nvidia, openai and microsoft Updates

The artificial intelligence sector continues to drive significant investment and market shifts, though not without investor caution. SoftBank Group Corp. recently made a bold strategic move, selling its entire $5.8 billion stake in Nvidia to fund a massive $30 billion investment in OpenAI, the company behind ChatGPT. This decision, spearheaded by CEO Masayoshi Son, highlights a clear pivot towards emerging AI leaders, contributing to SoftBank's Vision Fund reporting a $19 billion gain in its first fiscal quarter, resulting in a net profit of $7.05 billion by June 30. SoftBank's move also played a role in a broader market downturn, as investor interest in AI infrastructure seemed to cool, contributing to a drop in Bitcoin's price below $104,000 to $102,900 on November 11, 2025, and impacting crypto mining stocks like TeraWulf, CleanSpark, and Hut 8. However, this aggressive pursuit of AI dominance comes with a price. Investors are growing increasingly concerned about the substantial capital expenditures by major tech players like Microsoft, Amazon, and Alphabet. These companies are borrowing billions to construct vast data centers and acquire specialized AI chips, leading to a sell-off in their bonds as the market acknowledges the high cost of the AI revolution. Despite these concerns, the demand for AI infrastructure remains robust. Taiwan Semiconductor Manufacturing Co. (TSMC), the world's leading semiconductor maker, reported a 30 percent revenue increase to $33 billion in Q3 2025, with 60 percent stemming from advanced technologies. TSMC holds a dominant 70 percent market share, producing critical chips for companies such as Nvidia, Apple, and Broadcom. South Korean AI chipmaker Rebellions also secured approximately $1.38 billion in Series C funding, backed by U.S. venture capital firms, as it plans to accelerate its entry into the U.S. market with its energy-efficient AI inference chips (NPUs). Beyond the giants, other companies are capitalizing on the AI surge. Applied Materials, a semiconductor equipment maker, saw its stock jump 40 percent in six months, even as it cuts 1,400 jobs through automation for efficiency. Dell Technologies, providing services beyond large cloud providers, gained 22 percent this year. DigitalOcean, a cloud computing company, is specifically catering to small and mid-sized businesses, offering fractional GPU capacity from Nvidia and AMD. DigitalOcean's AI revenue has more than doubled for five consecutive quarters, contributing to its Q3 revenue of $229.6 million and a 110 percent increase in free cash flow to $45.6 million. Its stock has soared 44 percent this year. The intersection of AI and other sectors also shows dynamic shifts. TeraWulf, a Bitcoin miner, reported an 87 percent increase in Q3 revenue to $50.6 million, boosted by higher Bitcoin prices and new income from AI infrastructure, including three 10-year lease agreements worth $6.7 billion with Fluidstack. Finally, AI's reach extends to consumer health technology. Oura, known for its smart ring, projects its sales to nearly double to $2 billion by 2026. This growth is anticipated through global expansion, leveraging AI for enhanced health insights, and introducing specialized features for women's health, aiming to improve preventative care.

Key Takeaways

• SoftBank Group Corp. sold its entire $5.8 billion stake in Nvidia to invest $30 billion in OpenAI, shifting its focus to emerging AI leaders.
• SoftBank's Vision Fund reported a $19 billion gain in Q1 fiscal, achieving a $7.05 billion net profit by June 30, largely due to strong AI investments, particularly in OpenAI.
• Investors are concerned about high AI spending by major tech companies like Microsoft, Amazon, and Alphabet, leading to a sell-off in their bonds.
• Taiwan Semiconductor Manufacturing Co. (TSMC) saw Q3 2025 revenue increase 30 percent to $33 billion, with 60 percent from advanced technologies, maintaining a 70 percent market share in chip manufacturing for companies like Nvidia.
• South Korean AI chipmaker Rebellions secured approximately $1.38 billion in Series C funding to accelerate its U.S. market entry with its AI inference chips (NPUs).
• DigitalOcean's AI revenue for small and mid-sized businesses, offering fractional GPU capacity from Nvidia and AMD, more than doubled for five consecutive quarters, contributing to $229.6 million in Q3 revenue.
• TeraWulf's Q3 revenue jumped 87 percent to $50.6 million, driven by higher Bitcoin prices and new income from AI infrastructure, including $6.7 billion in lease agreements with Fluidstack.
• Bitcoin's price fell below $104,000 to $102,900 on November 11, 2025, impacting crypto mining stocks like TeraWulf, CleanSpark, and Hut 8, partly due to cooling AI infrastructure interest.
• Applied Materials' stock surged 40 percent in six months, while Dell Technologies gained 22 percent this year, both showing strong growth potential in the AI market.
• Oura, the smart ring company, projects sales to nearly double to $2 billion by 2026, driven by global expansion and leveraging AI for enhanced health insights and women's health features.

TeraWulf Revenue Jumps 87 Percent on Bitcoin and AI Growth

TeraWulf saw its third-quarter revenue increase by 87 percent to $50.6 million. This boost came from higher Bitcoin prices and new income from artificial intelligence infrastructure. The company mined fewer Bitcoins, but the average Bitcoin price of $114,390 helped offset this. TeraWulf is expanding into AI and data hosting, securing major deals like three 10-year lease agreements worth $6.7 billion with Fluidstack. CEO Paul Prager is focused on future growth, adapting to changes in the Bitcoin mining industry.

