Nvidia Secures AI Orders Alongside OpenAI and Intel Investments

Nvidia is making significant waves in the artificial intelligence sector, securing an impressive $500 billion in AI chip orders for 2025 and 2026, which include its Blackwell and Rubin GPUs along with networking components. Analysts now project Nvidia's 2026 data center revenue could exceed previous expectations by $60 billion, anticipating record sales for fiscal year 2026. Beyond these substantial orders, Nvidia also made strategic investments, including $10 billion in OpenAI and $5 billion in collaboration with Intel. The company is further solidifying its position through a multi-billion dollar strategic deal announced on November 18 with Microsoft and AI startup Anthropic. In this partnership, Microsoft is set to invest approximately $5 billion in Anthropic, while Nvidia contributes around $10 billion, and Anthropic commits to a $30 billion purchase from Microsoft. This marks the first close collaboration between Nvidia and Anthropic, aiming to support Anthropic's future growth. Despite Nvidia's strong performance and strategic moves, the broader tech market has faced headwinds. Stock markets experienced a slump, with the Nasdaq Composite Index seeing its biggest drop in eight months this November, falling 4.3%. The S&P 500 also dropped almost 2%. This downturn is largely attributed to a retreat in major AI stocks and growing concerns about a potential 'bubble' in AI-related investments. Notably, Peter Thiel's investment fund, Thiel Macro, sold all 537,742 of its Nvidia shares during the third quarter, adding to investor caution. Big tech companies like Apple, Meta, Tesla, and Amazon also saw their stock prices decline. However, UBS advises investors to consider adding AI to their portfolios, noting that major tech players like Alphabet, Microsoft, and Amazon are increasing their data center spending for AI, largely funding these expansions internally. Beyond the giants, other companies are also advancing AI applications. Knightscope Inc. CEO William Santana Li recently discussed the new K7 Autonomous Security Robot, which uses advanced sensors like lidar, radar, thermal cameras, and a 360-degree high-definition camera, powered by a robust AI engine to enhance security. In the medical field, MedTech startup AI-Stroke successfully raised $4.6 million in seed funding to finalize its 'AI neurologist' platform. This tool aims to analyze brain scans in real-time to quickly identify stroke types and guide treatment decisions before patients even reach the hospital. Additionally, Philadelphia-based Gopuff secured $250 million from existing investors, earmarking the funds for investments in artificial intelligence technology and infrastructure to support its expansion plans.

Key Takeaways

• Nvidia secured $500 billion in AI chip orders for 2025 and 2026, including Blackwell and Rubin GPUs, with analysts predicting record sales and a potential $60 billion increase in 2026 data center revenue.
• Nvidia made significant investments, including $10 billion in OpenAI and $5 billion in a collaboration with Intel.
• Microsoft, Anthropic, and Nvidia formed a multi-billion dollar AI partnership, with Microsoft investing $5 billion in Anthropic, Nvidia contributing $10 billion, and Anthropic committing to a $30 billion purchase from Microsoft.
• The Nasdaq Composite Index experienced its biggest drop in eight months in November, falling 4.3%, primarily due to a retreat in major AI stocks and concerns about a potential 'bubble'.
• Peter Thiel's investment fund, Thiel Macro, sold all 537,742 of its Nvidia shares during the third quarter, signaling investor caution regarding AI stock valuations.
• Knightscope Inc. introduced its K7 Autonomous Security Robot, featuring advanced AI-powered sensors like lidar, radar, thermal cameras, and a 360-degree HD camera.
• MedTech startup AI-Stroke raised $4.6 million in seed funding to develop an 'AI neurologist' platform for real-time brain scan analysis in emergency stroke care.
• Gopuff successfully raised $250 million from current investors, planning to allocate the funds towards artificial intelligence technology and infrastructure for expansion.
• UBS advises investors to increase their AI exposure, noting that big tech companies like Alphabet, Microsoft, and Amazon are internally funding billions in data center expansion for AI.
• Major tech companies, including Apple, Meta, Tesla, and Amazon, saw their stock prices fall during November's market slump, despite some reporting good earnings.

Nvidia secures $500 billion in AI orders, analysts predict record sales

Nvidia expects to report strong third-quarter earnings this Wednesday. CEO Jensen Huang revealed the company has secured $500 billion in AI orders for 2025 and 2026. These orders include Blackwell and Rubin GPUs, along with networking parts, showing high demand for AI tools. Analysts now believe Nvidia's 2026 data center revenue could be $60 billion higher than expected. Nvidia also made big investments, including $10 billion in OpenAI and $5 billion with Intel.

Nvidia receives $500 billion AI chip orders, record sales expected

Nvidia Corp. has received a huge $500 billion in AI chip orders, showing strong growth through 2026. Analysts now expect the company to have record sales in fiscal year 2026. This massive demand comes from the data center segment, where Nvidia's advanced H100 and upcoming Blackwell GPUs are crucial. These orders mean Nvidia's income is secure for a long time, as many companies invest in AI infrastructure.

