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AI Fund: Apple’s $100B, OpenAI’s $500B, Vast Data’s $30B, Mistral’s $10B etc.
Updated on Thu, Aug 7, 2025
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Some of the biggest companies just revealed their quarterly earnings, mostly for the second fiscal quarter of the year—announcements that also came with future investment plans and earnings forecasts for the upcoming quarter and beyond.
The biggest earners included artificial intelligence (AI) companies such as OpenAI, Microsoft, Google, Meta, and others. Furthermore, the majority of investments were directed towards AI infrastructure, products, and services—which wasn’t much of a surprise considering how the sector is booming.
The strong numbers even saw Microsoft join the $4 trillion market cap club, becoming just the second ever publicly traded company to do so—following GPU (graphics processing unit) chipmaker NVIDIA.
However, it’s not been an easy task, considering the uncertainty looming over tariffs and trade restrictions imposed by the President Donald Trump administration.
Recently, the President announced the United States will levy a 100% tariff on imported chips—but some companies will be exempt from this order, particularly those that are manufacturing in the U.S. or have outlined plans to do so.
The move comes as President Donald Trump looks to bolster the American economy and bring manufacturing back to the U.S.
According to South Korea's top trade envoy, Yeo Han-koo, Samsung Electronics and SK Hynix will also be exempted from the tariffs. The country will also receive “the most favorable U.S. tariff rates on chips” as per a trade deal between the two countries.
This deal also works out well for Apple, as it’s slated to get chips from Samsung’s Texas production plant for a wide range of Apple products. While Samsung declined to comment on the matter, an Apple spokesperson said, “This facility will supply chips that optimize power and performance of Apple products, including iPhone devices.”
Apple also announced a new $100 billion commitment to the U.S., adding to its previously committed $500 billion investment over four years, taking its total commitment to $600 billion.
This also comes as part of a recent push by the President and several AI companies, which included $25 billion from Google, $25 billion from Blackstone, $6 billion from CoreWeave, and a promise of hundreds of billions of dollars from Meta.
“Today, we’re proud to increase our investments across the United States to $600 billion over four years and launch our new American Manufacturing Program,” said Tim Cook, Apple’s CEO. “This includes new and expanded work with 10 companies across America. They produce components that are used in Apple products sold all over the world, and we’re grateful to the President for his support.”
The new American Manufacturing Program (AMP) aims to bring more of Apple’s supply chain and advanced manufacturing to the U.S., and will comprise investments across the country while incentivizing global companies to manufacture in the U.S.
Apple's additional input may also play a pivotal role in helping it avoid heavy tariffs on its products. Currently, the company partners with thousands of suppliers across all 50 states, supports over 450,000 supplier and partner jobs, and plans to directly hire 20,000 people in the U.S.
Apple also spoke of a new $2.5 billion partnership with Corning to manufacture 100 percent of iPhone and Apple Watch cover glass in Kentucky.
ChatGPT maker OpenAI holds a central position in the push to make the U.S. an AI powerhouse, especially considering its role in the $500 billion Project Stargate, which was announced almost as soon as President Donald Trump took office for his second stint.
While the Project didn’t take off as all parties involved intended it to, the initiative saw the group—OpenAI, Oracle, and SoftBank—settle for more modest goals, which included building a small data center by the end of the year.
Either way, OpenAI has been actively enhancing the U.S. government with its products, which include ChatGPT Gov, plans to boost economic growth, and providing ChatGPT Enterprise to the entire U.S. federal workforce for $1, in a first-of-its-kind partnership with the General Services Administration.
All this comes as it awaits the release of its much-anticipated GPT-5 model.
OpenAI is also trying to boost its current valuation from $300 billion to around $500 billion through a stock sale that would allow employees to sell several billion dollars worth of shares, as per sources.
The transaction is expected to transpire before a potential IPO and will come as the company reported an annualized revenue run rate of $12 billion—while being on track to hit $20 billion by the end of the year.
As AI continues to act as the beacon of industrial innovation, it’s no surprise that AI startups and companies are grabbing immense investments, especially in the infrastructure development department.
AI infrastructure provider Vast Data is in talks for a new funding round that could jump its valuation to up to $30 billion, as per two sources.
Vast Data is expected to raise several billion dollars from private equity firms, venture capital investors, and even tech conglomerates, which is expected to make it one of the most valuable AI startups. The company is attracting the attention of NVIDIA and CapitalG, Google-parent company Alphabet’s growth-stage venture arm.
Currently, the company possesses clients such as xAI and CoreWeave.
In more concrete numbers, AI startup Clay announced that it raised $100 million in a Series C funding round that pushed its valuation to $3.1 billion. The new funding round was led by CapitalG and witnessed participation from Meritech Capital Partners and Sequoia Capital.
Clay provides customers such as Google and Reddit with an AI-powered platform that automates sales and marketing workflows.
“While people debate which jobs AI will automate, we’ve been busy creating a new one that centers human creativity and doesn’t require a CS degree: GTM Engineers,” says Clay.
Its platform empowers and enables GTM engineers to build revenue engines by combining growth acumen with AI and automation—and the company calls them engineers because they code revenue instead of software.
It’s not just U.S.-based companies that are attracting attention.
French AI company Mistral is in talks with MGX—which is also part of Project Stargate—as well as other investors and venture capital firms to raise $1 billion, which would push its valuation to $10 billion, according to reports citing sources familiar with the matter.
The move would help the company accelerate the commercial launch of its Le Chat chatbot and other products.
