AI Stock Frenzy: Alibaba's $50B Rally, OpenAI's $500B Ambition & Global AI Deals (Sept 1-2, 2025)

by Marcin Frąckiewicz
in Artificial Intelligence, Finance, Technology
on 2 September 2025

Key Facts

Alibaba’s Historic Surge: Alibaba’s Hong Kong-listed shares soared 18.5% on Sept. 1 – adding roughly $50 billion in market value – after the company said AI-driven demand fueled a revenue surge in its cloud division reuters.com. Alibaba’s cloud revenue jumped 26% year-on-year last quarter, beating estimates reuters.com, and the e-commerce giant unveiled a new homegrown AI chip aimed at reducing reliance on Nvidia amid U.S. export curbs reuters.com reuters.com.
OpenAI’s Mega-Valuation & Expansion: Employees of ChatGPT maker OpenAI are in talks to sell $6 billion in shares to investors including SoftBank at a valuation of $500 billion – up from $300 billion earlier this year reuters.com reuters.com. Separately, OpenAI is expanding into India, registering a local entity and scouting partners to build a 1-gigawatt data center as part of its global infrastructure push reuters.com reuters.com.
Middle East AI Investments: Abu Dhabi’s tech conglomerate G42 (backed by Sheikh Tahnoon) is diversifying AI chip suppliers beyond Nvidia for its new UAE–U.S. AI supercomputing campus reuters.com reuters.com. G42 is in talks with AMD, Qualcomm and Cerebras Systems to supply chips, and negotiating with Amazon AWS, Microsoft, Meta, and Elon Musk’s xAI as anchor tenants reuters.com. Cerebras Systems, a U.S. AI chip unicorn, recently cleared a U.S. security review of G42’s $335 million stake – paving the way for a planned 2025 IPO reuters.com reuters.com.
Big Tech & Chipmakers Temper Exuberance: Nvidia’s stock initially slipped ~3% after a tepid sales forecast (excluding uncertain China orders), even as CEO Jensen Huang insisted the AI boom is “far from over.” Huang told investors “A new industrial revolution has started. The AI race is on,” predicting $3–$4 trillion in AI infrastructure spending by 2030 reuters.com reuters.com. Analysts see continued demand from cloud giants, but note signs of “investor fatigue” in some AI names reuters.com reuters.com as high valuations face scrutiny.
China’s AI Race & Regulations: Beijing signaled it will prevent “disorderly competition” in the booming $140 billion Chinese AI sector reuters.com. This comes amid frenzied growth – Alibaba reported triple-digit (%) growth in AI-related revenues reuters.com and chipmaker Cambricon’s sales skyrocketed 4,000% in H1 reuters.com – as well as speculative excess (Cambricon’s stock doubled in a month before the firm warned of overvaluation). China’s planners urge “rational, not blind” AI investment, even while Chinese firms churn out AI models rivaling Western peers reuters.com.

Alibaba’s AI-Fueled Stock Surge

Alibaba Group sparked a market frenzy to kick off September, as its shares in Hong Kong leapt nearly 19% on Sept. 1 – the stock’s biggest single-day jump since 2022 tbsnews.net. The rally came after Alibaba’s latest earnings revealed better-than-expected results in its cloud computing unit, thanks in large part to booming demand for AI services. The company said surging interest in generative AI drove a “triple-digit” percentage increase in revenue from its AI-related offerings year-on-year reuters.com. In the April–June quarter, Alibaba’s Cloud segment grew sales 26% – an acceleration from the prior quarter that “beat market estimates”, per the firm’s report reuters.com. Alibaba’s net income also jumped 78% as cost efficiencies kicked in benzinga.com.

Investors responded by piling into Alibaba’s stock on optimism that the tech behemoth is successfully pivoting into the AI era. The nearly 19% surge sent Hong Kong’s Hang Seng Tech Index up over 2%, with Alibaba alone adding an estimated $50 billion in value reuters.com. “Alibaba has effectively become an AI stock,” noted one Seeking Alpha commentator, pointing out the shares broke through long-held resistance on massive volume seekingalpha.com.

