openai, meta and microsoft Updates

The artificial intelligence sector continues its rapid expansion, with significant deals and investments shaping the landscape. CoreWeave, an AI cloud services provider, has secured substantial new contracts, including an expanded deal with OpenAI now valued at over $22 billion and a new $14.2 billion agreement with Meta Platforms. These agreements, alongside a $19.4 billion deal Nebius landed with Microsoft for GPU capacity, highlight the immense demand for AI computing power. CoreWeave also reported strong revenue growth and is investing heavily in capacity expansion, while Nebius is noted for its broader client diversification. Nvidia remains a central player, with analysts predicting a potential $10 trillion market cap and noting its strategic $100 billion investment in OpenAI, alongside a partnership with Fujitsu for AI robots. Other AI-focused companies are also seeing activity: Groq, an AI chip startup, raised $640 million at a $2.8 billion valuation to challenge Nvidia with its specialized LPUs. In the trading space, True Labs raised $10 million for an AI trading coach, and NEAR Intents processed $483 million in trading volume in September. SES AI is expanding into energy storage with its acquisition of UZ Energy, and Datavault AI is leveraging AI and blockchain with investments from IBM and Scilex. European infrastructure stocks are also benefiting from the AI boom, outperforming traditional tech.

Key Takeaways

• CoreWeave has secured over $20 billion in new contracted capacity, including an expanded deal with OpenAI worth over $22 billion and a $14.2 billion agreement with Meta Platforms.
• Nebius has landed a significant $19.4 billion deal with Microsoft for GPU capacity.
• Nvidia is making a $100 billion investment in OpenAI and is seen by analysts as a key player with potential for a $10 trillion market cap.
• AI chip startup Groq raises $640 million at a $2.8 billion valuation to compete with Nvidia.
• SES AI is expanding into the energy storage market with its acquisition of UZ Energy.
• Datavault AI received $5 million in technical resources from IBM and a $150 million investment from Scilex.
• True Labs raised $10 million to develop an AI trading coach called True Trading.
• NEAR Intents processed $483 million in trading volume in September 2025, indicating strong adoption of its AI-powered infrastructure.
• European infrastructure companies are outperforming tech stocks due to AI-driven demands for energy and connectivity.
• CoreWeave reported strong Q2 revenue growth of 207% to $1.2 billion.

CoreWeave stock jumps on $20B in new deals

CoreWeave shareholders saw a significant increase in September as the company announced over $20 billion in new contracted capacity. This includes an expansion of its deal with OpenAI, now worth over $22 billion, and a new $14.2 billion agreement with Meta Platforms. The AI cloud services provider also launched CoreWeave Ventures to support AI ecosystem development. Despite heavy investment in capacity, the company has a substantial revenue backlog of over $30 billion.

Top AI stocks: CoreWeave, Nebius, and SoundHound AI

Three top AI stocks to watch in October are CoreWeave, Nebius, and SoundHound AI. CoreWeave secured deals worth nearly $37 billion with OpenAI and Meta Platforms. Nebius landed a significant $19.4 billion deal with Microsoft for GPU capacity. SoundHound AI, a conversational AI platform, reported 217% year-over-year revenue growth in Q2 2025, with major automotive and restaurant clients.

CoreWeave vs. Nebius: AI cloud providers compared

CoreWeave and Nebius are competing AI cloud providers, each securing major deals. CoreWeave signed a $14.2 billion contract with Meta Platforms and has a significant deal with OpenAI. Nebius secured a $17.4 billion agreement with Microsoft. While CoreWeave offers high-profile partnerships and Nvidia's backing, Nebius is seen by some analysts as a more balanced investment with broader client diversification and potentially lower risk.

CoreWeave stock surges on $14.2B Meta deal

CoreWeave shares rose significantly after announcing a $14.2 billion deal with Meta Platforms to provide computing power through 2031. The agreement includes access to Nvidia's advanced AI infrastructure. Analysts maintain a strong buy rating on CoreWeave, seeing further upside potential. The company reported strong Q2 revenue growth of 207% to $1.2 billion, but is also investing heavily in expanding its data center capacity.

SES AI acquires UZ Energy, enters energy storage market

SES AI is expanding into the energy storage systems market with its acquisition of UZ Energy, a move into a potential $300 billion arena. The company aims to combine its software expertise with UZ Energy's hardware to offer complete energy solutions. Andrew Boyd has joined the SES AI Board, signaling potential strategic changes. Despite reporting a net loss of $22.65 million in Q2 2025, SES AI's stock is up 17.14% due to market optimism and growing demand.

