Nvidia Reports Record Revenue Alongside Alphabet's Gemini Growth

The artificial intelligence sector continues its rapid expansion, with major players like Nvidia and Alphabet making significant strides. Billionaire investor Chris Rokos recently underscored Nvidia's market dominance by increasing his firm's investment to over 3.5 million NVDA shares, now valued at nearly $650 million. Nvidia, a leader in AI infrastructure, reported a record $57 billion in Q3 revenue, a 62.5% increase year-over-year, and projects $65 billion for Q4. Meanwhile, Alphabet is positioning Gemini 3.0 to lead the AI space by 2026, showing a 30% user increase between August and November, significantly outpacing ChatGPT's 6% growth. Alphabet plans to integrate AI agents across products like Gmail and Google Maps, and despite its stock growing 83% in the past year, it holds a lower valuation than competitors like Microsoft and Nvidia, suggesting room for further growth. Beyond the giants, other companies are also demonstrating strong performance in the AI arena. Palantir, known for its Gotham and Foundry software, reported a robust 63% year-over-year Q3 revenue growth and achieved a 40% net profit margin, solidifying its position. Akamai is strategically shifting its business model from content delivery to an edge-native cloud and AI compute platform, leveraging its global network for faster, more cost-effective AI services. This pivot has already seen its compute revenue grow almost 40% year-over-year in Q3 2025. In Asia, Tencent Holdings has seen its estimated fair value rise to approximately HK$742.75 per share, driven by positive long-term revenue growth predictions and its increasing ability to monetize AI. Powering much of this innovation, TSMC, the world's largest contract chipmaker, reported November revenue of about $6.5 billion, a 10.2% increase from last year, fueled by strong demand for AI chips from key clients like NVIDIA, AMD, and Apple, who rely on its advanced 3-nanometer technology. The competitive landscape also features smaller, specialized AI firms with varied fortunes. SoundHound AI, an agentic AI company, trades at $12.11 per share as of December 10, 2025, with its Houndify platform generating most revenue from custom voice recognition for clients like Stellantis and Chipotle. The company's revenue grew from $13 million in 2020 to $85 million in 2024, with analysts predicting $290 million by 2027. In contrast, BigBear.ai, an AI module maker, faces challenges, with its stock at $6.59 on December 10, 2025, and 2024 revenue predictions falling short at $158 million instead of $550 million. Despite new government contracts and acquisitions like Pangiam, BigBear.ai expects a revenue drop in 2025. Meanwhile, Oboe, a new AI learning platform, recently secured $16 million in Series A funding from a16z. Founded by former Google and Spotify executives, Oboe offers unlimited free course generation, with paid tiers for deeper content, and is seeing high demand for STEM topics, planning to expand languages and mobile support.

Key Takeaways

• Nvidia's Q3 revenue hit a record $57 billion, a 62.5% increase year-over-year, with Q4 projections at $65 billion, attracting a nearly $650 million investment from Chris Rokos.
• Alphabet's Gemini 3.0 saw a 30% user increase from August to November, outperforming ChatGPT's 6% growth, positioning Alphabet as a potential AI leader by 2026.
• TSMC, a crucial chipmaker, reported November revenue of approximately $6.5 billion, up 10.2% year-over-year, driven by strong AI chip demand from clients like NVIDIA, AMD, and Apple.
• Palantir demonstrated strong financial performance with 63% year-over-year Q3 revenue growth and a 40% net profit margin, making it a strong investment in the AI software sector.
• Akamai is transforming into an edge-native cloud and AI compute platform, with its compute revenue growing almost 40% year-over-year in Q3 2025, leveraging its NVIDIA-powered Akamai Inference Cloud.
• SoundHound AI, an agentic AI company, projects revenue growth to $290 million by 2027 from $85 million in 2024, with its Houndify platform serving clients like Stellantis and Chipotle.
• BigBear.ai faces significant challenges, with 2024 revenue predictions falling short at $158 million (vs. $550 million target) and an expected revenue drop in 2025 due to government contract changes.
• Oboe, an AI-powered course generation platform, secured $16 million in Series A funding from a16z and offers unlimited free course generation, with paid plans starting at $15 per month.
• Tencent Holdings' estimated fair value increased to HK$742.75 per share, reflecting positive long-term revenue growth predictions and its ability to monetize AI.
• Alphabet, despite 83% stock growth in the past year, maintains a lower valuation than Microsoft and Nvidia, indicating potential for further market capture through AI integration.

Oboe secures $16 million from a16z for AI learning platform

Oboe, a startup with an AI-powered course generation platform, raised $16 million from a16z. CEO Nir Zicherman aims to reach billions of learners and expand quickly. The platform now understands user goals to create chapters, quizzes, and flashcards, and offers podcast-style audio. Oboe is revamping its pricing to offer unlimited course generation, with paid plans for deeper content and offline access. The company sees high demand for STEM topics and plans to add more languages and mobile support.

Oboe gets $16 million for AI course platform

Oboe, founded by former Anchor and Spotify executives Nir Zicherman and Michael Mignano, raised $16 million in Series A funding led by Andreessen Horowitz. Its AI platform creates personalized courses with chapters, audio tracks, quizzes, and flashcards based on user learning goals. The company focuses on fast content generation and adaptive design to improve learning. Oboe now offers unlimited course generation for free, with paid tiers at $15 per month or $144 annually for more chapters, and a $40 per month or $384 annually Pro plan for downloads and exports. Early success shows high demand for STEM topics.

Oboe secures $16 million for AI course creation

Oboe, an AI startup, raised $16 million in funding led by Andreessen Horowitz, also known as a16z. The company launched a new platform that lets users create unlimited courses for free. Oboe's AI technology helps educators and businesses by automating content creation, curriculum design, and assessments. The new funds will help Oboe expand its platform, improve its AI, and grow its team. Its founders previously worked at Google and Coursera.

