AI Sector Analysis: September 1, 2025
AI Stocks End August With Volatility as Alibaba Surges; OpenAI Launches Voice API Amid Major Supply Chain Attack
The artificial intelligence sector closed August with a wave of volatility as investors took profits from U.S. tech leaders like NVIDIA and Dell, even as China's Alibaba soared on strong AI-driven cloud growth. The market jitters came amid a flurry of major product launches, including OpenAI's production-ready voice API and new open-source models from Nous Research, and were set against a backdrop of escalating security and regulatory pressures, highlighted by a novel supply chain attack that weaponized AI agents and South Korea's plan to invest over $7 billion in AI.
Key developments
- U.S. AI-related stocks sold off on …
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