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Dallas, TX — Applied Digital is accelerating its position in the AI infrastructure market with bold expansion plans, significant partnerships, and large-scale financing initiatives, even as investor sentiment remains cautious.

Applied Digital recently secured an additional 150MW lease agreement with CoreWeave, bringing its total anticipated contracted lease revenue to approximately \$11 billion over 15 years. This expansion will require the construction of three new data centers at its North Dakota campus, underscoring the company’s commitment to meeting hyperscale AI demand.

To fund these ambitious projects, Applied Digital announced plans to raise \$787.5 million through equity-backed funding from Macquarie Asset Management, alongside a proposal to issue \$2.35 billion in convertible senior notes due in 2030. These funds will support construction and operational costs for its Polaris Forge 1 and Polaris Forge 2 campuses.

The company also signed a \$5 billion AI factory lease with a major U.S. hyperscaler at its Polaris Forge 2 campus, reinforcing its role as a key player in powering next-generation AI workloads.

Santa Clara, CA — November 23, 2025NVIDIA has once again defied expectations, reported record-breaking Q3 fiscal 2026 earnings and cemented its position as the undisputed leader in AI computing. The chipmaker posted \$57 billion in revenue, a staggering 62% increase year-over-year, with data center sales accounting for the lion’s share at \$51.2 billion. Earnings per share came in at \$1.30, beating analyst forecasts and underscoring the insatiable demand for AI infrastructure.

CEO Jensen Huang hailed the company’s latest Blackwell Ultra GPUs as “off the charts,” noting that cloud providers have sold out of inventory. These chips, designed for large-scale AI workloads, deliver unprecedented performance for generative AI and agentic systems. NVIDIA’s roadmap remains aggressive, with the Vera Rubin architecture slated for 2026 and Feynman expected by 2028.

In a bold move to expand its AI ecosystem, NVIDIA announced a \$10 billion investment in Anthropic, alongside a multibillion-dollar partnership with Microsoft. Anthropic will purchase \$30 billion in Azure compute capacity, leveraging NVIDIA’s Grace Blackwell and Vera Rubin systems to train next-generation AI models. Additionally, NVIDIA joined forces with Brookfield and Kuwait Investment Authority in a \$10 billion AI infrastructure fund andcommitted \$5 billion to Intel to co-develop custom chips for data centers and PCs.

Despite recent market volatility, NVIDIA shares remain up 40% year-to-date, even after a 12% dip from October highs. Analysts predict the company could reach a \$6 trillion market cap within 18 months, fueled by what Huang calls “the early innings of an AI revolution.” Industry forecasts suggest global AI infrastructure spending could hit \$3–4 trillion annually by decade’s end, with NVIDIA poised to capture the lion’s share.

With orders for Blackwell and Rubin chips projected to exceed \$500 billion through 2026, NVIDIA shows no signs of slowing down. As Huang put it, “We’re building the backbone of the AI economy.”

Mountain View, CA — Alphabet, the parent company of Google, is doubling down on artificial intelligence and cloud infrastructure while expanding its footprint in autonomous driving and space-based machine learning.

Alphabet continues to integrate AI deeply across its services. Google Search now features AI Overviews and AI Mode, enhancing user experience with generative capabilities. Meanwhile, Google Cloud has become a major growth engine, driven by enterprise demand for AI infrastructure and generative AI solutions. The cloud division recently reported a \$155 billion backlog, underscoring strong adoption of AI-powered services.

Alphabet’s autonomous driving unit, Waymo, announced plans to launch in three new U.S. cities next year, signaling aggressive growth in the self-driving market. This expansion comes as competition in autonomous mobility intensifies among tech giants and automakers.

Google unveiled Project Suncatcher, an ambitious effort to scale machine learning in space. The project aims to explore how AI can optimize satellite operations and space-based data processing, positioning Alphabet at the forefront of aerospace AI innovation.

Alphabet is partnering with Reliance Jio to offer free access to its Gemini AI service for millions of users in India, expanding its global AI footprint and reinforcing its commitment to democratizing advanced technology.

YouTube continues to innovate, recently broadcasting an NFL game globally for free with ads, attracting nearly 20 million viewers. The platform is also prioritizing living-room experiences with technical updates to enhance streaming quality.

Redmond, WA — Microsoft is doubling down on artificial intelligence and cloud infrastructure while introducing new capabilities across its product ecosystem and expanding its global footprint.

Microsoft continues to integrate AI deeply into its offerings. The company announced plans to invest $30 billion in the UK as part of its AI push and signed a $6 billion deal to rent AI compute power in Norway, addressing growing demand for generative AI workloads. Additionally, Microsoft will ship 60,000 Nvidia AI chips to the UAE under a U.S.-approved agreement, reinforcing its position as a global AI infrastructure leader. 