Bitcoin Price Drops Below $104K as AI Stocks Fall

Bitcoin's price fell below $104,000 on November 11, 2025, dropping to $102,900. This 2.5 percent drop erased earlier gains. Crypto mining stocks like CleanSpark, Hut 8, and TeraWulf also tumbled, as investor interest in AI infrastructure seemed to cool. Reports of weak earnings and SoftBank selling its Nvidia shares contributed to the downturn. Additionally, soft jobs data from ADP suggested a weakening labor market.

SoftBank Vision Fund Gains $19 Billion from AI Investments

SoftBank Group Corp. reported a $19 billion gain from its Vision Fund in the first fiscal quarter. The company achieved a net profit of $7.05 billion by June 30, a big change from last year's loss. This success is mainly due to strong investments in artificial intelligence companies, especially its stake in OpenAI. CEO Masayoshi Son continues to invest heavily in AI startups, showing confidence in this strategy.

SoftBank Sells Nvidia Stake to Invest $30 Billion in OpenAI

SoftBank Group Corp. has sold its entire stake in Nvidia, which was worth about $5.8 billion. This move comes as CEO Masayoshi Son plans a huge $30 billion investment in OpenAI, the company behind ChatGPT. Son intends to use both his personal money and SoftBank's funds for this. This shows a big shift in SoftBank's investment strategy, moving from established tech companies to new AI leaders.

Two Underrated AI Stocks Show Strong Growth Potential

Two artificial intelligence stocks, Applied Materials and Dell Technologies, are gaining attention for their growth potential. Applied Materials, a semiconductor equipment maker, saw its stock surge 40 percent in six months. It is also cutting 1,400 jobs due to automation, aiming for more efficiency. Dell Technologies, which provides services beyond large cloud providers, has gained 22 percent this year. Both companies are seen as good value investments in the growing AI market.

Korean AI Chipmaker Rebellions Secures $1.38 Billion Funding

South Korean AI chipmaker Rebellions has successfully closed its Series C funding round, bringing its total raised capital to about $1.38 billion. This latest investment includes backing from U.S. venture capital firms like Kindred Ventures and Top Tier Capital Partners. Founded in 2020, Rebellions designs special AI inference chips called NPUs for fast and energy-efficient AI tasks. The company plans to use this funding to speed up its entry into the U.S. market and build global partnerships.

Investors Worry About Big Tech's High AI Spending

Investors are growing concerned about the huge amounts of money big tech companies are spending on artificial intelligence. This worry has caused a sell-off in bonds issued by companies like Microsoft, Amazon, and Alphabet. These companies are borrowing billions to build large data centers and buy special chips for AI. Investors realize the AI revolution is very expensive, and they are becoming more careful about where they put their money. This could lead to higher borrowing costs for companies heavily investing in AI.

DigitalOcean Offers Strong AI Growth for Small Businesses

DigitalOcean, a cloud computing company, is showing strong growth in the artificial intelligence sector. It provides AI services to small and mid-sized businesses, allowing them to access fractional GPU capacity from Nvidia and AMD. The company's AI revenue has more than doubled for five quarters in a row, attracting many high-spending customers. DigitalOcean reported $229.6 million in Q3 revenue and $45.6 million in free cash flow, up 110 percent. Its stock has soared 44 percent this year, making it an attractive investment for 2026.

Taiwan Semiconductor is a Smart AI Stock Investment

Taiwan Semiconductor Manufacturing Co. (TSMC) is considered a smart investment in the AI sector. It is the world's top semiconductor maker, producing chips for major tech companies like Nvidia, Apple, and Broadcom. TSMC holds a dominant 70 percent market share. The company's revenue increased by 30 percent to $33 billion in Q3 2025, with 60 percent coming from advanced technologies. TSMC is crucial for AI and the tech industry, making it a secure choice even if AI spending slows.

Oura Smart Ring Aims for $2 Billion Sales by 2026

Oura, the company behind the popular smart ring, expects its sales to almost double to $2 billion by 2026. This growth will come from expanding globally, using artificial intelligence for better health insights, and adding special features for women's health. Oura is also looking into new partnerships to collect and analyze more health data. The company aims to improve preventative care through its technology, helping users understand and manage their health better.

Sources

• TeraWulf Q3 Revenue Surges 87% to $50.6M on Bitcoin Rally and AI Expansion
• Bitcoin (BTC) Price News: Slips Below $104K, SOL, XRP, SUI Down 3% on Profit-Taking
• SoftBank Posts $19 Billion Vision Fund Gain as AI Investments Pay Off
• Softbank dumps its entire Nvidia portfolio worth $5.8 billion as its CEO goes all-in on OpenAI to the tune of $30 billion
• These AI Stocks Don’t Get Enough Attention
• Rebellions Closes $253M Series C with U.S. VC Backing: Boosting Global Confidence in Korea’s AI Hardware - KoreaTechDesk | Korean Startup and Technology News
• Investor angst over Big Tech’s AI spending spills into bond market
• 2026 Is Coming: 1 Magnificent Artificial Intelligence (AI) Stock to Buy as Part of Your New Year's Resolution
• The Smartest AI Stock to Buy With $1,000 Right Now
• Wearable Tech-maker Oura Projects $2 Billion In 2026 Sales As AI, Women’s Health Features, And Global Expansion Drive Growth