The tech industry has seen significant developments in the AI sector, with companies like AMD, Accenture, and Palantir making notable moves. AMD's stock has fallen 49% since July 2024, despite strong business results, making it a potential investment opportunity. Meanwhile, Accenture has invested in AI-powered content engagement technology company GoUpscale, and Palantir has secured a deal with NATO to supply its AI-powered platform. Other companies, such as VAST Data and BridgeWise, are also expanding their presence in the AI market. Additionally, the AI training dataset market is expected to grow significantly, driven by the rising demand for AI-driven solutions. Investors like Alphabet and Nvidia are also investing heavily in AI startups, such as SSI, which has raised $6 billion in its latest funding round.
AMD Stock Down 49 Percent
Advanced Micro Devices' stock has fallen 49% since July 2024, despite strong business results. The company's Instinct processors offer competitive AI performance with better pricing and power efficiency. AMD's stock currently trades at 15 times forward earnings estimates and 5.9 times training sales, looking cheap compared to Nvidia's ratios. The company is doing well, with the even stronger Instinct MI350X chips slated for introduction later this year. Investors may consider buying the stock, but it's not exactly dirt cheap even after the price drop.
AMD Stock Down 49 Percent
Advanced Micro Devices' stock has fallen 49% since July 2024, despite strong business results. The company's Instinct processors offer competitive AI performance with better pricing and power efficiency. AMD's stock currently trades at 15 times forward earnings estimates and 5.9 times training sales, looking cheap compared to Nvidia's ratios. The company is doing well, with the even stronger Instinct MI350X chips slated for introduction later this year. Investors may consider buying the stock, but it's not exactly dirt cheap even after the price drop.
AMD Stock Down 49 Percent
Advanced Micro Devices' stock has fallen 49% since July 2024, despite strong business results. The company's Instinct processors offer competitive AI performance with better pricing and power efficiency. AMD's stock currently trades at 15 times forward earnings estimates and 5.9 times training sales, looking cheap compared to Nvidia's ratios. The company is doing well, with the even stronger Instinct MI350X chips slated for introduction later this year. Investors may consider buying the stock, but it's not exactly dirt cheap even after the price drop.
Accenture Invests in AI Company
Accenture has made a strategic investment in GoUpscale, an AI-powered content engagement technology company focused on wealth management. The investment aims to transform how wealth management firms deliver digital content and engage with clients. GoUpscale's technology converts traditional materials into interactive, digital-first experiences, potentially generating a 6-8% annual revenue increase for wealth management companies. The collaboration will enable GoUpscale to expand into new markets while leveraging Accenture's generative AI expertise and industry experience.
VAST Data Recognized on Forbes AI 50 List
VAST Data has been recognized on the Forbes AI 50 list for 2025, highlighting its significant role in AI infrastructure. The company's distributed, internet-scale platform has become integral to next-generation AI infrastructure, emphasizing its commitment to supporting AI advancements with a focus on scalability and performance. VAST Data's platform is utilized by numerous organizations for AI training and inference operations, and the company has been noted for its strong innovation and sustained growth in the competitive AI market.
BridgeWise Expands into Dubai
BridgeWise, a startup whose AI chatbot provides stock investment advice, is expanding into the Gulf region with an office in Dubai. The company has received investment from Dubai's largest lender, alongside the Swiss and Brazilian stock exchanges. BridgeWise will serve as the regional headquarters, and the investment will help the company expand its services to new markets.
AI Training Dataset Market to Grow
The AI Training Dataset Market is expected to generate a revenue of USD 7564.52 Million by 2031, growing at a CAGR of 21.86%. The market was valued at USD 1555.58 Million in 2023 and is driven by the rising demand for AI-driven solutions, advancements in machine learning, and growing need for NLP datasets. However, data privacy issues, lack of standardized annotation protocols, and high cost of curated datasets may hinder the pace of growth.
Alphabet and Nvidia Invest in AI Startup
Alphabet and Nvidia are investing in SSI, an AI startup launched by OpenAI co-founder Ilya Sutskever. The startup has raised $6 billion in its latest funding round, valuing the firm at $32 billion. SSI is marching forward with a safety-first approach to building and scaling AI models, and Google is offering more than just money to SSI, including access to its in-house AI chips, called TPUs.
Palantir Wins NATO Contract
Palantir Technologies has secured a deal with NATO to supply its Maven Smart System, an artificial intelligence-powered platform designed for military use. The agreement puts Palantir in a favorable position for future government contracts as demand for AI capabilities in defense continues to grow. Wedbush analysts maintained their Outperform rating and $120 price target, calling the deal a key milestone for the Denver-based firm.
Key Takeaways
- AMD's stock has fallen 49% since July 2024, despite strong business results, making it a potential investment opportunity.
- Accenture has invested in AI-powered content engagement technology company GoUpscale to transform wealth management firms' digital content delivery.
- Palantir has secured a deal with NATO to supply its AI-powered platform, positioning the company for future government contracts.
- VAST Data has been recognized on the Forbes AI 50 list for 2025, highlighting its significant role in AI infrastructure.
- BridgeWise, an AI chatbot startup, is expanding into the Gulf region with an office in Dubai.
- The AI training dataset market is expected to generate a revenue of USD 7564.52 Million by 2031, growing at a CAGR of 21.86%.
- Alphabet and Nvidia are investing in AI startup SSI, which has raised $6 billion in its latest funding round.
- SSI is taking a safety-first approach to building and scaling AI models, with Google offering access to its in-house AI chips.
- AMD's Instinct processors offer competitive AI performance with better pricing and power efficiency.
- The company's even stronger Instinct MI350X chips are slated for introduction later this year, potentially further boosting AMD's position in the AI market.
Sources
- This Artificial Intelligence Challenger Is Down 49%. Is It Time to Buy the Dip on the Stock?
- This Artificial Intelligence Challenger Is Down 49%. Is It Time to Buy the Dip on the Stock?
- This Artificial Intelligence Challenger Is Down 49%. Is It Time to Buy the Dip on the Stock? @themotleyfool #stocks $AMD $TSM $NVDA $^GSPC
- Accenture Targets $260T Wealth Management Market with Strategic AI Investment
- AI Chips Update - VAST Data Shines on Forbes AI 50 List 2025
- AI Stock-Analytics Chatbot BridgeWise Expands Into Dubai
- AI Training Dataset Market is expected to generate a revenue of USD 7564.52 Million by 2031, Globally, at 21.86% CAGR: Verified Market Research®
- Alphabet, Nvidia Bet on OpenAI Co-Founder Sutskever’s $32B AI Startup
- Palantir's NATO Win Puts It at Center of Global AI Defense Race, Says Wedbush