openai launches nvidia while amd expands its platform

Key Takeaways

• Oracle's cloud infrastructure business grew 84% to $4.9 billion, driven by massive AI contracts including with OpenAI.
• Oracle raised its fiscal year 2027 sales outlook to $90 billion, fueled by high demand for AI-focused cloud services.
• AI robotics startup Rhoda AI secured $450 million in funding, valuing the company at $1.7 billion, to develop robots trained on internet videos.
• Rhoda AI launched FutureVision, a robot intelligence platform that learns from hundreds of millions of internet videos to understand physical behavior.
• The artificial intelligence in trading market is projected to reach $45.74 billion by 2030, with a 13.2% annual growth rate.
• Nvidia CEO Jensen Huang stated that artificial intelligence will serve as the foundational infrastructure for the future.
• AMD expanded its AI infrastructure partnership with Meta Platforms for a large-scale buildout using custom AMD GPUs and CPUs.
• Sanmina Corporation is enhancing its data center infrastructure manufacturing, partnering with AMD for AI rack-scale solutions and acquiring ZT Systems' data center business from AMD in October 2025.
• Sigma360 raised $17.3 million in Series B funding for its AI risk and compliance software, automating compliance for banks and fintech.
• China's open-source AI assistant, OpenClaw, developed by Tsinghua University, has become popular, boosting Chinese tech stocks and reflecting national AI ambitions.

Oracle Cloud Revenue Soars on AI Deals

Oracle announced strong financial results, with its cloud infrastructure business growing 84% to $4.9 billion. This growth is largely due to massive AI contracts, including those with OpenAI, where customers fund the purchase of necessary semiconductors. The company's total revenue is projected to reach $90 billion for the fiscal year, exceeding analyst expectations. Oracle is also using AI to make its product development teams smaller and more efficient. The company's stock saw a significant increase following these positive announcements.

Oracle Cloud Sales Beat Expectations Fueled by AI

Oracle reported better-than-expected cloud revenue for its fourth quarter, with cloud infrastructure sales rising 23% to $1.7 billion. Total revenue increased 5% to $14.3 billion, also surpassing analyst estimates. The company has seen a surge in demand for AI services, following over $10 billion in AI-driven cloud infrastructure bookings announced in September. Oracle anticipates continued strong cloud revenue growth of 23% to 25% in the first quarter of fiscal 2025. Shares rose significantly in after-hours trading after the results were released.

Oracle Boosts 2027 Sales Forecast to $90 Billion Amid AI Demand

Oracle has raised its fiscal year 2027 sales outlook to $90 billion, driven by high demand for its AI-focused cloud services that continue to outpace supply. The company also announced a restructuring to speed up its cloud business growth. In the third quarter, Oracle's cloud infrastructure and software revenue grew 25% to $5.2 billion. CEO Safra Catz highlighted the incredible demand for cloud services, especially from companies using AI. The restructuring aims to improve efficiency and cost savings, potentially boosting investor confidence.

Rhoda AI Secures $450M at $1.7B Valuation for Video-Trained Robots

AI robotics startup Rhoda has raised $450 million in new funding, valuing the company at $1.7 billion. Rhoda is developing a new AI model trained on millions of online videos to teach robots industrial tasks, even in unfamiliar situations. This approach uses publicly available internet videos and some robot data, differing from traditional methods that rely heavily on human-controlled robot data. Investors like Premji Invest and Khosla Ventures are backing the company's vision to make robots more capable in real-world environments. Rhoda also plans to build its own hardware and potentially offer robots as a service.

Rhoda AI Raises $450M, Unveils FutureVision Robot Intelligence

Rhoda AI announced a $450 million Series A funding round, valuing the company at $1.7 billion. They also launched FutureVision, a robot intelligence platform that learns from hundreds of millions of internet videos to understand physical behavior. This system helps robots anticipate and react to their surroundings, addressing the challenge of robots struggling in unpredictable environments. The platform is designed to integrate with various robotic hardware, allowing companies to deploy intelligent robots more easily. Funding came from investors including Khosla Ventures and Temasek.

