Nvidia Guides to $673B by 2026, Driving AI Demand

Key Takeaways

• <ul><li>Nvidia guided toward roughly $673 billion in revenue by fiscal 2026, doubling chip volumes</li><li>OpenAI and Anthropic generate 10 times more revenue than all Chinese AI models combined, according to Rhodium Group</li><li>Singapore's key exports surged 46.2 percent in August, driven by AI-related electronics demand</li><li>CoreWeave raised compute contract pricing to about $40 million per megawatt and seeks $3 billion in expansion funding</li><li>USCCB launched a Bishops' Task Force on Preserving Human Dignity in the Age of Artificial Intelligence</li><li>Berkshire Hathaway invested 30.6 percent of its portfolio in two unnamed AI companies</li><li>Butterfly Network signed a five-year agreement with Midjourney for a $15 million upfront payment</li><li>Chinese AI firms like DeepSeek reported ARR of $500 million compared to OpenAI's $40 billion</li><li>EvolveTrade introduced a framework helping AI trading agents adapt using self-updating policies</li><li>Saffron Building Society adopted AI platform from FintechOS to automate mortgage processing</li></ul>

3 AI Infrastructure Stocks Riding Nvidia Data Center Demand

Nvidia forecast chip volumes to roughly double with revenue guidance toward about US$673b by fiscal 2028, spotlighting the AI data center ecosystem. Comfort Systems USA designs and installs mechanical and cooling systems for US data centers with a market cap of US$55.8b and a record backlog of $8.1 billion. Hammond Power Solutions manufactures transformers for AI-ready data centers with a market cap of CA$2.8b. Advanced Energy Industries supplies power conversion systems for GPU heavy data centers with a market cap of US$10.1b and raised its Data Center Computing outlook to at least 50%.

m up Holdings and 2 Other Japanese AI Stocks to Own

Global trade in AI related products is growing fast according to the WTO, highlighting smaller Japanese AI focused companies. m-up holdings operates mobile and PC content and AI integration services with a market cap of ¥55.2 billion. Finatext Holdings builds cloud based fintech platforms with AI solutions and has a market cap of ¥71.3 billion. Fixstars provides GPU cloud for generative AI with a market cap of ¥70.2 billion and offers direct exposure to AI compute demand.

Butterfly Network and 2 AI Stocks to Watch

With the Federal Reserve raising US interest rates for the first time in over three years, investors are seeking AI focused stocks that can grow through innovation. Butterfly Network brings AI into medical imaging with handheld ultrasound hardware and signed a five-year agreement with Midjourney for a US$15 million upfront payment. Pagaya Technologies uses machine learning to re-evaluate declined loan applications with revenue of about US$1.39b. Ambarella builds low power chips for edge AI devices with revenue of about US$418 million.

3 Canadian AI Stocks to Watch With Revenue Growth Up to 176%

AI related trade is a bright spot in global commerce according to the WTO, benefiting Canadian AI focused small caps. Quarterhill leans into the AI small caps theme through machine vision and data intelligence tools for tolling and traffic management. It generates about $159 million from intelligent transportation systems worldwide with a market value of roughly CA$364 million. The full screen surfaced one more business with an equally compelling story not covered in the article.

OpenAI and Anthropic Make 10 Times More Revenue Than Chinese AI Models

Research firm Rhodium Group reported that all Chinese AI models combined generate only about 10% of the revenue of OpenAI and Anthropic. OpenAI alone generated $40 billion and Anthropic generated $65 billion in annual recurring revenues. Chinese AI companies like DeepSeek reported ARR of $500 million, MiniMax at $800 million, and Z.ai at $1.8 billion. Rhodium noted that Chinese AI labs are heavily dependent on equity market conditions and more than 60% of equity investment in Chinese AI chips came from state-affiliated sources.

China AI firms earn only 10% of OpenAI revenue

China's AI companies generate only about 10% of OpenAI's revenue according to a CB Insights report. The country's AI market is expected to reach $150 billion by 2025. China struggles with less investment in AI research and a shortage of top talent. Despite these challenges, Chinese startups are making progress in AI chatbots and virtual assistants.

US bishops launch AI task force to protect human dignity

The U.S. Conference of Catholic Bishops created a task force to ensure AI respects human dignity. Over a dozen bishops visited Capitol Hill to urge lawmakers to adopt safety standards for AI. Bishop Oscar Cantù of San Jose will chair the task force. The bishops also called for legislation to protect children online.

