September 25, 2025

finance  
Nvidia, Salesforce, Amazon Invest in AI Robotics

The artificial intelligence sector continues to see significant investment and development across various companies. Micron's stock has surged due to high demand for its high-bandwidth memory (HBM) chips, crucial for AI applications, with its fourth-quarter revenue forecast raised to around $11.2 billion and its 2025 inventory already sold out. While NVIDIA is a dominant player in AI hardware, Micron is seen as a more attractive buy due to its valuation, with Micron's fiscal year 2025 revenue reaching $37.38 billion. Alibaba is substantially increasing its AI investment, aiming for over $53 billion, and has partnered with Nvidia, also releasing its open-source AI model Qwen3-Omni. Cathie Wood's Ark Investment Management has re-entered the Alibaba market with a $16.3 million purchase. The immense power needs of AI are also driving demand for infrastructure companies like Iren, Applied Digital, and Poet Technologies, with Iren benefiting from an Nvidia partnership. Palantir Technologies is demonstrating strong AI profitability with 48% growth from its AI platform, contrasting with Oklo's longer-term revenue prospects. Bloom Energy is supplying energy solutions for AI data centers, securing deals with clients like Oracle, though BofA Securities maintains an 'Underperform' rating. Amazon's AI coding tool, Q Developer, has lagged competitors in revenue, generating a projected $16.3 million ARR in its first year, despite increased internal usage. In robotics, startup Figure has raised $1 billion from major corporate investors including Nvidia, Salesforce, and Intel Capital for its AI-powered humanoid robots. Sanofi is investing $625 million in its venture capital arm for AI, digital health, and biotech, while GV investor Sangeen Zeb discusses the high valuations of AI startups, noting the rapid evolution beyond current large language models.

Key Takeaways

  • Micron's stock has surged due to high demand for its HBM chips, with its fourth-quarter revenue forecast raised to around $11.2 billion and its 2025 inventory sold out.
  • Micron is considered a more attractive AI stock buy than NVIDIA due to its valuation, despite NVIDIA's dominance in AI hardware.
  • Alibaba plans to increase its AI spending to over $53 billion over three years and has partnered with Nvidia, also launching its open-source AI model Qwen3-Omni.
  • Cathie Wood's Ark Investment Management purchased $16.3 million of Alibaba shares, marking her first investment in the company in four years.
  • The growing electricity demand for AI is benefiting companies like Iren, Applied Digital, and Poet Technologies, with Iren partnering with Nvidia.
  • Palantir Technologies shows strong AI profitability with 48% growth from its AI platform, while Oklo's revenue is not expected until late 2027 or early 2028.
  • Bloom Energy is supplying energy solutions for AI data centers, securing clients like Oracle, though its guidance remains unchanged.
  • Amazon's AI coding assistant, Q Developer, generated a projected $16.3 million ARR in its first year, significantly less than rivals.
  • Robotics startup Figure raised $1 billion from investors including Nvidia, Salesforce, and Intel Capital for its AI-powered humanoid robots.
  • Sanofi is investing $625 million through its venture capital arm into AI, digital healthcare, and biotech companies.

Micron stock surges on AI chip demand

Micron's stock price has significantly increased due to high demand for its high-bandwidth memory (HBM) chips, which are crucial for AI. The company's third-quarter revenue rose 37% to $9.3 billion, with HBM revenue nearly doubling. Micron raised its fourth-quarter revenue forecast to around $11.2 billion. Despite the memory industry's history of ups and downs, the demand for HBM is currently outpacing supply, with Micron selling out its inventory for 2025. The stock appears undervalued compared to other AI companies, trading at about 12 times forward earnings.

Micron stock surges on AI chip demand

Micron's stock price has significantly increased due to high demand for its high-bandwidth memory (HBM) chips, which are crucial for AI. The company's third-quarter revenue rose 37% to $9.3 billion, with HBM revenue nearly doubling. Micron raised its fourth-quarter revenue forecast to around $11.2 billion. Despite the memory industry's history of ups and downs, the demand for HBM is currently outpacing supply, with Micron selling out its inventory for 2025. The stock appears undervalued compared to other AI companies, trading at about 12 times forward earnings.

Micron or NVIDIA Which AI Stock Is a Better Buy

Micron and NVIDIA are both benefiting from the AI boom, but Micron appears to be a more attractive buy due to its valuation. Micron's high-bandwidth memory (HBM) chips are in high demand, driving strong revenue growth. For fiscal year 2025, Micron's revenue reached $37.38 billion with a net income of $8.54 billion. NVIDIA, while dominant in AI hardware, has a significantly higher forward price-to-earnings ratio. Micron's stock has a Zacks Rank #1 (Strong Buy), while NVIDIA has a Zacks Rank #3 (Hold).

Micron or NVIDIA Which AI Stock Is a Better Buy

Micron and NVIDIA are both benefiting from the AI boom, but Micron appears to be a more attractive buy due to its valuation. Micron's high-bandwidth memory (HBM) chips are in high demand, driving strong revenue growth. For fiscal year 2025, Micron's revenue reached $37.38 billion with a net income of $8.54 billion. NVIDIA, while dominant in AI hardware, has a significantly higher forward price-to-earnings ratio. Micron's stock has a Zacks Rank #1 (Strong Buy), while NVIDIA has a Zacks Rank #3 (Hold).

Alibaba boosts AI spending and Cathie Wood buys shares

Alibaba's stock price surged to a nearly four-year high after the company announced plans to increase its investment in artificial intelligence beyond its initial $50 billion commitment. CEO Eddie Wu anticipates global AI investment to reach $4 trillion over the next five years, and Alibaba aims to keep pace. Cathie Wood's Ark Investment Management purchased approximately $16.3 million worth of Alibaba's American Depositary Receipts, marking her first investment in the company in four years. Alibaba also unveiled Qwen3-Omni, an open-source AI model, and partnered with Nvidia.

