Palantir Revenue Soars While Thiel Buys Apple and Sells Nvidia

The artificial intelligence sector continues to see significant investment and strategic shifts, with major players making moves that underscore the technology's growing influence across various industries. Palantir Technologies, a prominent AI data analytics company, reported a record Q3 2025 revenue of $1.2 billion, a 63% increase year-over-year, and secured $2.8 billion in new contracts. With a current market capitalization of $415 billion, Palantir aims for an ambitious $1 trillion valuation by 2030, though its stock trades at a high 400 times earnings. In contrast, BigBear.ai, another AI provider to the federal government, faced challenges with a 20% drop in Q3 2025 revenue to $33.1 million and a $21.9 million operating loss. However, BigBear.ai's stock saw a jump following its $250 million acquisition of Ask Sage, a generative AI platform for defense and national security expected to generate $25 million in revenue. Investment strategies are also evolving, as evidenced by Peter Thiel's hedge fund selling its entire $100 million stake in NVIDIA and reducing Tesla holdings by 75%. Concurrently, Thiel's fund acquired shares in Apple and Microsoft. NVIDIA's stock had surged almost 15 times since ChatGPT's launch, but competitors like Google's TPUs are gaining traction, with companies such as SSI and Anthropic utilizing them. Meanwhile, US chip restrictions have significantly boosted Chinese AI chip maker Cambricon Technologies, whose co-founder Chen Tianshi now holds a $22.5 billion fortune. Cambricon's shares have soared over 765% in two years, with revenue increasing over 500% in the last year due to domestic demand, despite being on the US entity list since 2022. Globally, new AI ventures are attracting substantial capital. Japanese startup Sakana AI, founded by former Google researchers, raised $135 million in Series B funding, bringing its total to $479 million and valuing the company at $2.65 billion. Sakana AI focuses on developing affordable, biologically inspired AI models tailored for the Japanese language and culture. In healthcare, Voize secured $50 million in Series A funding to expand its ambient AI voice technology for nurse scribing into skilled nursing facilities. South Korean startup Bone AI raised $12 million for AI-powered robotics in defense, already generating $3 million in its first year through autonomous air, ground, and marine vehicles. The demand for AI infrastructure remains robust, with CoreWeave, a leader in GPU cloud computing, reporting a 133% year-over-year revenue increase in Q3 and maintaining a massive $55 billion backlog, despite a recent 20% stock dip. Amazon is also looking to raise approximately $12 billion through a debt offering to fund its AI infrastructure build-out. Google's new AI search tool has positively impacted its stock, offering interactive trip planning with a "Create with Canvas" feature and AI booking capabilities for restaurants and events through partners like OpenTable and Ticketmaster.

Key Takeaways

• Palantir Technologies reported Q3 2025 revenue of $1.2 billion, a 63% increase, and secured $2.8 billion in new contracts, aiming for a $1 trillion valuation by 2030.
• BigBear.ai acquired Ask Sage for $250 million, a generative AI platform expected to generate $25 million in revenue, despite BigBear.ai's Q3 2025 revenue dropping 20% to $33.1 million.
• Peter Thiel's hedge fund sold its entire $100 million stake in NVIDIA and reduced Tesla holdings by 75%, while purchasing shares in Apple and Microsoft.
• NVIDIA's stock soared almost 15 times since ChatGPT's launch, but Google's TPUs are gaining traction as a competitive alternative, used by companies like SSI and Anthropic.
• US chip restrictions boosted Chinese AI chip maker Cambricon Technologies, with co-founder Chen Tianshi's fortune reaching $22.5 billion and the company's revenue increasing over 500% in the last year.
• Japanese startup Sakana AI, founded by former Google researchers, raised $135 million in Series B funding, bringing its total to $479 million and valuing the company at $2.65 billion for developing Japan-specific AI models.
• Voize secured $50 million in Series A funding to expand its ambient AI voice technology for nurse scribing into skilled nursing facilities.
• South Korean startup Bone AI raised $12 million for AI-powered defense robotics, generating $3 million in revenue in its first year.
• CoreWeave, a GPU cloud computing leader, saw Q3 revenue increase by 133% year-over-year and maintains a $55 billion backlog, despite a 20% stock dip.
• Google's new AI search tool, featuring "Create with Canvas" for trip planning and AI booking through partners, caused its stock to jump and put pressure on travel-related companies.

BigBear.ai Aims to Match Palantir's AI Success

BigBear.ai and Palantir Technologies both provide artificial intelligence solutions to the federal government. While Palantir's Q3 2025 revenue rose 63% and it is highly profitable, BigBear.ai's sales plunged 20% and it reported a $21.9 million operating loss. BigBear.ai recently acquired Ask Sage, an AI platform, which may help its future growth. Despite both stocks rising over 200% in the past year, BigBear.ai has struggled since its 2021 IPO, unlike Palantir's consistent performance.

BigBear.ai Stock Jumps After Ask Sage Acquisition

BigBear.ai's stock rose significantly after it announced plans to acquire Ask Sage for $250 million. This acquisition is seen as a boost for BigBear.ai, which reported a 20% drop in Q3 2025 revenue to $33.1 million. Ask Sage is a fast-growing generative AI platform for defense and national security, expected to generate $25 million in revenue. Investment firm H.C. Wainwright & Co. set an $8 price target for BigBear.ai, but the stock currently trades at a high 15.5 times sales.

