openai, nvidia and intel Updates

Broadcom is making significant strides in the AI chip market, securing a substantial $10 billion deal with a new, likely OpenAI, customer. This move challenges Nvidia's dominance and is projected to boost Broadcom's AI revenue to over $40 billion by fiscal year 2026. The company's stock has surged on this news, further bolstered by CEO Hock Tan's commitment to remain with the company for at least five more years. Broadcom reported strong Q3 2025 AI sales growth of 63%, reaching $5.2 billion, with AI semiconductors expected to hit $6.2 billion this quarter. Meanwhile, Nvidia continues to lead in AI chips with its Hopper and Blackwell GPUs, though Intel faces challenges in the CPU market and its foundry division. Meta Platforms is also doubling down on AI, increasing investments in talent and infrastructure, with plans to automate advertising and explore software monetization. Amazon is accelerating its AI and cloud computing investments, which, while pressuring near-term cash flow, strengthens its long-term position. Publicly traded Bitcoin miners are seeing increased demand for their computing power from AI firms, reaching a record market cap of $39 billion. In the DeFi space, MAIGA has raised $2 million for its AI trading agents, and BingX is enhancing its crypto trading platform with advanced AI tools. Generative AI startup ProRata.ai secured $40 million for its AI search tool for publishers, aiming to compensate content creators. However, Goldman Sachs warns that a slowdown in AI investment could impact S&P 500 valuations.

Key Takeaways

• Broadcom secured a $10 billion AI chip deal, likely with OpenAI, challenging Nvidia's market position.
• Broadcom's AI revenue is projected to exceed $40 billion by fiscal year 2026.
• Broadcom reported a 63% year-over-year increase in AI sales for Q3 2025, reaching $5.2 billion.
• Nvidia remains the dominant AI chip provider with its Hopper and Blackwell GPUs.
• Meta Platforms is significantly increasing investments in AI talent and infrastructure.
• Amazon is accelerating AI and cloud computing investments, impacting near-term cash flow but strengthening long-term competitiveness.
• Publicly traded Bitcoin miners have reached a record market cap of $39 billion due to demand from AI firms.
• MAIGA raised $2 million for its AI trading agents in the DeFi space.
• ProRata.ai secured $40 million for its AI search tool designed for publishers.
• Goldman Sachs suggests a slowdown in AI investment could reduce the S&P 500's valuation by up to 20%.

Broadcom shares surge on $10 billion AI chip deal

Broadcom's stock jumped significantly after announcing a major $10 billion deal for AI chips with a new customer. This deal strengthens Broadcom's position as a key provider of custom chips, offering an alternative to Nvidia's high-priced and limited supply processors. Analysts believe this deal could boost Broadcom's AI revenue to over $40 billion by fiscal year 2026. The company's CEO, Hock Tan, also announced he will remain in his position for at least five more years, reassuring investors.

Broadcom challenges Nvidia with $10 billion AI chip deal

Broadcom's stock rose 15% following a $10 billion AI chip deal with a new client, signaling a shift in the AI hardware market. This deal positions Broadcom as a strong competitor to Nvidia, addressing the demand for custom chips from major tech companies like OpenAI. Analysts predict this could drive Broadcom's AI revenue beyond $40 billion by fiscal 2026. The company's success highlights the growing trend of diversification in AI chip development.

Broadcom shares jump on $10B AI deal and CEO's extended tenure

Broadcom shares saw a significant increase after the company announced a $10 billion AI chip order from a new customer, boosting confidence in its custom chip strategy. This deal is expected to greatly increase Broadcom's AI revenue as it supplies cloud companies looking for alternatives to Nvidia's chips. CEO Hock Tan's decision to stay for at least five more years also added positive momentum. Analysts suggest OpenAI is the likely new customer, potentially driving substantial AI revenue growth for Broadcom in fiscal 2026.

Broadcom's AI deal boosts stock and CEO's contract extended

Broadcom shares climbed following a major $10 billion-plus AI hardware deal and the extension of CEO Hock Tan's contract through 2030. This significant order strengthens Broadcom's role in providing custom semiconductors to cloud providers seeking alternatives to Nvidia's GPUs. Analysts suspect OpenAI is the new client, which could significantly boost Broadcom's AI revenue by fiscal 2026. The continued leadership of Hock Tan provides investor confidence in the company's long-term AI strategy.

Broadcom stock soars on strong AI sales growth

Broadcom's stock surged 7% on September 5, 2025, driven by a 63% year-over-year increase in AI sales, reaching $5.2 billion. The company reported record third-quarter revenue of $16 billion, with AI semiconductors projected to hit $6.2 billion this quarter. Strong demand for AI accelerators and networking solutions fueled this growth. Broadcom also reported record free cash flow of $7 billion and returned $2.8 billion to shareholders through dividends.

Broadcom leads AI chip market with strong revenue growth

Broadcom is leading the AI semiconductor market, reporting a 63% year-over-year increase in AI revenue to $5.2 billion for Q3 2025. This growth is fueled by demand for custom AI accelerators and data center investments. A significant $10 billion custom chip order, likely from OpenAI, is expected to boost revenue further into fiscal 2026. In contrast, Marvell Technology reported slower AI revenue growth and missed Q3 revenue forecasts, highlighting Broadcom's stronger market position and execution.

