September 23, 2025

finance  
nvidia, openai and meta Updates

Nvidia is making a significant move in the AI infrastructure space, announcing an investment of up to $100 billion in OpenAI to build new data centers and expand AI capabilities. This partnership will see Nvidia deploy at least 10 gigawatts of its systems for OpenAI's next-generation AI models, solidifying Nvidia's role as a preferred compute and networking partner for OpenAI's AI factory expansion. This collaboration underscores the immense computing power required for advanced AI development, particularly in the generative AI race, with the first gigawatt deployment expected in late 2026. Meanwhile, Broadcom is challenging Nvidia's dominance in the AI chip market with its custom AI accelerators, recently securing a substantial $10 billion deal for these tailored solutions. While Nvidia continues to lead with its high-demand Blackwell GPUs and networking solutions, Broadcom's specialized approach offers an alternative for specific AI workloads. Both companies are poised to benefit from the projected trillions of dollars in global AI infrastructure spending by 2030. Other companies like Meta Platforms are also leveraging AI for growth, integrating AI into its products and planning significant capital expenditures for personal AI development. Investment in AI continues across various sectors, with startups like Helios AI raising $4.7 million for food supply chain technology and Numeral securing $35 million for its AI sales tax compliance platform. Fabrix Security has also raised $8 million for its AI-native identity security solutions, co-founded by former NVIDIA and Microsoft experts. Even in the realm of AI biometrics, FARx has secured 250,000 to combat cyber attacks. In the investment landscape, Nvidia and ASML are identified as strong long-term AI stocks due to their critical roles in AI infrastructure and chip manufacturing, respectively. Other AI-focused companies like Lemonade and Impinj are also noted for their potential investment value.

Key Takeaways

  • Nvidia is investing up to $100 billion in OpenAI to build new AI infrastructure, including data centers and deploying at least 10 gigawatts of Nvidia systems for OpenAI's next-generation AI models.
  • Broadcom is emerging as a competitor to Nvidia, securing a $10 billion deal for its custom AI accelerators, which offer tailored performance for specific AI workloads.
  • Nvidia and ASML are highlighted as key long-term AI stocks due to their essential roles in AI chip supply and manufacturing, expected to benefit from trillions in global AI infrastructure spending.
  • Meta Platforms is investing in AI for user engagement and personal AI development, leveraging its large user base for content recommendations and advertising.
  • The AI sector is seeing significant investment across various applications, including food supply chain tech (Helios AI, $4.7M), sales tax compliance (Numeral, $35M), and identity security (Fabrix Security, $8M).
  • FARx has raised 250,000 for AI-fused biometrics technology aimed at combating AI-driven cyber attacks.
  • Companies like Lemonade and Impinj are identified as potential AI investments with unique applications in insurance and supply chain management.
  • The total global AI infrastructure spending is projected to reach up to $4 trillion by 2030.
  • Fabrix Security's AI-native identity security solutions were co-founded by experts from NVIDIA and Microsoft.
  • OpenAI will designate Nvidia as its preferred compute and networking partner for its AI factory expansion.

AI Stocks Lemonade and Impinj Could Outperform XRP

Two artificial intelligence companies, Lemonade and Impinj, are highlighted as potential investments that could outperform the cryptocurrency XRP over the next five years. Lemonade uses AI to streamline insurance processes like pricing policies and paying claims, showing rapid customer growth. Impinj creates RFID chips that could be crucial for the advancement of AI and robotics in supply chain management and beyond. While XRP has seen significant gains, these AI-focused companies offer a different kind of investment potential.

Broadcom Challenges Nvidia with Custom AI Chips

Broadcom is emerging as a competitor to Nvidia in the AI chip market by designing custom chips tailored to specific user needs. Unlike Nvidia's versatile GPUs, Broadcom's application-specific chips offer better performance and efficiency for single workloads. This strategy has led to significant growth, including a recent $10 billion deal for its custom AI accelerators. While Broadcom's stock has risen, its custom chip approach could challenge Nvidia's dominance in AI infrastructure.

Nvidia and ASML: Top AI Stocks for Long-Term Investors

Nvidia and ASML are identified as two key artificial intelligence stocks built for long-term investment due to their critical roles in the AI infrastructure boom. Nvidia supplies advanced chips like its Blackwell GPUs and networking solutions, driving significant revenue growth. ASML provides essential lithography machines needed for manufacturing advanced AI chips. Both companies are well-positioned to benefit from the projected trillions of dollars in global AI infrastructure spending by 2030.

Nvidia and ASML: AI Stocks for Long-Term Growth

Nvidia and ASML are highlighted as strong long-term investment choices in the artificial intelligence sector. Nvidia is a leading provider of AI chips, including its Blackwell GPUs, and networking solutions, experiencing significant revenue growth. ASML is crucial for advanced chip manufacturing, being the sole producer of machines for cutting-edge AI chips. Both companies are expected to benefit greatly from the massive global investment in AI infrastructure projected to reach trillions by 2030.

Nvidia and Broadcom Poised to Profit from AI Spending Spree

Nvidia and Broadcom are identified as top chip stocks set to benefit from the massive AI spending by big tech companies, estimated to reach up to $4 trillion by 2030. Nvidia remains a leading choice with its high-demand Blackwell chips and strong profit margins. Broadcom offers a complementary approach with its custom AI accelerators, recently securing a $10 billion deal, and its networking products are also in high demand. Both companies are expected to see significant growth as AI infrastructure development accelerates.

