Nvidia Unveils Blackwell Orders Alongside Google's TPU Progress

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Nvidia continues to dominate the artificial intelligence infrastructure market, holding over 90 percent market share. The company's stock has surged by nearly 1,000 percent since ChatGPT's launch in November 2022, pushing its market capitalization to $4.5 trillion. Nvidia's data center business drives this growth, generating $167 billion in revenue over the last 12 months. It boasts a $300 billion order book for its upcoming Blackwell chips, Rubin architecture, and networking services, with key customers including Microsoft, Alphabet, Amazon, Oracle, Meta Platforms, and OpenAI. Nvidia also recently gained approval to sell its H200 chips to China and is investing in long-term opportunities like CoreWeave and Inflection AI. Beyond Nvidia, other major players are making significant moves. Alphabet, for instance, saw its stock rise over 80 percent in the second half of 2025, largely due to its advancements in AI and cost-efficient 7th-generation Tensor Processing Units (TPUs). Alphabet may even begin selling its TPUs to other firms, such as Meta Platforms, opening a new revenue stream. Taiwan Semiconductor Manufacturing (TSMC) remains crucial, anticipating high demand for its advanced chips through 2030 and expecting strong growth in 2026. Broadcom is also a strong contender, designing custom AI ASICs for major data centers and securing large orders from companies like Anthropic. Despite these positive developments, the AI sector recently experienced some volatility. US AI-related stocks saw declines following Oracle's disappointing second-quarter earnings, which missed analyst expectations with $16.06 billion in revenue. Oracle's shares plummeted about 11 percent, dragging down other chipmakers like Nvidia and AMD. Broadcom's shares also slumped after its fourth-quarter results, despite beating expectations. This market dip occurred even as the S&P 500 and Dow Jones Industrial Average reached new record highs on December 11, 2025, indicating a mixed economic picture. Meanwhile, other companies are showcasing strong AI-driven growth. Adobe's fourth-quarter earnings report highlighted increased AI adoption, with AI-influenced annual recurring revenue now accounting for over one-third of its business. The use of generative AI credits in Creative Cloud and Firefly tripled quarter-over-quarter. In China, Baidu is seeing renewed analyst interest due to the potential IPO of its chip unit, Kunlunxin, which Macquarie estimates is worth $16.5 billion. UiPath, a robotic process automation firm, is also positioning itself as a leader in AI agent orchestration, partnering with Nvidia, Alphabet, and Snowflake, and showing accelerated revenue growth. Looking ahead, Nvidia CEO Jensen Huang projects global data center spending could reach $3 trillion to $4 trillion by 2030. This robust demand, evidenced by Nvidia being "sold out" of cloud GPUs in the third quarter, positions the company as a top candidate to become the first $10 trillion company, potentially as early as 2029. Bloomberg's "The Big Take" podcast continues to explore these evolving AI investment trends, offering insights into both opportunities and potential risks for investors in this rapidly changing market. Disney also made a significant move, announcing a $1 billion investment in OpenAI and licensing its characters for OpenAI's Sora video generator.

Key Takeaways

Nvidia holds over 90 percent market share in AI infrastructure and has seen its stock surge nearly 1,000 percent since November 2022, reaching a $4.5 trillion market capitalization.
Nvidia's data center business generated $167 billion in revenue over the last 12 months and has a $300 billion order book for Blackwell chips, Rubin architecture, and networking services.
Alphabet's stock rose over 80 percent in the second half of 2025 due to AI advancements and cost-efficient 7th-generation Tensor Processing Units (TPUs), with potential sales to firms like Meta Platforms.
Taiwan Semiconductor Manufacturing (TSMC) is crucial for advanced chip manufacturing, expecting strong growth and high demand through 2030.
Broadcom designs custom AI ASICs for major data centers, securing large orders from companies like Anthropic.
The AI sector experienced recent declines, with Oracle's shares plummeting 11 percent after missing Q2 revenue expectations and Broadcom's shares also slumping.
Adobe's Q4 earnings showed strong AI adoption, with AI-influenced annual recurring revenue accounting for over one-third of its business and generative AI credit use tripled quarter-over-quarter.
Baidu's chip unit, Kunlunxin, is a focus for analysts, with its potential IPO expected to unlock value and Macquarie estimating Baidu's 59% stake at $16.5 billion.
UiPath, a partner of Nvidia and Alphabet, is emerging in AI agent orchestration with its Maestro platform and ScreenPlay solution, accelerating revenue growth to 16 percent last quarter.
Disney announced a $1 billion investment in OpenAI and plans to license its characters for OpenAI's Sora video generator.

