OpenAI Models Drive Gamma Growth While Nvidia Surges Despite Bets

The artificial intelligence sector continues to experience rapid growth and diverse investment activity, with companies across various segments making significant strides. Gamma, an AI startup founded in late 2020, recently achieved a $2.1 billion valuation after securing a $68 million Series B funding round led by Andreessen Horowitz. The company, which creates presentations, websites, and social media content using AI models from OpenAI, Anthropic, Google, and Perplexity, boasts 70 million users, including over 600,000 paying customers, and generates $100 million in profitable annual recurring revenue. Gamma plans to expand its enterprise offerings and hire more AI engineers. Meanwhile, investor Michael Burry, known for "The Big Short," has placed substantial bearish bets against AI giants Nvidia and Palantir Technologies. Scion Asset Management's filing revealed a $912.1 million put option position in Palantir and a $186.6 million put option stake in Nvidia, with Burry suggesting current high valuations mirror the dot-com bubble. Despite this, both Nvidia and Palantir recently surged, with Nvidia rallying 4.8% and Palantir also seeing significant gains, contributing to a broader Wall Street rebound. In the AI infrastructure space, CoreWeave, an AI cloud provider, reported a 134% increase in third-quarter revenue, reaching $1.36 billion, driven by deals with companies like Meta and OpenAI. While its full-year 2025 revenue guidance of $5.05 billion to $5.15 billion fell below analyst estimates due to a third-party data center delay, CoreWeave plans to build its own data centers and expects 2026 capital expenditures to more than double 2025's $12 billion to $14 billion. South Korean AI chipmaker Rebellions also secured an expanded US$250 million Series C funding round from Silicon Valley investors. Additionally, Poet Technologies raised $75 million, bringing its cash reserves to over $150 million, and received a $5 million production order for its 400G Infinity optical engines, expected to ship in the second half of 2026. Globally, Chinese internet companies like Alibaba and Baidu are making significant AI investments. Alibaba, trading at 19.3 times trailing P/E, is heavily investing in AI cloud technology and its Qwen AI model, while also exploring smart AI glasses. Baidu, with an 11.6 times trailing P/E, is advancing its robotaxi rollout and AI cloud momentum with new platforms like Nova. On the investment front, dividend investors are increasingly looking at AI-linked stocks such as Broadcom and Taiwan Semiconductor Manufacturing (TSMC). Broadcom generates over $17 billion in free cash flow, and TSMC produces about 90% of the world's most advanced semiconductors, both poised to benefit from the AI market projected to exceed $500 billion in spending by 2026. Other companies like BigBear.ai have seen stock surges due to increased government spending on AI, though investors are cautioned about competition and profitability. Finally, Nextech3D.ai CEO Evan Gappelberg demonstrated confidence by purchasing 550,000 company shares, increasing his total holdings to over 29 million common shares, citing optimism for 2026 growth in the AI-first technology company.

Key Takeaways

• Gamma, an AI startup, achieved a $2.1 billion valuation and $100 million in annual recurring revenue, securing $68 million in Series B funding led by Andreessen Horowitz.
• Gamma serves 70 million users and integrates AI models from OpenAI, Anthropic, Google, and Perplexity for content creation.
• Investor Michael Burry placed significant put options against Nvidia ($186.6 million) and Palantir ($912.1 million), citing concerns over high valuations.
• Despite Burry's bearish bets, Nvidia rallied 4.8% and Palantir surged, contributing to a broader Wall Street rebound.
• CoreWeave, an AI cloud infrastructure company, reported $1.36 billion in Q3 revenue, a 134% increase, driven by deals with Meta and OpenAI, and plans to double 2026 capital expenditures.
• South Korean AI chipmaker Rebellions closed a $250 million Series C funding round, while Poet Technologies raised $75 million and secured a $5 million order for its 400G optical engines.
• Chinese internet companies like Alibaba and Baidu are heavily investing in AI, with Alibaba developing its Qwen model and smart AI glasses, and Baidu advancing robotaxis and its Nova AI cloud platform.
• Broadcom and Taiwan Semiconductor Manufacturing (TSMC) are highlighted as strong dividend-paying AI-linked stocks, benefiting from the AI market expected to exceed $500 billion by 2026.
• BigBear.ai's stock surged due to increased government AI spending, though the company faces strong competition and has not shown consistent profits.
• Nextech3D.ai CEO Evan Gappelberg purchased 550,000 company shares, increasing his holdings to over 29 million shares, signaling strong confidence in the company's future growth.

