September 30, 2025

finance  
Nvidia GPUs Power Amazon, Meta AI; Tepper Invests $2.7B

The artificial intelligence sector continues to see significant investment and development, with major tech companies and specialized providers vying for dominance. Nvidia's GPUs remain fundamental to AI model development, and the company anticipates substantial future spending in this area. Alongside Nvidia, Broadcom is making strides with custom AI accelerators, demonstrating strong revenue growth, and Taiwan Semiconductor Manufacturing is a critical producer for many leading AI chip designers. These companies are central to the expanding AI infrastructure. Billionaire investor David Tepper has placed a significant bet on the sector, investing $2.7 billion across seven AI stocks, including major players like Amazon, Meta Platforms, Alphabet, and Microsoft. Analysts are particularly optimistic about Microsoft and Amazon, noting Microsoft's integration of AI into its products and Amazon's strong growth potential. CoreWeave is also positioned as a key provider, offering essential AI workload capacity through GPU rentals and aiming to double its AI Cloud fleet to 23,000 GPUs, including NVIDIA's Blackwell series, with a target of over $500 million in annualized revenue from AI Cloud by early 2026. IREN Limited is also building an AI powerhouse, leveraging its infrastructure for high-performance computing. Meanwhile, Alphabet is navigating the impact of AI alternatives on its search dominance, relying on its vast user base and AI research investments. In the AI infrastructure market, Nebius Group (NBIS) is showing hyper revenue growth, driven by GPU demand and data center expansion, including a notable deal with Microsoft, while Microsoft itself expands its AI offerings through Azure and its OpenAI partnership. ONEOK, an energy company, is also poised to benefit from increased U.S. data center demand driven by AI adoption, which is expected to fuel long-term energy infrastructure growth. However, not all AI-related stocks are performing well, as seen with Rezolve AI's recent 11.9% stock price drop.

Key Takeaways

  • Nvidia's GPUs are crucial for AI development, with the company expecting significant future spending in this area.
  • Broadcom is increasing its market share with custom AI accelerators, showing impressive revenue growth.
  • Taiwan Semiconductor Manufacturing is a vital manufacturer for leading AI chip designers.
  • Billionaire David Tepper invested $2.7 billion in seven AI stocks, including Amazon, Meta Platforms, Alphabet, and Microsoft.
  • CoreWeave plans to double its AI Cloud fleet to 23,000 GPUs, targeting over $500 million in annualized revenue from AI Cloud by early 2026.
  • IREN Limited is expanding into an AI powerhouse, aiming for significant revenue from its AI Cloud services.
  • Alphabet is addressing potential impacts on its search dominance from AI alternatives by leveraging its user base and AI research.
  • Nebius Group (NBIS) is experiencing hyper revenue growth in the AI infrastructure market, including a deal with Microsoft.
  • ONEOK is expected to benefit from increased U.S. data center demand driven by AI adoption.
  • Rezolve AI (NASDAQ:RZLV) experienced an 11.9% decrease in its stock price.

Top 3 AI Stocks for Investors Now

Nvidia, Taiwan Semiconductor, and Broadcom are identified as top AI stock picks. Nvidia's GPUs are crucial for AI models, while Taiwan Semiconductor manufactures key chips. Broadcom is gaining traction with custom AI accelerators, showing strong revenue growth. These companies are well-positioned to benefit from the significant investment flowing into AI infrastructure.

3 AI Stocks to Buy and Hold Until 2035

CoreWeave, Broadcom, and Taiwan Semiconductor Manufacturing are recommended as long-term AI investments. CoreWeave provides essential AI workload capacity with its GPU rentals. Broadcom offers specialized AI chips and networking solutions, showing strong revenue growth. Taiwan Semiconductor Manufacturing is the key producer for many leading AI chip designers. These companies are poised to benefit from the ongoing AI infrastructure buildout.

Best AI Stocks to Buy Now Nvidia Broadcom TSM

Nvidia, Taiwan Semiconductor, and Broadcom are highlighted as top AI stock investments. Nvidia's GPUs are essential for AI development, and the company expects significant spending in this area. Taiwan Semiconductor is a critical chip manufacturer for many tech leaders. Broadcom is increasing its market share with custom AI accelerators, showing impressive revenue growth. These companies are central to the expanding AI infrastructure.

AI Stocks to Buy and Hold Through 2035

CoreWeave, Broadcom, and Taiwan Semiconductor Manufacturing are recommended for long-term AI investment. CoreWeave offers specialized AI compute capacity by renting out GPUs. Broadcom provides networking solutions and custom AI accelerators, experiencing significant revenue increases. Taiwan Semiconductor Manufacturing is the essential manufacturer behind many AI chips. These companies are well-positioned to grow with the expanding AI infrastructure.

