Nvidia is not the only player in the AI and data center growth space. Several companies are making significant moves, including Qualcomm, which has raised its 2029 non-handset revenue target to $40 billion, focusing on data center CPUs and AI software. This move impacts related stocks like Coherent, Datadog, and Dynatrace.
Google is reorganizing its AI coding strike team to improve its AI capabilities and catch up with Anthropic. The goal is to change the approach to training Google's AI and address the talent and resource gap. Meanwhile, Pinterest invested $4 billion in AI-powered discovery, highlighting the importance of infrastructure and technology for future growth.
Small businesses are embracing AI for efficiency and growth, with 77% of US small and midsize businesses now using AI regularly. The most common applications are marketing, customer service, and bookkeeping. AI helps automate routine work, increase efficiency, and improve customer experiences.
US customs authorities are turning to AI to catch tariff dodgers and spot illicit goods before cargo reaches the country. This move aims to improve enforcement of trade war policies and enhance border security. Additionally, companies like BlackBerry and F5 are seeing growth in physical AI and platform-as-a-service models, with F5 launching its F5 AI Security Platform.
Key Takeaways
* Qualcomm aims to reach $40 billion in non-handset revenue by 2029, focusing on data center CPUs and AI software. * Google is reorganizing its AI coding team to catch up with Anthropic. * Pinterest invested $4 billion in AI-powered discovery. * 77% of US small and midsize businesses now use AI regularly. * US customs authorities are using AI to improve enforcement of trade war policies and enhance border security. * BlackBerry reported a 26% revenue increase driven by its general embedded management (GEM) platform. * F5 launched its F5 AI Security Platform to provide enterprises with continuous governance, visibility, and protection across AI applications. * Small businesses use AI for marketing, customer service, and bookkeeping to automate routine work and improve efficiency. * AI is being used in various industries, including education, with AI-powered tutoring programs. * Companies like LinqAlpha are being recognized for their innovative application of AI to institutional investment workflows.Beyond Nvidia: Top AI Stocks for Data Center Growth
Investors are looking for clear themes in AI and data center technology. This article highlights three notable stocks tied to ChatGPT and AI buildout, including chips, software, large language models, cloud services, and transformation initiatives. Keel Infrastructure, Infleqtion, and Penguin Solutions are discussed for their potential in AI infrastructure and data center growth.
Qualcomm Boosts AI Data Center Ambitions with $40B Revenue Goal
Qualcomm raised its 2029 non-handset revenue target to $40 billion, focusing on data center CPUs and AI software. This move impacts related stocks like Coherent, Datadog, and Dynatrace, which are closely tied to AI and data center developments.
US Data Protection Pressure Fuels AI Security Stocks
Heightened tensions around AI intellectual property are pushing cybersecurity and AI protection into the spotlight. This article looks at three US cybersecurity and AI protection stocks: Cellebrite DI, Tenable Holdings, and Clear Secure, which appear positively exposed to these developments.
Japan's AI Stocks for Cybersecurity and Data Analytics
This article highlights three notable AI stocks in Japan tied to the ChatGPT and AI buildout: Trend Micro, Datasection, and Fixstars. These companies focus on cybersecurity, data analytics, and AI infrastructure.
AI Infrastructure Stocks with Real Exposure to Data Center Demand
This article highlights three stocks with real exposure to data center and chip demand: Keel Infrastructure, Cerebras Systems, and Penguin Solutions. These companies are directly tied to the AI buildout and infrastructure growth.
Small Businesses Embrace AI for Efficiency and Growth
Seventy-seven percent of US small and midsize businesses now use AI regularly. The most common applications are marketing, customer service, and bookkeeping. AI helps automate routine work, increase efficiency, and improve customer experiences.
AI for Small Business: A Quick-Win Approach
Small businesses can benefit from AI by starting with what they already use, focusing on time-savers, and partnering with local experts. AI can help with customer service, inventory management, and social media management.
US Customs Ramps Up AI Investment for Enhanced Enforcement
US customs authorities are turning to AI to catch tariff dodgers and spot illicit goods before cargo reaches the country. This move aims to improve enforcement of trade war policies and enhance border security.
Google Revamps AI Coding Team to Catch Up with Anthropic
Google is reorganizing its AI coding strike team to improve its AI capabilities and catch up with Anthropic. The goal is to change the approach to training Google's AI and address the talent and resource gap.
Pinterest's $4B AI Investment Shows What's Required to Scale Discovery
Pinterest invested $4 billion in AI-powered discovery, showing the importance of infrastructure and technology for future growth. AI search has led to people expecting faster and more personalized results.
Google Finance Finally Gets a Mobile App
Google released a standalone app for Google Finance, currently exclusive to Android, with iOS planned for later this year. The app provides real-time stock quotes, customizable watchlists, and a news feed.
BlackBerry Sees Growth in Physical AI and Platform-as-a-Service
BlackBerry reported a 26% revenue increase, driven by its general embedded management (GEM) platform, which powers AI-enabled industrial and robotic systems. The company sees promise in physical AI and advanced platform-as-a-service models.
LinqAlpha Wins Best AI Solution at the 2026 Hedge Fund Services Awards
LinqAlpha was recognized as the Best AI Solution at the 2026 Hedge Fund Services Awards for its innovative application of AI to institutional investment workflows. The company's multi-agent platform helps transform market intelligence into a searchable knowledge base.
F5's New AI Security Platform and SurePath Deal Recast Its Core Narrative
F5 launched its F5 AI Security Platform and acquired SurePath AI to provide enterprises with continuous governance, visibility, and protection across AI applications. This move aims to position F5 at the center of emerging enterprise AI risk management needs.
AI Tutoring Comes to Summer School in the Hamptons
Alpha School is offering AI-powered tutoring in the Hamptons for $4,500 a week. The program combines academics with activities like meal preparation and luxury home sales.
Sources
- AI Stocks For Data Center Growth Beyond Nvidia
- Qualcomm Stock Puts AI Data Center Plays Like Datadog And Coherent In Focus
- AI Security Stocks In Focus As US Data Protection Pressure Builds
- AI Stocks to Watch in Japan for Cybersecurity and Data Analytics
- AI Infrastructure Stocks With Real Exposure to Data Center and Chip Demand
- 77% of small businesses now use AI regularly. Here’s where they’re starting.
- AI for Small Business: The Quick-Win Approach
- US Customs Ramps Up AI Investment in Push to Sharpen Enforcement
- Google Revamps New AI Coding Strike Team Amid Struggle to Catch Up With Anthropic
- Pinterest's $4B AI Investment Shows What's Required to Scale Discovery
- Google finally releases a Finance Android app, promises iOS version later in 2026
- BlackBerry Dials Into Physical AI as Revenues Jump 26%
- LinqAlpha Wins Best AI Solution at the 2026 Hedge Fund Services Awards
- Will F5’s (FFIV) New AI Security Platform and SurePath Deal Recast Its Core Narrative?
- For $4,500 a Week, AI Can Tutor Your Kids in the Hamptons
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