Wall Street Bets on If, When AI Bubble Will Pop | Bloomberg Tech 12/15/2025

Chai Discovery, an AI drug-discovery startup, has successfully raised $130 million in a Series B funding round, achieving a valuation of $1.3 billion. The company aims to develop a computer-aided design suite for molecules, enhancing its capabilities in drug discovery. Co-founder Joshua Meier and investor Elena Viboch discussed this milestone on Bloomberg Tech.

A lawsuit initiated by several states against the Trump administration regarding the newly implemented $100,000 H-1B visa fee is gaining traction, according to Hiba Anver, a partner at Erickson Immigration Group. Anver discussed the case on Bloomberg Tech with Caroline Hyde, highlighting its potential strength compared to other lawsuits filed on the same issue.

Natalie Gallagher, principal economist at Board, emphasized that the recent surge in artificial intelligence (AI) spending is not just a trend but a significant anchor for the broader economy, as discussed on Bloomberg Tech with Caroline Hyde.

ServiceNow is reportedly in advanced negotiations to acquire the cybersecurity startup Armis, with the deal potentially valued at up to $7 billion, marking a significant move in the tech industry. This acquisition could represent ServiceNow's largest purchase to date, reflecting its commitment to enhancing its cybersecurity capabilities.

Nvidia has launched Nemotron 3, a new version of its AI models, featuring a hybrid mixture-of-experts architecture designed to enhance accuracy and reliability for agentic AI applications. The models come in three sizes: Nano with 30B parameters, Super with 100B parameters, and Ultra with around 500B parameters, catering to various complexities in AI tasks.