Top AI Stocks Nvidia Broadcom TSM for Investors

Nvidia, Taiwan Semiconductor, and Broadcom are identified as key AI stock investments. Nvidia's GPUs power most AI technology, and the company anticipates massive future spending. Taiwan Semiconductor is a vital manufacturer for leading AI chip designers. Broadcom is gaining ground with custom AI accelerators, demonstrating strong revenue growth. These companies are central to the ongoing AI infrastructure buildout.

David Tepper's Top 7 AI Stocks for Big Gains

Billionaire David Tepper has invested $2.7 billion in seven AI stocks, including Alibaba, Amazon, Meta Platforms, Nvidia, Alphabet, Microsoft, and Taiwan Semiconductor. Wall Street analysts are particularly optimistic about Microsoft and Amazon, predicting significant growth for these companies. Tepper's investment strategy focuses on leading companies in high-growth sectors like AI, with Microsoft's integration of AI into its products showing strong potential.

David Tepper Invests $2.7 Billion in Top AI Stocks

Billionaire investor David Tepper has reportedly invested $2.7 billion across seven key artificial intelligence (AI) stocks. His portfolio includes companies involved in AI hardware, software, and services. While specific holdings are not fully disclosed, analysts are particularly bullish on one stock within his portfolio, predicting substantial future growth. This investment highlights Tepper's confidence in the AI sector's potential.

5 AI Stocks with Growth Potential

This article identifies five AI stocks that show strong momentum and attractive valuations, offering room for future price increases. The selection process focused on stocks with high quantitative ratings for buying and strong momentum, while also considering their valuation. These companies form the backbone of the AI economy, supporting its growth without commanding premium prices.

Lufthansa to Cut 4,000 Jobs by 2030

Lufthansa plans to eliminate 4,000 administrative positions by 2030 to improve efficiency through digitalization and automation. The German airline group aims to achieve higher profitability targets, setting new mid-term goals for 2028 and 2030. Lufthansa expects an adjusted operating margin of 8-10% and over 2.5 billion euros in adjusted free cash flow annually. These job cuts are part of a broader turnaround program to address cost challenges and enhance financial performance.

IREN Builds AI Powerhouse on Bitcoin Foundation

IREN Limited, formerly Iris Energy, is transforming into an AI powerhouse by leveraging its infrastructure for high-performance computing. The company plans to double its AI Cloud fleet to 23,000 GPUs, including NVIDIA's Blackwell series, aiming for over $500 million in annualized revenue from AI Cloud by early 2026. Its profitable Bitcoin mining operations provide financial stability for this expansion. IREN's vertically integrated infrastructure offers cost control and flexibility, positioning it as a major AI infrastructure provider.

BigBear.ai Stock: Undervalued or Overvalued?

Investors are closely watching BigBear.ai as its share price experiences significant increases. The company is being compared to Palantir, with hopes that it can achieve similar success in the AI sector. This article examines whether BigBear.ai's stock is currently undervalued or overvalued, considering its recent performance and market position.

ONEOK: AI Catalyst Drives Energy Stock Growth

ONEOK, an oil and gas midstream company, is set to benefit from the surge in U.S. data center demand driven by AI adoption. This trend is expected to fuel long-term energy infrastructure growth and increase ONEOK's EBITDA. The company's vast pipeline network and recent acquisitions contribute to strong EBITDA growth. With an attractive valuation and a 5.6% dividend yield, ONEOK is well-positioned for upside as AI trends accelerate.

AI's Impact on Alphabet's Search Dominance

Concerns exist that new AI alternatives like ChatGPT could affect Alphabet's dominant search position, which generates most of its advertising revenue. However, Alphabet remains well-positioned due to its vast user base and significant investments in AI research through DeepMind and Google Brain. While AI introduces uncertainty, Alphabet's strong market presence and AI leadership are expected to help it navigate these challenges.

NBIS vs. Microsoft: AI Infrastructure Stock Battle

Nebius Group (NBIS) and Microsoft (MSFT) are key players in the AI infrastructure market. NBIS, a newer company, shows hyper revenue growth, driven by demand for GPUs and data center expansion, including a significant deal with Microsoft. Microsoft, an established giant, leverages its Azure cloud platform and OpenAI partnership to expand its AI offerings. Investors must weigh NBIS's high-risk, high-reward potential against Microsoft's stability and scale.

Rezolve AI Stock Drops 11.9%

Rezolve AI (NASDAQ:RZLV) experienced an 11.9% decrease in its stock price during Tuesday's trading session. The stock opened at $0.30 and has traded within a 52-week range of $0.24 to $0.31. This price movement indicates a significant drop for the company's shares.

Sources

AI Stocks Nvidia Taiwan Semiconductor Manufacturing Broadcom CoreWeave AI Infrastructure GPUs AI Accelerators AI Cloud Data Centers Microsoft Alphabet Amazon Meta Platforms BigBear.ai ONEOK AI Investment Artificial Intelligence AI Hardware AI Software AI Services Nebius Group Rezolve AI