Gamma AI Startup Reaches $2.1 Billion Value

Gamma, an AI startup founded in late 2020, now creates presentations, websites, and social media posts using artificial intelligence. Co-founder and CEO Grant Lee announced the company reached a $2.1 billion valuation and $100 million in annual recurring revenue. Gamma achieved this with about 50 employees and approximately $90 million in total fundraising. This included a $20 million secondary offering for early employees. Investors like Accel and Uncork Capital also participated.

Gamma AI Secures $68 Million Investment at $2.1 Billion Value

Gamma, an AI startup, announced a $68 million Series B funding round, valuing the company at $2.1 billion. Andreessen Horowitz led this investment. CEO Grant Li stated Gamma has 70 million users and reached $100 million in profitable annual recurring revenue. The company, founded in late 2020, aims to change how people create presentations, websites, and social media content with AI. Gamma plans to expand its features and reach, focusing on user convenience and business integrations.

Gamma Raises $68 Million for AI Storytelling Platform

Gamma, co-founded by Grant Lee in 2020, secured $68 million in new funding led by Andreessen Horowitz, valuing the company at $2.1 billion. The company has been profitable since 2023 and has not yet spent its previous $12 million investment from Accel. Gamma serves about 70 million users globally, including over 600,000 paying customers, and generates roughly $100 million in annual recurring revenue. The platform uses AI models from OpenAI, Anthropic, Google, and Perplexity to create presentations, documents, websites, and social media content. Gamma plans to use the funds to expand enterprise offerings, hire more AI engineers, and grow internationally.

Gamma AI Platform Valued at $2.1 Billion After New Funding

Gamma, an AI storytelling platform founded in 2020, raised $68 million in a Series B round led by Andreessen Horowitz, reaching a $2.1 billion valuation. The company boasts 70 million users and $100 million in annual recurring revenue. Gamma uses agentic AI to quickly turn ideas, documents, and web links into designed presentations, websites, and interactive documents. Its latest release, Gamma 3.0, includes AI design agents and smart layouts. The company has been profitable for over two years with a small 50-person team. The new funds will expand engineering and product development to meet global demand.

Michael Burry Bets Against AI Stocks Nvidia and Palantir

Michael Burry, the investor famous for "The Big Short" against the housing market, has placed large bets against AI giants Nvidia and Palantir Technologies. Scion Asset Management's latest 13F filing for the September-ended quarter shows Burry opened a $912.1 million put option position in Palantir and a $186.6 million put option stake in Nvidia. Burry believes historical patterns and high valuations, similar to the dot-com bubble, suggest these AI stocks may face a downturn. He often bets against perceived price dislocations in the market.

Noted Investor Michael Burry Wagers Against Nvidia and Palantir

Michael Burry, known as the "Big Short" investor, made significant bets against AI companies Nvidia and Palantir Technologies. His firm, Scion Asset Management, revealed in its September-ended quarter 13F filing that he holds put options with a notional value of $912.1 million against Palantir and $186.6 million against Nvidia. Burry's strategy often involves betting against what he sees as overvalued assets. He suggests that the current high valuations of these AI stocks, similar to the dot-com bubble, indicate a potential market correction.

Poet Technologies Stock Jumps After Major Investment and Order

Poet Technologies stock rose 16.2% in October due to two major announcements. The company raised $75 million through a private placement, giving it over $150 million in cash and no significant debt. CEO Dr. Suresh Venkatesan plans to use these funds to expand into advanced AI hardware solutions and make strategic acquisitions. Additionally, Poet Technologies received a $5 million production order for its Infinity optical engines, which are 400G optical engines used in high-speed transceivers. This order is expected to ship to a leading systems integrator in the second half of 2026.

South Korean AI Chipmaker Rebellions Raises $250 Million

Rebellions, a South Korean company that makes AI chips, announced on November 10, 2025, it closed an expanded US$250 million Series C funding round. The company secured new investments from important Silicon Valley investors. This funding will help Rebellions continue its work in developing advanced AI chip technology.

Chinese Internet Stocks Offer Value in AI Growth

Chinese internet companies like Alibaba and Baidu present compelling investment opportunities during the AI boom. Alibaba, trading at 19.3 times trailing P/E, heavily invests in AI cloud technology and its Qwen AI model, also exploring smart AI glasses. Baidu, with an 11.6 times trailing P/E, is advancing its robotaxi rollout and AI cloud momentum with new platforms like Nova. Experts suggest China is rapidly catching up in the AI race, benefiting from its regulatory environment and lower energy costs. Investors might consider these stocks for diversification and growth at reasonable prices.

