August 14, 2025

finance  
nvidia, amd and microsoft Updates

Several companies are making significant moves in the AI and related tech sectors. Micron Technology increased its fourth-quarter revenue expectations to $11.2 billion, driven by strong market prices and advancements in memory technology. Nvidia and AMD can now sell AI chips to China, with an agreement to give 15% of the revenue to the U.S. government. This deal is seen as a positive for both companies, with Nvidia potentially earning $15 billion in revenue. AMD's stock saw a boost due to increased certainty in the Chinese market. However, China is also encouraging the use of domestic suppliers due to security concerns. CoreWeave's stock has been rallying, particularly after Microsoft announced increased investment in AI infrastructure. New Era Energy & Digital is entering the AI infrastructure market, which is projected to exceed $200 billion by 2028, with its Texas Critical Data Centers project. Tencent is integrating AI into its core operations and investing in AI startups like DeepSeek, resulting in an 18% profit increase in the first quarter of 2025. Moody's Analytics is incorporating AI into 40% of its products to improve customer service and increase productivity. EverCommerce is focusing on AI to enhance customer experiences and streamline operations. Marvell's stock is considered a good buy due to its role in data centers and agreements with AWS and Microsoft. C3.ai's stock rose following the launch of its Agentic AI Websites service. Amalgam Rx secured $20 million to expand its Medical-Grade AI solutions. Finally, Cathie Wood's ARK Invest invested in Archer Aviation and Pony AI, while reducing its stake in Kratos Defense.

Key Takeaways

  • Micron expects $11.2 billion in revenue for Q4, driven by AI and memory tech.
  • Nvidia and AMD will pay the U.S. government 15% of China AI chip sales revenue.
  • Nvidia could gain $15 billion in revenue from its China AI chip deal.
  • CoreWeave's stock rallied after Microsoft increased its AI infrastructure investment.
  • New Era Energy & Digital is entering the AI infrastructure market, projected to exceed $200 billion by 2028.
  • Tencent's AI investments, including DeepSeek, boosted profits by 18% in Q1 2025.
  • Moody's Analytics is integrating AI into 40% of its products.
  • EverCommerce is using AI to improve customer experiences and operational efficiency.
  • Amalgam Rx received $20 million to expand its Medical-Grade AI solutions.
  • Cathie Wood's ARK Invest invested in Archer Aviation ($3.15M) and Pony AI ($13.37M).

Moody's uses AI for growth opportunities and better customer service

Moody's Analytics talked about using artificial intelligence at the Oppenheimer Conference on August 11, 2025. They are putting AI into 40% of their products to help customers and are working with other companies to improve their services. AI is also helping them be more productive and save money. Their KYC business is growing, with revenue up 15% in the second quarter, and they plan to use AI to reach more customers in the private credit area.

Micron sees growth in AI and memory tech markets

Micron Technology Inc. shared a positive outlook at the KeyBanc Forum on August 11, 2025, focusing on AI and memory technology. They raised their expected revenue for the fourth quarter to $11.2 billion because of strong market prices. Micron's HBM products are more power-efficient, giving them an advantage. They are also investing heavily in U.S. manufacturing. The company believes AI will grow from data centers to devices like smartphones.

EverCommerce focuses on AI and payments for business growth

EverCommerce presented at the Canaccord Genuity conference on August 13, 2025, highlighting strong financial results and plans for the future. The company is selling its marketing technology business to concentrate on software solutions. They are using AI to make customer experiences better and to improve how the company works. EverCommerce is also buying back more of its own stock, increasing the program to $250 million, and wants to increase the use of payments and improve profit margins.

AI adoption expands into real estate, healthcare, and utilities

Artificial intelligence is being used in more industries than just tech, according to Jay Jacobs from BlackRock. Real estate companies building data centers and utilities providing power are benefiting from AI. Healthcare could also see improvements in reducing costs and speeding up drug development using AI. While it's a long-term investment, getting involved in AI now could be beneficial, but investors should be prepared for some ups and downs.

CoreWeave leads AI infrastructure stocks set for growth

CoreWeave is becoming a big player in the growing AI infrastructure market. Michael Lee, from Michael Lee Strategy, believes Wall Street is underestimating CoreWeave's potential. The need for more computing power is changing the market, and AI infrastructure stocks like CoreWeave could see big gains. Lee and Kenny Polcari also discussed how energy limits could pose risks and which sectors are likely to benefit most from increased AI spending through 2026.

Investors see opportunity in AI chip sales to China

Nvidia and AMD can sell AI chips to China but must give 15% of the revenue to the U.S. government. Investors seem okay with this arrangement, focusing on the potential for increased revenue. The deal could bring Nvidia $15 billion in revenue. In return, the U.S. may gain access to rare earth magnets from China, which are important for technology. However, some worry about national security implications.

AMD stock rises as Nvidia's China AI chip deal gains clarity

Nvidia's stock remained steady following news of the U.S. government's involvement in AI chip sales to China, while AMD's stock increased. Analysts believe this is because the deal provides more certainty for AMD in the Chinese market. China is reportedly concerned about potential security issues with Nvidia's chips and is encouraging local companies to use domestic suppliers. This situation highlights the complex dynamics of the U.S.-China trade relationship.

