September 25, 2025

finance  
Nvidia $100B OpenAI Investment, Micron $37.4B Revenue

The artificial intelligence sector is experiencing significant investment and growth, with major players announcing substantial financial commitments and technological advancements. Nvidia is at the forefront, reportedly planning a $100 billion investment in OpenAI to supply advanced chips, which has fueled a global rally in AI stocks. This surge is further supported by Micron Technology, which reported record revenues of $37.4 billion in fiscal 2025, largely driven by a nearly $2 billion increase in High-Bandwidth Memory (HBM) sales in the last quarter alone, as AI data centers demand substantial memory. Oracle is also making a significant move, planning to raise $15 billion through bond sales to expand its cloud infrastructure for AI services, aiming to meet the demands of clients like OpenAI. Meanwhile, Alibaba is boosting its AI investment to over $53 billion (380 billion yuan) to expand its cloud infrastructure and data centers globally, alongside unveiling its new Qwen3-Max AI model. In the competitive landscape, ASML Holding, a key supplier of EUV lithography equipment for advanced AI chips, projects 15% sales growth in 2025, even with export restrictions to China, while Nvidia continues to see soaring demand for its AI chips. ServiceNow also received a boost with an upgrade from Morgan Stanley, citing its strong positioning for generative AI capabilities. On the startup front, AI startup Mimica successfully raised $26.2 million for its agentic AI technology. Despite the widespread enthusiasm, some investors, like Rob Arnott, caution against the high valuations of AI stocks, suggesting a preference for value segments.

Key Takeaways

  • Nvidia is reportedly investing $100 billion in OpenAI to supply advanced chips, driving a global AI stock rally.
  • Micron Technology achieved record revenues of $37.4 billion in fiscal 2025, with HBM sales nearing $2 billion in the last quarter due to AI demand.
  • Oracle plans to raise $15 billion through bond sales to fund its AI cloud infrastructure expansion.
  • Alibaba is increasing its AI investment to over $53 billion (380 billion yuan) and has unveiled its Qwen3-Max AI model.
  • ASML Holding, a critical supplier for AI chip manufacturing, expects 15% sales growth in 2025.
  • ServiceNow received an upgrade from Morgan Stanley, highlighting its potential in generative AI.
  • AI startup Mimica secured $26.2 million in Series B funding for its agentic AI technology.
  • Investor Rob Arnott advises caution on high AI stock valuations, preferring value segments.
  • Baidu's AI initiatives are driving its stock performance, with strong Q2 2025 earnings from AI cloud services.
  • Nvidia has invested in CoreWeave, a GPUaaS provider for AI workloads, with a price target of $180 for CoreWeave.

Micron Technology Sees Record Sales Fueled by AI Demand

Micron Technology achieved record revenues of $37.4 billion in fiscal 2025, driven by a massive surge in demand for artificial intelligence data centers. High-Bandwidth Memory (HBM) sales alone neared $2 billion in the last quarter as AI chips require significant memory. The company's stock has nearly doubled in 2025, reaching around $166 per share. Micron also received $6.2 billion in CHIPS Act funding to expand domestic production and forecasts strong revenue for Q1 FY2026.

Baidu's AI Growth Drives Stock Surge and Positive Outlook

Baidu's stock has risen about 20% year-to-date, fueled by optimism surrounding its artificial intelligence initiatives. The company reported strong Q2 2025 earnings with double-digit revenue growth, driven by rebounding online ad sales and AI cloud services. Baidu's ERNIE large-language model and Apollo autonomous driving platform position it as a leader in China's AI sector. Analysts are largely bullish, with a price target around $200, despite risks from China's economic slowdown and chip export curbs.

Alibaba Boosts AI Investment to Over $53 Billion, Stock Surges

Alibaba's stock jumped nearly 9% after announcing it will increase its artificial intelligence investment beyond 380 billion yuan, approximately $53 billion. CEO Eddie Wu cited unexpectedly high global demand for AI systems and infrastructure as the reason for the increased commitment. The additional funds will expand Alibaba's cloud infrastructure, including new data centers overseas. The company also unveiled its Qwen3-Max AI model with over one trillion parameters.

Nvidia $100B OpenAI Deal Sparks Global AI Stock Rally

A major $100 billion investment by Nvidia in OpenAI, along with Alibaba's significant AI spending increase, has ignited a global rally in AI stocks. Nvidia's stock hit new highs as it plans to supply OpenAI with advanced chips. Alibaba unveiled a new AI model and pledged over $53 billion in AI investment, boosting its shares. Micron Technology also reported record sales driven by AI demand for its HBM chips. Additionally, five new AI mega-data centers are planned as part of the $500 billion 'Stargate' project.

Oracle Plans $15 Billion Bond Sale for AI Cloud Expansion

Oracle is planning to raise $15 billion through corporate bond sales to fund its expansion of cloud infrastructure, driven by high demand for artificial intelligence services. The company aims to meet the needs of major AI players like OpenAI. This move signals the significant costs involved in competing in the AI sector. While issuing debt can help Oracle scale quickly, it also increases the company's leverage.

