Engineering The Trade - October 13, 2025 - OpenAI Expands Partnerships, Bloom Energy Secures Major Deal
Update: 2025-10-13
Description
OpenAI continues its strategic expansion through a new partnership with Broadcom (AVGO) to design custom chips, marking another major alliance for the $500 billion company that's influencing tech giants.
Bloom Energy (BE) announced a $5 billion partnership with Brookfield Asset Management for AI infrastructure using their fuel cells, representing nearly 20% of their market cap.
IonQ reported significant advancements in quantum chemistry simulations, contradicting earlier claims that quantum computing applications were years away. The news boosted related stocks including QBTS and QUBT.
Rare earth metal stocks are surging after China announced export restrictions, with companies like MP Materials, LAC, USAR, and TMQ seeing substantial gains as investors target critical materials essential for technology manufacturing.
AI-related investments continue accelerating, with JP Morgan pledging $10 billion toward companies deemed essential to national security.
Bloom Energy (BE) announced a $5 billion partnership with Brookfield Asset Management for AI infrastructure using their fuel cells, representing nearly 20% of their market cap.
IonQ reported significant advancements in quantum chemistry simulations, contradicting earlier claims that quantum computing applications were years away. The news boosted related stocks including QBTS and QUBT.
Rare earth metal stocks are surging after China announced export restrictions, with companies like MP Materials, LAC, USAR, and TMQ seeing substantial gains as investors target critical materials essential for technology manufacturing.
AI-related investments continue accelerating, with JP Morgan pledging $10 billion toward companies deemed essential to national security.
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