Nvidia Revenue Grows While OpenAI Projects $100 Billion

The artificial intelligence sector continues to demonstrate robust growth and significant investment, with major players like Nvidia, OpenAI, and Google making headlines. Nvidia, a leading AI chip maker, anticipates strong fourth-quarter revenue of approximately $65 billion, surpassing analyst estimates of $61.66 billion. This optimistic outlook is largely fueled by its data center business, which generated $51.2 billion in sales, exceeding predictions. CEO Jensen Huang notes the rapid expansion of the AI industry across various sectors and countries, driving strong sales for Blackwell and cloud GPUs. However, some analysts express concerns about potential future growth limitations due to physical constraints like power and land availability, and the market holds high expectations for Nvidia's upcoming earnings report, with warnings of a significant market impact if the company falls short. OpenAI is also outperforming its financial targets, with Barclays analysts reporting revenue growth 15% higher than 2025 forecasts and 50% ahead of 2027 projections. CEO Sam Altman projects the company will reach $100 billion in yearly revenue by 2027, a year earlier than initially planned. This success stems from increased user adoption, conversion of free users to paid subscribers, and expanding enterprise and API businesses, alongside new income streams from advertising, AI agent services, and shopping referral fees. Google's parent company, Alphabet, recently saw its stock rise nearly 6% following strong third-quarter earnings and the launch of its Gemini 3 AI model. This surge propelled cofounder Larry Page to become the world's third richest person, with his wealth increasing by about $7.6 billion. Fellow cofounder Sergey Brin also gained $7 billion, securing his position as the fifth wealthiest. Alphabet is also investing billions into new data centers, highlighting the growing demand for AI infrastructure. Microsoft stands out as a strategic AI investment, benefiting from AI advancements that enhance its diverse product and service portfolio without solely relying on AI hype for its success. The broader AI infrastructure market is also seeing substantial investment. The Global X Data Center & Digital Infrastructure ETF (DTCR) focuses on real estate companies like Equinix and Digital Realty Trust, which own crucial data centers. Experts forecast global data center revenue to jump 50% to $624 billion by 2029, driven by the scarcity of these properties and low vacancy rates, giving landlords strong pricing power. In other developments, AIUSD, a company building AI trading infrastructure, secured nearly $10 million in Pre-Seed funding. Its development arm, Generative Alpha, received support from investors including Anthropic, Perplexity, TradingView, and Sequoia Capital US Scout Fund. AIUSD also launched a new AI-powered system for trading and fund transfers, which served 3 million users during its test phase. Meanwhile, SoundHound AI (SOUN) reported a 68% jump in third-quarter 2025 revenue to $42.05 million and increased its full-year forecast, though the company is still working towards profitability.

Key Takeaways

  • Nvidia expects fourth-quarter revenue of approximately $65 billion, exceeding the $61.66 billion estimate, driven by its data center business sales of $51.2 billion.
  • OpenAI is outperforming revenue predictions, with CEO Sam Altman projecting $100 billion in yearly revenue by 2027, a year earlier than planned.
  • Google cofounder Larry Page became the world's third richest person after Alphabet's stock rose nearly 6% following strong earnings and the launch of the Gemini 3 AI model.
  • Microsoft is considered a strong AI stock due to its diverse business, which AI enhances across its products and services.
  • Global data center revenue is predicted to jump 50% to $624 billion by 2029, with companies like Alphabet investing billions in new data centers.
  • AIUSD secured nearly $10 million in Pre-Seed funding for its AI trading infrastructure, with support from investors including Anthropic.
  • AIUSD launched a new AI-powered system for trading and transferring funds, which served 3 million users during its test phase.
  • SoundHound AI (SOUN) saw its third-quarter 2025 revenue jump by 68% to $42.05 million, though the company is not yet profitable.
  • Concerns exist regarding physical limits such as power and land availability potentially slowing future growth in the AI infrastructure sector.
  • Nvidia faces high market expectations for its upcoming earnings report, with analysts warning of a potential market shock if the company misses forecasts.

Global X ETF invests in AI data centers

This article highlights the Global X Data Center & Digital Infrastructure ETF (DTCR) as a smart investment for AI infrastructure. Unlike typical AI funds, this ETF focuses on real estate companies like Equinix and Digital Realty Trust that own data centers. Experts predict global data center revenue will jump 50% to $624 billion by 2029. Companies like Alphabet are investing billions in new data centers, showing strong demand. The scarcity of these properties and low vacancy rates give landlords strong pricing power for long-term rental agreements.

Microsoft is a smart AI stock choice

Microsoft stands out as a smart AI stock to buy right now. The company has a very diverse business, making it strong even without AI. AI technology helps improve Microsoft's many products and services. This means Microsoft benefits from AI advancements but does not rely solely on AI hype for its success. Investing in Microsoft means putting money into a thorough business that AI will enhance.