BigBear.ai Stock Surges but Investors Should Be Cautious

BigBear.ai, an artificial intelligence company, has seen its stock price surge recently. The company provides AI and machine learning solutions for decision intelligence in defense, intelligence, and commercial sectors. This growth is partly due to increased government spending on AI and general market excitement for AI stocks. However, investors should be careful. BigBear.ai faces strong competition, long sales cycles in government work, and has not yet shown consistent profits. It is important for potential buyers to research the company's finances and competitive landscape before investing.

Two AI Stocks Offer Strong Dividends for Investors

Dividend investors are increasingly looking at AI-linked stocks for income, shifting from traditional stable sectors. Broadcom and Taiwan Semiconductor Manufacturing are highlighted as strong choices. Broadcom generates over $17 billion in free cash flow and offers a $2.36 annual dividend, designing crucial chips for AI infrastructure. TSMC produces about 90% of the world's most advanced semiconductors, making it vital for AI development. The AI market is expected to exceed $500 billion in spending by 2026, driving demand and profits for these dominant players.

AI Stocks Drive Wall Street Rebound as Nvidia and Palantir Surge

Wall Street saw a strong rebound on Monday, led by AI stocks like Nvidia and Palantir. Nvidia rallied 4.8%, significantly boosting the market after a drop last week. The S&P 500 climbed 1.3%, recovering most of its previous losses. However, health insurers saw declines due to ongoing uncertainty about expiring tax credits and a government shutdown. Investors are also watching for delayed economic reports and the Federal Reserve's plans for interest rates. Globally, markets in Europe and Asia also rallied, with South Korea's Kospi jumping 3%.

CoreWeave Revenue Doubles Amid AI Demand

CoreWeave, an AI cloud infrastructure company, reported third-quarter revenue of $1.36 billion, a 134% increase from last year. This growth is driven by the AI boom and deals with companies like Meta and OpenAI. However, the company's full-year 2025 revenue guidance of $5.05 billion to $5.15 billion fell below analyst estimates due to delays from a third-party data center developer. CEO Michael Intrator stated this delay affects only one of 32 data centers and will not impact their backlog. CoreWeave plans to build its own data centers and expects 2026 capital expenditures to more than double 2025's $12 billion to $14 billion.

Nextech3D.ai CEO Buys 550,000 Company Shares

On November 10, 2025, Nextech3D.ai announced that its CEO, Evan Gappelberg, purchased 550,000 shares of company stock in open market buys. This acquisition increases his total holdings to 29,000,776 common shares. Gappelberg stated he is very optimistic about the company's growth in 2026 and beyond, believing the current share price does not show its full potential. Nextech3D.ai is an AI-first technology company that develops solutions for event management, 3D modeling, and spatial computing, with flagship platforms like Map D and Eventdex.

Sources

• AI PowerPoint-killer Gamma hits $2.1B valuation, $100M ARR, founder says 
• Gamma AI Startup Raises $68M Series B at $2.1B Valuation | Ukraine news
• Gamma Raises $68 Million From Andreessen Horowitz at a $2.1 Billion Valuation
• Gamma Raises $68M Series B at $2.1B Valuation, Surpasses $100M ARR
• "Big Short" Investor Michael Burry Just Placed a Big Wager Against Artificial Intelligence (AI) Giants Nvidia and Palantir -- and History Is on His Side
• "Big Short" Investor Michael Burry Just Placed a Big Wager Against Artificial Intelligence (AI) Giants Nvidia and Palantir -- and History Is on His Side
• Why Poet Technologies Stock Soared 16.2% in October
• Rebellions secures Silicon Valley backing, closes US$250m round
• These Chinese Internet Stocks are Worth Owning Amid AI Boom
• Is BigBear.ai a Buy?
• Dividend Investors Should Be Loading Up on These 2 AI-Linked Stocks
• AI stocks lead Wall Street rebound as Nvidia, Palantir surge and S&P 500 claws back last week’s losses
• CoreWeave's revenue more than doubles as AI buildout expansion accelerates
• Nextech3D.ai Announces CEO Evan Gappelberg Acquires 550,000 Shares of Company Stock In Open Market Buys