Crucially, Alibaba is not just consuming AI chips – it’s now designing its own. In late August, the company unveiled a new artificial intelligence chip developed in-house (code-named “Tongyi”, according to reports) that is more versatile than its previous semiconductors reuters.com. The chip – currently in testing – is built by a domestic foundry (unlike Alibaba’s last AI chip, which TSMC fabricated) reuters.com. It’s geared for a broad range of AI inference tasks in Alibaba’s data centers and cloud, and is seen as a direct response to U.S. export restrictions on high-end Nvidia processors. Notably, Washington’s curbs had effectively blocked Nvidia’s H20 AI GPU – the top chip Nvidia is allowed to sell to China – earlier this year reuters.com. Although the Biden-to-Trump transition government partially eased those rules in July, Chinese tech firms are clearly racing to fill the Nvidia void with indigenous silicon reuters.com.

Alibaba’s new AI chip underscores China’s drive for self-reliance in critical tech. It also highlights an emerging East-West tech decoupling: Alibaba has been one of Nvidia’s largest customers in China reuters.com, but now aims to replace some Nvidia chips in its cloud infrastructure. The move was celebrated in China as a step toward sovereignty in AI computing. “Chinese firms are showing they can innovate around U.S. barriers,” one industry analyst told Bloomberg, noting Alibaba’s chip could help “fill the void left by Nvidia’s H20” investopedia.com.

However, some in Silicon Valley remain unimpressed. Prominent tech investor Ross Gerber downplayed Alibaba’s chip announcement as “laughable” and “strategic posturing”, suggesting the new chip may trail Nvidia’s capabilities and serve more as a bargaining chip with regulators benzinga.com. “It’s a PR move to show China’s determination,” Gerber argued, “not a near-term threat to Nvidia.” Indeed, while Alibaba’s chip news initially hit Nvidia’s stock, analysts note Nvidia’s dominance in cutting-edge AI hardware is unassailed for now benzinga.com.

Alibaba’s management insists their AI pivot is just beginning. CEO Eddie Wu (who recently took over from Daniel Zhang) said Alibaba is “embracing a historic opportunity in generative AI,” with plans to integrate AI across e-commerce, cloud, logistics and media services. The company has launched its own ChatGPT-like model Tongyi Qianwen and is offering cloud clients a suite of AI tools. With China’s government also pushing national champions to lead in AI, investors see Alibaba as a prime local contender to rival U.S. tech giants in the AI race. That excitement, tempered by the reality of fierce competition (from Baidu’s Ernie Bot to startups like SenseTime), will likely keep Alibaba’s stock volatile. But for now, Alibaba’s AI-fueled rally has put global markets on notice that the “Chinese AI wave” is a force to be reckoned with reuters.com.

OpenAI’s $500 Billion Ambition and Global AI Alliances

As public tech companies jockey on exchanges, the world’s hottest private AI firm – OpenAI – is making waves behind closed doors. Reuters reported that current and former OpenAI employees are in talks to sell roughly $6 billion of their stock in a tender offer led by Japan’s SoftBank Group and VC firm Thrive Capital reuters.com reuters.com. The deal, if finalized, would value the ChatGPT creator at an eye-popping $500 billion reuters.com. That marks a rapid jump from the $300 billion valuation OpenAI fetched just a few months ago reuters.com, underscoring the red-hot demand among global investors to get a piece of the AI leader.

Such a valuation would put 7-year-old OpenAI in the echelon of tech’s most valuable companies – remarkable for a firm that only began monetizing its generative AI models last year. The frenzy is fueled by OpenAI’s explosive growth: ChatGPT usage has skyrocketed to 700 million weekly active users, and the startup’s revenues have doubled in 2023, reaching an annualized $12 billion run-rate by mid-year reuters.com. It’s on track for $20 billion by year-end reuters.com, thanks to deals licensing its GPT-4 model into consumer apps and enterprise software. Little wonder SoftBank – which missed out on the initial AI gold rush – is eager to substantially boost its stake. (SoftBank already plans to lead a $40 billion primary funding round for OpenAI, separate from the employee share sale reuters.com.)

Beyond raising capital, OpenAI is racing to expand its global footprint to support ever-larger AI models and user demand. In a Bloomberg scoop on Sept. 1, OpenAI was revealed to be planning a massive data center in India – with at least 1 gigawatt of power capacity reuters.com. To put that in perspective, 1 GW is enough to power a small city; OpenAI’s facility would be one of the largest AI computing hubs in Asia. The company has formally registered an Indian subsidiary and started hiring locally reuters.com. CEO Sam Altman may announce the project during a visit to India this month reuters.com. The “Stargate” initiative – OpenAI’s codename for its next-gen AI infrastructure – is being backed by deep-pocketed partners. In fact, U.S. President Donald Trump earlier this year touted “Project Stargate”, a private-sector plan to invest up to $500 billion in AI infrastructure globally, funded by SoftBank, OpenAI and Oracle reuters.com. OpenAI’s India data center appears to be a major step in that vision, signaling the firm’s intent to operate at truly global scale (and perhaps reduce reliance on Microsoft’s Azure cloud, which currently hosts most OpenAI workloads).