Windows 11 is set to receive new AI-driven features, including voice interaction capabilities, as Microsoft positions its operating system to compete with next-generation AI assistants. The company also teased agents that act as independent users within the workforce, signaling a shift toward autonomous enterprise AI solutions. 

Microsoft partnered with Essity and Accenture to accelerate adoption of AI agents for productivity and growth. It also announced collaborations with creative brands like Pantone to enhance design workflows through AI-powered tools, highlighting its commitment to embedding AI across industries.

Freed from its reliance on OpenAI, Microsoft unveiled an ambitious plan to develop superintelligent AI systems under the leadership of Mustafa Suleyman, aiming to ensure these technologies serve humanity responsibly. This move positions Microsoft as a key player in the race for next-generation AI capabilities. 

Microsoft is pushing its Xbox division to achieve higher margins and showcased developer innovation at GitHub Universe 2025, where AI-driven coding tools took center stage. The company also previewed Visual Studio 2026 at .NET Conf, emphasizing its focus on empowering developers in an AI-first era. 

To address the AI compute crunch, Microsoft is investing in renewable energy projects in Asia and exploring microfluidics technology to cool AI chips efficiently. These initiatives aim to reduce environmental impact while supporting massive AI workloads. 

Livingston, NJ — CoreWeave, a leading AI cloud infrastructure provider backed by Nvidia, is pushing forward with aggressive expansion plans despite recent construction setbacks and investor concerns.

CoreWeave reported record growth in its latest quarter, with its contracted backlog soaring past \$55 billion. The company added nearly 120 megawatts of active power, bringing its footprint to approximately 590 MW, and expanded contracted capacity to 2.9 gigawatts. These commitments include multi-year deals with major AI players such as Meta and OpenAI, underscoring CoreWeave’s role as a critical enabler of generative AI workloads.

Despite strong demand, CoreWeave trimmed its near-term outlook due to construction delays at a single third-party data center. CEO Michael Intrator emphasized that the issue is isolated and expected to be resolved by early next year, noting that the company operates 41 data centers and continues to scale aggressively.

CoreWeave announced CoreWeave Federal, a new division focused on delivering secure, compliant AI cloud services to U.S. government agencies and the defense sector. The company also launched AI Object Storage, a fully managed service optimized for AI workloads, and entered into a definitive agreement to acquire Marimo, creator of an open-source reactive development environment for Python, aimed at streamlining AI lifecycle management.

CoreWeave’s rapid rise has positioned it as a key competitor to hyperscalers like AWS, Google Cloud, and Microsoft Azure. However, analysts warn of structural risks, including heavy capital intensity, reliance on debt financing, and exposure to fluctuations in AI demand. Recent commentary from investor Michael Burry raised concerns about depreciation practices for AI GPUs, which could impact profitability if asset lifetimes prove shorter than expected.

Austin, TX — Oracle is making bold moves in artificial intelligence, cloud computing, and industry-specific solutions, while addressing critical security concerns and workforce changes.

Oracle unveiled an expanded AI Agent Studio for Fusion Applications, introducing a marketplace and advanced language models to accelerate enterprise AI adoption. The company also partnered with Ci4CC to advance oncology innovation, leveraging AI for clinical trials and personalized medicine.In a major multicloud push, Oracle launched Oracle Database@Google Cloud in Australia, enabling businesses to meet data residency requirements while benefiting from integrated cloud services. Additionally, Oracle and OpenAIannounced plans for a \$15 billion data center in Wisconsin, signaling a significant investment in AI infrastructure.

Oracle’s cloud solutions continue to gain traction across sectors. PPHE Hotel Group implemented Oracle OPERA Cloud to standardize hospitality operations, while the State of Missouri migrated finance operations to Oracle Fusion Cloud Applications for improved planning and decision-making. In retail, Answear.com adopted Oracle’s AI-enabled solutions to optimize merchandise planning and support global growth.

A major data breach linked to Oracle E-Business Suite zero-day vulnerabilities impacted over 100 organizations, including The Washington Post and Harvard University. The Cl0p ransomware gang exploited the flaw before Oracle released a patch, raising concerns about enterprise security resilience.

Oracle was named a Leader in two Gartner Magic Quadrant reports, underscoring its strength in AI-driven finance and agentic operations. The company also became the first to achieve 1EdTech certification for its Student Information System, reducing IT implementation costs for higher education institutions.

Amid rapid AI-driven transformation, Oracle is undergoing significant layoffs, with thousands of positions reportedly cut globally. State filings confirm reductions in Seattle and the Bay Area, though official numbers remain undisclosed.

