Several companies are making significant moves in the AI space. AMD is navigating export restrictions in China, sharing 15% of its AI GPU sales revenue with the U.S. government for export licenses, but analysts like Citi's Christopher Danely believe the impact on profits will be minimal, as it primarily affects lower-margin products like the MI308X. AMD's focus remains on high-growth AI GPUs like the MI355 and MI400, with AI sales projected to reach $6.2 billion in 2025 and $9.9 billion in 2026, supported by customers such as Amazon, Meta, and OpenAI. Meanwhile, Nebius Group, a Dutch cloud computing infrastructure provider, is experiencing rapid growth, with its stock rising significantly in 2025. The company's revenue in the second quarter of 2025 jumped over sevenfold to $105 million, fueled by renting Nvidia GPUs and expanding its data center capacity to 220 megawatts by the end of 2025 and 1 gigawatt by the end of next year. Nebius has partnerships with companies like Uber, Grubhub, and Hyundai. Cisco Systems is also seeing increased sales from AI projects, though it maintains a cautious outlook for the fiscal year ending July 2026, projecting revenue between $59 billion and $60 billion, assuming current tariffs remain in place. Other companies are also making strides in the AI sector. Symbotic's stock surged due to its AI-powered robotics and software for warehouse automation, driven by a deal with Walmart to deploy systems in up to 400 stores. Amalgam Rx secured $20 million to expand its Medical-Grade AI platform. IBM's stock has risen due to its focus on AI and sustainability, while Trane's stock dipped despite its AI-driven energy management initiatives. BigBear.ai stock recently crashed after reporting bad news to investors. Finally, while some suggest looking beyond Nvidia, others point to Amazon as an AI stock with significant potential, despite its recent dip from its February peak. Some are also suggesting Figma, Palantir and Applied Digital.
Key Takeaways
- AMD will share 15% of its AI GPU sales revenue in China with the U.S. government for export licenses, but Citi analysts anticipate minimal impact on profits.
- AMD projects AI sales to reach $6.2 billion in 2025 and $9.9 billion in 2026, driven by key customers like Amazon, Meta, and OpenAI.
- Nebius Group's stock has risen significantly in 2025, with Q2 2025 revenue jumping over 7x to $105 million due to Nvidia GPU rentals and data center expansion.
- Nebius Group plans to increase its data center capacity to 220 megawatts by the end of 2025 and 1 gigawatt by the end of next year.
- Cisco Systems forecasts revenue between $59 billion and $60 billion for the fiscal year ending July 2026, with increasing sales from AI projects.
- Symbotic's stock surged due to its AI-powered robotics and software for warehouse automation, driven by a deal with Walmart.
- Symbotic has a backlog of $22.4 billion.
- Amalgam Rx received $20 million in funding to expand its Medical-Grade AI platform.
- IBM's stock rose due to its AI and sustainability strategies.
- Amazon is highlighted as an AI stock with significant potential, despite a recent stock dip.
AMD shrugs off China AI sales impact Citi says it's not a big deal
AMD will give the U.S. government 15% of its AI GPU sales in China for export licenses. Citi analyst Christopher Danely says this won't hurt AMD much because it affects low-profit products like the MI308X. AMD's main AI GPUs, the MI355 and MI400, are still driving growth. AI sales are expected to reach $6.2 billion in 2025 and $9.9 billion in 2026 with help from customers like Amazon, Oracle, Meta Platforms, and OpenAI. Danely has a Neutral rating on AMD with a $180 price target.
Citi says AMD's China AI sales have little impact on profits
AMD will share 15% of its AI GPU sales in China with the U.S. government for export licenses. Citi analyst Christopher Danely says this won't hurt AMD's profits much because it mainly affects low-margin products. AMD's main AI GPUs are still driving growth, with AI sales expected to reach $6.2 billion in 2025 and $9.9 billion in 2026. Danely has a Neutral rating on AMD with a $180 price target. Nvidia has a similar export deal with China.
AMD shrugs off China AI sales impact Citi says it's not a big deal
AMD will give the U.S. government 15% of its AI GPU sales in China for export licenses. Citi analyst Christopher Danely says this won't hurt AMD much because it affects low-profit products like the MI308X. AMD's main AI GPUs, the MI355 and MI400, are still driving growth. AI sales are expected to reach $6.2 billion in 2025 and $9.9 billion in 2026 with help from customers like Amazon, Oracle, Meta Platforms, and OpenAI. Wall Street has a Moderate Buy rating on AMD.
AMD's China AI sales cut is no big deal says Citi analyst
AMD will give the U.S. government 15% of its GPU sales in China for export licenses. Citi analyst says this only affects low-margin products like the MI308X. AMD's main AI GPUs, the MI355 and MI400, are still driving growth. AI sales are expected to reach $6.2 billion in 2025 and $9.9 billion in 2026 with help from customers like Amazon, Oracle, Meta, and OpenAI. The analyst has a Neutral rating on AMD with a price target of $180.