Nvidia expects strong Q4 sales for AI chips

Nvidia, a top AI chip maker, expects its fourth-quarter revenue to be higher than what experts predicted. The company forecasts sales of about $65 billion, beating the $61.66 billion estimate. Its data center business, which makes most of its money, also saw sales of $51.2 billion, more than expected. CEO Jensen Huang stated that Blackwell sales and cloud GPUs are selling very well as the AI industry grows quickly. However, some analysts worry about physical limits like power and land that could slow growth in the future.

Nvidia predicts high Q4 revenue despite AI worries

Nvidia expects its fourth-quarter sales to be higher than Wall Street estimates, predicting around $65 billion. This comes even as some people worry about an AI market bubble. CEO Jensen Huang said the AI industry is growing rapidly across many sectors and countries. The company's data center sales reached $51.2 billion, exceeding analyst predictions. However, experts like Jacob Bourne point out potential challenges such as limits in power and land that could affect future growth.

AIUSD secures 10 million dollars for AI trading

AIUSD, a company building AI trading infrastructure, has raised nearly $10 million in a Pre-Seed funding round. Its development company, Generative Alpha, received support from investors like Anthropic, Perplexity, TradingView, and Sequoia Capital US Scout Fund. AIUSD also launched a new AI-powered system for trading and transferring funds. This platform's AI agent already served 3 million users during its test phase. The system uses a special financial AI to manage assets across different blockchains, exchanges, and stablecoins.

SoundHound AI sales surge despite profit challenges

SoundHound AI (SOUN) saw its third-quarter 2025 revenue jump by 68% to $42.05 million. The company also increased its full-year revenue forecast to between $165 million and $180 million. Despite this strong sales growth, SoundHound AI is still not making a profit and faces issues in areas like automotive. A recent partnership with Telarus aims to boost its voice-enabled solutions. The company hopes to reach $308.5 million in revenue and $40.4 million in earnings by 2028, which requires significant yearly growth.

Nvidia faces high expectations for earnings report

Nvidia's upcoming earnings report carries high expectations from the stock market. Analysts predict third-quarter revenue of $54.92 billion and fourth-quarter guidance of $61.66 billion. However, traders at JPMorgan believe the actual "whisper numbers" are even higher. Nvidia's stock has dropped over 10% in November due to worries about an AI bubble. Despite this, some experts like Wolfe Research and Goldman Sachs remain positive about Nvidia's performance.

Analyst warns of market shock if Nvidia misses earnings

Daniel Newman from The Futurum Group warns that a rare earnings miss from Nvidia could greatly shock the market. He describes the current rise in AI as a "technological supercycle." Investors are closely watching Nvidia's performance. A failure to meet expectations could shake confidence and impact the entire market.

Nvidia to announce third-quarter earnings soon

Nvidia will release its third-quarter earnings report after the market closes on Wednesday. Investors will pay close attention to anything CEO Jensen Huang says about the company's future plans and sales orders. Experts expect earnings per share of $1.25 and revenue of $54.92 billion for the third quarter. For the next quarter, they predict $1.43 in earnings per share and $61.66 billion in revenue. The company previously announced $500 billion in bookings for its advanced chips.

OpenAI surpasses revenue goals fueling AI growth

OpenAI is outperforming its own revenue predictions, according to Barclays analysts. The company's revenue growth is 15% higher than 2025 forecasts and 50% ahead of 2027 projections. CEO Sam Altman stated OpenAI is on track to reach $100 billion in yearly revenue by 2027, a year earlier than planned. This success comes from more users, converting free users to paid subscribers, and growing enterprise and API businesses. New income sources like advertising, AI agent services, and shopping referral fees are also boosting revenue.

Google's Larry Page becomes third richest globally

Google cofounder Larry Page is now the world's third richest person, surpassing Jeff Bezos. This happened after Alphabet's stock rose nearly 6% following strong third-quarter earnings and the launch of Google's Gemini 3 AI model. Page's wealth increased by about $7.6 billion due to his stake in Alphabet. Fellow cofounder Sergey Brin also gained $7 billion, making him the fifth wealthiest. Elon Musk remains the richest person, followed by Larry Ellison.

Sources

NOTE:

This news brief was generated using AI technology (including, but not limited to, Google Gemini API, Llama, Grok, and Mistral) from aggregated news articles, with minimal to no human editing/review. It is provided for informational purposes only and may contain inaccuracies or biases. This is not financial, investment, or professional advice. If you have any questions or concerns, please verify all information with the linked original articles in the Sources section below.

AI AI Chips AI Infrastructure Data Centers Nvidia Microsoft OpenAI Alphabet SoundHound AI AIUSD Investment Stock Market Revenue Growth Earnings AI Industry Technological Supercycle AI Trading Cloud GPUs Enterprise AI Funding Market Trends Investor Confidence Gemini AI Voice AI ETFs

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