nvidia, microsoft and meta Updates

The artificial intelligence sector continues to see significant activity, with companies like Nebius Group emerging as crucial infrastructure providers. Nebius Group, which offers neocloud services providing access to data centers equipped with Nvidia chips, recently secured over $20 billion in contracts. These include major deals with tech giants Microsoft and Meta Platforms, even as Nebius reported a $508 million net loss in the first nine months of 2025 due to heavy investments in data centers and next-generation Nvidia GB300 chips. This highlights the ongoing demand for robust AI computing power, a demand further underscored by Nvidia's own strong performance. Nvidia's recent sales forecast and earnings report were described as

Key Takeaways

• Nebius Group secured over $20 billion in neocloud contracts, including major deals with Microsoft and Meta Platforms, despite a $508 million net loss in the first nine months of 2025 due to expansion.
• Alphabet's stock surged by 57% in 2025, adding over $1.1 trillion to its market value, driven by strong AI enthusiasm and positive reviews for its Gemini AI model.
• Nvidia's

  Nebius Group Emerges as Key AI Infrastructure Player

  Nvidia's GPUs are central to AI development, but companies also need infrastructure services. Nebius Group offers neocloud services, allowing businesses to rent access to data centers with Nvidia chips. This helps companies save time and money compared to buying hardware directly. Nebius recently secured over $20 billion in contracts, including major deals with Microsoft and Meta Platforms. Despite a $508 million net loss in the first nine months of 2025 due to expansion, Nebius is seen as a strong stock in the AI infrastructure market.

  Nebius Group Gains Traction in AI Infrastructure Market

  Nvidia's GPUs are vital for AI, but companies increasingly need infrastructure services. Nebius Group provides neocloud services, offering access to data centers equipped with Nvidia chips. This allows businesses to rent computing power, saving them from high costs and time spent building new data centers. Nebius recently secured over $20 billion in contracts, including significant deals with Microsoft and Meta Platforms. The company reported a $508 million net loss in the first nine months of 2025 as it invests in building data centers and acquiring Nvidia's GB300 chips.

  Nebius Group Makes Waves in AI Infrastructure

  Nvidia's GPUs are essential for AI development, but companies are also seeking infrastructure services. Nebius Group offers neocloud services, providing access to data centers already equipped with Nvidia chips. This approach helps businesses avoid the high costs and time involved in buying Nvidia hardware directly. Nebius recently secured more than $20 billion in neocloud contracts, including major agreements with Microsoft and Meta Platforms. The company recorded a $508 million net loss through the first nine months of 2025 as it invests heavily in its data centers and next-generation Nvidia GB300 chips.

  Bedrock Data Secures $25 Million for AI Security

  Bedrock Data, a data management platform, raised $25 million in Series A funding. Greylock Partners led this investment. CEO Bruno Kurtic stated the funds will help secure enterprise AI. Many businesses struggle to track their data, its location, and access permissions, which becomes harder with AI. Bedrock Data aims to solve these challenges by helping companies understand and protect their data.

  Bedrock Data Gets $25 Million for AI Data Security

  Bedrock Data raised $25 million to expand its AI-native data security platform. Its Metadata Lake continuously finds and maps data across all systems, including cloud and AI. This helps security leaders understand data exposure and control access, which is crucial as AI use grows. The new ArgusAI product offers visibility into data used by AI models during training and inference. Bedrock Data is gaining customers in finance and healthcare and partners with companies like Sysdig and Wiz.

  Alphabet Stock Rises on AI Optimism and Analyst Upgrade

  Loop analyst Rob Sanderson raised Alphabet's price target to $320, citing strong AI enthusiasm. Google's search results remain robust, and its Google Cloud and AI processors are gaining appreciation. Alphabet's stock has risen about 50% in 2025, adding over $1.1 trillion to its market value. The company is the top performer among the Magnificent Seven stocks this year. Warren Buffett's Berkshire Hathaway also revealed a stake, further boosting investor confidence in Alphabet's strong fundamentals.