AI in Trading Market to Reach $45.7B by 2030

The artificial intelligence in trading market is projected to grow significantly, reaching $45.74 billion by 2030 with a 13.2% annual growth rate. Key drivers include the adoption of real-time AI analytics, cloud-based trading, and demand for adaptive algorithms. Major companies like IBM, NVIDIA, and Fidelity Investments are leading the market. In August 2025, Kraken acquired Capitalise.ai to enhance its AI-driven trading solutions. New platforms like TradeAI are also emerging, offering advanced analytics and automation for traders.

China's OpenClaw AI Assistant Sparks Tech Stock Surge

The open-source AI assistant OpenClaw, developed by Tsinghua University researchers, has become extremely popular in China's tech community. This assistant can make and carry out decisions on behalf of users, driving a pivot towards artificial intelligence in the country. The craze around OpenClaw has boosted Chinese tech stocks and reflects China's ambition to lead in AI research and development. Thousands of developers are contributing to its open-source code, accelerating its capabilities and potential applications across various industries.

Sigma360 Raises $17.3M for AI Compliance Software

Sigma360, a company specializing in AI risk and compliance software, has successfully raised $17.3 million in Series B funding. The investment aims to help banks and fintech companies automate the process of identifying sanctions exposure, fraud, and money laundering. This funding will support Sigma360's efforts to provide AI-powered solutions that reduce the need for large teams of human analysts in compliance roles.

Nvidia CEO Jensen Huang Calls AI Foundational Infrastructure

Nvidia CEO Jensen Huang has stated that artificial intelligence (AI) will serve as the foundational infrastructure for the future. In a recent blog post, Huang discussed the transformative role of AI. This perspective comes as investors look for renewed enthusiasm for Nvidia, despite potential disconnects between its stock performance and business operations. The discussion highlights the ongoing importance of AI in technological development and market strategy.

Sanmina Leverages AI for Growth in Data Center Infrastructure

Sanmina Corporation is focusing on the artificial intelligence (AI) ecosystem by enhancing its data center infrastructure manufacturing capabilities. Following its acquisition of ZT Systems' data center business from AMD in October 2025, Sanmina has scaled up its offerings for hyperscale customers. The company is also a manufacturing partner for AMD's AI rack-scale solutions, combining AMD's chip design with Sanmina's integration expertise. Additionally, Sanmina utilizes its 42Q connected manufacturing platform for real-time data analytics across global factories, aiming for long-term growth despite competition and geopolitical challenges.

Top 5 AI Stocks Poised for Growth in 2026

The AI sector continues to drive stock market investment in 2026, with significant spending expected on AI data centers. Top chipmakers like Nvidia, AMD, and Broadcom are central to this boom. Micron Technology is benefiting from high demand for its specialized High Bandwidth Memory (HBM) used in AI chips. Taiwan Semiconductor Manufacturing (TSMC) is the primary manufacturer for these advanced logic chips and HBM packaging, positioning it for strong future growth. These five companies are considered key players in the ongoing AI infrastructure buildout.

AMD Expands Meta AI Partnership, Secures US GPU Production

AMD has deepened its AI infrastructure partnership with Meta Platforms for a large-scale buildout using custom AMD GPUs and CPUs. The company is also increasing its U.S.-based manufacturing capacity for AMD Instinct data center GPUs through an expanded partnership with Flex. Additionally, AMD has resolved intellectual property disputes with Adeia through a multi-year license agreement. These developments clarify AMD's position in the AI hardware market, focusing on large-scale AI compute and domestic production.

Sources

• Oracle Posts Strong Cloud Revenue Growth Following AI Bookings
• Oracle posts strong cloud sales growth following AI bookings
• Oracle Raises 2027 Sales Outlook Amid AI Demand, Restructuring
• AI Robotics Startup Rhoda Valued at $1.7 Billion in New Funding
• Rhoda AI raises $450 million at $1.7 billion valuation, unveils robot intelligence platform
• Analysis of Segments and Major Growth Areas in the Artificial Intelligence (AI) in Trading Market
• China’s OpenClaw Craze Buoys Tech Stocks, Fuels AI Pivot
• Exclusive: Sigma360 raises $17.3M to automate compliance work
• Nvidia CEO Jensen Huang: AI will be 'foundational infrastructure'
• Sanmina Benefits From AI Focus: Should You Join the Bandwagon?
• Top 5 Unstoppable AI Stocks to Buy for 2026
• AMD’s Meta AI Deal And IP Truce Reframe Growth And Valuation Story