Experts Pick 4 Strong AI Stocks for 2026

As 2026 approaches, experts highlight four top AI stocks to consider. Nvidia leads with over 90 percent market share in AI infrastructure and recently gained approval to sell H200 chips to China. Broadcom is a strong challenger, helping design custom AI ASICs for major data centers and securing large orders from companies like Anthropic. Alphabet benefits from its own 7th-generation Tensor Processing Units, which offer a significant cost advantage. Taiwan Semiconductor Manufacturing, or TSMC, is crucial for manufacturing advanced chips and expects strong growth with rising AI chip demand and potential price increases in 2026.

Alphabet and TSMC Shine in AI Market for 2026

Alphabet and Taiwan Semiconductor Manufacturing, or TSMC, are two AI stocks expected to perform well in 2026. Alphabet's stock rose over 80 percent in the second half of 2025 due to its advancements in AI and cost-efficient Tensor Processing Units. The company may also begin selling its TPUs to other firms like Meta Platforms, opening a new growth area. TSMC is a leading chip manufacturer, essential for the AI industry, and anticipates high demand for its chips through 2030. Nvidia projects global data center spending could reach $3 trillion to $4 trillion by 2030, further boosting TSMC's business.

Nvidia Stock Poised for Future Growth

Nvidia's stock has surged by nearly 1,000 percent since ChatGPT launched on November 30, 2022, reaching a market capitalization of $4.5 trillion. The company's data center business is its main growth driver, generating $167 billion in revenue over the last 12 months. Nvidia holds a $300 billion order book for its Blackwell chips, upcoming Rubin architecture, and networking services. Key customers include Microsoft, Alphabet, Amazon, Oracle, Meta Platforms, and OpenAI. Nvidia is also investing in long-term opportunities like CoreWeave, Inflection AI, and partnering with Snowflake, while exploring physical AI through robotics and the metaverse.

Nvidia Could Be First $10 Trillion Company

Nvidia, currently valued at $4.4 trillion, is seen as the top candidate to become the first $10 trillion company. Its rapid growth rate sets it apart from other tech giants like Apple, Alphabet, and Microsoft. CEO Jensen Huang predicts global data center spending will reach $3 trillion to $4 trillion by 2030, a key driver for Nvidia. The company reported being "sold out" of cloud GPUs in the third quarter, showing strong demand. If data center capital expenditures continue to grow at this pace, Nvidia could achieve a $10 trillion valuation as early as 2029, as most of its revenue comes from data center computing hardware.

Podcast Explores How to Invest in AI

Bloomberg's "The Big Take" podcast discusses current strategies for investing in artificial intelligence. Host Sarah Holder and reporter Suzanne Woolley speak with several experts on the topic. Guests include Cathie Wood from ARK Invest, Taosha Wang from Fidelity International, Michael Smith from Allspring Global Investments, and Denny Fish from Janus Henderson Investors. They explore upcoming AI investment trends and potential warning signs for investors.

Experts Guide AI Investing Now

The "Big Take" podcast from Bloomberg explores the best strategies for investing in artificial intelligence today. Host Sarah Holder and Bloomberg reporter Suzanne Woolley interview leading experts. These experts include Cathie Wood from ARK Invest, Taosha Wang from Fidelity International, Michael Smith from Allspring Global Investments, and Denny Fish from Janus Henderson Investors. They discuss new AI investment opportunities and potential risks to consider.

