September 19, 2025

finance  
nvidia, intel and palantir Updates

Nvidia is making a significant strategic move by investing $5 billion in Intel and collaborating on chip development for data centers and personal computers. This partnership aims to integrate Nvidia's AI GPUs with Intel's CPUs, with Intel developing custom x86 processors for Nvidia's AI infrastructure and incorporating Nvidia graphics into its PC chips. Nvidia CEO Jensen Huang sees this as a potentially massive opportunity, estimating it could generate $25 billion to $50 billion annually. Meanwhile, Palantir Technologies is set to invest up to £1.5 billion in the UK to bolster military AI and innovation, creating 350 jobs and establishing London as its European defense hub. In contrast to these collaborations, China has banned the import of Nvidia's AI chips, a move intended to reduce reliance on U.S. technology and address security concerns, impacting Nvidia's sales in the region. Investor sentiment is shifting, with billionaire Stanley Druckenmiller selling his Palantir stake to invest in TSMC, a crucial manufacturer for AI chip designers like Nvidia and AMD. The demand for AI infrastructure is also driving interest in companies like Bloom Energy, which is supplying fuel cells for AI data centers, with analysts raising price targets due to its growing role in meeting power needs. In the productivity software space, Notion has reached $500 million in annualized revenue, largely attributed to its AI features, including a new customizable AI agent, though it faces competition from Microsoft and Google. Several other AI-focused companies are also gaining attention: Glilot Capital Partners raised $500 million for AI and cyber startups in Israel, and a list of under-the-radar AI stocks like Innodata, Veritone, Rekar Systems, BigBear.ai, and SoundHound AI are being watched for their growth potential. However, caution is advised for BigBear.ai, as analysts note profitability challenges despite recent stock gains.

Key Takeaways

  • Nvidia is investing $5 billion in Intel and partnering on AI chip development for data centers and PCs.
  • This Nvidia-Intel collaboration aims to integrate Nvidia's GPUs with Intel's CPUs, potentially creating a $25B-$50B annual opportunity.
  • China has banned the purchase of Nvidia AI chips from major tech firms, impacting sales and boosting domestic alternatives.
  • Palantir Technologies plans to invest up to £1.5 billion in the UK for military AI, creating 350 jobs and establishing a European defense HQ.
  • Investor Stanley Druckenmiller has sold his Palantir stake to invest in TSMC, a key manufacturer for AI chips.
  • Bloom Energy is seeing increased analyst backing for its role in powering AI data centers with fuel cells.
  • Notion achieved $500 million in annualized revenue, driven by its AI features and a new customizable AI agent.
  • Glilot Capital Partners raised $500 million to invest in Israeli AI and cybersecurity startups.
  • Several under-the-radar AI stocks, including Innodata, Veritone, Rekar Systems, BigBear.ai, and SoundHound AI, are being monitored for growth.
  • Analysts express caution regarding BigBear.ai's profitability despite its stock performance.

Nvidia partners with Intel, boosting both chipmakers

Nvidia is investing $5 billion in Intel and partnering on product development for data centers and personal computers. This deal aims to integrate Nvidia's AI chips (GPUs) with Intel's processors (CPUs). Intel will create custom CPUs for Nvidia's AI products, while Intel's PC chips will include Nvidia's graphics cards. This collaboration is expected to benefit investors in both companies and strengthen their market positions.

Nvidia's $5B investment gives Intel new AI relevance

Nvidia is investing $5 billion in Intel, a move that significantly boosts Intel's standing in the AI market. The partnership involves co-developing chips for data centers and PCs. Intel will create custom x86 CPUs for Nvidia's AI infrastructure, and Intel's PC chips will integrate Nvidia's GPUs. This collaboration aims to improve Intel's competitiveness and give Nvidia better access to the x86 ecosystem.

Nvidia CEO excited about 'fantastic' Intel partnership and $5B investment

Nvidia is investing $5 billion in Intel and collaborating on new chip technologies. Nvidia CEO Jensen Huang believes this partnership will be a fantastic investment, potentially creating a $25 billion to $50 billion annual opportunity. The deal focuses on integrating Intel's CPUs with Nvidia's AI capabilities for data centers and creating new system-on-chips for personal computers. Huang emphasized the deal's importance for scaling Nvidia's systems and expanding into the personal device market.

