nvidia launches openai while anthropic expands its platform

Key Takeaways

• NVIDIA is investing $2 billion in Marvell Technology to enhance their partnership in AI infrastructure, custom silicon, and data center technologies.
• Marvell expects its revenue to reach $15 billion by fiscal year 2028, partly driven by the collaboration with NVIDIA.
• Investor demand for OpenAI shares on the secondary market has decreased, while interest in competitor Anthropic has surged.
• Anthropic is attracting investors due to its lower valuation and strong enterprise market presence.
• Common Sense Media, a nonprofit, is seeking $100 million from major AI companies like OpenAI and Google to fund an institute for assessing AI risks to children.
• Cathie Wood's ARK Invest increased its stake in CoreWeave, an AI infrastructure company, while selling shares in Alphabet and Nvidia.
• Nebius Group's estimated fair value has increased following new AI infrastructure contracts and updated analyst models.
• SoundHound AI is acquiring its subsidiary, SoundHound Inc., for $175 million in cash and stock, leading to a 13.9% stock increase.
• Rare earth minerals are essential for manufacturing components used in AI data centers, cooling systems, and robotics.
• Executives and directors at C3.ai, SES AI Corp, BigBear.ai, Rezolve AI, and Core AI Holdings engaged in various routine stock transactions, including grants, gifts, and tax-related share withholdings.

C3.ai CEO Stephen Ehikian Sells Shares, Receives Stock Grant

C3.ai CEO Stephen Ehikian reported several stock transactions. He received a grant of 32,093 Restricted Stock Units, which are like shares. Ehikian also sold 52,194 shares to cover taxes related to stock units vesting. Additionally, he gifted 94,632 shares to others. Following these actions, he still holds a significant number of shares directly and indirectly.

C3.ai Director John Hyten Gifts 87,888 Shares

C3.ai Director John E. Hyten gifted 87,888 Class A shares on March 31, 2026. These shares were transferred as a gift with no monetary value reported. After the gifts, Hyten directly owns 79,214 shares and indirectly holds 146,830 shares through Hyten Group LLC. These were not open-market sales.

AI Files Form 144 for Stock Sales Linked to RSU Vesting

AI has filed a Form 144, indicating proposed sales of stock related to Restricted Stock Unit (RSU) vesting. The filing shows 67,417 and 32,093 Class A shares linked to vesting on March 30, 2026. A larger figure of 141,791,230 shares is also mentioned with a March 31, 2026 date. This form informs the public about planned stock sales.

SES AI Corp CTO Kang Xu Withholds Shares for Tax

SES AI Corp Chief Technology Officer Kang Xu reported a tax-related share disposition. Upon vesting of restricted stock units, 39,593 shares of Class A common stock were withheld to cover taxes. These shares were not sold on the market. Xu now directly holds 580,396 Class A shares, including those from unvested restricted stock units.

SES AI CLO Kyle Pilkington Withholds Shares for Tax

SES AI Corp Chief Legal Officer Kyle Pilkington reported that 60,452 shares of Class A Common Stock were withheld to cover taxes from vesting restricted stock units. These shares were not sold on the market. Pilkington now directly holds 719,751 Class A shares, which includes shares from unvested restricted stock units. This is a routine tax-related transaction.

Rezolve AI Director Derek Smith Reports Option Holdings

Rezolve AI Director Derek B. Smith has reported his initial stock options and share ownership. He holds options to buy 326,395 Ordinary Shares at $0.0001 each, expiring in 2034, and another 300,000 options at the same price, expiring in 2036. Smith also directly owns 33,334 Ordinary Shares. One option grant was part of the company's Long Term Incentive Plan.

BigBear.ai CFO Sean Ricker Uses Shares for Tax

BigBear.ai CFO Sean Raymond Ricker reported that shares were withheld to cover taxes on vested restricted stock units. A total of 14,989 shares of common stock were withheld in two separate transactions on March 31 and April 1, 2026. Ricker continues to hold over 600,000 shares directly, showing he still has a significant stake in the company.

BigBear.ai General Counsel Carolyn Blankenship Withholds Shares for Tax

BigBear.ai General Counsel Carolyn Blankenship reported withholding shares to cover taxes on vested restricted stock units. On April 1, 2026, 13,649 shares were withheld at $3.52 each, and on March 31, 2026, 5,606 shares were withheld at $3.04 each. After these transactions, she directly owns 777,993 shares of BigBear.ai common stock.

BigBear.ai CEO Kevin McAleenan Sells Shares for Tax

BigBear.ai CEO Kevin McAleenan reported selling shares to cover taxes on vested restricted stock units. On April 1, 2026, 39,424 shares were withheld at $3.52 each, and on March 31, 2026, 22,392 shares were withheld at $3.04 each. These actions were tax withholdings, not market sales. McAleenan still directly holds 1,452,070 shares.

Core AI Director Marc Seelenfreund Reports Initial Holdings

Core AI Holdings Director Marc Seelenfreund has reported his initial ownership of company stock. He holds a pre-funded option to buy 588,236 common shares for $0.0004 each, which expires in October 2032. Seelenfreund also directly owns 4 common shares. This filing details his starting equity position.

