NVIDIA projects $54 billion as Microsoft and Google boost AI

The artificial intelligence sector continues to see significant investment and rapid expansion, though some notable voices are raising concerns about a potential market bubble. NVIDIA stands out as a dominant force, projecting strong third-quarter fiscal 2026 revenues of around $54 billion, with its datacenter business expected to contribute $48.04 billion. Major tech giants like Microsoft, Amazon, and Google heavily rely on NVIDIA's Hopper, Ampere, and Blackwell GPUs for their AI systems, underscoring its critical role in the generative AI market. Advanced Micro Devices (AMD) is also actively competing in the AI chip space, developing its own offerings. AI infrastructure company Nebius Group demonstrates remarkable growth, with its shares surging over 269% in 2025 and analysts forecasting a 641% increase by 2030. Nebius reported a 355% revenue jump to $146 million in Q3 2025, primarily from its data center operations. The company has presold all its GPU capacity and boasts a $4 billion demand pipeline, securing substantial partnerships including a $17.4 billion deal with Microsoft and a $3 billion deal with Meta Platforms. Nebius is expanding into a full-stack AI cloud provider, launching platforms like Aether and Nebius Token Factory. Microsoft itself is deeply invested in AI, integrating it into products like Azure and maintaining a key partnership with OpenAI. Google, through its parent company Alphabet, continues to pioneer AI research embedded across its search engine, Google Cloud, and Waymo autonomous driving unit. Even logistics firm Expeditors International of Washington attributes its Q3 revenues of US$2.89 billion and net income of US$222.26 million partly to its AI investments. Smaller players are also making moves. Mission Media AI, a platform for media monetization, secured an eight-figure funding round to enhance its technology, open a New York office, and expand monetization opportunities for creators and brands. The company also added Joanna Gingold and Katie Hughes to its sales team. Bitcoin miner Hive Digital Technologies saw its stock rise 7.5% after reporting record Q2 fiscal revenues of $87.3 million, a 285% increase. Its Buzz subsidiary partnered with Dell Technologies to deploy 504 new GPUs, aiming for over 6,000 new GPUs by late 2026, which could generate $140 million in yearly high-performance computing revenue. However, not all AI ventures are met with universal optimism. Investor Michael Burry, known for predicting the 2008 housing collapse, used a 'Lord of the Rings' meme to warn of a potential AI bubble, suggesting that stock markets often peak before major spending cycles conclude. Perplexity AI, despite a $200 million funding round in September 2025 that pushed its valuation to $20 billion, was rated by investors at a San Francisco summit as the company 'most likely to fail,' citing its rapid expansion without a clear business model and concerns about inflated valuations. Additionally, SoundHound AI received a Neutral rating from a TipRanks analyst, despite a 68% revenue increase to $42 million in Q3, due to its high EV/sales ratio, ongoing profitability issues with an adjusted net loss of $0.03 per share, and challenges in its automotive segment.

Key Takeaways

• NVIDIA projects strong Q3 fiscal 2026 revenues of approximately $54 billion, with its datacenter business expected to contribute $48.04 billion, driven by high demand for its GPUs from companies like Microsoft, Amazon, and Google.
• AI infrastructure company Nebius Group's stock surged over 269% in 2025, with analysts predicting a 641% rise by 2030, reporting Q3 2025 revenues of $146 million and securing major partnerships including a $17.4 billion deal with Microsoft and a $3 billion deal with Meta Platforms.
• Michael Burry, known for 'The Big Short,' issued a warning about a potential AI bubble, suggesting current market optimism may be overlooking warning signs.
• Microsoft is a significant investor in AI, integrating it into Azure, partnering with OpenAI, and relying on NVIDIA's GPUs for its AI systems.
• Alphabet (Google) continues to advance AI research, embedding it across its search engine, Google Cloud, and Waymo, while also utilizing NVIDIA's GPU technology.
• Advanced Micro Devices (AMD) is actively developing its own AI chip offerings to compete in the growing market.
• Mission Media AI secured an eight-figure funding round to enhance its technology, open a New York office, and expand monetization opportunities for creators and brands.
• Expeditors International of Washington reported Q3 revenues of US$2.89 billion and a net income of US$222.26 million, attributing positive financial performance to its investments in artificial intelligence.
• Bitcoin miner Hive Digital Technologies saw its stock jump 7.5% after record Q2 fiscal revenues of $87.3 million, with plans to deploy over 6,000 new GPUs by late 2026 through a deal with Dell Technologies, aiming for $140 million in yearly high-performance computing revenue.
• Perplexity AI, despite a $20 billion valuation after a $200 million funding round, was rated by investors as 'most likely to fail' due to concerns about its business model and potential AI investment bubble.

