May 21, 2025

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AMD Nvidia Meta Platforms AI Hardware Growth

The artificial intelligence (AI) industry has seen significant developments, with several companies making notable announcements and achievements. Advanced Micro Devices (AMD) has launched a $6 billion share repurchase program, bringing its total buyback authorization to $10 billion. Meanwhile, Nvidia continues to dominate the AI hardware market, with its graphics processing units (GPUs) being used in many AI applications. Other companies, such as Meta Platforms, Taiwan Semiconductor, and Broadcom, are also making strides in the AI space. Additionally, several AI startups, including Cohere and SoundHound AI, have reported significant growth and are poised for future success. Google is also showcasing its AI innovations, including its Gemini AI model, at its I/O conference. These developments demonstrate the growing importance and potential of AI in various industries.

Key Takeaways

  • AMD has launched a $6 billion share repurchase program, bringing its total buyback authorization to $10 billion.
  • Nvidia dominates the AI hardware market, with its GPUs being used in many AI applications.
  • Meta Platforms and Nvidia are considered top AI stocks to buy, with growth potential and relatively fair prices.
  • Taiwan Semiconductor and Broadcom have joined the $1 trillion club, with significant growth potential in the AI space.
  • Cohere, an AI startup, has more than doubled its revenue since the start of the year and is approaching profitability.
  • SoundHound AI is poised for a rebound, with sales growth expected to reach 90% this year and 25% in 2026.
  • Google is showcasing its AI innovations, including its Gemini AI model, at its I/O conference.
  • Nvidia's next-generation Blackwell GPUs will be produced entirely in the US by 2026.
  • AMD's data center business makes up about half of its total revenue and has a higher operating margin than its client and gaming segments.
  • The AI industry is expected to drive growth and innovation in various companies, including Google and Nvidia.

AMD Launches $6 Billion Share Repurchase Program

Advanced Micro Devices (AMD) has announced a $6 billion share repurchase program, in addition to its existing $4 billion buyback authorization. This brings the total amount to $10 billion. AMD's stock has fallen roughly 30% over the last year, but the company has been ramping up its buyback activity. AMD's data center business currently makes up about half of its total revenue and has a higher operating margin than its client and gaming segments. The company has also attracted several existing Nvidia customers, including Oracle, Microsoft, and Meta Platforms, to its MI300 accelerators.

AMD Announces $6 Billion Share Buyback

Advanced Micro Devices (AMD) has announced a $6 billion share repurchase program, in addition to its existing $4 billion buyback authorization. This brings the total amount to $10 billion. AMD's stock has fallen roughly 30% over the last year, but the company has been ramping up its buyback activity. AMD's data center business currently makes up about half of its total revenue and has a higher operating margin than its client and gaming segments. The company has also attracted several existing Nvidia customers, including Oracle, Microsoft, and Meta Platforms, to its MI300 accelerators.

Top AI Stocks to Buy Despite Tariffs

Two top artificial intelligence (AI) stocks to buy despite tariffs are Meta Platforms and Nvidia. Meta Platforms earns most of its revenue from ads on social media platforms like Facebook and Instagram, and uses its cash flows to invest in AI. Nvidia is a leader in AI chips and has announced that its next-generation Blackwell GPUs will be produced entirely in the US by 2026. Both stocks have growth potential and are relatively fairly priced, with Meta trading at the lower end of its price range over the past year and Nvidia trading below its 2024 highs.

Best AI Stocks to Buy Now

Two top artificial intelligence (AI) stocks to buy now are Meta Platforms and Nvidia. Meta Platforms earns most of its revenue from ads on social media platforms like Facebook and Instagram, and uses its cash flows to invest in AI. Nvidia is a leader in AI chips and has announced that its next-generation Blackwell GPUs will be produced entirely in the US by 2026. Both stocks have growth potential and are relatively fairly priced, with Meta trading at the lower end of its price range over the past year and Nvidia trading below its 2024 highs.

Nvidia Dominates AI Hardware

Nvidia is a leader in artificial intelligence (AI) hardware, with its graphics processing units (GPUs) being used in many AI applications. The company has a strong track record of innovation and has announced several new products, including its Blackwell architecture. Nvidia's dominance in AI hardware is expected to continue, with the company anticipating strong growth in the coming years.

Unstoppable AI Stocks Join $1 Trillion Club

Two AI stocks, Taiwan Semiconductor and Broadcom, have joined the $1 trillion club. Taiwan Semiconductor manufactures many of the chips used in advanced technological devices, including iPhones and Nvidia GPUs. Broadcom is a key player in the custom AI accelerator market, with its XPUs designed to run workloads configured in a particular manner to optimize performance. Both companies have growth potential, with Taiwan Semiconductor expected to grow at a 45% compound annual growth rate (CAGR) over the next five years and Broadcom's XPU division expected to drive significant growth.

Circle Cofounder Raises $18 Million for AI Payments Startup

The cofounder of Circle has raised $18 million to launch a new startup that applies artificial intelligence (AI) to payments. The startup, called Catena Labs, aims to use AI to improve the efficiency and security of payments. The funding round was led by investors including a16z and Breyer Capital.

Nvidia vs Super Micro: Which AI Hardware Stock to Bet On

Nvidia and Super Micro are two prominent players in the AI hardware market. Nvidia dominates the AI graphics processing unit (GPU) market, while Super Micro designs ultra-efficient, NVIDIA-optimized servers for hyperscalers and enterprises. Nvidia's dominant market position, product innovation, and earnings consistency make it the stronger investment choice, despite facing near-term challenges due to export restrictions on its H20 chips.

Google I/O to Showcase AI Innovations

Google is hosting its I/O conference for software developers, where it will showcase its artificial intelligence (AI) innovations, including its Gemini AI model. Google's AI Overviews system uses Gemini to provide conversational summaries to search queries, and the company has announced several new AI-powered products, including Project Mariner, Project Astra, Jules, and Deep Research. Google's AI efforts are expected to drive growth and innovation in the company's search business.

Cohere AI Startup Doubles Sales This Year

Cohere, an artificial intelligence (AI) startup, has more than doubled its revenue since the start of the year and is approaching profitability. The company faces heightened competition from OpenAI and Anthropic, but its growth is a positive sign for the AI industry. Cohere's CEO, Aidan Gomez, announced the company's revenue growth and expressed optimism about its future prospects.

SoundHound AI Stock Poised for Rebound

SoundHound AI, a company that provides voice AI solutions, is poised for a rebound after its stock price fell 50% this year. The company has a strong AI business, with sales growth expected to reach 90% this year and 25% in 2026. SoundHound's voice AI suite helps companies incorporate AI into various verticals, and the company has partnered with several major brands, including Honda and White Castle. Despite competition from larger companies, SoundHound's growth potential and relatively fair valuation make it an attractive investment opportunity.

Sources

Artificial Intelligence AI Stocks Nvidia Meta Platforms AMD AI Hardware