Nebius AI stock soars with data center expansion plans
Nebius Group stock has risen 150% in 2025 because of its focus on expanding AI data centers. Nebius is a Dutch company that provides cloud computing infrastructure. It rents out powerful AI GPUs from Nvidia to customers. Nebius' revenue in the second quarter of 2025 jumped by more than 7x to $105 million. The company plans to increase its data center capacity to 220 megawatts by the end of 2025 and 1 gigawatt by the end of next year.
Nebius AI stock soars with data center expansion plans
Nebius Group stock has risen 154% in 2025 because of its focus on expanding AI data centers. Nebius is a Dutch company that provides cloud computing infrastructure. It rents out powerful AI GPUs from Nvidia to customers. Nebius' revenue in the second quarter of 2025 jumped by more than 7x to $105 million. The company plans to increase its data center capacity to 220 megawatts by the end of 2025 and 1 gigawatt by the end of next year.
Is Nebius the next big AI stock to buy now
Nebius Group is growing fast by scaling infrastructure for AI cloud services. The company increased its cash to $1.68 billion by the end of the second quarter. Nebius' revenue increased 625% and expects to reach $900 million to $1.1 billion by the end of the year. Nebius has partnerships with Uber Technologies, Grubhub, and Hyundai. AI is expanding beyond technology into healthcare, finance, entertainment, and robotics.
Cisco sees AI sales rising but remains cautious about future
Cisco Systems gave a cautious forecast for the current fiscal year, even though sales from AI projects are increasing. Revenue is expected to be between $59 billion and $60 billion for the fiscal year ending in July 2026. This forecast assumes that current tariffs will remain in place through the end of 2026.
BigBear.ai stock crashes is it a buying chance
BigBear.ai stock is crashing after reporting bad news to investors. The popular artificial intelligence company stumbled in its most recent quarter.
Symbotic stock soars in July due to AI robotics growth
Symbotic stock surged 38.9% in July, driven by analysts' positive views after its Walmart deal. Symbotic automates warehouses with AI-powered robots and software. Analysts from Citi, Arete, Northland, and Oppenheimer have upgraded their price targets for Symbotic stock. Symbotic acquired Walmart's advanced systems and robotics business and signed a deal to deploy systems for up to 400 Walmart stores. The company's backlog is $22.4 billion.
Cisco the only AI stock income investors need
Cisco Systems is a good stock for income investors because it pays dividends. The company's recent fourth-quarter results were strong and beat expectations. Cisco Systems is well-positioned for future growth, especially in the AI sector. The company's products and services are important for building and maintaining the infrastructure that powers AI.
Amalgam Rx gets $20M to boost medical AI tech
Amalgam Rx received a $20 million investment from Catalio Capital Management to expand its Medical-Grade AI. The funding will help Amalgam scale its AI solutions for patients and healthcare providers. Amalgam will use $12 million to expand its market and pay off debt. Catalio's network of experts will provide advice to support product development and growth. Amalgam's Medical-Grade AI platform is designed to meet clinical, ethical, and regulatory standards.
IBM stock rises with AI and sustainability focus
IBM's stock rose 2.26% due to its AI and sustainability strategies. The company is focusing on AI collaboration and data governance. IBM is using AI to optimize energy management and reduce carbon footprints. These sustainability efforts align with ESG priorities, attracting investors. IBM aims to deploy AI ethically and scalably, boosting investor confidence.
Trane stock dips despite AI and sustainability efforts
Trane Technologies stock fell 0.93% even with its AI and sustainability push. Trane launched the BrainBox AI Lab to improve energy management in buildings. The lab will use AI to optimize heating, ventilation, and air conditioning systems. Trane's initiatives aim to reduce waste and lower carbon footprints. The company is working towards its 2030 sustainability goals, including reducing carbon emissions.
Forget Nvidia Buy these 3 AI stocks instead
The artificial intelligence revolution is here with many uses for both individuals and corporations. Figma is a new entrant to the AI race with strong fundamentals and growth. Palantir has seen its valuation explode higher with revenue growth of 39% this past quarter. Applied Digital is a smaller player in the data center space that could be acquired by larger companies.
Amazon AI stock buy it while it's cheap
Many AI stocks have done well since ChatGPT came out. Amazon's stock is down nearly 10% from its peak in February. Amazon is worth considering for its AI potential. Investors should look past near-term challenges.
Sources
- AMD Brushes Off China AI Sales Hit as Citi Calls Impact 'Largely Immaterial'
- AMD's China AI Sales Hit Minimal Impact on Bottom Line, Citi Says
- AMD Brushes Off China AI Sales Hit as Citi Calls Impact 'Largely Immaterial'
- Why Citi Analyst Says AMD’s China AI Sales Cut Is ‘Largely Immaterial’
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- Amalgam Rx Secures $20M Credit Investment from Catalio Capital Management to Accelerate Medical-Grade AI™ Deployment