nvidia, openai and anthropic Updates

Nvidia continues to dominate the artificial intelligence sector, driven by high demand for its essential GPUs used in AI data centers. The company's stock has seen significant growth over the last five years, and analysts anticipate further earnings increases. Nvidia is also strategically investing its cash flow into AI startups and customers like OpenAI and CoreWeave, positioning itself as an 'investor of last resort' to secure its central role in the expanding AI industry. Meanwhile, AI company Anthropic has received preliminary approval for a $1.5 billion settlement with authors who accused it of using copyrighted material, including millions of books, to train its AI assistant, Claude. This marks a significant resolution in lawsuits concerning AI training data. In the startup space, Requesty has secured $3 million in seed funding to help developers build applications more safely and affordably using models from OpenAI and Anthropic. The company aims to centralize controls like spending limits and API access across different AI providers. Other companies are also pivoting or expanding within the AI market; IREN Limited, formerly a Bitcoin miner, has shifted to AI data centers and seen its stock rise over 300% after doubling its GPU capacity. Datavault AI announced a $150 million investment in Bitcoin to develop supercomputing infrastructure. While many see high growth potential in AI stocks like SoundHound AI, AppLovin, and GitLab, billionaire investor Bill Gross has issued a warning about the AI market, suggesting trillions of dollars could be lost if his concerns materialize.

Key Takeaways

• Nvidia leads the AI race with high demand for its GPUs, essential for AI data centers, and is investing in AI startups like OpenAI.
• Anthropic has reached a preliminary $1.5 billion settlement with authors over the use of copyrighted books to train its AI assistant, Claude.
• AI startup Requesty raised $3 million in seed funding to enable safer and more affordable development of applications using OpenAI and Anthropic models.
• IREN Limited has pivoted to AI data centers, significantly increasing its GPU capacity and seeing its stock soar.
• Datavault AI secured a $150 million investment, to be made in Bitcoin, for developing supercomputing infrastructure.
• Companies like SoundHound AI, AppLovin, and GitLab are identified as having high growth potential in the AI sector.
• Billionaire investor Bill Gross has warned of a potential AI market reversal, cautioning that trillions of dollars could be lost.
• Nvidia's strategy includes acting as an 'investor of last resort' for AI customers, ensuring continued demand for its chips.
• The Anthropic settlement is the first of its kind in lawsuits against AI companies for using copyrighted material for training.
• Requesty's technology aims to centralize controls for accessing large language models, improving security and reducing costs.

Nvidia leads AI race with powerful GPUs

Nvidia is the top company in the AI race, with customers buying many of its GPUs. Its stock has grown significantly over the last five years due to high demand for its products. These GPUs are essential for AI data centers. Analysts expect Nvidia's earnings to keep growing, making it a potential stock for investors.

Nvidia leads AI race with powerful GPUs

Nvidia is the top company in the AI race, with customers buying many of its GPUs. Its stock has grown significantly over the last five years due to high demand for its products. These GPUs are essential for AI data centers. Analysts expect Nvidia's earnings to keep growing, making it a potential stock for investors.

Nvidia leads AI race with powerful GPUs

Nvidia is the top company in the AI race, with customers buying many of its GPUs. Its stock has grown significantly over the last five years due to high demand for its products. These GPUs are essential for AI data centers. Analysts expect Nvidia's earnings to keep growing, making it a potential stock for investors.

Judge approves $1.5 billion Anthropic copyright settlement

A federal judge has given preliminary approval to a $1.5 billion settlement between AI company Anthropic and a group of authors. This is the first settlement in lawsuits against AI companies for using copyrighted material to train their systems. The authors claimed Anthropic used millions of pirated books to train its AI assistant, Claude. The judge found Anthropic violated authors' rights by storing many books that weren't solely for training purposes.

Anthropic settles copyright case for $1.5 billion

AI company Anthropic has reached a $1.5 billion settlement with authors who accused it of using pirated books to train its AI chatbot, Claude. A federal judge in California granted preliminary approval to the settlement, marking a significant resolution in lawsuits against AI developers. The authors argued Anthropic infringed their rights by storing millions of books not exclusively for training. This settlement could set a precedent for future cases involving AI and copyrighted material.

