October 1, 2025

finance  
openai, nvidia and amazon Updates

The artificial intelligence sector continues to see significant investment and strategic moves. OpenAI has secured a substantial $100 billion from NVIDIA to construct AI data centers across the United States, signaling a major push in AI infrastructure. Meanwhile, Cerebras Systems, aiming to rival NVIDIA, has raised $1.1 billion, valuing the company at $8.1 billion, with backing from investors including those linked to Donald Trump Jr. In a move to expand its AI-enabled ecosystem, Robo.ai has announced a $300 million investment commitment led by Burkhan Capital, which will support its global expansion and integration of blockchain technology. The generative AI market in life sciences is also poised for considerable growth, projected to reach $1.66 billion by 2034. On the cloud computing front, Amazon is set to benefit from its partnership with AI company Anthropic, boosting Amazon Web Services (AWS). Alphabet, Google's parent company, is experiencing a significant stock surge, its largest in two decades, driven by AI advancements and strong earnings. Broadcom reported record third-quarter revenue of $15.95 billion, with its AI segment growing 63% to $5.2 billion, partly due to a large contract with OpenAI for custom AI accelerators. In the realm of AI agents, Paid has raised $21.6 million in seed funding to build infrastructure for monetizing AI agents. Amidst these developments, the broader AI stock rally shows signs of pausing, prompting investors to explore non-tech stocks for diversification. In the competitive government technology space, Salesforce has launched Missionforce to challenge Palantir's dominance in national security solutions.

Key Takeaways

  • OpenAI has secured $100 billion in funding from NVIDIA for the construction of AI data centers in the U.S.
  • Cerebras Systems raised $1.1 billion at an $8.1 billion valuation to compete with NVIDIA in AI chip production.
  • Robo.ai announced a $300 million investment commitment from Burkhan Capital to expand its AI-enabled ecosystem.
  • The generative AI in life sciences market is projected to grow to $1.66 billion by 2034.
  • Alphabet (Google) stock saw its biggest quarterly jump in 20 years, driven by AI advancements.
  • Broadcom reported record Q3 revenue of $15.95 billion, with its AI segment growing 63% to $5.2 billion.
  • Paid raised $21.6 million in seed funding to develop infrastructure for the AI agent economy.
  • Salesforce launched Missionforce, aiming to compete with Palantir in the national security sector.
  • Amazon's stock is expected to see positive change, boosted by its partnership with AI firm Anthropic and AWS.
  • Investors are showing signs of diversifying away from AI stocks, seeking non-tech investments.

Robo.ai stock jumps on $300M investment

Robo.ai's stock price increased by 23% after announcing a $300 million investment commitment from a group led by Burkhan Capital. This funding will help Robo.ai expand its AI-enabled ecosystem that uses blockchain to connect smart devices. The company plans to use the money to strengthen its presence in the Middle East and grow into global markets like North America and Europe. Robo.ai's stock has already more than tripled this year.

Burkhan Capital invests $300M in Robo.ai for AI platform

Burkhan Capital is leading a $300 million investment in Robo.ai, a company focused on AI-enabled smart device ecosystems and blockchain integration. The deal, expected to close within 30 days, will help Robo.ai grow its global platform and strengthen its market presence in the Middle East and other regions. This investment follows Robo.ai's recent move into Web3 technology with a platform called Arkreen. Robo.ai aims to create a decentralized AI network connecting various smart devices.

Burkhan Capital invests $300M in Robo.ai for AI platform

Burkhan Capital is leading a $300 million investment in Robo.ai, a company focused on AI-enabled smart device ecosystems and blockchain integration. The deal, expected to close within 30 days, will help Robo.ai grow its global platform and strengthen its market presence in the Middle East and other regions. This investment follows Robo.ai's recent move into Web3 technology with a platform called Arkreen. Robo.ai aims to create a decentralized AI network connecting various smart devices.

Cerebras raises $1.1B for AI chip, adds Trump Jr. linked investor

Cerebras Systems, an AI chip startup, has raised $1.1 billion, valuing the company at $8.1 billion. The funding round, led by Fidelity Management & Research Co and Atreides Management, includes 1789 Capital, a firm with which Donald Trump Jr. is associated. Cerebras aims to compete with Nvidia by producing large AI chips. The company previously faced delays in its IPO due to a national security review of an investment from G42, an Abu Dhabi-based AI company. Cerebras still plans to go public.