BingX transforms crypto trading with AI and new features

BingX is revolutionizing crypto trading in 2025 with its advanced AI tools, Copy Trading 2.0, and ALTCOIN Index Futures. The platform's AI system, used by over 2 million users, provides personalized insights through five specialized avatars. Copy Trading 2.0 enhances risk management with sub-accounts and order merging, while ALTCOIN Futures offer diversified exposure to altcoins. BingX is also investing $300 million in AI and $16 million in DeFi projects, positioning itself as a key player bridging traditional finance and decentralized ecosystems.

MAIGA raises $2M for AI trading agents in DeFi

MAIGA, a DeFi platform using AI agents for trading automation, has raised $2 million in strategic funding from investors like Amber Group and Chainlink. The platform serves over 1 million users and has processed 7 million transactions, utilizing BNB chain-based AI tools. MAIGA is launching autonomous trading agents and a Proof of Trading (PoT) token model that rewards active traders with $oMAIGA, convertible to $MAIGA. This initiative aims to democratize AI-powered trading in DeFi.

ProRata.ai raises $40M for AI search tool for publishers

Generative AI startup ProRata.ai has secured $40 million in Series B funding to launch its new product, Gist Answers, which offers custom AI search for publishers. This funding supports a new business model where publishers are compensated for content used by AI companies. Gist Answers allows publishers to embed AI search on their websites, providing AI-powered summaries based on their own content or a broader network. Publishers can earn revenue through a 50/50 sharing model for content licensed to Gist Answers.

Nvidia leads AI chips while Intel faces challenges

Nvidia remains the dominant force in AI chips with its Hopper and Blackwell GPUs, powering large language models and generative AI. The company's CUDA platform locks developers into its ecosystem. Intel, a legacy CPU maker, faces strong competition from AMD and Arm in the CPU market and is struggling to build its foundry division. Despite a recent 10% government stake, Intel's market share is projected to decline, while Nvidia's Blackwell sales continue to surge.

Atlassian stock Buy rating reiterated amid cloud and AI growth

William Blair has reiterated its Buy rating on Atlassian (TEAM) stock, citing strong growth drivers like cross-selling cloud offerings and expanding Jira Service Management. Cloud migrations are boosting sales with personalized solutions, and the company's fiscal 2026 guidance appears conservative. Atlassian reports that artificial intelligence is positively impacting its business without negative effects from third-party AI tools, reinforcing the positive outlook for the stock.

Meta Platforms doubles down on AI investments

Meta Platforms is significantly increasing its investment in AI talent and infrastructure, despite concerns about an AI bubble. The company is aggressively hiring top AI researchers and investing billions in building large AI data centers. Meta's AI strategy extends beyond advertising, with plans to automate advertising on its platforms by late 2026. The company is also exploring AI software monetization, potentially through licensing deals and subscriptions, which could drive substantial future revenue growth.

Public Keys: ETH staking, AI boost for Bitcoin miners, 24/7 trading

SharpLink Gaming plans to stake a portion of its Ethereum (ETH) holdings on the Linea network for higher yields, while the waitlist for Ethereum validators exceeds 16 days. SEC and CFTC leaders are considering extending U.S. market trading hours to match the 24/7 crypto market. Publicly traded Bitcoin miners have reached a record market cap of $39 billion, driven by demand for their computing power from AI firms. Strategy increased its Bitcoin holdings, and U.S. Bank revived its crypto custody program.

Amazon accelerates AI investments despite cash flow pressure

Amazon is significantly increasing its investments in artificial intelligence and cloud computing, which is pressuring its near-term free cash flow but strengthening its long-term competitive position. Despite higher investments impacting AWS margins, the company reported strong revenue and profit growth in Q2 2025. The Kuiper satellite project is expected to create a new recurring revenue stream. Analysts maintain a Strong Buy rating on Amazon stock, citing significant upside potential.

Goldman Sachs: AI slowdown could impact S&P 500 valuation

Goldman Sachs warns that a significant slowdown in AI investment by major tech companies could reduce the S&P 500's valuation multiple by up to 20%. While current risks are lower than past bubbles, analysts expect a deceleration in AI spending by late 2025 or 2026. If hyperscalers cut capital expenditures back to 2022 levels, it could lead to substantial downside for the S&P 500's valuation. However, current market valuations are considered more reasonable than during the dot-com boom.

Sources

• Broadcom shares rally as $10 billion chip deal shows AI strategy paying off
• Broadcom Shares Surge 15% After $10 Billion AI Chip Deal: Is It the New AI Winner?
• Broadcom shares rally on new AI deal, CEO's assurance
• Broadcom’s AI Ambitions Give Investors Reason To Cheer
• Broadcom (AVGO) Soars 7% on 63% AI Sales Surge
• AI-Driven Semiconductor Stocks: Why Broadcom (AVGO) Outperforms the Field
• BingX: Revolutionizing Crypto Trading with AI, Copy Trading, and Derivatives Innovation
• MAIGA’s AI Trading Agents Set to Redefine DeFi Automation
• Exclusive: ProRata.ai raises $40M and launches new search tool
• Better Artificial Intelligence Stock: Nvidia vs. Intel @themotleyfool #stocks $NVDA $INTC
• William Blair Reiterates Buy on Atlassian (TEAM) as Cloud and AI Drive Growth
• Meta Platforms Keeps On Upping the AI Ante. Here's What Investors Should Know. @themotleyfool #stocks $META $MSFT $AAPL
• Public Keys: Big ETH Stakes, AI Boost for Bitcoin Miners and 24/7 Trading
• Amazon: AI Spending Crushes Free Cash Flow, But Growth Case Strengthens (NASDAQ:AMZN)
• When AI's ‘inevitable slowdown’ comes it could tank the S&P 500 by up to 20%, Goldman Sachs says