OpenAI Revenue Doubles to $12B, Nvidia Deals Boost Growth

The artificial intelligence landscape is rapidly evolving, with significant developments across investment, infrastructure, and product innovation. Retail investors are increasingly turning to AI chatbots like ChatGPT for stock-picking advice, a trend that is fueling the robo-advisory market, which is projected to surge to nearly $471 billion by 2029. While this democratizes investment analysis, experts caution that general AI models can err and cannot yet replace human financial advisors. OpenAI, a key player in AI development, is expanding its infrastructure ambitions, with CEO Sam Altman envisioning AI becoming as ubiquitous as electricity and requiring massive industrial build-outs. The company has doubled its 2025 revenue to $12 billion and is securing landmark deals with Nvidia and Oracle to support this growth. OpenAI is also exploring new monetization strategies, including the potential introduction of ads to ChatGPT, and is seeking an executive to lead these efforts. Beyond finance and core AI development, AI is finding applications in healthcare, with NYU researchers using it to detect osteoporosis from CT scans, and in community problem-solving, as explored by the University of Alaska Anchorage. However, challenges persist. Some analysts note that AI demand may outpace global infrastructure by 2030, potentially creating an $800 billion funding gap. Furthermore, consulting firm Accenture finds current AI returns underwhelming for clients, despite its focus on the technology, and anticipates job cuts. Qualcomm's CEO has also teased a new AI-powered laptop with significantly enhanced capabilities. Meanwhile, some Guggenheim executives suggest AI may be contributing to inflation, even as interest rate cuts are considered.

Key Takeaways

• Retail investors are using AI chatbots like ChatGPT for stock picking, contributing to the robo-advisory market's projected growth to over $470 billion by 2029.
• Experts caution that AI chatbots can make mistakes and are not yet a substitute for human financial advisors.
• OpenAI CEO Sam Altman envisions a future where AI infrastructure is as common as electricity, requiring substantial industrial investment.
• OpenAI's revenue doubled to $12 billion in 2025, with plans to invest heavily in infrastructure, supported by deals with Nvidia and Oracle.
• OpenAI is exploring advertising on ChatGPT and seeking an executive to lead monetization efforts.
• AI is being used in healthcare for early detection, such as NYU's use of AI to find osteoporosis from CT scans.
• Demand for AI computing power might exceed global infrastructure by 2030, potentially creating an $800 billion funding gap.
• Accenture reports that while clients are focused on AI, its real-world value has been underwhelming so far, leading to anticipated job cuts.
• Qualcomm's CEO hinted at a new AI-powered laptop with vastly improved performance.
• Some financial experts believe AI is contributing to inflationary pressures.

AI chatbots boost robo-advisors, but risks remain

Many investors are now using AI chatbots like ChatGPT to help pick stocks, boosting the robo-advisory market. This market is expected to grow by 600% to over $470 billion by 2029. While AI offers access to investment analysis previously only available to big banks, experts warn it's a high-risk strategy. AI models can make mistakes or miss crucial information, and they cannot replace human financial advisors yet. One AI-selected stock basket did outperform top UK funds, but caution is advised.

AI chatbots boost robo-advisors, but risks remain

Many investors are now using AI chatbots like ChatGPT to help pick stocks, boosting the robo-advisory market. This market is expected to grow by 600% to over $470 billion by 2029. While AI offers access to investment analysis previously only available to big banks, experts warn it's a high-risk strategy. AI models can make mistakes or miss crucial information, and they cannot replace human financial advisors yet. One AI-selected stock basket did outperform top UK funds, but caution is advised.

AI chatbots change stock picking for investors

Retail investors are increasingly using AI chatbots like ChatGPT for investment advice, with 13% already using them to pick stocks. This trend is fueling the robo-advisory market, which is projected to reach nearly $471 billion by 2029. AI democratizes investment knowledge, but experts caution that general chatbots can misinterpret data or focus too much on past performance. It's recommended to use AI platforms trained for market analysis and always verify AI-generated advice.

OpenAI CEO Sam Altman envisions abundant AI infrastructure

OpenAI CEO Sam Altman shared a vision for artificial intelligence to become as common as electricity, requiring massive industrial infrastructure and investment. He aims to build factories producing significant new AI infrastructure weekly. This vision follows OpenAI's rapid business expansion, doubling its 2025 revenue to $12 billion. Landmark deals with Nvidia and Oracle will support OpenAI's infrastructure growth, positioning it as a key player in global AI access.