Mission Media AI secures major funding and grows sales team

Mission Media AI, a platform helping radio stations make money, recently received new funding worth an eight-figure amount. This money will help the company improve its technology, open a main office in New York, and create more ways for creators and brands to earn money across different platforms. As part of its growth, Mission Media AI hired Joanna Gingold as Vice President of Strategic Accounts and Katie Hughes as Associate Account Executive. CEO David Krulewich stated this funding will speed up product innovation and help build a world-class team.

Mission Media AI gets new funding and expands team

Mission Media AI, a cross-platform media company, secured new funding with an eight-figure valuation to boost its growth. The capital will go towards improving its technology stack, opening a main office in New York, and increasing ways for creators and brands to make money. The company also added Joanna Gingold as Vice President of Strategic Accounts and Katie Hughes as Associate Account Executive to its sales team. CEO David Krulewich said this funding is a big moment, allowing them to innovate products and build a strong team.

Mission Media AI raises funds and expands sales team

Mission Media AI, a platform for media monetization, finished its second round of fundraising with an eight-figure valuation to speed up company growth. The new money will help them invest in their proprietary technology stack, open a main office in New York, and improve how creators and brands make money across different platforms. Mission Media AI also added Joanna Gingold as Vice President of Strategic Accounts and Katie Hughes as Associate Account Executive to its sales team. CEO David Krulewich stated this funding is a major step, allowing them to innovate products and build a top-tier team.

Nebius Group stock shows huge AI growth potential

Nebius Group, an AI infrastructure company, saw its shares rise over 269% in 2025 and analysts predict a 641% surge by 2030. In the third quarter of 2025, its revenues increased by 355% to $146 million, mainly from its data center business. Nebius has presold all its GPU capacity and has a $4 billion demand pipeline. The company secured major partnerships, including a $17.4 billion deal with Microsoft and a $3 billion deal with Meta Platforms. Nebius also launched new AI cloud platforms, Aether and Nebius Token Factory, as it expands into a full-stack AI cloud provider.

Nebius Group stock poised for significant AI growth

Nebius Group, an AI infrastructure company, has seen its stock rise over 269% in 2025, with predictions of a 641% surge by 2030. The company reported a 355% revenue increase to $146 million in Q3 2025, driven by its data center business. Nebius has already sold out its GPU capacity and has a strong $4 billion demand pipeline. It secured major partnerships, including a $17.4 billion deal with Microsoft and a $3 billion deal with Meta Platforms. Nebius is also becoming a full-stack AI cloud provider, launching platforms like Aether and Nebius Token Factory.

Michael Burry warns of AI bubble with Lord of the Rings meme

Michael Burry, the investor famous from 'The Big Short', recently warned about a potential AI bubble. He shared a chart on X showing that stock markets often peak before companies finish their big spending cycles, suggesting a correction might follow current AI investments. Burry also posted a 'Lord of the Rings' meme, implying investors are too optimistic and ignoring warning signs in the AI boom. He is known for predicting the 2008 housing market collapse and believes he will be proven right again.

Four top AI stocks for investors to consider

The article highlights four leading artificial intelligence stocks for investors to consider as the AI boom continues. NVIDIA is a key player due to its dominant GPU market position, essential for AI development. Microsoft is heavily investing in AI, integrating it into products like Azure and partnering with OpenAI. Alphabet, Google's parent company, pioneers AI research embedded in its search engine, Google Cloud, and Waymo. Advanced Micro Devices AMD competes with NVIDIA by developing its own AI chip offerings. Investors should research these companies' technology and finances before making decisions.