Datavault AI stock surges on IBM and Scilex investments

Datavault AI Inc. stock saw a significant surge following substantial investments and support. IBM committed $5 million in technical resources to aid platform development, while Scilex Holding Company invested $150 million to leverage AI and blockchain technologies. Despite strong investor interest, Datavault AI faces challenges with profitability, showing negative margins and a net income loss of $37 million in its recent financial reports.

Analyst bullish on Nvidia, sees $10T market cap potential

A top analyst from Cantor Fitzgerald maintains a strong Buy rating on Nvidia stock (NVDA), predicting it could reach a $10 trillion market capitalization. The analyst views Nvidia as the primary AI infrastructure company, quarterbacking the industry's growth. This confidence stems from Nvidia's strategic investments, including a significant deal with OpenAI, and its dominant position in providing AI hardware.

Nvidia invests $100B in OpenAI, partners with Fujitsu

Nvidia is making significant moves in the AI sector with a $100 billion investment in OpenAI and a partnership with Japan's Fujitsu to develop AI robots and infrastructure. Analyst C.J. Muse from Cantor Fitzgerald reiterates a Buy rating on Nvidia, believing the AI boom is just beginning. These developments, alongside a year-to-date stock increase of 40%, contribute to Wall Street's strong buy consensus for Nvidia.

Texas startup Trading Singularity uses AI for stock trading

Texas-based startup Trading Singularity has developed an AI-powered trading platform that has reportedly achieved significant gains since February 2025. Founder Simeon Ivanov claims the system uses decades of data and backtesting, offering triple-digit returns on its strategies. The platform provides AI-driven trade alerts, a verified trade history, and educational resources, aiming to give everyday traders tools to compete with Wall Street.

European infrastructure stocks outperform AI tech

European data center and energy infrastructure companies are outperforming traditional tech stocks, with a basket of these companies up 23% this year. Companies like Siemens Energy, Prysmian, and Legrand are benefiting from the high energy and connectivity demands driven by AI. Investors see long-term advantages in Europe's infrastructure powering AI expansion, with some European stocks trading at a discount compared to their U.S. counterparts.

True Trading raises $10M for AI trading coach

True Labs has raised $10 million to develop True Trading, an AI trading coach designed to help individuals compete with institutional investors. Unlike static algorithms, True Trading's AI continuously learns from every trade and market interaction, adjusting its strategies in real-time. The platform, built on blockchain for transparency, also aims to act as a behavioral coach, guiding users away from common psychological trading pitfalls.

Wedbush sees tech M&A accelerating

Investment firm Wedbush Securities predicts that merger and acquisition activity in the technology sector is set to accelerate, driven by continued spending on artificial intelligence. The firm has identified 12 tech companies that could become acquisition targets for larger corporations as the AI boom continues.

NEAR Intents AI trading volume hits $483M in September

NEAR Intents, part of NEAR Protocol's AI-powered infrastructure, processed $483 million in trading volume in September 2025. This indicates strong adoption of its cross-chain transaction capabilities, which allow AI agents to perform swaps and payments without bridges. NEAR Protocol is expanding its AI agent development and chain abstraction technology, partnering with other blockchains to enhance its infrastructure.

Groq raises $640M, valued at $2.8B to rival Nvidia

AI chip startup Groq has raised $640 million in Series D funding, reaching a $2.8 billion valuation. Led by BlackRock, this investment aims to challenge Nvidia's dominance in the AI chip market. Groq's specialized Language Processing Units (LPUs) offer significantly faster AI inference speeds, attracting customers like Saudi Aramco. The funding will support expansion and production as Groq competes in the rapidly growing AI hardware sector.

Sources

• Why CoreWeave Stock Rocketed Higher in September
• 3 Top AI Stocks to Buy in October @themotleyfool #stocks $CRWV $NBIS $SOUN
• CoreWeave vs. Nebius Stock: Which AI Cloud Provider Is the Better Investment?
• CoreWeave Stock Soars on $14 Billion Meta Deal -- Wall Street Says the Nvidia-Backed AI Stock Is Still a Buy
• SES AI's Energy Expansion: What's Next?
• Is Datavault AI Stock Surging Too Quickly?
• Top Analyst Stays Bullish on Nvidia Stock (NVDA), Calls it the ‘de facto AI Infrastructure Company’
• Nvidia’s Bold AI Moves: OpenAI Investment & Fujitsu Deal
• AI Already Beats Humans in Chess & Math — A Texas Startup Bets Trading Stocks Is Next
• European data center, energy infrastructure trades outpace AI stocks, Nasdaq 100
• Is True Trading the Future of AI in Trading?
• 12 top takeout targets in tech as Wedbush says M&A is 'set to accelerate' (QLYS:NASDAQ)
• NEAR Intents' trading volume reaches $483M in September
• Groq Raises $640M in Series D, Hits $2.8B Valuation to Rival Nvidia in AI Chips