anthropic, amazon and openai Updates

The artificial intelligence sector continues to see significant investment and strategic maneuvering, even as market concerns about high valuations emerge. Congress recently passed a bill to avoid a government shutdown, extending funding for various agencies, a development that coincided with major AI news. AI startup Anthropic reportedly secured a substantial $50 billion investment from Amazon, bolstering its competitive stance against rivals like OpenAI. Despite this massive funding, Anthropic faces a unique challenge: a low employee turnover rate, which former Tesla AI director Andrej Karpathy and xAI researcher Liangchen Luo attribute to the illiquidity of its company shares. Anthropic, valued at $64.69 billion in July 2025, has an annualized revenue exceeding $5 billion, serving 300,000 business clients with its Claude models. Meanwhile, the broader AI stock market shows signs of volatility. CoreWeave shares dropped 15% following disappointing guidance, and Nvidia saw a 3% dip after SoftBank divested its entire stake, valued at over $5 billion. This has led to concerns about a potential AI bubble, impacting other major tech stocks such as Micron Technology, Oracle, and Palantir Technologies. Despite these pressures, Nvidia remains a central player, with its market value surpassing $5 trillion as it prepares to release its latest quarterly earnings. The company's venture arm, NVentures, also contributed to a $50 million Series A funding round for AI analytics startup WisdomAI Inc., which specializes in 'agentic analytics' to automate complex data processing. Applied Materials Inc. anticipates strong revenue, forecasting $6.85 billion for the current quarter, driven by robust demand for AI chip manufacturing tools. In other developments, Tencent reported a strong third quarter in 2025, with revenue jumping 15% to 192.9 billion Chinese yuan ($27.12 billion) and net profit rising 19% to 63.1 billion yuan. This growth stems from strategic AI investments enhancing ad targeting, game engagement, and production efficiency, alongside strong gaming performance from titles like "Delta Force" and "VALORANT MOBILE." Tencent is also carefully integrating AI into its HunYuan foundation model and WeChat. Electronics manufacturing startup Brandworks Technologies secured an additional $4 million in Series A funding, bringing its total to $11 million, to boost R&D for AI hardware in India. Additionally, eGain reported strong first-quarter results with revenue reaching $23.5 million and launched three new AI products, seeing a 23% year-over-year growth in annual recurring revenue for its AI Knowledge Hub.

Key Takeaways

• Anthropic reportedly secured a $50 billion investment from Amazon, strengthening its position against competitors like OpenAI.
• Anthropic's low employee turnover is attributed to illiquid company shares, despite its $64.69 billion valuation and over $5 billion in annualized revenue.
• Tencent's Q3 2025 revenue grew 15% to $27.12 billion, with net profit up 19% to 63.1 billion yuan, driven by AI investments and strong gaming performance.
• Tencent is strategically integrating AI into its HunYuan model and WeChat, focusing on internal use for game creation and ad placement.
• Concerns about an 'AI bubble' are causing pressure on AI stocks, with CoreWeave shares dropping 15% and Nvidia falling 3% after SoftBank sold its stake.
• Nvidia's market value exceeds $5 trillion as it approaches its quarterly earnings report, with analysts closely watching its data center business.
• Applied Materials Inc. forecasts strong revenue of $6.85 billion for the current quarter, driven by high demand for AI chip manufacturing tools.
• AI analytics startup WisdomAI Inc. secured a $50 million Series A investment, with contributions from Nvidia's NVentures, to advance its 'agentic analytics' platform.
• Brandworks Technologies raised an additional $4 million, bringing its total Series A funding to $11 million, to boost R&D for AI hardware in India.
• eGain reported Q1 revenue of $23.5 million and launched three new AI products, with its AI Knowledge Hub seeing 23% year-over-year growth in annual recurring revenue.

Tencent Revenue Jumps 15 Percent Thanks to AI and Strong Gaming

Tencent's revenue grew 15% to 192.9 billion Chinese yuan, or $27.12 billion, in the third quarter of 2025, surpassing analyst expectations. The tech giant's operating profit also reached 63.6 billion yuan. This growth was largely driven by strategic investments in AI, which improved ad targeting and game engagement. Gaming, marketing, and social media services, including popular titles like "Delta Force" and "VALORANT MOBILE," contributed significantly to the strong performance. Tencent also updated its HunYuan AI model and launched TenPay Global Checkout for international payments.