China bans Nvidia AI chips, boosting domestic tech

China's internet regulator has ordered major tech firms to stop buying Nvidia's artificial intelligence chips and cancel existing orders. This move aims to reduce reliance on U.S. technology and address security concerns. The ban is stricter than previous guidance, impacting Nvidia's sales in China. This situation also highlights other AI stocks like CoreWeave and Bloom Energy, which are seeing increased interest.

Analysts back Bloom Energy for powering AI data centers

Morgan Stanley analyst David Arcaro has raised his price target for Bloom Energy (BE) stock, maintaining an Overweight rating. This positive outlook is driven by Bloom Energy's growing role in supplying fuel cells for AI data centers, particularly through its agreement with Oracle. The company's ability to quickly increase manufacturing capacity positions it well to meet the intense power demands of AI infrastructure, addressing a significant potential power shortfall.

AI analyst urges caution on BigBear.ai stock forecast

TipRanks' AI Stock Analysis tool has given BigBear.ai (BBAI) a Neutral rating, despite its stock soaring 270% in the past year. While the company has a strong cash position and potential growth opportunities, analysts caution about its profitability challenges and declining revenue. The AI analysis highlights concerns like falling revenue and wider adjusted losses, urging investors to be cautious about the stock's forecast.

Druckenmiller sells Palantir, invests in AI chipmaker TSMC

Billionaire investor Stanley Druckenmiller has sold his stake in Palantir Technologies and has been consistently investing in Taiwan Semiconductor Manufacturing (TSM) over the past four quarters. Druckenmiller appears to be reallocating funds from Palantir, whose valuation he finds high, into TSMC, a key foundry for AI chip designers like Nvidia and AMD. TSMC plays a crucial role in manufacturing the chips that power the AI revolution.

Palantir to invest up to £1.5B in UK military AI

Palantir Technologies plans to invest up to £1.5 billion in the UK to enhance military AI and innovation. This strategic partnership will create 350 jobs and establish London as Palantir's European defense headquarters. The company will also support British defense startups in accessing U.S. markets. Palantir CEO stated that the investment includes advanced AI-enabled defense technology, with a significant portion focused on battlefield-tested systems.

5 under-the-radar AI stocks to watch

This article highlights five lesser-known AI stocks with significant potential: Innodata Inc. (INOD), Veritone Inc. (VERI), Rekar Systems Inc. (REKR), BigBear.ai Holdings Inc. (BBAI), and SoundHound AI Inc. (SOUN). These companies, with market caps of $6 billion or less, are showing strong growth, technical momentum, or promising catalysts. Innodata is noted for its AI data collection, Veritone for its AIWARE operating system, Rekar for vehicle recognition AI, BigBear.ai for AI software solutions, and SoundHound for its voice AI technology.

Robo.ai partners with Arkreen for AI and blockchain integration

Robo.ai Inc. is trading higher after announcing a strategic investment in Arkreen, a DePIN technology firm. This collaboration aims to link artificial intelligence and blockchain infrastructure by combining AI-powered robotics with DePIN blockchain systems. The partnership is seen as a key step in connecting the machine economy with Web3 technologies, enabling asset tokenization and global collaboration.

Israel's Glilot Capital Partners raises $500M for AI and cyber startups

Israeli venture capital firm Glilot Capital Partners has successfully raised $500 million to invest in young cybersecurity, enterprise software, and AI startups. The funds, raised primarily from U.S. and European financial institutions, will support early-stage and mature Israeli tech companies. This significant investment underscores confidence in the Israeli tech ecosystem, particularly in the cyber and AI sectors, despite regional challenges.

Notion reaches $500M revenue with AI features

Notion, a productivity software company, has achieved $500 million in annualized revenue, driven by its AI features. The company recently launched a customizable AI agent that can create documents using data from various sources. Notion's AI adoption has grown significantly, with over 50% of customers now using AI add-ons. Despite strong growth, Notion faces competition from Microsoft and Google in the productivity software market.

Sources

Nvidia Intel AI chips GPUs CPUs data centers personal computers chip manufacturing China Bloom Energy fuel cells AI infrastructure BigBear.ai AI software Stanley Druckenmiller Palantir TSMC AI chip designers UK military AI Innodata Veritone Rekar Systems SoundHound AI Robo.ai Arkreen AI and blockchain DePIN Glilot Capital Partners cybersecurity startups AI startups Notion productivity software AI features