September 12, 2025

finance  
amazon, google and microsoft Updates

The artificial intelligence sector is experiencing significant growth and investment, with companies like Oracle, BigBear.ai, and Alibaba reporting strong performance. Oracle's cloud business is a major driver, with a $455 billion backlog in cloud infrastructure bookings and a 1,529% surge in multi-cloud database revenue from partnerships with Amazon, Google, and Microsoft. This has led to a substantial stock surge for Oracle, nearing a $1 trillion market cap and boosting overall AI stock sentiment, including in Asian markets. Oracle's CTO, Larry Ellison, predicts AI inferencing will become more significant than AI training for businesses, with Oracle enhancing its cloud platform to support this shift. Meanwhile, BigBear.ai is positioning itself to benefit from substantial government AI spending, with products relevant to the Department of Homeland Security and the Department of Defense, and has secured a $1.4 trillion AI framework with the UAE, despite recent revenue dips. In hardware, AI demand fueled a 44% increase in server and storage components in Q2 2025, with NVIDIA's GPUs and custom accelerators from Google and Amazon driving revenues. NVIDIA remains a leader in data center IT component revenues. Alibaba is also seeing triple-digit growth in its AI products for the eighth consecutive quarter, developing its own AI chips and partnering with Apple for AI features on iPhones. In a move to enhance AI security, F5 is acquiring CalypsoAI for $180 million to secure generative AI infrastructure. Separately, SportsLine's AI model is making player prop bet predictions for the NFL Week 2 season.

Key Takeaways

  • Oracle's cloud business shows massive growth with a $455 billion backlog in cloud infrastructure bookings and a 1,529% increase in multi-cloud database revenue from Amazon, Google, and Microsoft.
  • BigBear.ai is positioned to capture government AI spending, with products aligned with $170 billion for DHS and $150 billion for DOD, and a $1.4 trillion AI framework with the UAE.
  • AI hardware demand drove a 44% year-over-year increase in the server and storage component market in Q2 2025, with NVIDIA, Google, and Amazon custom accelerators playing key roles.
  • Oracle CTO Larry Ellison predicts AI inferencing will become more significant than AI training for enterprise operations.
  • Alibaba's AI products have achieved triple-digit growth for eight consecutive quarters and the company is developing custom AI chips and partnering with Apple.
  • F5 is acquiring CalypsoAI for $180 million to enhance its security offerings for generative AI infrastructure.
  • Oracle's stock surged over 40% on strong AI demand, pushing it closer to a $1 trillion market cap and boosting AI stock sentiment globally.
  • Oracle Cloud Infrastructure (OCI) revenue is projected to reach $144 billion by fiscal year 2029.
  • Custom AI accelerators from Google and Amazon are shipping in volumes comparable to commercial GPUs.
  • SportsLine's AI model is providing player prop bet predictions for the NFL Week 2 season.

BigBear.ai poised for AI investment with strong partnerships and cash

BigBear.ai is positioned to benefit from significant government spending on artificial intelligence, including $170 billion for the Department of Homeland Security and $150 billion for the Department of Defense. The company's products like veriScan and ConductorOS align with these investments. Despite a recent dip in revenue to $32.5 million and an increased EBITDA loss in Q2 2025, BigBear.ai has a strong cash reserve of $391 million. Global partnerships, including a $1.4 trillion AI framework with the UAE, further strengthen its outlook. The company faces competition from Palantir Technologies and C3.ai but is strategically positioned to capture a share of the growing AI market.

BigBear.ai aims for AI investment share amid strong global partnerships

BigBear.ai is strategically positioned to capture a significant share of the growing AI investment market, with its products aligning with major government spending initiatives. The company's offerings like veriScan and ConductorOS are relevant to the $170 billion allocated to the Department of Homeland Security and $150 billion to the Department of Defense. Although Q2 2025 saw revenue decline to $32.5 million and a wider EBITDA loss, BigBear.ai holds $391 million in cash, its strongest balance sheet ever. International partnerships, including a $1.4 trillion AI framework with the United Arab Emirates, enhance its global reach. While facing competition from Palantir Technologies and C3.ai, BigBear.ai's financial flexibility and market position are key advantages.

