April 10, 2025

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Amazon Invests $8 Billion in AI, TSMC Sees 42% Revenue Surge

Amazon has invested heavily in artificial intelligence, with a focus on generative AI and the development of chatbots, including a recent $8 billion investment in AI startup Anthropic. The company's CEO, Andy Jassy, believes this investment is necessary to remain competitive. Meanwhile, Taiwan Semiconductor Manufacturing (TSMC) has reported a 42% surge in Q1 revenue, driven by strong demand for AI servers and smartphones. Other companies, such as Snowflake and Twilio, are also leveraging AI to offer better services to their customers. However, the AI funding boom may be at risk due to anxiety over tariffs and fraud, and some AI stocks have fallen out of favor. Despite this, investors such as GIC and Temasek are using AI to drive productivity and make better investment decisions, and companies like Fortinet are advancing AI security with technologies like FortiAI.

Amazon Invests in AI

Amazon CEO Andy Jassy justified the company's billions of dollars in outlays for artificial intelligence development, saying the investment was necessary to remain competitive. Amazon is investing heavily in generative artificial intelligence, including releasing a variety of chatbots serving sellers, businesses, and consumers. The company has invested about $8 billion into AI startup Anthropic and has incorporated its Claude software into what it is calling Alexa+. Jassy's comments on Amazon's AI spending echo what Alphabet CEO Sundar Pichai said on Wednesday at a Google Cloud event.

Amazon Invests in AI

Amazon CEO Andy Jassy justified the company's billions of dollars in outlays for artificial intelligence development, saying the investment was necessary to remain competitive. Amazon is investing heavily in generative artificial intelligence, including releasing a variety of chatbots serving sellers, businesses, and consumers. The company has invested about $8 billion into AI startup Anthropic and has incorporated its Claude software into what it is calling Alexa+. Jassy's comments on Amazon's AI spending echo what Alphabet CEO Sundar Pichai said on Wednesday at a Google Cloud event.

Amazon Invests in AI

Amazon CEO Andy Jassy justified the company's billions of dollars in outlays for artificial intelligence development, saying the investment was necessary to remain competitive. Amazon is investing heavily in generative artificial intelligence, including releasing a variety of chatbots serving sellers, businesses, and consumers. The company has invested about $8 billion into AI startup Anthropic and has incorporated its Claude software into what it is calling Alexa+. Jassy's comments on Amazon's AI spending echo what Alphabet CEO Sundar Pichai said on Wednesday at a Google Cloud event.

Amazon Invests in AI

Amazon CEO Andy Jassy justified the company's billions of dollars in outlays for artificial intelligence development, saying the investment was necessary to remain competitive. Amazon is investing heavily in generative artificial intelligence, including releasing a variety of chatbots serving sellers, businesses, and consumers. The company has invested about $8 billion into AI startup Anthropic and has incorporated its Claude software into what it is calling Alexa+. Jassy's comments on Amazon's AI spending echo what Alphabet CEO Sundar Pichai said on Wednesday at a Google Cloud event. Amazon's total compensation for Jassy was $40.1 million last year, up from $29.2 million a year earlier.

TSMC Sales Surge

Taiwan Semiconductor Manufacturing reported a nearly 42% surge in Q1 revenue, fueled by strong demand for AI servers and smartphones ahead of looming U.S. tariffs. First-quarter revenue totaled NT$839.25 billion, up 41.6% compared to the same period in 2024. Analysts expect the company's growth to continue due to increasing demand for AI-related products.

TSMC Sales Beat Estimates

TSMC's quarterly revenue rose a larger-than-anticipated 42%, reflecting strengthening demand for AI servers and smartphones before US tariffs kicked in. The company's growth is expected to continue due to increasing demand for AI-related products. Electronics manufacturers had stockpiled goods in US warehouses in anticipation of potential trade and shipping disruptions.

TSMC Q1 Sales Top Estimates

Taiwan Semiconductor Manufacturing reported a nearly 42% surge in Q1 revenue, fueled by strong demand for AI servers and smartphones ahead of looming U.S. tariffs. First-quarter revenue totaled NT$839.25 billion, up 41.6% compared to the same period in 2024. The company's growth is expected to continue due to increasing demand for AI-related products.

Top AI Stocks to Buy

Artificial intelligence stocks have fallen out of favor in 2025, but savvy investors with long-term outlooks can take advantage of the sell-off to buy top AI stocks at a discount. Snowflake and Twilio are two companies that could win big from the AI trend. Snowflake operates a data cloud platform and is offering AI tools to its customers, while Twilio is using AI to help clients offer better and more personalized experiences to their customers.

Top AI Stocks to Buy

Artificial intelligence stocks have fallen out of favor in 2025, but savvy investors with long-term outlooks can take advantage of the sell-off to buy top AI stocks at a discount. Snowflake and Twilio are two companies that could win big from the AI trend. Snowflake operates a data cloud platform and is offering AI tools to its customers, while Twilio is using AI to help clients offer better and more personalized experiences to their customers.

AI Stocks in Down Trend

Four artificial intelligence stocks, including Arista Networks, C3.ai, Nvidia, and ServiceNow, have bounced back after selling off along with most other stocks during the Trump tariffs announcements. However, their price charts show evidence of a trend downward, and analysts may be re-assessing these names as the hype begins to fade.

AI Funding Boom at Risk

Anxiety over tariffs and fraud is threatening to slow the AI funding boom. Venture capitalists are starting to grapple with a more volatile stock market and the potential risks of hasty bets on AI. The AI funding boom may be at risk due to these factors, which could impact the growth of AI-related companies.

Fortinet Advances AI Security

Fortinet is advancing AI security with its FortiAI technology, which integrates agentic AI to heighten threat detection capabilities and automate security operations. Analysts forecast a potential 14.58% upside for Fortinet, with a price target range of $83 to $135. The company's FortiAI technology is expected to strengthen the protection for AI-enabled services.

Trading with AI

A trader is using AI to power their trades, with a system that scans the world's news, parses narratives, interprets sentiment, and converts it into trades. The trader believes that AI can provide an edge in the markets and is offering a free book to show others how to trade with AI.

GIC and Temasek Harness AI

GIC and Temasek, two Singapore-based global investors, are using AI extensively in portfolio management. They are using AI for tasks such as summarization, opinion mining, and drafting investment underwriting reports. The investors believe that AI can help them make better investment decisions and drive productivity and a competitive edge with AI adoption.

Key Takeaways

  • Amazon has invested $8 billion in AI startup Anthropic and is incorporating its Claude software into Alexa+.
  • TSMC's Q1 revenue surged 42% due to strong demand for AI servers and smartphones.
  • Snowflake and Twilio are using AI to offer better services to their customers.
  • The AI funding boom may be at risk due to anxiety over tariffs and fraud.
  • Some AI stocks, including Arista Networks, C3.ai, Nvidia, and ServiceNow, have bounced back after a sell-off but may be trending downward.
  • Fortinet is advancing AI security with its FortiAI technology.
  • GIC and Temasek are using AI in portfolio management to drive productivity and make better investment decisions.
  • Amazon's CEO, Andy Jassy, believes the company's AI investment is necessary to remain competitive.
  • The company's total compensation for Jassy was $40.1 million last year, up from $29.2 million a year earlier.
  • Investors can take advantage of the sell-off to buy top AI stocks at a discount, with companies like Snowflake and Twilio potentially winning big from the AI trend.

Sources

Artificial Intelligence Amazon AI Development Generative AI Chatbots AI Funding Boom