US government to get cut of Nvidia, AMD China AI chip sales

Nvidia and AMD will pay the U.S. government 15% of their revenue from selling high-end AI chips to China. In return, they will receive licenses to sell their chips there. This agreement reverses previous restrictions on chip exports aimed at preventing China from advancing its military AI programs. Nvidia will share revenue from its H20 AI chips, and AMD will share from MI308 chip sales. President Trump confirmed the deal, calling Nvidia CEO Jensen Huang "a brilliant guy."

New Era Energy & Digital enters booming AI infrastructure market

The AI infrastructure market is growing fast, expected to exceed $200 billion by 2028. New Era Energy & Digital, Inc., formerly New Era Helium, Inc., is joining the market. The company will provide integrated solutions for energy, power, and digital infrastructure. They are developing the Texas Critical Data Centers project in Texas, designed for AI and high-performance computing, using clean energy. Other companies in this market include Applied Digital Corporation, CoreWeave, and Vertiv Holdings Co.

AI infrastructure market soars as New Era Energy & Digital joins race

The global AI infrastructure market is booming and is expected to reach over $200 billion by 2028. New Era Energy & Digital, Inc. (formerly New Era Helium, Inc.) is entering this market. The company will focus on providing integrated solutions for energy, power, and digital infrastructure. Their Texas Critical Data Centers project in Texas will support AI and high-performance computing with clean energy. Other key players in this market include Applied Digital Corporation, CoreWeave, and Vertiv Holdings Co.

CoreWeave stock rises amid increased AI spending

CoreWeave Inc., a computing-services provider, has seen its stock rally by 35% in two weeks. This increase happened after Microsoft, CoreWeave's largest customer, announced it would invest more in AI infrastructure. Microsoft's announcement eased worries that CoreWeave's stock price was growing faster than its actual growth. Although the stock is down 24% from its peak in June, it is still up almost 250% since its initial public offering in March.

Tencent uses AI for profit and leadership in tech

Tencent is using AI in its main operations and investing in AI startups like Zhipu AI and DeepSeek. They are releasing AI models like Hunyuan-A13B and using AI to personalize user experiences. This boosted their profit by 18% in the first quarter of 2025. Tencent's AI spending increased by 91%, showing their commitment to growth. Their AI assistant, Yuanbao, saw a big increase in users after integrating DeepSeek. With multimodal AI tools and many WeChat users, Tencent aims to lead in content creation, despite competition and regulations.

Marvell stock is a bargain AI winner

Marvell's stock price has dropped significantly but is now recovering. Marvell is a leading chip designer that benefits from the increasing demand for data centers, especially for AI. They have key agreements with AWS and Microsoft, putting them alongside companies like Broadcom. Marvell is improving its profits by cutting costs and increasing margins. The company's stock is considered a good buy with a potential upside of 28%.

Semiconductors could gain from paying US for China AI chip sales

Semiconductor companies like Nvidia and Advanced Micro Devices could benefit from President Trump's proposal to pay the U.S. government 15% of their AI chip sales to China. According to Wolfe Research analyst Chris Caso, this arrangement could be advantageous for the companies.

C3.ai stock soars after new AI website service launch

C3.ai's stock jumped up because investors were excited about their new AI product. The company announced the launch of C3 Agentic AI Websites service. This new service can turn any website into an interactive platform. Agentic AI is more advanced than regular AI, allowing the system to solve complex problems. While the AI excitement has cooled a bit, there is still a strong demand for these types of services.

Cathie Wood invests in Archer Aviation and Pony AI

Cathie Wood's ARK Invest made some notable trades on August 12. She bought $3.15 million worth of stock in Archer Aviation, an electric aircraft company. She also purchased $13.37 million worth of shares in Pony AI, an autonomous vehicle company. On the other hand, she sold $18.49 million worth of shares in Kratos Defense. Wood has been increasing her investment in Archer Aviation, making it a significant part of ARK's portfolio.

Amalgam Rx gets $20M to boost medical AI use

Amalgam Rx, a company focused on data-driven healthcare, received a $20 million investment from Catalio Capital Management. This funding will help Amalgam Rx expand its Medical-Grade AI solutions. The company's AI platform helps patients and providers make better decisions. The investment includes an initial $12 million to support market growth and refinance debt. Catalio will also provide strategic advice to support product development and growth.

Sources

Artificial Intelligence (AI) AI Infrastructure AI Chips Data Centers Semiconductors Nvidia AMD China US Government Revenue Sharing Market Growth Investment Stock Market Financial Performance Customer Service Productivity Cost Savings KYC (Know Your Customer) Private Credit Memory Technology HBM (High Bandwidth Memory) US Manufacturing EverCommerce Software Solutions Payments Profit Margins Real Estate Healthcare Utilities Drug Development CoreWeave Energy Limits New Era Energy & Digital Texas Critical Data Centers Clean Energy Applied Digital Corporation Vertiv Holdings Co. Microsoft Tencent AI Models User Experience AI Startups Marvell AWS (Amazon Web Services) Broadcom C3.ai Agentic AI Cathie Wood ARK Invest Archer Aviation Pony AI Autonomous Vehicles Amalgam Rx Medical AI Catalio Capital Management Data-Driven Healthcare