Do you think the United States’ position as the leader of the AI industry is secured with these moves?
Let us know in the comments below!
The biggest earners included artificial intelligence (AI) companies such as OpenAI, Microsoft, Google, Meta, and others. Furthermore, the majority of investments were directed towards AI infrastructure, products, and services—which wasn’t much of a surprise considering how the sector is booming.
The strong numbers even saw Microsoft join the $4 trillion market cap club, becoming just the second ever publicly traded company to do so—following GPU (graphics processing unit) chipmaker NVIDIA.
However, it’s not been an easy task, considering the uncertainty looming over tariffs and trade restrictions imposed by the President Donald Trump administration.
Tariffs And Trade Restrictions
Recently, the President announced the United States will levy a 100% tariff on imported chips—but some companies will be exempt from this order, particularly those that are manufacturing in the U.S. or have outlined plans to do so.
The move comes as President Donald Trump looks to bolster the American economy and bring manufacturing back to the U.S.
According to South Korea's top trade envoy, Yeo Han-koo, Samsung Electronics and SK Hynix will also be exempted from the tariffs. The country will also receive “the most favorable U.S. tariff rates on chips” as per a trade deal between the two countries.
This deal also works out well for Apple, as it’s slated to get chips from Samsung’s Texas production plant for a wide range of Apple products. While Samsung declined to comment on the matter, an Apple spokesperson said, “This facility will supply chips that optimize power and performance of Apple products, including iPhone devices.”
Apple
Apple also announced a new $100 billion commitment to the U.S., adding to its previously committed $500 billion investment over four years, taking its total commitment to $600 billion.
This also comes as part of a recent push by the President and several AI companies, which included $25 billion from Google, $25 billion from Blackstone, $6 billion from CoreWeave, and a promise of hundreds of billions of dollars from Meta.
“Today, we’re proud to increase our investments across the United States to $600 billion over four years and launch our new American Manufacturing Program,” said Tim Cook, Apple’s CEO. “This includes new and expanded work with 10 companies across America. They produce components that are used in Apple products sold all over the world, and we’re grateful to the President for his support.”
The new American Manufacturing Program (AMP) aims to bring more of Apple’s supply chain and advanced manufacturing to the U.S., and will comprise investments across the country while incentivizing global companies to manufacture in the U.S.
Apple's additional input may also play a pivotal role in helping it avoid heavy tariffs on its products. Currently, the company partners with thousands of suppliers across all 50 states, supports over 450,000 supplier and partner jobs, and plans to directly hire 20,000 people in the U.S.
Apple also spoke of a new $2.5 billion partnership with Corning to manufacture 100 percent of iPhone and Apple Watch cover glass in Kentucky.
OpenAI
ChatGPT maker OpenAI holds a central position in the push to make the U.S. an AI powerhouse, especially considering its role in the $500 billion Project Stargate, which was announced almost as soon as President Donald Trump took office for his second stint.
While the Project didn’t take off as all parties involved intended it to, the initiative saw the group—OpenAI, Oracle, and SoftBank—settle for more modest goals, which included building a small data center by the end of the year.
Either way, OpenAI has been actively enhancing the U.S. government with its products, which include ChatGPT Gov, plans to boost economic growth, and providing ChatGPT Enterprise to the entire U.S. federal workforce for $1, in a first-of-its-kind partnership with the General Services Administration.
All this comes as it awaits the release of its much-anticipated GPT-5 model.
OpenAI is also trying to boost its current valuation from $300 billion to around $500 billion through a stock sale that would allow employees to sell several billion dollars worth of shares, as per sources.
The transaction is expected to transpire before a potential IPO and will come as the company reported an annualized revenue run rate of $12 billion—while being on track to hit $20 billion by the end of the year.
Vast Data, NVIDIA, And CapitalG
As AI continues to act as the beacon of industrial innovation, it’s no surprise that AI startups and companies are grabbing immense investments, especially in the infrastructure development department.
AI infrastructure provider Vast Data is in talks for a new funding round that could jump its valuation to up to $30 billion, as per two sources.
Vast Data is expected to raise several billion dollars from private equity firms, venture capital investors, and even tech conglomerates, which is expected to make it one of the most valuable AI startups. The company is attracting the attention of NVIDIA and CapitalG, Google-parent company Alphabet’s growth-stage venture arm.
Currently, the company possesses clients such as xAI and CoreWeave.
Clay And CapitalG
In more concrete numbers, AI startup Clay announced that it raised $100 million in a Series C funding round that pushed its valuation to $3.1 billion. The new funding round was led by CapitalG and witnessed participation from Meritech Capital Partners and Sequoia Capital.
Clay provides customers such as Google and Reddit with an AI-powered platform that automates sales and marketing workflows.
“While people debate which jobs AI will automate, we’ve been busy creating a new one that centers human creativity and doesn’t require a CS degree: GTM Engineers,” says Clay.
Its platform empowers and enables GTM engineers to build revenue engines by combining growth acumen with AI and automation—and the company calls them engineers because they code revenue instead of software.
Mistral And MGX
It’s not just U.S.-based companies that are attracting attention.
French AI company Mistral is in talks with MGX—which is also part of Project Stargate—as well as other investors and venture capital firms to raise $1 billion, which would push its valuation to $10 billion, according to reports citing sources familiar with the matter.
The move would help the company accelerate the commercial launch of its Le Chat chatbot and other products.
Do you think the United States’ position as the leader of the AI industry is secured with these moves?
Let us know in the comments below!
First published on Thu, Aug 7, 2025
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