OpenAI’s aggressive expansion and stratospheric valuation have turned it into the strategic nexus of the AI world – linking Big Tech, Wall Street, and even nation-states hungry for AI leadership. Microsoft remains OpenAI’s closest partner (and top shareholder) with a multibillion-dollar investment and exclusive cloud tie-up. But others are increasingly orbiting OpenAI: Oracle joined forces with Microsoft to offer cloud infrastructure for OpenAI services, IBM and Salesforce are partnering to embed OpenAI models into enterprise offerings, and VCs are scrambling for any ownership slice available – hence the rich bid from SoftBank and Thrive. If the $6 billion secondary share sale goes through, it would give SoftBank (known for its $100B Vision Fund) a significant foothold in the AI frontrunner. Industry observers say SoftBank’s founder Masayoshi Son is effectively making OpenAI the cornerstone of his “Vision Fund 3,” betting on Altman & Co. to deliver the next trillion-dollar empire in tech.

Meanwhile, the Middle East is emerging as an ambitious new player in AI investments and partnerships. Notably, Abu Dhabi’s Group 42 (G42) – an AI and cloud-focused conglomerate chaired by UAE royal Tahnoon bin Zayed – has been striking deals from Silicon Valley to Beijing. G42 was behind the $335 million stake in Cerebras Systems, a cutting-edge U.S. AI chip startup. After months of U.S. national-security review (CFIUS) over that deal’s Chinese ties, G42 agreed to sever links with China’s Huawei reuters.com reuters.com, and the investment finally gained U.S. approval by mid-2025 (according to industry reports). Cerebras is now moving forward with plans for an IPO in 2025, capitalizing on its status as a rare pure-play AI silicon maker competing with Nvidia. The company’s CEO Andrew Feldman confirmed an IPO timeline after the G42 deal cleared techinasia.com, signaling that international capital — from the Middle East and beyond — is ready to fund the next generation of AI hardware challengers.

Beyond Cerebras, G42’s ambitions are vast. On Sept. 1, Reuters reported that G42 is building a UAE–U.S. “AI campus” data center in partnership with American firms reuters.com. To stock this mega-campus with processors, G42 is “looking to chipmakers AMD, Cerebras and Qualcomm” as alternative suppliers to Nvidia reuters.com. This diversification likely reflects both practical supply concerns (Nvidia’s AI GPUs are in extreme shortage globally) and geopolitics (U.S. export limits on Nvidia chips to the Gulf were rumored, as Washington scrutinizes advanced tech going abroad). G42 has also been courting Western tech giants as tenants for its AI hub: Amazon’s AWS, Microsoft, Meta Platforms, and Elon Musk’s new startup xAI have all been in negotiations to lease capacity, with Google reported “furthest along” in talks reuters.com. If these deals materialize, it would embed UAE as a key node in the AI computing network, hosting workloads for some of the world’s largest AI developers.

This flurry of cross-border AI investment – SoftBank and G42 pouring money into U.S. AI firms, OpenAI spreading data centers globally, Big Tech partnering across regions – underscores the new globalization of AI. AI has become a strategic asset, and nations (and their sovereign funds) are competing to host, fund, or attract the top projects. Even Saudi Arabia and Qatar have been on buying sprees for high-end Nvidia chips and stakes in AI startups, according to insiders. “It’s a modern-day space race, except it’s private companies and investment funds competing, not just governments,” quipped one venture capitalist. The ultimate prize: leadership in an AI economy that Jensen Huang says will be measured in the trillions of dollars in coming years reuters.com.

Big Tech & Chipmakers: Balancing Hype with Reality

In the public markets, AI-related stocks have been on a rollercoaster heading into September. After months of euphoria – the Nasdaq’s “Magnificent 7” tech giants surged on AI optimism through mid-2025 – investors are becoming more selective and sensitive to any signs of overhype. The semiconductor sector, which supplies the “picks and shovels” of the AI boom, exemplifies this dynamic.

