nvidia, palantir and openai Updates

The artificial intelligence sector is experiencing a surge in investment and development, with major tech players significantly expanding their AI capabilities and infrastructure. Alibaba is leading the charge, planning to invest over $50 billion in AI expansion, partnering with Nvidia for advanced infrastructure and releasing new AI models like Qwen3-Max and Qwen3-Omni. This move is supported by a recent $3.168 billion raised through convertible bonds, and Alibaba's stock has reached a four-year high. Kingsoft Cloud is also boosting its AI focus, raising HK$2.8 billion for infrastructure upgrades. In the defense AI space, Palantir Technologies and BigBear.ai are notable, with Palantir showing stronger revenue growth and profitability despite BigBear.ai's niche focus. Nvidia is making a substantial investment of up to $100 billion in OpenAI, aiming to build the largest AI infrastructure project with advanced AI chips and data centers starting in 2026. Oracle's cloud strategy, which includes renting Nvidia's GPUs to clients like OpenAI and Meta Platforms, has boosted its stock performance, though aggressive infrastructure spending has led to negative free cash flow and planned job cuts. Meanwhile, Chinese autonomous driving company Pony AI saw its stock rise after an analyst increased its price target, citing advancements in robotaxi testing and expanded services. Canadian companies Kinaxis and Shopify are also positioned for growth within the AI boom, offering AI-powered solutions in supply chain management and e-commerce respectively.

Key Takeaways

• Alibaba plans to invest over $50 billion in AI expansion, partnering with Nvidia and releasing new AI models like Qwen3-Max and Qwen3-Omni.
• Alibaba raised $3.168 billion through convertible bonds to support its AI and cloud infrastructure initiatives.
• Kingsoft Cloud raised HK$2.8 billion to fund its AI business expansion, with approximately 80% allocated to AI infrastructure and cloud services.
• Nvidia is investing up to $100 billion in OpenAI to build a large-scale AI infrastructure project starting in 2026, utilizing advanced AI chips.
• Oracle's cloud business, which rents Nvidia GPUs to clients like OpenAI and Meta Platforms, has driven significant stock gains, despite leading to negative free cash flow and planned job cuts.
• Palantir Technologies is a key player in the AI defense sector, showing stronger revenue growth and profitability compared to BigBear.ai.
• Chinese tech stocks are rising, influenced by Alibaba's substantial AI investment and partnerships.
• Pony AI's stock increased following a boosted price target from Goldman Sachs, citing advancements in its autonomous driving services.
• Box has launched new AI-powered tools, Box Automate and Box Shield Pro, to enhance business workflows and content security.
• Canadian companies Kinaxis and Shopify are highlighted as growth opportunities in the AI sector, offering AI-driven solutions in supply chain management and e-commerce.

Box launches new AI tools for automation and security

Box has released new AI-powered products called Box Automate and Box Shield Pro. Box Automate helps businesses manage workflows, while Box Shield Pro enhances content security. The company is highlighting these innovations at its BoxWorks event, aiming to show how AI can improve business operations. Despite steady revenue growth, Box's stock has seen minor changes, and investors are watching to see if these AI advancements will boost customer growth and profitability.

Alibaba boosts AI investment with new advanced models

Alibaba Group is significantly increasing its investment in AI and cloud infrastructure, launching advanced multimodal AI models like Qwen3-Max and Qwen3-Omni. This move emphasizes Alibaba's commitment to open-source AI and aims to expand its global reach. The company recently raised $3.168 billion through convertible bonds to support these initiatives. Investors are watching to see if these investments will drive long-term growth, despite current pressures on profitability due to high spending.

Kingsoft Cloud raises $2.8 billion for AI expansion

Kingsoft Cloud Holdings has raised HK$2.8 billion through a new equity offering to fund its AI business expansion. Approximately 80% of these funds will be used to upgrade AI infrastructure and cloud services. This significant investment aims to capitalize on the growing demand for AI and cloud services in China. However, the increased capital could impact short-term share prices and highlights ongoing concerns about profit margins and cash flow.

BigBear.ai and Palantir: Comparing AI defense stocks

BigBear.ai and Palantir Technologies are key players in the AI defense sector, offering advanced software for government and critical infrastructure needs. Both companies have seen strong stock performance in 2025, driven by investor interest in AI. BigBear.ai focuses on niche defense solutions and recently strengthened its balance sheet, while Palantir leads in enterprise AI with its Artificial Intelligence Platform (AIP) and has secured major government contracts. Despite BigBear.ai's alignment with new defense funding, Palantir shows stronger revenue growth and profitability.

Is BigBear.ai stock a buy at $5?

BigBear.ai, a defense technology company, trades at a lower price per share than rivals like Palantir Technologies, potentially appearing as a bargain in the AI market. However, its lower valuation multiples reflect underlying business challenges, including slowing growth and competition. While BigBear.ai operates in a high-demand sector and has secured contracts, its market position is weaker compared to Palantir's dominance in defense AI. The stock is considered more of a speculative trade than a long-term investment due to these factors.