OpenAI seeks ad chief to boost ChatGPT monetization

OpenAI is reportedly looking for a new executive to lead its monetization efforts, including bringing ads to ChatGPT. Fidji Simo, the new CEO of applications, is meeting candidates for this role. The company also posted a job for a Growth Paid Marketing Platform Engineer to build in-house ad tools. This move comes as OpenAI CEO Sam Altman discussed scaling AI infrastructure and the company's revenue doubled in 2025, with plans to spend billions on infrastructure.

NYU uses AI to find osteoporosis from CT scans

Researchers at NYU Langone are using artificial intelligence to detect osteoporosis from CT scans taken for other reasons. This opportunistic screening can help identify patients who might otherwise miss a diagnosis. The FDA has approved AI algorithms that can flag incidental findings like low bone density. This approach aims to catch potential health issues earlier, even when scans are not specifically for disease detection.

AI boom echoes dot-com era but has stronger footing

Some strategists see echoes of the dot-com bubble in the current AI boom, but Barclays analysts believe the AI market has a stronger foundation. Unlike the dot-com era where telecom companies relied heavily on debt, today's AI hyperscalers have significant cash reserves and high-margin businesses. While market euphoria is elevated, Barclays suggests the AI theme is on solid ground for the next 6 to 18 months. However, some experts advise diversification beyond just AI stocks due to current high valuations.

UAA researchers seek community problems for AI solutions

Researchers at the University of Alaska Anchorage are seeking community problems that can be solved using artificial intelligence. Funded by a National Science Foundation grant, they are asking businesses and groups to propose projects. AI is particularly useful for problems involving large amounts of data, but can also help find solutions with less data. Researchers are already exploring AI's use in studying connections between depression and diabetes among Alaska Native elders.

Bain warns AI demand may exceed global infrastructure by 2030

Bain & Company predicts that the demand for AI computing power could outstrip global infrastructure investment by 2030, creating an $800 billion funding gap. The firm projects that $2 trillion in annual revenue will be needed to support AI, with demand reaching 200GW. AI compute demand is growing faster than semiconductor efficiency, requiring significant increases in power supply. This challenge is compounded by international competition and the need for innovation in infrastructure and supply chains.

Stopping AI's 'lethal trifecta' requires new coding approach

Large Language Models (LLMs), a popular AI technology, have a critical flaw: they cannot separate code from data. This makes them vulnerable to prompt injection attacks, where they can be tricked into executing unintended commands. While some attacks result in minor issues like a chatbot speaking like a pirate, others can cause significant damage. Coders need to adopt a mindset similar to mechanical engineers to address this vulnerability.

Accenture sees AI returns as underwhelming, plans job cuts

Consulting firm Accenture is preparing for slower growth and job cuts, stating that while AI is a major focus for clients, its real-world value has been underwhelming so far. Enterprise adoption of AI is slow, except for digital-native companies. Accenture expects AI to lead to more job cuts, though it anticipates a net increase in employees this fiscal year. The company is also undergoing a business optimization program expected to save over a billion dollars, which will be reinvested.

Qualcomm CEO teases new AI laptop

Qualcomm CEO Cristiano Amon has hinted at a new AI-powered laptop, describing its capabilities as potentially '100 times faster than human thought.' This announcement follows discussions about his partnership with a Saudi-owned AI company and the future of personal computers. The development suggests a significant advancement in AI integration within laptops.

Guggenheim CIO: AI adds to inflation pressure

Anne Walsh, chief investment officer at Guggenheim Partners Investment Management, believes that artificial intelligence is contributing to inflationary pressures. She also noted that there is still room for interest rate cuts, though she described them as a 'blunt instrument' at this stage of the economic cycle. The firm has long advocated for such cuts.

Sources

• 'ChatGPT, what stocks should I buy?' AI fuels boom in robo-advisory market
• Analysis-'ChatGPT, what stocks should I buy?' AI fuels boom in robo-advisory market
• AI Chatbots Are Shaking Up How Retail Investors Pick Stocks
• Sam Altman Calls for ‘Abundant Intelligence’ in Blog Post
• OpenAI Searching for Ad Chief to Bolster Monetization
• Inside NYU's AI-powered plan to catch osteoporosis with repurposed CT scans
• AI boom contains 'echoes of the Dot-Com era,' strategist says
• University of Alaska Anchorage researchers look to solve Alaskans' problems with AI
• Bain Warns AI Demand Could Outpace Global Infrastructure
• How to stop AI’s “lethal trifecta”
• Accenture braces for slowdown and job cuts, says AI's returns ‘underwhelming’
• '100 times faster than human thought': Qualcomm CEO teases new AI laptop
• AI Adds Some Inflationary Pressure: Guggenheim CIO