Nvidia, the poster child of AI, reported blockbuster Q2 results in late August, handily beating estimates. But it was CEO Jensen Huang’s guidance and commentary that drew the market’s focus. Nvidia’s revenue forecast for the upcoming quarter “slightly beat” consensus but “was not enough to wow” some traders reuters.com. Crucially, Nvidia excluded any potential new sales to China from its outlook due to geopolitical uncertainty reuters.com. This caution flag – coming after the Biden-to-Trump administration transition introduced new export license complexities – gave some investors pause. Nvidia’s stock, which had doubled earlier in the year, fell about 2% immediately after earnings and then extended losses to roughly –3.7% by Sept. 1 tradersunion.com investopedia.com.

Huang, however, emphatically dismissed the notion that demand is peaking. “The AI boom is far from over,” he said on the post-earnings call, adding that we are only in the “early innings” of a technology super-cycle reuters.com. He pointed to massive, multi-year investments ahead by cloud providers, internet companies, and enterprises worldwide to build AI capabilities. Huang quantifies the opportunity as “$3 trillion to $4 trillion in AI infrastructure spend by the end of the decade” reuters.com – a staggering figure roughly equal to the GDP of Germany. To illustrate the appetite, Huang noted that even with U.S. curbs, an eager customer outside China bought $650 million worth of Nvidia’s constrained H20 chips last quarter reuters.com. “The buzz is: everything [is] sold out,” Huang quipped, emphasizing that Nvidia can sell every AI chip it makes for the foreseeable future reuters.com. He also floated an unusual proposal: if U.S. regulators allow Nvidia’s upcoming advanced “Blackwell” GPUs to be sold to China, Nvidia would be willing to give the U.S. government a 15% cut of those China sales as a compliance fee reuters.com. This highlights how Nvidia is trying to navigate geopolitics with creative solutions to not lose the huge Chinese market (which Huang pegs at $50 billion+ in AI chip demand fortune.com).

Wall Street analysts remain largely bullish on Nvidia – many raised price targets after its August report – but there’s a growing chorus urging caution on sky-high valuations. The stock’s P/E ratio above 40 (even after the recent dip) means a lot of growth is already priced in. “Nvidia’s streak of blowout quarters is losing its shock factor,” noted Reuters, as even strong results now merely meet heightened expectations reuters.com. Some hedge funds have been trimming positions in Nvidia and other AI winners, locking in profits ahead of what is seasonally a weak period for tech stocks reuters.com reuters.com. Indeed, August and September are historically the worst months for equities, and this year some “overcrowded” AI trades have started to unwind a bit reuters.com reuters.com.

It’s not just Nvidia. Broadcom, a lesser-hyped but critical AI chip player, saw its stock slide ~4% at the end of August investopedia.com. Broadcom makes custom AI networking chips and supplies Google and others – it has benefited quietly from the boom. But with Broadcom’s own earnings report due Sept. 4, some investors rotated out of the stock on jitters that any hint of slower orders could hit shares. Advanced Micro Devices (AMD), which is launching AI GPUs to challenge Nvidia, also dipped a few percent investopedia.com. In short, the entire chip sector took a breather; the Philadelphia Semiconductor Index fell ~3% on Aug. 29 investopedia.com. Part of this broad decline was triggered by Marvell Technology – another AI-exposed chip firm – which plunged 19% after warning that U.S.-China tensions and export rules were hurting its outlook investopedia.com.

Notably, on Aug. 29 the Trump administration closed a major export loophole that had allowed Samsung and SK Hynix to ship advanced semiconductor equipment into China without licenses investopedia.com. That move, ending an exemption granted under Biden, could slow capacity expansion at those Korean-owned fabs in China, indirectly impacting chip supply chains investopedia.com. The U.S. Commerce Department said it is “closing export control loopholes… an important step” to prevent U.S. tech from aiding China’s military ambitions investopedia.com. For companies like Intel, Applied Materials, ASML and others that were selling into China’s chip industry, the policy tightening adds another headwind. Semiconductor stocks globally recoiled on the news, as markets tried to assess which firms might see reduced sales or higher costs due to the rule change investopedia.com investopedia.com.

Still, the bigger picture for chips and AI remains positive, many analysts say. “If anything, this highlights the durability of the AI trade,” said Matt Orton of Raymond James, noting that the fundamental demand from “hyperscalers” (like Amazon, Microsoft, Google) to invest in AI has not slowed at all reuters.com. Those mega-cap companies are increasing capital expenditures on AI projects – a point driven home by recent cloud earnings. Microsoft and Alphabet (Google) both cited AI workloads driving record cloud usage in their latest results, and each is boosting spending: Google’s capex will jump more than 30% this year (to about $30B) largely to expand its AI datacenters finance.yahoo.com. “The megacaps are propelling a lot of the capex that Nvidia benefits from… you’re not seeing any sign of a slowdown in their AI spending,” Orton explained reuters.com.