Tencent Profit Soars 19 Percent with Strong AI Investments

Tencent reported a 19% increase in net profit for the third quarter of 2025, reaching 63.1 billion yuan, which surpassed analyst predictions. The company's revenue also rose to 192.9 billion yuan, or US$27.1 billion. CEO Pony Ma stated that strategic AI investments are boosting ad targeting, game engagement, and production efficiency. Tencent's Hunyuan AI model continues to improve, and its chatbot app Yuanbao is expanding its user base. The company also saw strong growth in gaming, with domestic sales up 15% and international sales up 43%, partly due to new releases like "Delta Force" and "Peacekeeper Elite."

Tencent Revenue Rises 15 Percent with Steady AI Strategy

Tencent's revenue increased by 15% in the third quarter of 2025, showing steady growth. The company is taking a careful approach to AI development, focusing on internal use rather than big public bets. Tencent is upgrading its HunYuan foundation model, which now leads in image and 3D generation. They are also using generative AI in game creation for titles like "Honor of Kings" and embedding AI features into WeChat. This strategy aims to leverage AI for better game design and ad placement, ensuring immediate returns.

Morning Squawk Government Shutdown Ends Anthropic Gets 50 Billion AI Boost

Congress passed a bill to avoid a government shutdown, extending funding until March 8 for some agencies and March 22 for others. Disney will report its fiscal first-quarter earnings today, with investors watching streaming growth and theme park attendance. AI startup Anthropic reportedly secured a $50 billion investment from Amazon, strengthening its position against competitors like OpenAI. Key inflation reports, including the Consumer Price Index and Producer Price Index, are also expected this week.

Government Shutdown Ends Disney Earnings Mixed Anthropic Plans AI Spend

The government shutdown ended Wednesday night after President Donald Trump signed a funding bill on November 12, 2025, ending the 43-day closure. Disney reported mixed first-quarter earnings; its Disney+ streaming service grew, but linear TV and film slate faced challenges. CFO Hugh Johnston noted strong momentum in streaming and experiences. The Supreme Court will hear arguments in January regarding Trump's attempt to fire Federal Reserve Governor Lisa Cook. AI company Anthropic plans to spend $50 billion, though the AI industry faces growing political opposition to its data centers.

Brandworks Raises 4 Million Dollars for AI Hardware in India

Electronics manufacturing startup Brandworks Technologies secured an additional $4 million, or nearly INR 38 Cr, in its extended Series A funding round. Roha Family Office led this investment. This brings their total Series A funding to $11 million, or INR 97 Cr, following an earlier $7 million raise from Cactus Partners and GVFL in August. Founded this year, Brandworks makes electronic hardware like audio wearables, charging devices, and payment devices. The company plans to use the new funds to boost its research and development and expand its engineering and design teams.

AI Stocks Face Pressure as Valuations Raise Concerns

AI stocks are facing pressure due to concerns about high valuations. CoreWeave shares dropped 15% after disappointing guidance, and Nvidia fell 3% when SoftBank sold its entire stake for over $5 billion. Market experts worry about a potential AI bubble, causing other major tech stocks like Micron Technology, Oracle, and Palantir Technologies to also decline. Despite this, some AI companies show promise; Kodiak AI Inc. received a "Buy" rating from TD Cowen, and BigBear.ai Holdings Inc. saw its price target raised by Cantor Fitzgerald after a solid third quarter. BigBear.ai also plans to acquire AskSage, an AI platform for regulated sectors.

Yahoo Finance Invest 2025 Explores Musk Pay Crypto and AI Bubbles

Yahoo Finance's annual Invest 2025 event will cover important financial topics. Discussions will include Elon Musk's massive $1 trillion pay package and recent problems in the cryptocurrency market. Experts will also explore the possibility of artificial intelligence bubbles forming in the market. Attendees can expect insights from industry leaders on these crucial financial matters.