Adobe's Q4 Shows Strong AI Growth

Adobe Inc. shares rose after its fourth-quarter earnings report, driven by strong customer loyalty and increased AI adoption. JPMorgan analysts maintained an Overweight rating and a $520 price target, noting the "stickiness" of Adobe's products. The company achieved a record number of deals exceeding $1 million, showing deeper customer commitment. AI-influenced annual recurring revenue now accounts for over one-third of Adobe's business, and the use of generative AI credits in Creative Cloud and Firefly tripled quarter-over-quarter. JPMorgan believes Adobe shares are "materially undervalued" due to its profitability and successful AI strategy.

US Stocks Reach Records Amidst AI Tech Dip

The S&P 500 and Dow Jones Industrial Average reached new record highs on December 11, 2025, despite a slide in some AI-led tech stocks. Broadcom's fourth-quarter results beat expectations, but its shares still slumped in extended trading. Disney announced a $1 billion investment in OpenAI and will license its characters for OpenAI's Sora video generator. Elon Musk confirmed that SpaceX plans to launch its IPO in 2026. While the AI sector faced scrutiny, other parts of the US economy performed well, supporting the overall market gains.

Baidu's Chip Unit Boosts Company Value

China's internet search leader Baidu Inc. is seeing renewed interest from analysts due to the potential IPO of its chip unit, Kunlunxin. Goldman Sachs and Macquarie Securities believe this move will "unlock value" for Baidu, causing its Hong Kong-listed stock's average price target to jump 60 percent since August. Macquarie analyst Ellie Jiang noted a surging domestic chip market, especially for application-level AI inference. Baidu's non-advertising operations, including chips and autonomous driving, are expected to become the main drivers of its valuation. Macquarie estimates Baidu's 59 percent stake in Kunlunxin is worth $16.5 billion, with the unit's revenue projected to double to $1.4 billion next year.

AI Stocks Fall After Broadcom Oracle News

US AI-related stocks experienced a premarket decline, continuing a rocky week for the sector. Oracle's disappointing second-quarter earnings report on Wednesday triggered initial selling in AI stocks. Broadcom's results on Thursday further fueled concerns, causing its futures to drop 5.2 percent. Other major chipmakers like Nvidia and AMD saw their shares fall by 1 percent and 1.2 percent, respectively. Cloud-computing providers Oracle and CoreWeave also experienced declines of 1 percent and 1.5 percent, indicating a broader shift in the market.

Tech Stocks Drop as AI Sector Declines

Tech stocks are facing significant declines, with the Nasdaq comfortably down over a full percentage point and set to end the week with losses. Several AI infrastructure companies are experiencing notable drops. Astera Labs stock lost 4.36 percent in just 15 minutes. Amphenol, a company that makes fiber-optic cables and connectors, was down 2.1 percent during the same period. Additionally, shares of Coherent, another component provider, fell 4.17 percent within a 15-minute timeframe.

UiPath Could Outperform Palantir in AI

While Palantir Technologies has seen its stock soar by triple-digit percentages for three consecutive years, a competitor named UiPath might outperform it in 2026. Palantir's revenue growth hit 63 percent last quarter, driven by its AI Platform. UiPath aims to lead in AI agent orchestration, offering its Maestro platform for building and managing AI agents. The company combines robotic process automation with generative AI through its new ScreenPlay solution. UiPath has partnered with major AI leaders like Nvidia, Alphabet, and Snowflake, and its revenue growth accelerated from 14 percent to 16 percent last quarter, with its stock trading at a lower valuation.

Oracle Nvidia Lead AI Stock Declines

US artificial intelligence stocks continued their slide for a third consecutive day in premarket trading on Friday. Oracle's shares plummeted about 11 percent on Thursday after its quarterly revenue of $16.06 billion missed analyst expectations of $16.21 billion. This decline dragged down other AI-related names, including Nvidia, Micron, and CoreWeave, which also extended their losses. Morningstar Equity Analyst Luke Yang reduced Oracle's fair value estimate to $286 from $340, citing challenges in delivering planned capacity on time, but still considers the shares undervalued. Investors remain cautious about Oracle's reliance on debt for its AI infrastructure build-out.