Indeed, while Nvidia and peers might have volatile stock prices, the enterprise adoption of AI is accelerating. In the past week, enterprise software leaders from Salesforce to Workday touted new AI features in their platforms (often powered by OpenAI or Nvidia under the hood). Meta Platforms just open-sourced a new AI translation model and has reportedly struck a $10 billion deal to buy more cloud capacity from Alphabet for AI research fool.com.au. And Amazon Web Services announced a partnership to offer Anthropic’s AI models to its cloud customers – a shot at keeping AWS attractive as MSFT and Google heavily promote their AI offerings.

For investors, the takeaway is that AI remains the growth engine for Big Tech, but picking the right stocks is key. The easy money from betting on “anything AI” may have passed. “We’ve reached the show-me stage for AI stocks,” one strategist told CNBC – meaning companies now must prove real financial gains from AI, not just hype. The coming weeks will bring more test cases: Salesforce (CRM) reports on Sept. 3 with its “AI + CRM” pitch, Oracle (Sept. 11) will detail how its bet on AI infrastructure (including investing in OpenAI’s cloud) is paying off, and chipmaker Arm is set to IPO mid-month, seeking to ride the AI semiconductor enthusiasm.

Several analysts have begun recommending a “pick-and-shovel” approach – favoring less-glamorous suppliers poised to benefit from AI’s build-out. For example, ASML, the Dutch firm that monopolizes advanced chipmaking equipment, stands to gain as TSMC and Intel ramp up AI chip production youtube.com. Broadcom is another often-mentioned pick: “Broadcom is a compelling long-term AI play – they aren’t as overextended as Nvidia on valuation,” wrote a Motley Fool contributor investopedia.com. Broadcom’s custom ASIC chips and networking gear make it a quiet backbone of AI data centers finpres.com. And while AMD is a distant second to Nvidia, its upcoming MI300X GPU has secured orders from major cloud providers – any upside surprise in adoption could boost AMD’s stock later this year.

In short, the AI theme in equities is maturing. After a heady run, there’s a rotation from the most richly valued winners toward overlooked players and new entrants. But nobody is doubting the secular growth story of AI. As Nvidia’s Jensen Huang put it, “The AI race is on… This is the time to run” reuters.com reuters.com. And as long as the race continues, investors will be scrutinizing each earnings report, partnership, and policy change for clues to who’s pulling ahead – or falling behind – in the $trillion AI opportunity.

China’s AI Boom Meets Government Brake

Over in China, the world’s second-largest AI ecosystem is grappling with a very different challenge: too much of a good thing. In the wake of Alibaba’s blockbuster AI-driven results and a flurry of new model launches by Chinese tech firms, Beijing has stepped in to cool things down. Officials warned last week about “disorderly competition” in the AI industry and the risks of “blind expansion” scmp.com reuters.com. The message, delivered by the powerful National Development and Reform Commission (NDRC) on Aug. 29, is that China wants to foster AI innovation – but in a controlled, strategic way, to avoid waste and bubbles.

This balancing act is evident in recent developments. On one hand, optimism is surging: China’s AI sector (including enabling hardware and infrastructure) is forecast to reach $1.4 trillion by 2030, according to Morgan Stanley analysts reuters.com reuters.com. Chinese tech giants are rapidly rolling out AI products that rival Western offerings – for instance, Alibaba, Baidu, and Tencent have all debuted large language models this year that compete with OpenAI’s GPT-4 and Meta’s LLaMA reuters.com. Some are open-sourcing models to speed adoption. “Despite U.S. sanctions, Chinese open-source models are competitive with – if not superior to – those from Meta or OpenAI,” wrote Reuters Breakingviews, highlighting the ingenuity of China’s researchers reuters.com.

AI is now a national priority for China’s government, which sees it as key to leapfrogging Western tech prowess. Local governments across China have been showering startups with subsidies, launching AI industrial parks, and hoarding computer chips to support AI firms reuters.com. This frenzy has led to what one Chinese executive called a “war of a hundred models,” as every major internet company and many upstarts rush out their own AI systems – sometimes with unclear business models. It has also led to signs of excess: state media recently reported that many newly built data centers are sitting idle, and some provincial governments, desperate to meet growth targets, have piled up debt investing in AI projects that may never pay off reuters.com.