BigBear.ai faces challenges despite new deals

BigBear.ai, an AI module maker, has seen its stock price at $6.59 on December 10, 2025, after facing several challenges. The company's revenue predictions fell short, reaching $158 million in 2024 instead of $550 million. It has had three CEOs, with Kevin McAleenan taking over in early 2025 and securing new government contracts. BigBear.ai develops AI modules like Observe, Orient, and Dominate, and recently acquired Pangiam for biometric tools and plans to acquire Ask Sage by early 2026. However, the company expects revenue to drop in 2025 due to government contract changes, and its backlog is shrinking.

SoundHound AI stock shows growth potential

SoundHound AI, an agentic AI company, currently trades at $12.11 per share as of December 10, 2025. While its app identifies songs, most of its income comes from Houndify, a platform for custom voice recognition used by companies like Stellantis and Chipotle. SoundHound expanded through acquisitions, boosting its presence in restaurants and customer service. The company's revenue grew significantly from $13 million in 2020 to $85 million in 2024. Analysts predict continued strong revenue growth to $290 million by 2027, with positive adjusted earnings expected by then. Despite high competition and a high valuation, SoundHound AI holds an early advantage in the growing agentic AI market.

Tencent's value rises with AI market shifts

Tencent Holdings has seen a slight increase in its estimated fair value to about HK$742.75 per share. This rise is due to stronger predictions for its long-term revenue growth and a slightly lower expected return on equity. Experts now have more positive views on Tencent's performance, its ability to make money from AI, and its future earnings. These changes suggest a positive outlook for the company in the evolving market.

Billionaire Chris Rokos invests heavily in Nvidia AI

Billionaire investor Chris Rokos, head of Rokos Capital, made a major move in the AI market during Q3. He sold his shares in one AI company and significantly increased his investment in Nvidia, buying over 3.5 million NVDA shares now worth almost $650 million. Nvidia is a leader in AI, providing essential chips, software, and systems for AI infrastructure. The company reported record Q3 revenue of $57 billion, a 62.5% increase from last year, and expects $65 billion for Q4. Despite challenges like China chip restrictions, analysts remain very positive about Nvidia's future growth and stock potential.

Alphabet poised to lead AI in 2026

Alphabet, with its Gemini 3.0, is expected to be a top AI leader in 2026. The company's Gemini 3.0 saw a 30% increase in users from August to November, outperforming ChatGPT's 6% growth. Alphabet plans to integrate AI agents into its many products, like Gmail and Google Maps, to help users with tasks. Despite its stock growing 83% in the past year, Alphabet still has a lower valuation than Microsoft and Nvidia. This positions Alphabet well to convert its leading AI models into significant user adoption and revenue.

Akamai shifts to AI cloud sees strong growth

Akamai is transforming its business from content delivery to an edge-native cloud and AI compute platform. The company uses its global network to offer faster and cheaper AI services. Its compute revenue grew almost 40% year over year in Q3 2025, and operating margins have improved. Akamai's stock is showing strength, breaking past $84 resistance and targeting $102. The company's shift to higher-margin AI and security services, including its NVIDIA-powered Akamai Inference Cloud, makes its current valuation attractive compared to competitors. An options trade is suggested for potential gains.

SoundHound AI shows stronger growth than BigBear.ai

This article compares two small AI companies, SoundHound AI and BigBear.ai, to see which has better growth potential. SoundHound AI reported strong Q3 2023 revenue of $19.3 million, a 55% increase from last year, with a $108 million backlog. While still losing money, its cash burn has slowed, and it holds $174.3 million in cash. BigBear.ai had Q3 2023 revenue of $36.7 million, up 30%, but its profit margins are lower, and it reported a $14.7 million net loss. Analysts give SoundHound AI a "Moderate Buy" rating with a 45.8% upside, while BigBear.ai receives a "Hold" rating with a slight downside. SoundHound AI appears to have stronger financials and more consistent analyst confidence.

Palantir beats SoundHound AI in stock comparison

This article compares Palantir and SoundHound AI, two AI stocks with high valuations. Palantir, which provides software like Gotham for governments and Foundry for businesses, showed strong Q3 revenue growth of 63% year over year and achieved a 40% net profit margin. SoundHound AI also reported high revenue growth, with Q3 revenue increasing 68% to $42 million. However, SoundHound AI burned through $109.3 million in the quarter and has high net losses. While SoundHound AI has secured deals with companies like Stellantis' Jeep, Palantir's strong revenue growth and expanding margins make it the better investment choice.

TSMC stock rises on strong AI chip demand

TSMC, the world's largest contract chipmaker, saw its stock rise due to strong demand for AI-related chips. The company reported November revenue of NT$207.76 billion, which is about $6.5 billion. This marks a 10.4% increase from the previous month and a 10.2% rise compared to last year. Major tech companies like NVIDIA, AMD, and Apple are key clients, relying on TSMC's advanced 3-nanometer technology for their AI processors. The growing use of generative AI models like ChatGPT is fueling this demand, and TSMC continues to invest in expanding its production and research.

Sources

• Oboe raises $16 million from a16z for its AI-powered course generation platform
• Oboe Raises $16 Million Led by a16z for AI Courses
• Oboe raises $16 million from a16z for its AI-powered course generation platform
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• How Recent AI and Market Shifts Are Rewriting the Story for Tencent
• Nvidia or Palantir: Billionaire Chris Rokos Pours Hundreds of Millions Into One Top AI Stock
• Prediction: Why Alphabet Will Be the Artificial Intelligence (AI) Winner of 2026
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