Tech stock slump pulls down markets, Nasdaq faces losing streak

Stock markets fell again on Tuesday as tech shares continued to drop. The Dow Jones Industrial Average lost over 300 points, and the S&P 500 fell for a fourth day. Concerns about AI stock values and the Federal Reserve's interest rate plans are affecting investors. The Nasdaq is set to end its seven-month winning streak, and the S&P 500 is down 2.5% in November. Bitcoin also briefly dipped below $90,000, and Home Depot's stock fell after missing earnings estimates.

Knightscope CEO discusses new K7 AI security robot and future plans

Knightscope Inc. CEO William Santana Li spoke about the company's new K7 Autonomous Security Robot on November 13. The K7 robot uses advanced sensors like lidar, radar, and thermal cameras, plus a 360-degree high-definition camera, to detect threats with its powerful AI engine. Knightscope aims to make the United States safer with its security technologies. Li also highlighted the company's strong finances and plans to expand products and partnerships in 2026.

AI-Stroke raises $4.6 million for AI in emergency stroke care

AI-Stroke, a MedTech startup, raised $4.6 million in a seed funding round led by Heka. This money will help them finish developing their "AI neurologist" platform for emergency stroke care. The AI tool analyzes brain scans in real-time to help medical staff quickly identify stroke types and decide on the best treatment. This technology aims to speed up stroke assessment before patients reach the hospital, potentially saving lives and improving recovery.

Peter Thiel's fund sells all Nvidia shares amid bubble worries

Peter Thiel's investment fund, Thiel Macro, sold all 537,742 of its Nvidia shares during the third quarter. This move comes as some investors worry that Nvidia's stock price, which has risen sharply due to high demand for AI chips, might be too high. The sale by a major investor like Thiel adds to concerns about a possible "bubble" in AI-related stocks. Nvidia remains a leader in AI chips, but its future growth and stock value are under close watch.

Gopuff raises $250 million for AI and expansion plans

Philadelphia-based company Gopuff has successfully raised $250 million from two of its current investors. The company plans to use this new money to invest in artificial intelligence technology. Gopuff will also use the funds to build the necessary infrastructure to support its expansion plans.

Microsoft, Anthropic, Nvidia announce major AI partnership

On November 18, Microsoft, Anthropic, and Nvidia announced a new multi-billion dollar strategic deal for artificial intelligence. Microsoft will invest about $5 billion in AI startup Anthropic, while Nvidia will contribute around $10 billion. Anthropic also committed to a $30 billion purchase from Microsoft. This partnership marks the first time Nvidia and Anthropic are working closely together to support Anthropic's future growth.

Nasdaq sees big drop in November as AI stocks fall

The Nasdaq Composite Index had its biggest drop in eight months this November, mainly because major AI stocks retreated. The Nasdaq fell 4.3% this month, while the S&P 500 dropped almost 2%. Big tech companies like Nvidia, Apple, Meta, Tesla, and Amazon saw their stock prices fall, even after reporting good earnings. Concerns about an AI stock bubble are growing, especially after investors like Peter Thiel and Masayoshi Son sold their stakes in Nvidia. Investors are also watching for Nvidia's earnings report, other company results, and new economic data this week.

UBS advises investors to add AI as big tech boosts spending

UBS suggests that investors who have not invested enough in AI should consider doing so, even as big tech companies increase their spending. Companies like Alphabet, Microsoft, and Amazon have raised billions to expand their data centers for AI. UBS believes concerns about rising debt slowing the AI market are wrong because tech firms fund most of their AI spending internally. These companies have strong finances and attract huge demand for new bonds, showing the AI growth story remains strong.

Sources

• Nvidia Stuns Wall Street With $500B AI Order, Analysts Expect Record 2026 Sales
• Nvidia Stuns Wall Street With $500B AI Order, Analysts Expect Record 2026 Sales
• Stock futures little changed after tech slump weighs on markets: Live updates
• Security Meets AI Robots: Fireside with Knightscope CEO William Santana Li
• Medtech Startup AI-Stroke Raises $4.6 Million to Bring Artificial Intelligence to Pre-CT Emergency Stroke Care
• Nvidia Faces Fresh Bubble Concerns as Peter Thiel Fully Exits Stake
• Philadelphia-Based Gopuff Raises $250M to Go Towards AI Investment, Expansion Plans
• Microsoft, Anthropic, Nvidia unveil billion-dollar strategic AI deal
• Nasdaq suffers sharpest slide in eight months in November as AI stocks retreat
• Underallocated investors could add AI exposure as big tech ramps capex, UBS says By Investing.com