Cerebras raises $1.1B for AI chip, valuation hits $8.1B

Cerebras Systems has raised $1.1 billion in Series G funding, reaching an $8.1 billion valuation. The company, known for its large AI chips, received investment from Alpha Wave Global, Abu Dhabi Growth Fund, and 1789 Capital, which is linked to Donald Trump Jr. This funding aims to help Cerebras compete with Nvidia and meet the growing demand for AI processors. The company's Wafer Scale Engine (WSE) chip is designed for faster AI processing. Cerebras plans to expand its data center operations and manufacturing capacity.

Paid raises $21.6M seed for AI agent economy infrastructure

Paid, a company building infrastructure for the AI agent economy, has raised $21.6 million in seed funding led by Lightspeed Venture Partners. This brings their total funding to $33.3 million. The company aims to help businesses monetize AI agents, as traditional software pricing models are not suited for this new era. Paid offers tools for customer value proof, custom pricing, outcome-based models, cost tracking, and AI business intelligence. Early customers have reported significant revenue growth.

AI rally pauses, investors seek non-tech stocks

The strong rally in artificial intelligence (AI) stocks may be pausing, leading investors to consider diversifying into non-tech companies. Concerns about the sustainability of AI stock gains are prompting a search for more stable investments. Investors are advised to look for companies with solid fundamentals and business models not solely dependent on AI trends. This strategy aims to reduce risk during potential AI market downturns while still participating in overall market growth.

Salesforce launches Missionforce to challenge Palantir in national security

Salesforce has launched a new business unit called Missionforce, focusing on national security solutions. This move positions Salesforce as a competitor to Palantir Technologies, which has a strong presence in the government sector. Salesforce CEO Marc Benioff believes Palantir's software is too expensive and suggests Missionforce could offer a more competitive alternative. While Palantir's stock has grown significantly, its high valuation and increasing competition pose potential risks.

Alphabet's AI strength drives biggest quarterly stock jump since 2005

Alphabet, the parent company of Google, is experiencing its largest quarterly stock gain in 20 years, driven by its advancements in artificial intelligence. The stock has risen about 38% this quarter, outperforming the Nasdaq 100 Index. This growth follows a favorable antitrust ruling and strong second-quarter earnings that highlighted demand for AI products. Investors are increasingly confident in Alphabet's AI capabilities, with recent developments including visual search integration and potential use of Google's AI models by Meta Platforms.

Amazon stock poised for change, analyst says

Wells Fargo analyst Ken Gawrelski believes Amazon's stock, which has appeared stagnant, is about to change. He upgraded the shares, citing accelerating industry growth and Amazon's key partnership with Anthropic, an AI company. While OpenAI is aligned with Microsoft, Amazon is set to benefit from Anthropic's increasing compute spend and a significant capacity project. This collaboration is expected to boost Amazon Web Services (AWS) and the company's overall business.

Generative AI in life sciences market to reach $1.6B by 2034

The generative AI in life sciences market is projected to grow from $302 million in 2025 to $1.66 billion by 2034, at a compound annual growth rate of 20.82%. This growth is driven by AI's ability to accelerate drug discovery, design novel molecules and proteins, and improve clinical trial strategies. North America currently leads the market, while the Asia Pacific region is expected to grow the fastest. Key applications include drug discovery and clinical trials, with novel molecule generation being a leading technology.

Broadcom Q3 revenue hits $15.95B, AI segment grows 63%

Broadcom Inc. reported record third-quarter revenue of $15.95 billion, a 22% increase year-over-year, driven by strong demand for AI accelerators and networking solutions. The company's AI revenue surged 63% to $5.2 billion, with expectations to reach $6.2 billion in the fourth quarter. This growth is partly due to a $10 billion contract with a major AI customer, reportedly OpenAI, for custom AI accelerators. Broadcom also anticipates $17.4 billion in revenue for Q4.

OpenAI secures $100B from NVIDIA for US data centers

OpenAI has secured $100 billion in backing from NVIDIA to build large AI data centers across the United States. This significant investment, along with support from SoftBank and others, highlights the growing importance of AI infrastructure. OpenAI's CFO discussed the investment, the U.S.-China AI competition, and the transformative impact of AI on jobs and the economy.

Sources

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