Beijing’s regulators have seen this story before (in solar panels, in electric vehicles, etc.), and they’re determined to prevent overcapacity and price wars from wrecking the AI sector’s long-term viability. Hence the NDRC’s call for “rational, not blind” growth and coordinated national planning scmp.com. The government is pushing an “AI Plus” strategy to apply AI in manufacturing and services, but wants each region to focus on its strengths rather than duplicating efforts scmp.com. Subsidies will continue – for example, Beijing issues “AI compute vouchers” to help startups afford cloud GPU time – but officials will more tightly guide where the money goes scmp.com.

The impact of this policy pivot was felt immediately in markets. One high-flying AI chip stock, Cambricon Technologies, saw its Shanghai-listed shares double in a month as retail investors chased anything AI. But on Aug. 25, Cambricon took the unusual step of publicly warning that its share price had “deviated from fundamentals.” The $88 billion company (which designs AI accelerators) acknowledged it had virtually no profits yet reuters.com reuters.com. This self-critique – likely nudged by regulators – triggered a sell-off in Cambricon. Then, hours after NDRC’s statements about curbing excess, several Chinese AI stocks pulled back further reuters.com. It was a clear signal: Beijing will not allow an unchecked speculative bubble, even in a strategic sector like AI.

Still, China’s AI heavyweights continue to thrive by focusing on real-world applications. Alibaba’s earnings proved that AI can translate into revenue and profit: the company’s cloud division is now capitalizing on AI services (training and deploying models for clients) to re-accelerate growth reuters.com. Rival Baidu is similarly monetizing its AI cloud and robotaxi platforms. And interestingly, smaller innovators are emerging from China’s vibrant startup scene – names like DeepSeek (mentioned in Breakingviews as an “under-the-radar upstart” in AI) that could become tomorrow’s giants reuters.com reuters.com. Beijing’s challenge will be to support these champions without smothering them. As Breakingviews columnist Robyn Mak noted, Chinese authorities “do not have a strong record of picking winners” in fast-moving tech sectors reuters.com. Past efforts to pour billions into government-favored semiconductor firms famously led to colossal failures and even corruption scandals reuters.com.

For now, China’s central planners appear to be using a carrot-and-stick approach: continue generous support for AI research, chips and applications (the “carrot”), while using directives and moral suasion to prevent irrational exuberance (the “stick”). The new AI regulations that took effect in August, which require licenses for generative AI services and mandate security reviews, are another tool to ensure companies innovate within approved bounds. Companies like Alibaba and Baidu quickly obtained licenses for their ChatGPT-like bots under these rules, and are moving forward with public rollouts – but they know their expansion must align with national interests (e.g. supporting Chinese language and culture, ensuring data security).

In sum, China’s AI sector is a study in contrasts: breakneck private-sector innovation on one side, and heavy-handed government oversight on the other. This dynamic will shape outcomes for investors in Chinese AI stocks. The opportunity is enormous – China’s tech giants are determined to challenge U.S. dominance in AI, and they have home market scale and government backing to do it. Alibaba’s share surge this week showed the upside when the market believes a company has an edge in the AI race. But the specter of regulatory intervention adds risk: Chinese officials won’t hesitate to tap the brakes if they see a bubble forming or unwanted players (even China’s own companies) gaining too much influence.

One thing is clear: whether in Silicon Valley or Shenzhen, AI has moved front and center as the driver of corporate fortunes and policy decisions. The first two days of September 2025 showcased the global scope of this trend – with stock markets from New York to Hong Kong whipsawing on AI news, and alliances stretching from San Francisco to Abu Dhabi to New Delhi all centered on AI advancement. As we move into the fall, expect the pace of AI developments – earnings, IPOs, product launches, and regulatory moves – to only accelerate. In the words of one market strategist, “This is a once-in-a-generation, secular tech cycle – the ‘AI supercycle’. The key is separating real growth from hype.” Judging by this week’s events, investors will have plenty of both to parse in the months ahead.

Sources: Reuters reuters.com reuters.com reuters.com reuters.com reuters.com reuters.com reuters.com reuters.com reuters.com reuters.com reuters.com reuters.com, Bloomberg reuters.com, Reuters Breakingviews reuters.com reuters.com, Benzinga benzinga.com benzinga.com, Investopedia investopedia.com investopedia.com.