OpenAI, Anthropic Lead AI Labs; Nvidia ETF Attracts Investors

The artificial intelligence sector continues to see massive investment and expansion, with significant developments in infrastructure, chip manufacturing, and AI tools. Global Infrastructure Partners (GIP), a BlackRock unit, is nearing a $40 billion deal to acquire Aligned Data Centers, which operates 78 facilities across the U.S. and South America. This acquisition highlights the immense demand for data center capacity to support AI growth. Meanwhile, Micron Technology's stock has surged following strong earnings, driven by increased demand for its memory and storage solutions essential for AI development. The company, a key U.S.-based memory manufacturer, is benefiting from the widespread adoption of AI. In the AI tools space, a report from Andreessen Horowitz (a16z) and Mercury identifies OpenAI and Anthropic as leading AI labs that startups are investing in, alongside productivity tools. Separately, Robo.ai has secured a $300 million investment led by Burkhan Capital LLC to advance its AI and robotics platform. On the investment strategy front, the YieldMax NVDA ETF (NVDY) is attracting attention by offering high yields through covered calls on NVIDIA stock, catering to income-focused investors. However, not all AI-related companies are experiencing growth; C3.ai, Inc. is facing a class action lawsuit over alleged securities fraud following disappointing financial results and a reduced revenue forecast. Goldman Sachs notes that AI spending is increasingly being financed through debt, indicating the substantial costs involved in AI development. Credo Technology, another AI-focused company, has reached a record high and is being recognized on top stock lists. Pony AI, focused on autonomous driving, experienced a stock price drop.

Key Takeaways

• Global Infrastructure Partners (GIP) is nearing a $40 billion deal to acquire Aligned Data Centers, underscoring the demand for AI infrastructure.
• Micron Technology's stock has risen significantly due to strong demand for its memory and storage solutions, crucial for AI development.
• A report from a16z and Mercury highlights OpenAI and Anthropic as leading AI labs favored by startups.
• Robo.ai has received a $300 million investment from Burkhan Capital LLC to build an AI and robotics platform.
• The YieldMax NVDA ETF (NVDY) offers high yields by employing covered calls on NVIDIA stock, appealing to income investors.
• C3.ai, Inc. is facing a class action lawsuit related to alleged securities fraud after announcing disappointing financial results and a reduced revenue forecast.
• Goldman Sachs observes that AI spending is increasingly being funded by debt, reflecting the high costs of AI development.
• Credo Technology, an AI company, has reached a record high and is featured on top stock lists.
• Micron's CEO highlighted the company's position as the only U.S.-based memory manufacturer benefiting from the AI opportunity.
• Aligned Data Centers manages over 10 million square feet of data center space and operates 78 facilities.

Global Infrastructure Partners nears $40 billion deal for Aligned Data Centers

Global Infrastructure Partners (GIP) is close to a $40 billion deal to buy Aligned Data Centers. This acquisition is driven by the high demand for data centers needed to power artificial intelligence (AI). MGX, an AI investment company backed by Mubadala Investment Co., is also in talks to invest separately. Aligned Data Centers manages over 10 million square feet of data center space across the US and Europe. This deal would be one of the largest ever for a data center company, highlighting the strong investor interest in AI infrastructure.

BlackRock's GIP in talks for $40 billion Aligned Data Centres stake

BlackRock's Global Infrastructure Partners (GIP) is in exclusive talks to acquire a stake in Aligned Data Centres, owned by Macquarie Asset Management, for nearly $40 billion. The deal could be finalized soon, driven by the AI boom's demand for computing power. Data centers are essential for housing the servers and equipment needed for AI development. Macquarie originally bought Aligned Data Centres in 2019 for $4.75 billion, and the company has since expanded significantly with a focus on sustainability.

BlackRock unit buys 78 data centers for $40 billion to boost AI

BlackRock's Global Infrastructure Partners (GIP) is set to acquire Aligned Data Centers for $40 billion. Aligned operates 78 data centers across the U.S. and South America, providing 5 gigawatts of power capacity. Investor AGX, backed by Mubadala Investment Co., is also considering a separate investment in Aligned. This major deal underscores the massive investor interest in the AI sector and its infrastructure needs. Aligned will join other data center companies in GIP's portfolio.

Micron Technology stock soars on strong AI-driven earnings

Micron Technology, a provider of memory and storage solutions, has seen its stock price rise significantly due to increased demand from artificial intelligence (AI) development. The company exceeded earnings expectations in its most recent quarter, with sales up 46% year over year. CEO Sanjay Mehrotra stated that Micron is well-positioned to benefit from the AI opportunity as the only U.S.-based memory manufacturer. Despite its strong performance, Micron's stock gains have trailed some competitors, but its valuation may appeal to investors seeking AI exposure.

Is Micron Technology the top AI stock after strong earnings?