Expeditors Q3 results show AI investments paying off

Expeditors International of Washington recently reported its third-quarter results, showing revenues of US$2.89 billion and a net income of US$222.26 million. The company also announced a semi-annual dividend of US$0.77 per share, to be paid in December 2025. Expeditors highlighted that its investments in artificial intelligence and expanded customs brokerage services are helping to boost earnings and grow its operations. These strategic moves are positively influencing the company's financial performance.

NVIDIA expects strong Q3 earnings from AI chip demand

NVIDIA Corporation is set to announce its third-quarter fiscal 2026 earnings on November 19, with high expectations for strong results. The company projects Q3 revenues to reach around $54 billion, a significant increase driven by the growing demand for AI. NVIDIA's datacenter business remains its main growth engine, with projected Q3 datacenter revenues of $48.04 billion for this segment. Major tech companies like Microsoft, Amazon, and Google rely on NVIDIA's Hopper, Ampere, and Blackwell GPUs for their AI systems. The global generative AI market is rapidly expanding, further solidifying NVIDIA's crucial role in AI infrastructure.

Analyst warns of risks for SoundHound AI stock

An AI analyst from TipRanks gave SoundHound AI stock a Neutral rating, pointing out both positive and negative factors. The company reported strong third-quarter revenue of $42 million, a 68% increase from last year, and made progress in new markets. However, the stock appears expensive with an EV/sales ratio much higher than the industry average. SoundHound AI also faces ongoing profitability issues, reporting an adjusted net loss of $0.03 per share in Q3. Challenges in its important automotive segment also present risks to its near-term growth.

Investors rate Perplexity AI as most likely to fail

At a major San Francisco summit, investors rated Perplexity AI as the company 'most likely to fail' among high-valuation AI firms. This skepticism comes from its high $20 billion valuation, achieved after a $200 million funding round in September 2025, and its quick expansion without a clear business model. Investors also worry about a potential AI investment bubble where company values are too high compared to their actual earnings. Perplexity AI recently updated its Comet Assistant, but Amazon also threatened legal action over its use for purchases.

Hive stock jumps on record revenue and new AI deal

Bitcoin miner Hive Digital Technologies saw its stock rise 7.5% after reporting record second-quarter fiscal results. The company achieved $87.3 million in revenue, a 285% increase from last year, driven by strong Bitcoin mining and high-performance computing segments. Hive's Buzz subsidiary also announced a deal with Dell Technologies to deploy 504 new GPUs in its Bell AI Fabric data center, aiming for over 6,000 new GPUs by late 2026. This expansion is expected to generate $140 million in yearly high-performance computing revenue. Hive's Executive Chairman Frank Holmes believes the company has a strong advantage in the AI space.

Sources

• Mission Media AI Gets Funding, Expands Sales Team | Radio & Television Business Report
• Mission Media AI Secures New Funding, Expands Sales Team
• Mission Media AI Secures New Funding, Grows Sales Team To Accelerate Growth.
• This Is 1 of the Best AI Stocks: It Could Surge 641% by 2030
• This Is 1 of the Best AI Stocks: It Could Surge 641% by 2030
• Michael Burry of 'The Big Short' warns of AI bubble using 'Lord of the Rings' meme
• What Are the Top 4 Artificial Intelligence (AI) Stocks to Buy Right Now?
• Should Expeditors’ Q3 Results and AI Investments Influence Decisions for EXPD Investors?
• Datacenter and AI Chip Demand to Boost NVIDIA's Q3 Earnings
• AI Analyst Flags Risks on SoundHound AI Stock (SOUN) Outlook
• Perplexity AI Rated ‘Most Likely to Fail’ by Investors at Major SF Summit
• Bitcoin Miner Hive's Stock Rises After Record Q2 Revenue, AI Deal