Cambridge, UK — Arm Holdings is emerging as a dominant force in the artificial intelligence chip design market, leveraging its unique licensing model and expanding partnerships with global tech giants.

Arm is being hailed as a potential AI stock of the decade, thanks to its energy-efficient CPU designs that power everything from smartphones to data centers. The company holds over 99% of the market share in mobile devicesand is rapidly gaining traction in cloud and edge computing environments, where power efficiency is critical for AI workloads.

Arm has forged deep relationships with major hyperscalers, including Nvidia, Alphabet, Amazon, Microsoft, and Meta, positioning itself at the center of next-generation AI infrastructure. Recent collaborations aim to integrate Arm’s Compute Subsystems (CSS) into advanced AI platforms, enhancing performance and scalability for enterprise and consumer applications.

The company’s Compute Subsystems initiative represents its most advanced technology iteration, designed to accelerate AI processing across diverse environments. Arm’s architecture now spans smartphones, automotive systems, IoT devices, and high-performance data centers, making it the only chip designer serving all these end markets simultaneously.

Arm’s growth is fueled by surging demand for AI chips, particularly in China, which now accounts for 22% of its revenue. However, analysts caution that despite strong fundamentals, Arm’s valuation remains elevated, sparking volatility and profit-taking in recent trading sessions. Investor sentiment reflects optimism about AI tailwinds tempered by concerns over premium pricing and technical sell signals.

With AI adoption accelerating worldwide, Arm is positioned to play a pivotal role in shaping the semiconductor landscape. Analysts expect continued momentum as the company expands licensing deals and deepens integration with leading AI ecosystems, even as market scrutiny over valuation persists.

Cupertino, CA — Apple is accelerating its artificial intelligence strategy and hardware innovation while navigating regulatory challenges and expanding its global footprint.

Apple is rolling out Apple Intelligence, its generative AI suite, across iOS, iPadOS, and macOS. The system introduces features like context-aware writing tools, image generation, and enhanced Siri capabilities, positioning Apple to compete with Microsoft and Google in the AI race. The company is also partnering with OpenAI to integrate ChatGPT into its ecosystem, offering users advanced conversational AI features within native apps.

Apple is preparing for the launch of its next-generation M4 chip, optimized for AI workloads and expected to power upcoming Mac models. The company is also rumored to be developing AI-focused silicon for data centers, signaling a move into enterprise AI infrastructure. Meanwhile, Apple Vision Pro continues to gain traction, with new immersive applications announced for education and design.

Apple is expanding its manufacturing footprint in India, aiming to reduce reliance on China and strengthen supply chain resilience. The company is also deepening partnerships with local telecom operators to boost iPhone adoption in emerging markets, leveraging AI-driven personalization features to attract new users.

Apple faces mounting scrutiny from regulators in the U.S. and Europe over App Store practices and AI privacy compliance. The European Commission is investigating whether Apple’s AI features meet Digital Markets Act (DMA) requirements, while U.S. lawmakers are examining potential antitrust implications of its AI partnerships.

Apple reaffirmed its commitment to carbon neutrality by 2030, investing in renewable energy projects and exploring AI-driven energy optimization for its global operations. The company also announced increased R&D spending on privacy-preserving AI models, aiming to differentiate itself in a competitive market focused on data security.

Denver, CO — Palantir Technologies is riding a wave of explosive growth fueled by its Artificial Intelligence Platform (AIP), but investor concerns over sky-high valuations have tempered enthusiasm despite record-breaking performance.

Palantir reported its best quarter ever, with revenue soaring 63% year-over-year to over $1.18 billion, driven by accelerating adoption of its AI-powered data analytics solutions. U.S. commercial revenue surged 121%, while government sales grew 52%, reflecting strong demand across both enterprise and defense sectors. The company closed $2.76 billion in total contract value, a 151% increase from last year, and raised its full-year outlook to approximately $4.4 billion. 

Palantir’s commercial business continues to outpace expectations, with major new deals and partnerships announced with Snowflake, Lumen, and Nvidia. The company also established its first joint venture in the UAE to drive AI transformation in the Middle East, signaling its global ambitions. 

Despite stellar results, Palantir’s stock fell sharply after earnings, as analysts flagged its extreme valuation multiples—including a forward price-to-earnings ratio above 200 and a price-to-sales ratio north of 130. Some experts warn that even with rapid growth, sustaining these levels will require flawless execution and continued margin expansion. Investor Michael Burry’s recent bet against Palantir added fuel to concerns about an AI bubble. 

CEO Alex Karp framed the quarter as proof of AIP’s transformative power, emphasizing plans to deepen AI integration across industries and government agencies. With 140% year-over-year growth in total contract value and record sequential revenue guidance, Palantir aims to maintain its momentum into 2026, even as market scrutiny over valuation persists.