Oracle's cloud growth makes it a better AI stock than Nvidia

Oracle's cloud business is experiencing explosive growth, with its booked work for cloud infrastructure surging to $455 billion, providing multiyear revenue visibility. This contract-based growth is seen as more stable than Nvidia's shipment-driven model, making Oracle a potentially better AI investment. Oracle's cloud revenue increased by 28%, and its infrastructure-as-a-service (IaaS) jumped 55% in the quarter ending August 31. The company projects significant growth for Oracle Cloud Infrastructure (OCI), aiming for $144 billion in revenue by fiscal year 2029. Oracle's multicloud strategy is also gaining momentum, with multi-cloud database revenue growing by 1,529%.

Oracle's cloud backlog drives AI stock surge

Oracle's cloud business is showing massive growth, with its booked work for cloud infrastructure reaching $455 billion, offering clear multiyear revenue visibility. This contract-based expansion is considered more stable than Nvidia's hardware shipment model, positioning Oracle as a strong AI investment. In the quarter ending August 31, Oracle's cloud revenue grew 28% and its infrastructure-as-a-service (IaaS) revenue increased by 55%. The company anticipates substantial growth for Oracle Cloud Infrastructure (OCI), projecting it to reach $144 billion in revenue by fiscal year 2029. Oracle's multicloud strategy is also accelerating, with multi-cloud database revenue experiencing a 1,529% increase.

Oracle stock soars 40% on AI demand, boosting AI stocks

Oracle shares experienced their largest single-day gain since 1992, soaring over 40% on Wednesday, driven by strong investor optimism in artificial intelligence. This surge was fueled by Oracle's massive backlog in its multi-cloud database business, which saw a 1,529% year-over-year increase due to partnerships with Amazon, Alphabet, and Microsoft. The rally pushed Oracle closer to a $1 trillion market cap and significantly increased CEO Larry Ellison's net worth. The enthusiasm spread to the broader AI sector, with the Global X Artificial Intelligence & Technology ETF (AIQ) climbing 1.5%. Major indices like the S&P 500 also reached record highs, supported by positive inflation data showing a slowdown in wholesale prices.

AI hardware demand fuels 44% growth in data center components

The demand for AI hardware drove a 44% year-over-year increase in the server and storage component market during the second quarter of 2025, according to Dell'Oro Group. NVIDIA's Blackwell Ultra GPUs, along with custom accelerators from Google and Amazon, significantly boosted revenues for components like HBM memory, back-end NICs, and ARM CPUs used in AI workloads. Custom accelerators are now shipping in volumes comparable to commercial GPUs. NVIDIA led in data center IT component revenues, followed by SK Hynix and Samsung, due to strong HBM demand. ARM CPUs now hold 25% of the server market, and smart NIC and DPU revenues doubled year-over-year.

Oracle CTO: AI inferencing will surpass AI training

Oracle co-founder and CTO Larry Ellison believes AI inferencing will become more significant than AI training for enterprise operations. This prediction comes as Oracle reported a record $455 billion in remaining performance obligations (RPOs), indicating strong demand for its cloud and AI infrastructure. Oracle's total revenue for fiscal Q1 2026 was $14.9 billion, a 12% increase year-over-year, with cloud business revenue up 28%. The company is enhancing its AI offerings by integrating models like ChatGPT and Google Gemini into its cloud platform. Ellison emphasized that AI inferencing will automate various business processes, from sales to drug design, and Oracle is well-positioned to support this shift.

Oracle's AI cloud growth sparks Asian tech stock rally

Oracle's significant cloud growth expectations, driven by AI demand, have boosted Asian tech stocks, with SoftBank surging 9% in Tokyo. Oracle itself saw its biggest one-day gain since 1992, nearing the $1 trillion market cap club. This optimism spread across Asia, with Japan, Taiwan, and South Korea setting records. The rally in AI-related stocks in Asia contrasts with a more muted outlook for European markets ahead of the European Central Bank's interest rate decision. Investors are awaiting U.S. inflation data, which could influence the Federal Reserve's upcoming interest rate decision.