Nvidia Invests Up to $100B in OpenAI Partnership

Nvidia announced a significant investment of up to $100 billion in OpenAI to build new data centers and expand AI infrastructure. This strategic partnership involves deploying at least 10 gigawatts of Nvidia systems for OpenAI's next-generation AI models. The investment aims to address the immense computing power needed for advanced AI development and reinforces Nvidia's central role in the AI ecosystem. This collaboration highlights the growing demand for high-performance computing in the generative AI race.

Nvidia Invests $100 Billion in OpenAI for AI Infrastructure

Nvidia plans to invest up to $100 billion in OpenAI to support the expansion of AI infrastructure and data centers. The companies signed a letter of intent for a partnership where Nvidia will provide advanced AI systems and co-optimize them with OpenAI's needs. This deal deepens their relationship, with Nvidia already supplying cloud services for OpenAI's compute requirements. The investment aims to fuel the development of next-generation AI models and solidify Nvidia's position in the AI hardware market.

Nvidia Pledges $100 Billion to OpenAI Partnership

Nvidia is investing up to $100 billion in OpenAI, the creator of ChatGPT, to build new AI infrastructure. This partnership includes deploying at least 10 gigawatts of Nvidia systems for OpenAI's next-generation AI models, focusing on data center and power capacity. The investment is progressive, tied to the deployment of new AI infrastructure, with the first gigawatt expected in late 2026. OpenAI will designate Nvidia as its preferred compute and networking partner for its AI factory expansion.

FARx Secures £250k for AI Biometrics to Fight Cyber Attacks

FARx, a UK-based company specializing in AI-fused biometrics, has received £250,000 in seed investment. The company uses AI to combine speaker, speech, and face recognition for advanced identity security. This technology aims to combat escalating AI-driven cyber-attacks, including deepfakes and voice cloning. The funding will accelerate research and development to bring their patented multi-factor authentication technology to market, enhancing security for various industries.

Meta Platforms Leverages AI for Growth and User Engagement

Meta Platforms is using artificial intelligence to enhance its core business and user experience, making it a strong AI stock. With nearly 3.5 billion daily active users, Meta employs AI for improved content recommendations and advertising effectiveness. The company is also integrating Meta AI into its products, including smart glasses, and plans significant capital expenditures to develop personal AI. Meta's revenue and net income have shown strong growth, driven by its AI initiatives.

Helios AI Raises $4.7M for Food Supply Chain Tech

Helios AI, a startup focused on improving food supply chain management, has successfully raised $4.7 million in seed funding. This investment will be used to further develop its technology, which aims to address the challenges posed by climate change on global food supply chains. The company provides crucial tools for buyers to make better decisions in an increasingly unpredictable environment.

SoundHound AI and Innodata: Undervalued AI Stocks

SoundHound AI and Innodata are presented as overlooked AI stocks with the potential for significant returns, despite lower Wall Street coverage. SoundHound AI is a leader in conversational voice AI, with its technology used by major brands and surpassing one billion monthly queries. Innodata provides data annotation and AI solutions, benefiting from the growing need for quality data in AI development. Both companies show strong revenue growth and are positioned to capitalize on the expanding AI market.

Cathie Wood Sees $13T AI Software Opportunity, Favors Datadog

Cathie Wood predicts artificial intelligence could create a $13 trillion opportunity in the software sector by 2030. She highlights Datadog, a cloud monitoring and analytics platform, as a top investment bet. Datadog's tools are essential for observing and optimizing the complex infrastructure powering AI models. Its scalability and integration with major cloud providers position it well to benefit from the surge in AI adoption and software development.

Numeral Raises $35M for AI Sales Tax Compliance Platform

Numeral, an AI-based platform simplifying sales tax compliance, has secured $35 million in Series B funding led by Mayfield. The company helps businesses navigate the complexities of over 11,000 tax jurisdictions in the US. Numeral's automated platform handles registration, filing, and payments, offering error-free filing and support. This funding will support product innovation, global expansion, and enhanced AI capabilities.

Fabrix Security Raises $8M for AI-Native Identity Security

Fabrix Security has raised $8 million in seed funding to launch its AI-native identity security solutions. The platform helps organizations manage and secure both human and non-human identities, enforcing the principle of least privilege. Co-founded by experts from NVIDIA and Microsoft, Fabrix uses AI to provide intelligent, auditable decisions for identity and access management. This funding will drive product development and expand sales and marketing efforts.

MasterQuant Launches AI Bots for Crypto Trading

MasterQuant has introduced AI bots designed to streamline cryptocurrency trading and investing. These bots use deep-learning algorithms and real-time data analysis to identify patterns, manage risk, and execute trades automatically. The platform offers various plans, including a free trial, and connects to major exchanges like Binance and Coinbase. MasterQuant aims to make quantitative investing accessible with its user-friendly interface and transparent, risk-managed strategies.

Sources

AI Stocks Artificial Intelligence Investment Nvidia Broadcom ASML AI Chips AI Infrastructure OpenAI Data Centers Cloud Monitoring Software Biometrics Cybersecurity Identity Security Meta Platforms User Engagement Supply Chain Management Food Supply Chain Conversational Voice AI Data Annotation Sales Tax Compliance Crypto Trading AI Bots Lemonade Impinj SoundHound AI Innodata Datadog Helios AI Numeral Fabrix Security MasterQuant FARx