  Jiga Raises $12 Million for AI-Powered Hardware Sourcing

  Jiga, a platform for AI-era hardware sourcing, secured $12 million in Series A funding. Aleph led the round, with Symbol and Y Combinator also investing. Founded in 2020, Jiga's AI-native platform helps engineers quickly find vetted manufacturers for custom parts in sectors like aerospace and robotics. The technology cuts procurement time from weeks to just hours, addressing a key bottleneck for hardware companies. Jiga plans to use the funds to expand production, improve AI-driven quality checks, and scale its enterprise services. The company is already profitable and aims to bring "software speeds" to physical manufacturing.

  TULU Expands AI Platform with $17 Million for Global Growth

  TULU, a platform providing on-demand access to products, added $17 million to its Series A funding, totaling $37 million. GreenSoil PropTech Ventures, Bosch Ventures, and New Era Capital Partners co-led the investment. Founded in 2020, TULU serves over 500,000 residents in 60 cities across North America and Europe. Its AI engine, "TULU Brain," uses usage data to offer personalized experiences and insights to landlords and brands. TULU aims to change consumer habits by promoting shared access over ownership, partnering with major property operators and brands like Bosch. The company also supports sustainable consumption by transforming buildings into sharing communities.

  AI Powers Solar Market to $18 Billion by 2030

  Artificial intelligence is significantly boosting the solar energy market, with revenues expected to reach $18.43 billion by 2030. AI helps automate solar project design by analyzing satellite data and energy patterns, making installations faster and more accurate. The global solar AI market was $5.96 billion in 2024, with North America leading and Asia Pacific growing fastest. AI also improves solar energy forecasting, which helps grid operators manage power distribution and storage more efficiently. PowerBank Corporation and Smartlink AI are launching an "Orbital Cloud" for AI infrastructure into space in December 2025. This project, called Orbit AI, will integrate decentralized networks and orbital AI data centers in Low Earth Orbit, powered by solar energy.

  Alphabet Stock Hits Record High on Gemini AI Success

  Alphabet shares surged by as much as 6.9%, reaching a new record high, driven by positive reviews for its new Gemini AI model. This marks the company's largest gain since early September. Earlier this week, Loop Capital upgraded Alphabet, and Warren Buffett's Berkshire Hathaway Inc. also disclosed a stake. Alphabet's stock has jumped 57% in 2025, making it the best-performing company among the Magnificent 7. This strong performance is more than triple the return of the Nasdaq 100 Index.

  Tech Stocks Rise Ahead of Nvidia Earnings Report

  US stocks closed higher on Wednesday, November 19, 2025. Technology stocks saw gains as investors awaited Nvidia's quarterly earnings results. The market showed a rebound from recent losses, with focus on the upcoming report from the chipmaker.

  Nvidia Sales Forecast Boosts AI Stocks

  AI-related stocks rallied on Wednesday after Nvidia released a strong sales forecast. Nvidia's earnings report and outlook were described as "near perfect," suggesting continued high demand for its products. The company's stock gained 6.4% in extended trading. Nvidia, valued at $4.5 trillion and already up nearly 40% this year, saw its valuation confirmed by analysts. This positive news is expected to calm skeptics and support a year-end rally for tech shares.

  Sources

  • Is This Underrated Artificial Intelligence (AI) Infrastructure Stock the Next Nvidia?
  • Is This Underrated Artificial Intelligence (AI) Infrastructure Stock the Next Nvidia?
  • Is This Underrated Artificial Intelligence (AI) Infrastructure Stock the Next Nvidia?
  • Exclusive: Bedrock Data raises $25M to secure enterprise AI
  • Bedrock Data Raises $25M to Grow Its AI-Native Data Security Platform
  • Alphabet Raised at Loop as ‘Waves of AI Enthusiasm’ Temper Fears
  • Jiga: $12 MIllion Series A Closed For AI-Era Hardware Sourcing
  • TULU adds $17 million to Series A to expand AI-driven product access platform globall
  • Artificial Intelligence Influence on Solar Energy Market Driving Revenues Projected to Reach $18 Billion by 2030
  • Alphabet Shares Soar on ‘Rave Reviews’ for New Gemini AI Model
  • Nvidia Q3 earnings call live updates: AI bubble fears in spotlight
  • AI-Related Stocks Rally as Nvidia Sales Forecast Brings Relief