October 15, 2025

finance  
nvidia, openai and microsoft Updates

The artificial intelligence sector continues to see significant investment and development, with Brookfield Asset Management announcing a $5 billion partnership with Bloom Energy to power AI data centers using fuel cell technology, initially focusing on Europe. This move addresses the substantial energy demands of AI infrastructure. Meanwhile, in the stock market, SoundHound AI is showing strong growth with a 217% year-over-year revenue increase and a new deal to implement its agentic AI platform in contact centers, while BigBear.ai faces declining revenues and widening losses. Datavault AI's stock has dropped amid financial concerns, reporting a net income loss of $37.12 million in its latest quarter. Nvidia's stock experienced a dip due to U.S.-China trade tensions and increased competition, particularly from Broadcom's new partnership with OpenAI, though analysts remain optimistic about Nvidia's long-term prospects and its new DGX Spark supercomputer. ZoomInfo Technologies has launched Copilot Workspace, an AI tool designed to streamline sales and customer success workflows. Datadog is also highlighted as an AI stock to watch, with an increased price target from UBS and a partnership with Microsoft Azure. Investors are advised to approach AI investments with discipline, focusing on companies with genuine AI-driven revenue and a long-term strategy.

Key Takeaways

  • Brookfield Asset Management is investing up to $5 billion in Bloom Energy to power AI data centers with fuel cells, marking its entry into AI infrastructure.
  • SoundHound AI reports strong revenue growth of 217% year-over-year and has partnered with Apivia Courtage to deploy its agentic AI platform in contact centers.
  • BigBear.ai is experiencing declining revenues and widening losses, contrasting with SoundHound AI's positive financial performance.
  • Datavault AI's stock fell after announcing note conversions, with the company reporting a net income loss of $37.12 million in its latest quarter.
  • Nvidia's stock dipped due to U.S.-China tensions and competition from Broadcom's new OpenAI partnership, though the company also launched its DGX Spark AI supercomputer.
  • ZoomInfo Technologies introduced Copilot Workspace, an AI platform aimed at streamlining sales and customer success operations.
  • Datadog is identified as an AI stock to monitor, with an increased price target from UBS and a partnership with Microsoft Azure.
  • Investors are cautioned to use discipline when investing in AI, focusing on companies with real AI-driven revenue and a long-term strategy.

Brookfield invests $5 billion in Bloom Energy for AI data center fuel cells

Brookfield Asset Management will invest up to $5 billion in Bloom Energy to power AI data centers with fuel cells. This is the first investment from Brookfield's AI Infrastructure strategy. The deal aims to meet the growing need for clean energy as AI and cloud computing expand. Bloom Energy's shares rose significantly after the announcement. Their fuel cells can use hydrogen, natural gas, or biogas to generate electricity, offering a cleaner power source for data centers.

Brookfield and Bloom Energy partner for $5 billion AI data center investment

Brookfield is partnering with Bloom Energy for a $5 billion investment focused on AI data centers. This collaboration aims to provide power for these facilities. The partnership highlights the increasing demand for infrastructure to support artificial intelligence technologies.

Brookfield's $5 Billion AI Power Deal with Bloom Energy

Brookfield Asset Management and Bloom Energy announced a $5 billion partnership to use fuel cell technology for AI data centers, with initial plans for Europe. This marks Brookfield's entry into dedicated AI infrastructure investment. Bloom Energy's fuel cells can generate electricity from fuels like natural gas and hydrogen. The deal, expected to close in Q3 2024, addresses the high electricity demand of AI data centers.

BigBear.ai vs. SoundHound AI: Which stock is a better AI investment?

BigBear.ai Holdings (BBAI) and SoundHound AI (SOUN) are AI stocks with significant gains, but face different challenges. BigBear.ai's revenues are declining, and its losses are widening, despite securing government contracts. SoundHound AI shows strong revenue growth, up 217% year over year, and has a healthy cash balance. However, both companies are currently unprofitable, making them risky investments.