Palantir Aims for $1 Trillion Value by 2030

Palantir Technologies, an AI data analytics company, is growing rapidly with a current market cap of $415 billion. In Q3 2025, its revenue reached a record $1.2 billion, a 63% increase from last year. The company secured $2.8 billion in new contracts, with strong growth in both U.S. government and commercial sectors. However, Palantir's stock is very expensive, trading at over 400 times earnings. Reaching a $1 trillion valuation by 2030 would require its net income to jump from $1.1 billion to $20 billion, which seems unlikely.

Sakana AI Secures $135 Million for Japan AI Models

Sakana AI, a Japanese startup, raised $135 million in Series B funding, valuing the company at $2.65 billion. Founded in 2023 by former Google researchers, Sakana AI develops affordable generative AI models specifically for the Japanese language and culture. The company plans to use the new capital for research and development, and to expand its engineering, sales, and distribution teams in Japan. Sakana AI also aims to grow its enterprise business into industrial, manufacturing, government, defense, and intelligence sectors. This funding brings their total raised to about $379 million.

Sakana AI Gets $135 Million to Boost Japan AI Research

Japanese AI startup Sakana AI secured $135 million in funding, valuing the company at $2.635 billion. Founded in 2023 by former Google Brain researchers, Sakana AI develops efficient, biologically inspired AI systems using "self-evolving" and "model-merging" techniques. This approach aims to reduce computing costs and create AI models specifically for Japan's language, culture, and business needs. The funding round included major investors like Mitsubishi UFJ Financial Group and Khosla Ventures. This new investment brings Sakana AI's total funding to $479 million.

Voize Raises $50 Million for AI Nurse Scribing

Voize, a company specializing in ambient AI voice technology, successfully raised $50 million in a Series A funding round. CEO Fabio Schmidberger announced that this funding will help expand their focus on skilled nursing facilities. While AI scribes are becoming common in hospitals, Voize aims to bring these important tools to the skilled nursing sector.

US Chip Curbs Boost Chinese AI Founder Chen Tianshi's Wealth

Chen Tianshi, co-founder of Chinese AI chip maker Cambricon Technologies, is now the world's third richest person under 40, with a $22.5 billion fortune. His wealth grew significantly after US chip restrictions on companies like Nvidia and AMD forced China to "buy local." This policy created a protected market for Cambricon, whose shares have surged over 765% in two years. Despite being on the US entity list since 2022, Cambricon's revenue increased over 500% in the last year due to rising domestic demand.

Peter Thiel Sells All NVIDIA Shares After Softbank

Peter Thiel's hedge fund sold its entire $100 million stake in NVIDIA, following Softbank's earlier sale. Thiel also reduced his Tesla holdings by 75% while buying shares in Apple and Microsoft. NVIDIA's stock has soared almost 15 times since ChatGPT launched in November 2022, as its chips are crucial for most AI systems. However, competitors like Google's TPUs are now gaining traction, with companies like SSI and Anthropic using them.

Bone AI Secures $12 Million for Defense Robotics

South Korean startup Bone AI raised $12 million to develop AI-powered robotics for defense and government clients. The company creates autonomous air, ground, and marine vehicles, starting with aerial drones for missions like logistics and anti-drone defense. Bone AI is already generating revenue, earning $3 million in its first year, and won a South Korean government logistics program. CEO Lee aims to build a "physical AI" firm and plans to expand its supply chain to the US, Europe, and other allied countries.

CoreWeave Shows Strong Growth Despite Stock Dip

CoreWeave, Inc., a leader in GPU cloud computing for AI and machine learning, saw its stock drop 20% from recent highs. However, the company reported strong Q3 results with a 133% year-over-year revenue increase. CoreWeave maintains a massive $55 billion backlog and high customer demand, indicating continued growth. Despite market concerns, the company's strong financial performance and unique position make it an attractive investment opportunity.

Peter Thiel's Fund Sells Nvidia Shares

Peter Thiel's hedge fund sold its stake in Nvidia, impacting the stock ahead of earnings. This move comes as the crypto market faces a selloff. Meanwhile, Amazon is looking to raise about $12 billion through a debt offering. This debt will help fund the industry-wide race to build more AI infrastructure.

Google AI Search Tool Boosts Stock, Affects Travel

Google's new AI search tool caused its stock to jump while putting pressure on travel-related companies. The tool allows users to plan trips interactively using a "Create with Canvas" feature for suggestions and flight checks. Google also introduced an AI booking feature that helps users reserve restaurants, buy event tickets, or book spa appointments through partners like OpenTable and Ticketmaster. Wall Street analysts currently rate Google stock with a Strong Buy consensus.

Sources

• Could BigBear.ai Become the Next Palantir Technologies?
• Is BigBear.ai Worth Buying at $7? The Answer Is Hidden in the Ask Sage Deal.
• Could This AI Stock Hit a $1 Trillion Valuation Before 2030?
• Sakana AI raises $135M Series B at a $2.65B valuation to continue building AI models for Japan
• Sakana AI lands $135M on $2.635B valuation to accelerate frontier research and applied AI in Japan
• Exclusive: Voize raises $50 million Series A for AI nurse scribing
• Chinese AI start-up founder now world's 3rd richest under 40—how US chip curbs helped Chen Tianshi build a fortune
• After Softbank, Peter Thiel Sells Entire $100 Million Stake In NVIDIA
• Bone AI raises $12M to challenge Asia’s defense giants with AI-powered robotics
• CoreWeave: Don't Sweat AI Race Hiccups (NASDAQ:CRWV)
• Bloomberg Tech: Thiel Sells Nvidia Stake
• Google Stock (GOOGL) Jumps as New AI Search Tool Hits Travel Stocks