NVIDIA Invests $2 Billion in Marvell for AI Partnership

NVIDIA is investing $2 billion in Marvell Technology to boost their partnership in artificial intelligence infrastructure. This collaboration will focus on custom silicon, networking, and data center technologies. Marvell's chips will work with NVIDIA's NVLink Fusion platform, allowing customers to build specialized AI systems. They will also collaborate on optical interconnects and AI for 5G/6G networks.

Nvidia Invests $2 Billion in Marvell for AI Growth

Nvidia is investing $2 billion in Marvell Technology to expand their artificial intelligence (AI) collaboration. This partnership will make Marvell's custom chips compatible with Nvidia's data centers, broadening Nvidia's ecosystem. Marvell expects significant growth, projecting revenue to reach $15 billion by fiscal 2028. This move benefits both companies as demand for AI infrastructure increases.

Cathie Wood Buys More CoreWeave Amid AI Stock Declines

Cathie Wood's ARK Invest is adjusting its AI investments. While selling shares of major AI companies like Alphabet and Nvidia, she increased her stake in CoreWeave, a company specializing in AI infrastructure. Wood focuses on long-term innovation and often buys stocks during market downturns. Investors should research any investment to match their own financial goals and risk tolerance.

Nebius Group Valuation Rises Amid New AI Deals

Nebius Group's estimated fair value has increased from $159.29 to $165.85. This adjustment follows new analyst models based on recent AI infrastructure contracts, financing plans, and earnings reports. The company's investment story is evolving as research is updated.

SoundHound AI Acquires Subsidiary, Stock Rises

SoundHound AI is acquiring its subsidiary, SoundHound Inc., for $175 million in cash and stock. The company, a leader in conversational AI, also announced it was recognized in the 2024 Gartner Magic Quadrant. SoundHound AI's stock increased by 13.9% following these announcements. The acquisition is expected to close in the third quarter of 2024.

Nonprofit Seeks $100M From AI Firms for Safety Effort

Common Sense Media, a nonprofit focused on children's safety, is asking major AI companies like OpenAI and Google to each contribute $10 million annually for a decade. This funding would support a new institute to assess AI risks to children. Companies donating would have input on how AI models are evaluated. This effort comes amid growing concerns about AI's impact on young people.

AI Cryptocurrencies Like Bittensor See Gains

Artificial intelligence (AI) focused cryptocurrencies are performing well, with Bittensor up 45% this year. Bittensor is a decentralized protocol for AI, and Render, another AI crypto, is up 23%. While these digital assets show strong gains, they are trading significantly below their past highs. Investors should carefully research AI cryptocurrencies due to their volatility.

Pizza Expo 2026: AI Ordering, Independent Pizzerias Grow

The 2026 International Pizza Expo highlighted key industry trends. A small percentage of restaurant owners invested in AI-based ordering systems last year. Independent pizzerias are thriving, with many reporting high annual sales. Consumer demand for meat toppings is also increasing, reflecting a broader protein trend in food.

OpenAI Shares Decline on Secondary Market; Anthropic Gains Favor

Demand for OpenAI shares on the secondary market has decreased, while interest in its competitor Anthropic has surged. Investors are reportedly finding it difficult to sell OpenAI shares, while there is significant cash ready to invest in Anthropic. Anthropic's lower valuation and strong enterprise market presence are attractive to investors seeking better risk-reward.

Rare Earth Minerals Power AI's Future Infrastructure

The growth of artificial intelligence relies heavily on a variety of commodities, including rare earth minerals. These materials are crucial for manufacturing components like permanent magnets used in AI data centers, cooling systems, and robotics. Unlike past technological trends focused on single commodities, AI requires a broad range of materials, creating diverse investment opportunities in sectors like energy, copper, and specialized metals.

Sources

• [Form 4] C3.ai, Inc. Insider Trading Activity
• C3.ai director gifts 87,888 Class A shares
• AI files Form 144 for RSU vesting sales
• [Form 4] SES AI Corp Insider Trading Activity
• SES AI CLO has 60,452 shares withheld for tax
• Rezolve AI director reports initial option holdings
• BigBear.ai CFO uses shares to cover tax obligations
• BigBear.ai counsel reports RSU tax share withholding
• [Form 4] BigBear.ai Holdings, Inc. Insider Trading Activity
• Core AI director discloses options and share holdings
• NVIDIA: $2 Billion Investment In Marvell To Expand AI Infrastructure Partnership
• Nvidia Is Investing in Marvell Technology Stock. Should You Do the Same?
• Cathie Wood Just Made a Startling AI Move. Should You Follow?
• How The Nebius Group (NBIS) Investment Story Is Shifting With New AI Deals And Valuation Adjustments
• SoundHound AI (NASDAQ:SOUN) Trading 13.9% Higher
• Key nonprofit pitches tech giants to pay $100M each for AI safety effort
• This Red-Hot Sector of the Crypto Market Isn't Slowing Down Anytime Soon
• 2026 Pizza Expo Insights: AI Adoption, Independent Pizzerias Thrive, and Meat Toppings Trend
• OpenAI Demand Sinks on Secondary Market as Anthropic Runs Hot
• Rare earth: the commodities powering our AI future