September 19, 2025

finance  
nvidia, amd and google Updates

The artificial intelligence sector continues to evolve, with significant developments across hardware, software, and investment. While Nvidia, a dominant player in AI hardware, shows signs of slowing growth with a 56% year-over-year revenue increase in its second quarter, competition from AMD and in-house chip designs by tech giants like Google and Amazon is emerging. Despite this, the broader AI market presents opportunities, particularly for smaller companies that can leverage AI to improve operations and customer service, mirroring the trajectory of the internet revolution. Databricks, valued at $100 billion, is launching an accelerator to support early-stage AI startups with funding and resources, aiming to integrate them into its ecosystem. In the software and services space, Palantir has seen substantial gains, and companies like Vibranium Labs, founded by former Google and AWS employees, are raising capital to develop AI agents for fixing application issues. ASML is making a strategic investment in Mistral AI, becoming its largest shareholder to integrate AI models into its R&D. Meanwhile, SES AI's stock jumped 22% after acquiring UZ Energy to expand into energy storage for data centers, driven by AI's electricity demands. Broadcom is also experiencing strong stock performance, fueled by demand for its AI chips and infrastructure software, reporting $15.95 billion in Q3 2025 revenue with AI semiconductor revenue up 63% year-over-year. Other AI-focused companies like C3.ai Inc. and Rezolve AI are also seeing notable stock activity.

Key Takeaways

  • Nvidia's year-over-year revenue growth has slowed to 56% in its second quarter, down from 122% previously, facing competition from AMD and in-house chip designs.
  • Smaller companies leveraging AI for operational improvements may offer greater long-term investment potential, similar to the internet revolution's second-order beneficiaries.
  • Databricks is launching an accelerator program to invest up to $250,000 in early-stage AI startups, providing funding, platform credits, and mentorship.
  • Vibranium Labs, founded by former Google and Amazon Web Services employees, raised $4.6 million for AI agents designed to monitor and fix application issues.
  • ASML Holding N.V. invested €1.3 billion in Mistral AI, becoming its largest shareholder to integrate AI models into its research and development.
  • SES AI's stock surged 22% after acquiring UZ Energy for approximately $25.5 million, expanding its energy storage solutions for data centers.
  • Broadcom reported $15.95 billion in Q3 2025 revenue, with AI semiconductor revenue increasing 63% year-over-year, leading to significant stock gains.
  • Palantir has experienced substantial gains from the AI boom.
  • C3.ai Inc. stock saw a price increase of 4.55% to $18.02.
  • Rezolve AI experienced a significant increase in trading volume, drawing investor attention.

AI boom: Why smaller companies could be the next big winners

While Nvidia and Palantir have seen huge gains from the AI boom, smaller companies could offer even greater opportunities for investors. Similar to the internet revolution, AI can help businesses reduce costs and expand their reach. These second-order winners may see significant profit growth over the next decade. Investors are advised to look at smaller companies that are effectively using AI to improve operations. History suggests that these smaller firms may outperform larger ones in the long run.

AI's next wave: Smaller companies may offer bigger investment returns

Nvidia and Palantir have profited greatly from the AI boom, but companies using their technologies could see even larger long-term gains. This situation mirrors the internet revolution, where smaller businesses ultimately benefited the most. AI offers similar advantages, allowing companies to improve customer service, marketing, and operations. Investors might find better opportunities in these second-order beneficiaries, as they could experience faster profit growth than the initial AI infrastructure providers.

Nvidia's growth slows, is it still a millionaire-maker stock?

Nvidia, the world's most valuable company due to its AI hardware dominance, is showing signs of slowing growth. Revenue increased 56% year-over-year in the second quarter, a decrease from the previous year's 122%. Competition from companies like Advanced Micro Devices and tech giants designing their own chips poses a challenge. Additionally, a study suggests many AI pilots fail to create significant value, potentially impacting future demand. While Nvidia may overcome challenges, its explosive growth phase seems over, making it less likely to create millionaires from smaller investments.

Vibranium Labs raises $4.6M for AI agents that fix app issues

Vibranium Labs has secured $4.6 million to develop AI agents that monitor and fix application problems, especially those caused by 'vibe coding.' Their 'Vibe AI' technology runs 24/7 to find and resolve IT incidents. The startup, founded by former Google and Amazon Web Services employees, aims to prevent the common fear of waking up to a system outage. This funding will accelerate product development and team growth, targeting industries like finance, healthcare, and retail.

ASML invests €1.3B in Mistral AI, becoming largest shareholder

ASML Holding N.V. has invested €1.3 billion in French startup Mistral AI, making it the company's largest shareholder. This strategic collaboration will integrate Mistral's AI models into ASML's research and development. ASML aims to enhance its lithography and other processes using Mistral's AI expertise. This move supports innovation in semiconductor and AI technologies, with ASML's stock showing strong performance and benefiting from AI-driven demand.

C3.ai Inc. stock sees price increase

C3.ai Inc. Class A stock experienced a price increase of $0.78, or 4.55%, reaching $18.02. The provided information does not include analyst ratings or earnings data for the company. Further details on analyst targets, buy-hold-sell recommendations, or recent financial performance are not available.

Rezolve AI stock shows unusually high trading volume

Rezolve AI (NASDAQ:RZLV) has experienced a significant increase in trading volume, surpassing its average daily volume. This surge in activity has drawn investor attention, though the exact cause remains unclear. Potential reasons include company news, market trends, or institutional investor actions. Increased volume often signals strong market conviction. Investors are advised to research Rezolve AI's fundamentals and monitor upcoming announcements for insights into this trading anomaly.

SES AI stock jumps 22% after acquiring UZ Energy

SES AI's stock price surged nearly 22% after announcing the completion of its acquisition of UZ Energy for approximately $25.5 million. UZ Energy specializes in energy storage systems for industrial and commercial clients. This acquisition expands SES AI's product range and market share, particularly in the global energy storage systems market. SES AI plans to leverage UZ Energy's platform to target data centers, which are increasingly consuming electricity due to AI technology.

Broadcom stock soars with strong AI chip demand

Broadcom's stock has seen significant gains in 2025, driven by strong demand for its AI chips and infrastructure software, especially after acquiring VMware. The company reported robust Q3 2025 results, exceeding analyst expectations with revenue of $15.95 billion. AI semiconductor revenue alone surged 63% year-over-year. Analysts have upgraded Broadcom's stock, with Mizuho Securities setting a new price target of $410, citing accelerating AI revenue forecasts. The company is a favorite on Wall Street with a consensus 'Strong Buy' rating.

Databricks launches accelerator for early-stage AI startups

Databricks, a leading AI data storage and analytics company valued at $100 billion, is launching an accelerator program for seed and pre-seed AI startups. The program will invest up to $250,000 in companies using Databricks' tools, offering cash, platform credits, and vendor support. It also provides mentorship from Databricks executives and access to venture capitalist networks. This initiative aims to foster young companies and integrate them into Databricks' ecosystem, complementing existing accelerators like Y Combinator.

Sources

AI boom Investment opportunities Smaller companies Second-order winners Profit growth AI infrastructure Nvidia Palantir Advanced Micro Devices Vibranium Labs AI agents IT incidents Mistral AI ASML Semiconductor technology C3.ai Rezolve AI Trading volume SES AI UZ Energy Energy storage systems Data centers Broadcom AI chips VMware Databricks AI startups Accelerator program