Anthropic Employees Stay Due to Illiquid Company Shares

Anthropic has a low rate of employees leaving to start new companies, unlike other AI labs. Andrej Karpathy, former AI director at Tesla, and xAI researcher Liangchen Luo suggest this is because Anthropic's company shares are not easily converted to cash. While Anthropic was valued at $64.69 billion in July 2025, its competitors like OpenAI and xAI offer clearer ways for employees to sell their shares. This lack of liquidity makes it financially risky for Anthropic employees to leave and start their own ventures. Despite this, Anthropic's annualized revenue has grown significantly, reaching over $5 billion with 300,000 business clients using its Claude models.

Nvidia Earnings Loom Investors Expect Market Volatility

Nvidia Corp. (NVDA) is about to release its latest quarterly earnings report, and Wall Street expects significant market changes. The chip giant's market value has grown to over $5 trillion, leading to intense scrutiny. Analysts are split on what to expect; some predict continued strong performance from AI chip demand, while others worry about a potential stock pullback due to its rapid rise. Investors will closely watch revenue growth, especially in Nvidia's data center business, and any future demand forecasts. The company's ability to meet or exceed expectations will likely dictate the stock's movement.

Applied Materials Predicts Strong Revenue From AI Chip Demand

Applied Materials Inc. expects strong revenue for the current quarter, driven by high demand for tools used to make AI chips. The company forecasts revenue of $6.85 billion, potentially plus or minus $500 million, which is higher than analysts' average expectation of $6.76 billion. This strong AI chip demand is a positive sign for the semiconductor industry, even as other areas like smartphones and personal computers slow down. Applied Materials' performance often indicates the health of the broader chip industry. Following this forecast, the company's shares rose about 3% in extended trading.

WisdomAI Secures 50 Million Dollars for AI Analytics Growth

AI analytics startup WisdomAI Inc. successfully closed a $50 million Series A investment round, less than a year after its launch. Kleiner Perkins led the funding, with contributions from Nvidia Corp.'s NVentures and other firms. WisdomAI's platform uses AI agents to automate complex data processing tasks and can handle various data types, including unstructured documents. CEO Soham Mazumdar stated that their "agentic analytics" system explains why things happen and suggests next steps. The company plans to use the new funds to improve its data integrations and develop advanced AI reasoning and personalization features.

eGain Reports Strong Revenue and Launches New AI Products

eGain (EGAN) reported strong first-quarter results, with revenue increasing to $23.5 million from $21.799 million last year. The company's AI Knowledge Hub saw a 23% year-over-year growth in annual recurring revenue, and eGain achieved a 21% EBITDA margin. During its Solve25 event, eGain introduced three new AI products that have generated significant customer interest. CEO Ashu Roy expressed satisfaction with the positive start to the fiscal year. eGain provides AI-powered solutions to automate customer experience, aiming to improve service and reduce costs for businesses.

Sources

• Chinese tech giant Tencent's quarterly revenue rises 15%, fueled by AI
• Tencent posts 19% jump in third-quarter profit on AI gains, beating estimates
• Tencent Posts 15% Revenue Jump, Sustaining Growth Without Splashy AI Bets
• Government shutdown ends, Disney earnings, Anthropic's $50 billion AI investment and more in Morning Squawk
• Government shutdown ends, Disney earnings, Anthropic's $50 billion AI investment and more in Morning Squawk
• Brandworks Bags Additional $4 Mn To Make AI Hardware In India
• 10 Trending AI Stocks on Wall Street
• Inside Yahoo Finance Invest 2025: Elon Musk's $1 trillion pay package, crypto cracks, and AI bubbles
• Andrej Karpathy Indicates That Fewer People Leave Anthropic To Start Companies Because Its Shares Aren’t As Liquid
• Nvidia Faces Volatility Ahead of Earnings -- Investors Brace for Potential Pullback
• Applied Materials forecasts strong quarterly revenue on AI chip demand
• AI analytics startup WisdomAI nabs $50M investment
• eGain (EGAN) Reports Strong Q1 Revenue Growth and AI Product Launches