August 23, 2025

finance  
Nvidia, Databricks, Meta: AI Chip Demand Soars, Deals Emerge

Nvidia is making headlines with CEO Jensen Huang's visit to Taiwan, where he lauded TSMC as a top company and a smart stock buy. TSMC's Q2 revenue jumped 44% to $30 billion due to AI chip demand, and they're collaborating with Nvidia on six new AI products, including the Rubin platform. However, Nvidia has paused H20 chip production for China due to security concerns, even as they discuss shipping a more advanced chip there. Meanwhile, the AI investment landscape remains active despite bubble worries. Databricks' valuation hit $100 billion after a Series J round, and SoftBank may invest $2 billion in Intel, with potential U.S. government involvement. Meta has signed a $10 billion cloud deal with Google. In the stock market, AI stocks like Nvidia and Palantir have shown recovery after initial losses, even as an MIT study suggests corporations aren't yet seeing returns from AI investments. Analog Devices saw a stock increase of 0.85% on August 21, 2025, driven by AI momentum, with Q3 revenue up 25% to $2.88 billion. Accenture is boosting its edge AI capabilities through investment in CLIKA, while Intuit is experiencing growth from its AI investments. Claude AI by Anthropic is now assisting with retirement planning, and investors are closely watching Fed Chair Jerome Powell's upcoming speech for insights on potential interest rate cuts.

Key Takeaways

  • Nvidia CEO Jensen Huang praised TSMC as a smart stock buy and highlighted their collaboration on the Rubin AI chip platform.
  • TSMC's Q2 revenue increased by 44% to $30 billion due to high demand for AI chips.
  • Nvidia paused H20 chip production for China due to security concerns.
  • Databricks' valuation reached $100 billion after a Series J funding round, signaling continued AI investment.
  • Meta signed a $10 billion cloud deal with Google to support its AI infrastructure.
  • AI stocks like Nvidia and Palantir recovered after initial losses, but an MIT study suggests corporations aren't yet seeing returns from AI investments.
  • Analog Devices' stock rose 0.85% on August 21, 2025, driven by AI momentum, with Q3 revenue up 25% to $2.88 billion.
  • Accenture invested in CLIKA to enhance its edge AI capabilities.
  • Intuit is experiencing growth from its investments in AI.
  • Claude AI by Anthropic can assist with retirement planning by offering analysis, ideas, and a simple chat interface.

Nvidia CEO praises TSMC stock buy as smart move

Nvidia CEO Jensen Huang visited Taiwan and praised Taiwan Semiconductor Manufacturing Co (TSMC), calling it one of the greatest companies ever. He said buying TSMC stock is a smart move. Huang thanked TSMC for their work on Nvidia’s next-gen AI chip platform, Rubin. TSMC is making six new products for Nvidia, including CPUs and GPUs. Nvidia also asked suppliers to pause production of H20 chips for China due to security concerns.

Nvidia CEO says TSMC stock is a smart buy

Nvidia's CEO Jensen Huang said that buying Taiwan Semiconductor (TSMC) stock is a smart move. He praised TSMC as one of the greatest companies in history during a visit to Taiwan. Huang highlighted TSMC's work on Nvidia's Rubin chip and mentioned they are working on six more AI products. TSMC's Q2 revenue increased by 44% to $30 billion because of high demand for AI chips.

AI investments continue despite bubble worries

Investors are concerned about an AI bubble, but investments in AI startups are still strong. Databricks' valuation reached $100 billion after a Series J funding round. SoftBank plans to invest $2 billion in Intel, and the U.S. government may take a stake in the chipmaker. Meta signed a $10 billion cloud deal with Google. Nvidia is developing a more powerful AI chip for sale in China.

AI stocks recover after losses indexes mixed

U.S. stock indexes were mixed on Wednesday as AI stocks like Nvidia and Palantir recovered from morning losses. An MIT study suggested corporations aren't seeing returns from AI investments yet. Nvidia, a key AI chip maker, initially fell but recovered most of its losses. Target's CEO Brian Cornell will step down, replaced by Michael Fiddelke. Investors are awaiting Federal Reserve Chair Jerome Powell's speech for hints on interest rate cuts.

AI and trade shifts create industrial stock opportunities

The industrial sector is experiencing volatility due to AI growth and trade changes, creating investment chances. Eaton (ETN) and Dover (DOV) are undervalued stocks with AI infrastructure exposure and strong revenue growth. GE Vernova (GEV) has high-risk AI turbine contracts but high valuations. Trump's Executive Order 14165 helps data center permitting, while trade normalization lowers hardware tariffs. Investors should balance AI bets with energy efficiency and diverse industrial exposure.

Analog Devices stock rises on AI momentum

Analog Devices (ADI) stock increased by 0.85% on August 21, 2025, driven by AI infrastructure momentum. The company announced new solutions for 800 VDC data centers, improving safety and efficiency for AI systems. Q3 2025 revenue increased by 25% to $2.88 billion. Analysts upgraded ADI’s price target to $310, citing growth drivers and strong financial results.

Accenture invests in CLIKA to boost edge AI

Accenture has invested in CLIKA, an AI compression platform, to improve its edge AI capabilities. This investment will help Accenture deploy AI to edge devices like smartphones and autonomous vehicles faster. CLIKA's platform simplifies AI deployment by optimizing AI models for different hardware. The companies will work together to create edge AI solutions for secure and large-scale deployments.

Intuit sees growth from AI investments

Intuit, the company behind Credit Karma, Mailchimp, Quickbooks, and Turbotax, is seeing growth from its investments in AI. CEO Sasan Goodarzi said that customers are giving positive feedback on the new AI tools. Intuit plans to increase its investments in AI.

Claude AI helps with retirement investing

Claude AI by Anthropic can help people plan for retirement by offering analysis, ideas, and a simple chat interface. It can help investors optimize their portfolios, predict risk, and suggest retirement strategies. Claude can also educate investors on risky investments and build a full retirement plan. It can estimate portfolio performance based on different scenarios and help set personalized retirement goals.

Stocks to watch Fed Nvidia China plans

Investors are watching Fed Chair Jerome Powell's speech for hints about interest rate cuts. Nvidia CEO Jensen Huang is in talks with the U.S. government about shipping a more advanced chip to China. However, Nvidia has reportedly told suppliers to stop production of components for its H20 chip due to China's security concerns. Alphabet's Google Cloud won a $10 billion contract from Meta Platforms to support its AI infrastructure.

Sources

Nvidia TSMC AI Chips Jensen Huang AI Investments Edge AI Data Centers AI Infrastructure Stock Market China Cloud Computing Retirement Planning Claude AI Analog Devices Accenture Intuit Rubin Chip AI Startups Investment Opportunities AI Models AI Tools AI Solutions AI Growth AI Platform AI Systems AI Technology AI Infrastructure Exposure