Micron Technology's stock is performing well, driven by high demand for memory and storage solutions needed for artificial intelligence (AI). The company recently surpassed earnings expectations, with revenues and profits increasing significantly. This growth is fueled by the widespread adoption of AI across industries. Micron's role in the AI supply chain, particularly with technologies like High Bandwidth Memory (HBM), positions it as a key player. While the semiconductor market is competitive, Micron's recent performance makes it a notable stock to watch for AI-related investments.

Investors with losses on C3.ai, Inc. urged to contact Pomerantz Law Firm

Pomerantz Law Firm is reminding investors who experienced losses in C3.ai, Inc. (C3) securities to contact them regarding a class action lawsuit. The lawsuit alleges that C3 and its officers may have engaged in securities fraud. This action follows C3's announcement of disappointing preliminary financial results for its first fiscal quarter of 2026 and a reduced revenue forecast for the full year. The company cited internal reorganization and the CEO's health issues for the downturn. Investors have until October 21, 2025, to seek appointment as Lead Plaintiff.

Credo Technology hits record high, joins IBD's top stock lists

Credo Technology, an AI play, has reached a record high and is now featured on several of Investor's Business Daily's (IBD) top stock lists, including the IBD 50 and IPO Leaders. This recognition highlights the company's strong performance in the market. IBD regularly updates these lists to help investors identify promising stocks. Credo Technology's inclusion signifies its growing importance and potential within the technology sector, particularly in areas related to AI.

Burkhan Capital leads $300 million investment in Robo.ai

Burkhan Capital LLC has led a consortium in committing $300 million to Robo.ai. This significant investment is intended to support the development of a global AI and robotics platform. The funding will likely accelerate Robo.ai's growth and expansion in the rapidly evolving fields of artificial intelligence and robotics. This partnership signals strong investor confidence in Robo.ai's vision and its potential to become a major player in the industry.

a16z report reveals top AI tools startups are paying for

A new report from Andreessen Horowitz (a16z) and Mercury analyzes transaction data to identify the top 50 AI-native application layer companies that startups are spending money on. The report shows a wide variety of AI tools being adopted, with OpenAI and Anthropic leading in major labs, and coding tools like Replit also popular. Many startups are using 'human augmentors' or 'copilots' to boost productivity, rather than fully automated agents. The report also notes the increasing use of consumer-oriented AI tools in enterprise settings and the blurring lines between consumer and business applications.

YieldMax NVDA ETF offers high yields from NVIDIA AI investments

The YieldMax NVDA Option Income Strategy ETF (NVDY) provides high yields to income investors by using covered calls on NVIDIA stock. NVDY has attracted significant investor interest, with its assets under management reaching $1.85 billion. While the ETF limits potential stock gains and offers no downside protection, it delivers steady income, especially if NVIDIA's AI investments continue to grow moderately. NVDY is suitable for investors prioritizing income over capital appreciation, while those seeking higher growth might prefer direct investment in NVIDIA.

Goldman Sachs: AI spending increasingly funded by debt

Goldman Sachs reports that spending on artificial intelligence (AI) is increasingly being financed through debt, a shift from previous reliance on cash reserves by major tech companies. This trend indicates the substantial costs associated with AI development, requiring even large firms to issue corporate bonds and take out loans. The intense competition and rapid innovation in AI necessitate continuous investment. While this signifies the economic potential of AI, increased debt levels could pose financial risks if returns do not meet expectations.

Pony AI stock drops 3.8% amid market activity

Pony AI, a company focused on autonomous driving technology, saw its stock price fall by 3.8% on Friday. The decline occurred within a broader market context or potentially due to specific news related to the company or the autonomous driving sector. Investors are closely monitoring Pony AI's progress in self-driving technology, including its partnerships and operational expansion. As with many growth-focused tech companies, Pony AI's stock can experience volatility due to market sentiment, regulations, and competition.

Sources

• GIP Nears $40 Billion Deal to Buy Aligned Data Centers in Bet on AI
• BlackRock’s GIP in talks for data centre deal worth almost $40bn
• BlackRock subsidiary buys up 78 data centers totaling 5 gigawatts in $40 billion deal — AI vendor Aligned added to company's portfolio
• After Smashing Earnings Expectations, Is Micron Technology the Hottest Artificial Intelligence (AI) Stock to Buy Right Now? @themotleyfool #stocks $MU $WDC $STX
• After Smashing Earnings Expectations, Is Micron Technology the Hottest Artificial Intelligence (AI) Stock to Buy Right Now?
• INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in C3.ai, Inc. of Class Action Lawsuit and Upcoming Deadlines
• AI Play Credo Tech Hits Record High, Leads 10 Hot Stocks Onto Best Stock Lists: See New Names On IBD 50, IPO Leaders And More
• Burkhan Capital LLC led Consortium Commits to Investing $300 Million in Robo.ai for Global AI and Robotics Platform
• A new a16z report looks at which AI companies startups are actually paying for
• NVDY ETF: High Yields And NAV Supported By NVIDIA's AI Investments (NYSEARCA:NVDY)
• Spending on AI is increasingly fueled by debt, Goldman Sachs says
• Pony AI (NASDAQ:PONY) Trading Down 3.8%