AI startup Requesty raises $3 million seed funding

AI startup Requesty has raised $3 million in seed funding to help developers build applications using AI models from OpenAI and Anthropic more safely and affordably. The company acts as a gateway, improving security and reducing costs for accessing large language models. Requesty's technology centralizes controls like spending limits and API access across different AI providers. The startup plans to use the funds to expand its engineering and growth teams.

Nvidia acts as AI's investor of last resort

Nvidia is using its significant cash flow to invest in AI startups and customers like CoreWeave and OpenAI, ensuring continued demand for its chips. Analyst Gil Luria calls this strategy the company's role as the 'investor of last resort' in AI. Nvidia has provided financial backing and guaranteed capacity to companies like CoreWeave, enabling their growth. This approach helps Nvidia secure its central position in the expanding AI industry.

IREN Limited pivots to AI data centers, stock soars

IREN Limited, formerly a Bitcoin miner, has shifted its focus to artificial intelligence infrastructure, becoming a significant player in the AI cloud market. The company recently purchased over 12,400 GPUs, doubling its capacity and aiming to be a major AI cloud provider. This pivot has caused IREN's stock to rise over 300% this year. The company is expanding its GPU capacity and targeting substantial AI cloud revenue by early 2026.

Three AI stocks with high growth potential

SoundHound AI is focusing on advanced voice-powered AI agents, with revenue surging and profitability expected by year-end. AppLovin is expanding its AI adtech beyond gaming into new markets, showing strong revenue and profit growth. GitLab's new pricing model and AI tools are driving revenue growth, with AI increasing software development and platform usage. These three companies offer high-risk, high-reward opportunities in the growing AI sector.

Datavault AI secures $150 million investment

Datavault AI's stock increased by 30% after announcing a $150 million investment from Scilex Holding Company. This funding will support the development of supercomputing infrastructure and independent data exchanges in the U.S. The investment, to be made in Bitcoin, will help Datavault AI enhance its high-performance computing and support partnerships with IBM WatsonX and Brookhaven National Laboratory. Scilex will receive nearly 279 million shares of Datavault AI as part of the deal.

Bond King warns of AI market reversal

Billionaire investor Bill Gross, known as the 'Bond King,' has issued a strong warning about the artificial intelligence sector. He suggests that trillions of dollars in wealth could be rapidly lost if his concerns about the AI market materialize. The warning comes as major tech companies are investing heavily in AI development.

Comfort Systems USA a potential AI investment winner

Comfort Systems USA is being analyzed as a potential winner in the AI investment landscape. Contributing analysts are examining the company's strengths, risks, and growth prospects within the AI-driven market. Investors can find insights into market trends and potential opportunities related to Comfort Systems USA.

Sources

• What Is 1 of the Best Artificial Intelligence (AI) Stocks to Buy Now? @themotleyfool #stocks $NVDA
• What Is 1 of the Best Artificial Intelligence (AI) Stocks to Buy Now?
• What Is 1 of the Best Artificial Intelligence (AI) Stocks to Buy Now?
• US judge approves $1.5 billion Anthropic copyright settlement with authors
• Anthropic's $1.5 Billion Settlement Over AI Training On Pirated Books Sets Precedent As Lawsuits Against OpenAI, Meta Loom - Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN)
• This AI startup helps developers safely and cheaply build on top of LLMs from OpenAI and Anthropic. Read its pitch deck.
• Nvidia Stock Becomes AI’s ‘Investor of Last Resort,’ Says 5-Star Analyst
• Up 300% in 2025, Should You Buy This Red-Hot AI Data Center Stock Here?
• 3 Millionaire-Maker Artificial Intelligence (AI) Stocks @themotleyfool #stocks $SOUN $APP $GTLB
• Datavault AI stock soars after securing $150 million investment By Investing.com
• Bond King's Dire AI Warning: A Major Market Reversal Could Be Coming
• Comfort Systems: A Potential Winner in the AI Investment Landscape @themotleyfool #stocks $FIX