BigBear.ai struggles while SoundHound AI shows strong growth

BigBear.ai, an AI decision intelligence company, faces declining revenues and increasing losses, raising concerns about its long-term viability. In contrast, SoundHound AI, a conversational AI leader, reports surging sales and maintains a strong cash position. While both operate in the AI sector, SoundHound AI's financial performance suggests a more promising investment outlook compared to BigBear.ai's weak fundamentals.

SoundHound AI shares jump on new contact center AI platform deal

SoundHound AI (SOUN) shares rose after partnering with Apivia Courtage to implement its agentic AI platform, Amelia 7, in contact centers. This deal aims to improve customer service through advanced AI that handles complex inquiries and automates tasks. SoundHound AI is a leader in conversational AI, providing voice solutions for businesses. The partnership is seen as crucial for the company's future growth and profitability.

ZoomInfo launches AI Copilot Workspace to streamline sales

ZoomInfo Technologies has launched Copilot Workspace, an AI-powered platform that combines sales, account management, and customer success workflows. This new tool aims to reduce costs associated with fragmented go-to-market tools by using AI for streamlined operations and actionable insights. The platform offers a unified workflow, AI-driven insights, and real-time actionability to improve revenue team productivity and customer engagement.

Datavault AI stock drops amid financial concerns and leadership changes

Datavault AI Inc. (DVLT) stock fell over 3% after announcing the conversion of long-term notes, aiming for a stronger financial position. However, recent earnings reports show significant debt against limited revenue growth and a concerningly low gross margin of about 12.4%. The company also reported a net income loss of around $37.12 million in its latest quarter, highlighting financial challenges.

Nvidia stock dips due to US-China tensions and Broadcom's OpenAI deal

Nvidia shares declined amid rising U.S.-China trade tensions and increased competition in AI hardware. Broadcom announced a significant partnership with OpenAI, challenging Nvidia's dominance in high-performance computing. Despite these pressures, analysts largely view Nvidia's pullback as temporary, citing its strong software ecosystem and developer support. Nvidia also launched DGX Spark, a compact AI supercomputer, to expand its product offerings.

Your Money Minute: Use discipline when investing in AI

Artificial Intelligence is transforming many industries, but investors should be cautious about AI-driven stock tips and trading bots. AI analyzes past data but cannot predict future market movements or economic changes. To invest wisely in AI, focus on companies genuinely using AI for revenue, stick to fundamental investing principles, and maintain a diversified, long-term strategy. Discipline and a long-term perspective are key to growing wealth.

C3.ai stock rebounds 8% after steep decline

C3.ai Inc. (AI) stock gained 8% on Monday, showing a rebound after a significant three-month drop. This increase reflects renewed optimism in the artificial intelligence sector. However, questions remain about the company's ability to consistently execute and achieve sustained revenue growth. Investors are watching closely to see if this rally signals a buying opportunity or if it's best to wait for more stable financial performance.

Datadog is an AI stock investors should watch

Datadog, Inc. (DDOG) is an AI stock that investors should monitor. UBS analyst Karl Keirstead recently raised the price target for Datadog stock to $189.00, implying a potential 22.5% upside. Datadog integrates AI into its platform to help customers monitor and secure cloud applications, offering features like anomaly detection and code generation. The company also partnered with Microsoft Azure, positioning it for future growth despite market competition.

Sources

AI Data Centers Fuel Cells Brookfield Asset Management Bloom Energy Clean Energy AI Infrastructure Artificial Intelligence Cloud Computing BigBear.ai SoundHound AI AI Stocks Conversational AI Contact Centers ZoomInfo AI Copilot Workspace Sales Technology Revenue Operations Datavault AI Nvidia AI Hardware OpenAI Broadcom DGX Spark AI Investment C3.ai Datadog Cloud Monitoring Microsoft Azure