USCCB creates task force on AI and human dignity

The USCCB Administrative Committee launched a Bishops' Task Force on Preserving Human Dignity in the Age of Artificial Intelligence. The group will promote policies that protect human dignity, religious liberty, and vulnerable populations. Over a dozen bishops also met with Congress to urge meaningful AI safety guardrails. The initiative follows Pope Leo XIV's encyclical on AI's moral challenges.

EvolveTrade improves LLM trading agents with self-updating policies

EvolveTrade is a new framework that helps AI trading agents adapt to changing markets. Instead of using fixed rules, a Policy Agent updates the system prompt after each interval using past decisions and portfolio results. Tests across multiple markets and two LLM backbones show improved Sharpe Ratio and Cumulative Return. The approach increases code-mediated analysis and activates market-relevant computations.

Saffron Building Society adopts AI for mortgage processing

Saffron Building Society is using an AI platform from FintechOS to automate mortgage processing. The 180-year-old Essex-based society plans to double mortgage lending to £2 billion over five years. Staff will use an AI agent called DAX, with plans to offer it to brokers too. The company aims to take a step-by-step approach to prove AI's value in improving service speed and decision certainty.

CoreWeave secures higher AI compute deals and seeks $3B expansion funding

CoreWeave signed short-term third-quarter compute contracts at about $40 million per megawatt, up from $30 million per megawatt in the previous quarter. The increase reflects growing demand for the company's high-performance computing solutions. CEO stated the deals show strong demand for technology that helps businesses process large data sets. CoreWeave plans to use the funds to expand operations and invest in new technologies. The company is seeking to raise an additional $3 billion to support its expansion plans.

New concerns raised about artificial intelligence and terrorist use

New concerns have emerged about the potential use of artificial intelligence by terrorists. The article highlights troubling developments in how AI technology could be misused. These concerns reflect growing awareness of security risks tied to advancing AI capabilities. The report calls attention to the need for safeguards and oversight in the field.

Spacexfy.ai launches global market research initiative for investors

Spacexfy.ai is launching a new market research initiative focused on global investment trends. The program examines cross-market signals including macroeconomic shifts affecting equities, foreign exchange, commodities and indices. It will cover themes such as monetary-policy divergence, artificial-intelligence investment, energy-transition spending and supply-chain reconfiguration. The initiative aims to help investors understand how different market forces interact rather than looking at isolated price movements. Technology will play a key role in organizing and delivering the research to users.

Singapore key exports surge 46.2% in August on AI-driven electronics boom

Singapore's key exports jumped 46.2 per cent in August, surpassing the 35.1 per cent forecast by economists. Electronics exports grew 131.8 per cent, driven by strong AI-related demand. Integrated circuits rose 90.9 per cent, disk media products increased 290.2 per cent and PCs climbed 237.9 per cent. Non-electronics shipments rose 12 per cent, led by specialised machinery and medical apparatus. Exports to the US grew 91 per cent, South Korea rose 87.1 per cent and China increased 70.3 per cent.

Berkshire Hathaway invests 30.6% of portfolio in two AI stocks

Berkshire Hathaway, run by Warren Buffett, has 30.6 per cent of its portfolio invested in two AI companies. The investment marks a significant shift from the company's usual focus on stable stocks. The move signals that Berkshire Hathaway sees strong potential in the AI sector for growth and innovation. The report highlights this as a signal worth watching for investors. The two companies were not named in the report.

Sources

• 3 AI Infrastructure Stocks Riding Nvidia Led Data Center Demand
• m up holdings Stock And 2 Other Japanese AI Stocks To Own
• Butterfly Network And 2 AI Stocks To Watch
• 3 Canadian AI Stocks To Watch With Revenue Growth Up To 176%
• OpenAI and Anthropic are making 10 times more revenue than all Chinese AI models combined, research group Rhodium says
• China AI companies earn fraction of OpenAI, Anthropic revenue
• US bishops launch task force amid rise of artificial intelligence
• USCCB Establishes Task Force on Artificial Intelligence
• EvolveTrade: Experience-Driven Policy Refinement for Self-Evolving LLM Trading Agents
• Saffron Building Society drinks its ‘first drop’ of artificial intelligence
• CoreWeave Lands Higher-Priced AI Compute Deals – And Seeks $3B More To Fund Expansion
• Troubling new concerns about Artificial intelligence and terrorists usage
• Spacexfy.ai Launches New Market Research Initiative Focused
• Singapore key exports surge 46.2% in August; electronics sales more than double on AI boom
• Berkshire Hathaway Has 30.6% of Its Portfolio in These 2 Magnificent AI Stocks. Here's Why That's a Signal Worth Watching.