffett Just Loaded Up On This Unstoppable AI Stock
• Asian shares surge as Nvidia's strong quarterly earnings lift sentiments