Stock market rises on AI optimism; Micron, Alibaba news

US stock futures are rising, boosted by Big Tech's optimism surrounding artificial intelligence (AI). Micron Technology reported strong fourth-quarter earnings and an upbeat outlook, driven by AI demand. Alibaba's shares climbed significantly after announcing plans to increase its AI spending budget to over $50 billion. The tech sector is rebounding amid renewed AI enthusiasm, with Alibaba's stock reaching a four-year high.

Alibaba plans $50B+ AI expansion, stock surges

Alibaba's stock is surging after the company announced plans to invest over $50 billion in its global artificial intelligence (AI) expansion. The Chinese tech giant is partnering with Nvidia to build advanced AI infrastructure and is releasing its Qwen3 Max language model. Alibaba CEO Eddie Wu stated that AI demand has exceeded expectations. Despite challenges with accessing Nvidia's AI processors due to US export controls, the announcement pushed Alibaba's Hong Kong-listed stock up nearly 9% and its US-listed ADRs up almost 9% in pre-market trading.

Pony AI stock rises after analyst price target increase

Chinese autonomous driving company Pony AI saw its stock price increase by nearly 4% on Tuesday. This rise followed an analyst at Goldman Sachs, Allen Chang, boosting his price target for the shares to $27.70 from $24.50, while maintaining a buy recommendation. The analyst cited Pony AI's recent advancements, including road testing its Gen-7 robotaxi in major Chinese cities and expanding operating hours for its services to 24 hours a day in certain markets. The company also began full commercial service in Shanghai's Pudong district.

Nvidia invests $100B in OpenAI for AI chips and data centers

Nvidia plans to invest up to $100 billion in OpenAI, providing millions of advanced AI chips for its data center expansion. This partnership aims to build the largest AI infrastructure project ever, starting in 2026 with 10 gigawatts of Nvidia-powered systems. The deal explores a chip leasing model, potentially reducing OpenAI's upfront costs. While this boosts chip stocks, some analysts warn of potential AI bubble risks and regulatory scrutiny due to Nvidia's dominant market position and vertical integration.

Oracle's cloud strategy boosts stock past Nvidia

Oracle's stock has significantly outperformed Nvidia in 2025, gaining 97% year-to-date. This surge is driven by its cloud infrastructure business, which rents access to Nvidia's GPUs through a cloud-based system. Oracle's GPU-as-a-service model addresses the high demand for compute power in AI development, attracting major clients like OpenAI. However, the company's aggressive infrastructure investments have led to negative free cash flow, and its high valuation suggests future growth may already be priced in.

Oracle plans job cuts amid AI infrastructure costs

Oracle is planning its largest-ever restructuring, including significant job cuts, to manage the high costs of its AI infrastructure expansion. The company is spending billions to rent data centers and equip them with Nvidia chips to fulfill major cloud deals with OpenAI and Meta Platforms. These expenses have caused Oracle's cash flow to turn negative for the first time since 1992. The restructuring, which could cost up to $1.6 billion, follows similar cost-cutting measures by other tech giants like Microsoft.

China's tech stocks rise on Alibaba AI investment

China's technology stocks are leading the market, driven by Alibaba's announcement to invest $53 billion in AI over the next three years. Alibaba is also partnering with Nvidia on physical AI infrastructure and has launched new AI models. Other Chinese tech companies like Kuaishou are also advancing in AI. This rally highlights China's growing capabilities in AI development and follows significant market stimulus measures announced a year ago, leading to steady gains in Chinese stock indexes.

Canadian AI stocks Kinaxis and Shopify offer growth

Canadian companies Kinaxis and Shopify are highlighted as attractive investment opportunities in the artificial intelligence (AI) sector, potentially offering growth beyond Nvidia. Kinaxis provides AI-powered supply chain management solutions, serving major clients like Ford and Cisco. Shopify, an e-commerce giant, is integrating AI to enhance its merchant services. Both companies are positioned to benefit from the ongoing AI boom and offer potential for long-term returns.

Sources

• Box (BOX): Assessing Valuation Following Launch of New AI-Powered Automation and Security Products
• How Investors May Respond To Alibaba Group (BABA) Boosting AI Investment and Unveiling Advanced Open-Source Models
• Is Kingsoft Cloud's HK$2.8 Billion AI Investment Shifting the Narrative for KC?
• BigBear.ai vs. Palantir: Which AI Defense Stock Is the Better Bet?
• Is BigBear.ai Stock a Buy For $5? @themotleyfool #stocks $BBAI
• Stock rebound, Micron earnings, Alibaba AI budget: 3 Things
• Alibaba stock pops on plans to spend $50B+ on AI expansion
• Why Pony AI Stock Popped on Tuesday @themotleyfool #stocks $PONY
• Nvidia’s $100B OpenAI Investment: AI Chips Leasing and Data Center Surge
• Meet the Monster Artificial Intelligence (AI) Data Center Stock That Continues to Crush Nvidia
• Oracle’s AI-Fueled Cash Crunch Sets Stage for Major Job Cuts
• China Market Update: Technology Stocks Lead Markets On Alibaba AI Investment & Nvidia Partnership
• Forget Nvidia: Buy These 2 Canadian AI Stocks Instead