Cathie Wood buys Alibaba shares after four-year absence

Cathie Wood's Ark Investment Management has bought $16.3 million of Alibaba shares, marking her first investment in the Chinese e-commerce giant in four years. This move signals confidence in Alibaba's focus on AI and cloud services. Alibaba's stock has risen significantly this year, partly due to its plan to increase AI spending to over $53 billion over three years. The company aims to become a leading full-stack AI service provider. Wood's investment comes as global interest in Chinese stocks recovers.

Alibaba stock soars on increased AI spending and Nvidia pact

Alibaba's stock reached its highest level in nearly four years after the company announced it will increase its artificial intelligence spending beyond its initial $50 billion commitment. CEO Eddie Wu stated that global AI investment is expected to reach $4 trillion in the next five years. Alibaba also introduced Qwen3-Omni, an open-source AI model, and partnered with Nvidia to integrate AI development tools. The company's cloud unit plans to expand its data center presence internationally. Cathie Wood's Ark Invest purchased over $16 billion in Alibaba stock.

AI power needs drive Iren, Applied Digital, Poet stock

The growing demand for electricity to power artificial intelligence is creating a bottleneck, shifting focus from chips to power infrastructure. Iren Ltd. is highlighted as a strong player with dual exposure to crypto mining and AI cloud services, benefiting from a partnership with Nvidia. Applied Digital is building large-scale AI data centers, while Poet Technologies is developing optical technology to reduce data center energy consumption. These companies are positioned to capitalize on the increasing energy demands of AI.

Palantir leads in AI profits over Oklo

Palantir Technologies is generating significant revenue from its AI platform, with 48% growth and actual GAAP profitability. In contrast, Oklo, which is developing microreactors for AI power, does not expect revenue until late 2027 or early 2028. While Oklo's technology could address AI's power needs, it faces licensing and construction risks, making it a long-term speculation. Palantir offers a more immediate and proven AI investment, with strong commercial adoption and expanding margins.

Bloom Energy stock rallies on AI data center demand

Bloom Energy Corporation's stock has seen a significant rally, driven by its role in supplying energy solutions for AI data centers. The company has secured wins with major clients like American Electric and Oracle. Despite a substantial stock increase over the past year, BofA Securities maintains an 'Underperform' rating, citing that the company's guidance has not changed and its 1GW facility is underutilized. Bloom Energy develops solid-oxide fuel cell systems to meet the growing energy demands of AI infrastructure.

Bloom Energy stock rallies on AI data center demand

Bloom Energy Corporation's stock has seen a significant rally, driven by its role in supplying energy solutions for AI data centers. The company has secured wins with major clients like American Electric and Oracle. Despite a substantial stock increase over the past year, BofA Securities maintains an 'Underperform' rating, citing that the company's guidance has not changed and its 1GW facility is underutilized. Bloom Energy develops solid-oxide fuel cell systems to meet the growing energy demands of AI infrastructure.

Amazon's AI coding tool Q lags rivals in revenue

Amazon's AI coding assistant, Q Developer, has generated significantly less revenue than competitors in its first year. Internal data shows a projected annual recurring revenue of $16.3 million as of April, while rivals like Cursor have surpassed $500 million in ARR. Despite this, Amazon states that daily usage of Q Developer has increased nine-fold per person this year and that it is the most widely used internal tool. Amazon is reportedly looking to refine the Q brand and acknowledges falling behind in the AI race.

Cathie Wood sells Tempus AI shares buys others

Cathie Wood's Ark Invest sold approximately $5.2 million worth of Tempus AI Inc. shares. This sale follows previous reductions in their Tempus AI position, despite the company recently receiving FDA clearance for its diagnostic device. In other trades, Ark Invest purchased shares of Arcturus Therapeutics Holdings Inc. and Ares Acquisition Corporation II. They also sold shares of Roku Inc. and Pony AI Inc.

Sanofi invests $625M in AI and biotech

Pharmaceutical giant Sanofi has committed $625 million to its corporate venture capital arm to invest in artificial intelligence, digital healthcare, and early-stage biotechnology companies. This significant investment aims to drive innovation in these key areas.

Corporates invest $1B in robotics startup Figure

Figure, a three-year-old robotics startup, has raised $1 billion in its first major funding round, attracting significant corporate investment. The company is developing humanoid robots powered by its proprietary AI system, Helix, which enables advanced interaction and control. Investors include Nvidia, Salesforce, Intel Capital, LG Technology Ventures, T-Mobile Ventures, and Qualcomm Ventures. This investment highlights the growing trend of combining AI with robotics to address labor shortages.

GV investor discusses AI unicorn valuations

Sangeen Zeb, a general partner at GV, discusses investing in AI startups like Harvey, Thinking Machines, and OpenEvidence. He focuses on a company's potential size, the founder's ability to execute, and their adaptability in the rapidly changing AI landscape. Zeb acknowledges the high valuations of these AI unicorns, attributing them to scarcity and rapid growth, comparing them to the performance of the 'Mag 7' companies. He believes the next generation of AI models will evolve beyond current large language models.

Sources

AI chips Micron NVIDIA Alibaba AI spending Cathie Wood Ark Investment Management AI data centers AI power needs Iren Applied Digital Poet Technologies Palantir Oklo Bloom Energy Amazon AI coding tools Tempus AI Sanofi biotechnology robotics humanoid robots AI startups venture capital AI valuations