Oracle Raises $15 Billion for AI Cloud Push

Oracle is preparing to raise $15 billion through a multi-part bond sale to support its aggressive cloud infrastructure buildout, particularly for AI services. The company is a key supplier for firms like OpenAI and is securing multi-year deals that require substantial upfront spending. This debt offering allows Oracle to scale quickly without depleting cash reserves, though it increases the company's leverage. Investors are watching to see if this investment will drive future revenue growth.

Oracle Borrows $15 Billion to Fund AI Cloud Growth

Oracle is planning to borrow $15 billion from the investment-grade bond market to increase spending on its cloud infrastructure for artificial intelligence demand. The debt will be raised in multiple parts, including a 40-year bond. This move comes as Oracle fulfills large cloud infrastructure deals, which have impacted its cash flow. The company aims to maintain its high-grade ratings despite the increased debt.

ASML vs Nvidia: Which AI Stock is a Better Buy?

This article compares ASML Holding and Nvidia as AI investment opportunities. ASML, a Dutch company, holds a monopoly on essential extreme ultraviolet (EUV) lithography equipment needed to produce advanced AI chips, projecting 15% sales growth in 2025 despite export restrictions to China. Nvidia, a leader in AI chips, saw its revenue soar due to strong demand for its Blackwell AI platform, particularly from data centers. While Nvidia's P/E ratio is higher, ASML's lower valuation and monopoly position make it a potentially better value investment.

ASML vs Nvidia: Comparing AI Stock Investments

The article compares ASML Holding and Nvidia as investments in the artificial intelligence industry. ASML produces the crucial EUV lithography equipment for advanced AI chips and expects 15% sales growth in 2025, even with restrictions on sales to China. Nvidia's AI chips, like the Blackwell platform, are in high demand, driving significant revenue growth, especially from data centers. Despite Nvidia's recent success, ASML's monopoly on essential technology and lower price-to-earnings ratio suggest it might be a more attractive investment.

ServiceNow Stock Upgraded by Morgan Stanley on AI Potential

Morgan Stanley upgraded ServiceNow stock to overweight, believing concerns about generative AI impacting software business models are overblown. Analyst Keith Weiss highlighted ServiceNow's strong positioning to deliver GenAI capabilities and multiple paths to achieve its 2026 revenue targets. The company's workflow automation and data access provide a solid foundation for AI agents. Despite recent stock retreats, ServiceNow's subscription revenue model and recent acquisition of AI software maker Moveworks position it for future growth.

Nvidia Backs CoreWeave: A Top AI Stock Pick

Nvidia has invested heavily in CoreWeave, a cloud provider specializing in GPU-as-a-service (GPUaaS) for AI workloads. A Wall Street analyst has a price target of $180 for CoreWeave, suggesting a potential 35% increase. The GPUaaS market is expected to grow significantly, and CoreWeave's close relationship with Nvidia, including Nvidia's commitment to buy unsold capacity, reduces risk. CoreWeave's revenue tripled in the recent quarter, indicating strong momentum in the AI sector.

Alibaba Shares Rise on Increased AI Investment and New Model

Alibaba's shares experienced a significant surge following CEO Eddie Wu's announcement of increased investment in artificial intelligence and the unveiling of its new Qwen3-Max AI model. The company plans to invest more than 380 billion yuan, approximately $53 billion, to expand its AI and cloud businesses. This move signals Alibaba's commitment to strengthening its position in the rapidly growing AI sector.

AI Startup Mimica Raises $26.2 Million for Agentic AI

Agentic AI startup Mimica has successfully raised $26.2 million in a Series B funding round led by Paladin Capital Group. The company develops AI agents designed to function more like human workers. This funding highlights continued investment in the promise of agentic AI technology.

Markets Dip Amid Powell's Caution; Nvidia Fuels AI Frenzy

Major market indices fell as Federal Reserve Chair Jerome Powell maintained a cautious tone on monetary policy, emphasizing that it remains 'relatively restrictive.' The AI sector continues to be a major market driver, with Nvidia's $100 billion investment in OpenAI significantly boosting its market capitalization. Micron Technology also reported strong earnings and higher guidance due to AI chip demand. Alibaba shares gained on news of its $53 billion AI investment, while Lithium Americas surged on potential government stake and EV demand.

Rob Arnott Cautions on AI Stocks, Prefers Value Segments

Legendary investor Rob Arnott, while impressed by AI chatbots, warns against investing heavily in AI stocks due to current high valuations and intense competition. He notes that companies like Nvidia may face margin pressure. Arnott believes AI customers have yet to fully monetize the technology. Instead, he recommends focusing on small-cap value stocks and emerging market value stocks, accessible through ETFs like Vanguard Small-Cap Value ETF and DFA Dimensional Emerging Markets Value ETF.

Sources

Artificial Intelligence AI Demand Data Centers High-Bandwidth Memory (HBM) AI Chips Micron Technology CHIPS Act Baidu AI Cloud Services Large Language Models Autonomous Driving Alibaba AI Investment Cloud Infrastructure Nvidia OpenAI AI Stock Rally AI Mega-Data Centers Oracle AI Cloud Expansion ASML Holding EUV Lithography AI Stock Investments ServiceNow Generative AI GenAI Capabilities Workflow Automation AI Agents CoreWeave GPU-as-a-Service (GPUaaS) Agentic AI AI Startup Funding AI Market Value Stocks Emerging Markets