Alibaba's AI products show triple-digit growth for eighth straight quarter

Alibaba Group Holdings is experiencing significant growth in its artificial intelligence products, marking the eighth consecutive quarter of triple-digit increases. While the company's overall revenue grew by 2% to $34.6 billion in the quarter ending June 30, its AI-related sales are rapidly expanding. Alibaba has developed its own chatbot, Qwen, and is creating custom AI chips to reduce reliance on U.S. companies. The company also partnered with Apple to develop AI features for iPhones. Despite its large business segments, Alibaba's AI segment shows strong potential for future revenue growth, and its stock remains attractively valued.

F5 acquires CalypsoAI for $180M to enhance AI security

Security and application delivery company F5 is acquiring startup CalypsoAI for $180 million in cash to bolster its offerings for securing generative AI infrastructure. CalypsoAI, founded in 2018, provides real-time threat defense and data security for AI workloads. This acquisition aims to help F5 address the evolving enterprise architecture and attack surface redefined by AI. CalypsoAI has previously raised $23 million from investors including Paladin Capital Group and Lockheed Martin Ventures. F5 has also recently acquired cybersecurity startup Fletch and observability company MantisNet.

SportsLine AI predicts NFL Week 2 player prop bets

SportsLine's Machine Learning Model AI has identified key player prop bets for Week 2 of the 2025 NFL season. For Sunday's main slate, the model predicts Detroit Lions receiver Amon St. Brown to exceed 65.5 receiving yards against the Chicago Bears. In the Sunday Night Football game, Atlanta Falcons running back Bijan Robinson is projected to rush for over 65.5 yards against the Minnesota Vikings. For Monday Night Football, the model suggests Tampa Bay Buccaneers quarterback Baker Mayfield will go under 235.5 passing yards versus the Houston Texans, and Los Angeles Chargers quarterback Justin Herbert will be under 252.5 passing yards against the Las Vegas Raiders.

Oracle's cloud growth fuels stock surge and AI optimism

Oracle Corporation's stock surged 36% after reporting strong first fiscal quarter results, significantly boosting AI stocks. The company's massive backlog of $455 billion in remaining performance obligations (RPOs) signals substantial future revenue from cloud infrastructure, particularly driven by AI demand. Oracle's cloud business revenue increased by 28%, with multi-cloud database revenue from Amazon, Google, and Microsoft growing by an impressive 1,529%. CEO Safra Catz anticipates further growth with the delivery of 37 additional data centers to hyperscaler partners. Oracle's performance highlights its transformation into a major cloud and AI infrastructure provider.

Sources

Artificial Intelligence AI Investment Cloud Computing Oracle BigBear.ai Nvidia Data Center Components AI Security Enterprise AI Government Spending AI Hardware Machine Learning AI Inferencing AI Training Cloud Infrastructure Multi-cloud Generative AI AI Chips Sports Analytics Player Prop Bets NFL Alibaba F5 CalypsoAI Palantir Technologies C3.ai SK Hynix Samsung ARM CPUs HBM Memory Custom Accelerators Global Partnerships UAE Homeland Security Department of Defense Revenue Growth EBITDA Loss Cash Reserve Market Cap Stock Performance Asian Tech Stocks European Markets Interest Rates Inflation Data Federal Reserve European Central Bank Cybersecurity Application Delivery Threat Defense Data Security AI Workloads Enterprise Architecture Attack Surface Observability Software Development Database Revenue Infrastructure-as-a-Service (IaaS) Remaining Performance Obligations (RPOs) Oracle Cloud Infrastructure (OCI) Oracle Cloud AI-driven Business Processes Sales Automation Drug Design iPhone AI Features Chatbot Qwen Blackwell Ultra GPUs Google Amazon Microsoft SoftBank Japan Taiwan South Korea Detroit Lions Amon St. Brown Chicago Bears Atlanta Falcons Bijan Robinson Minnesota Vikings Tampa Bay Buccaneers Baker Mayfield Houston Texans Los Angeles Chargers Justin Herbert Las Vegas Raiders SportsLine Machine Learning Model Veriscan ConductorOS