June 16, 2025

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Meta, Amazon, Oracle AI Investments

Several companies are making significant strides and investments in artificial intelligence (AI). BT Group CEO Allison Kirkby indicated that AI advancements could lead to deeper job cuts than the already planned 40,000 by 2030, and suggested the potential spin-off of Openreach. Meta is considering a $10 billion investment in Scale AI, an AI data infrastructure startup, marking Meta's largest external AI commitment, with CEO Mark Zuckerberg committing up to $65 billion in AI investment this year. Despite solid first-quarter results, Workday's stock fell as investors anticipated more from its AI initiatives, while Five9 is experiencing revenue growth through AI integration into its cloud contact center solutions, leading to a workforce reduction to reinvest in AI. Bill Ackman's Pershing Square Capital Management has invested in Amazon, attracted by its diversified ecosystem and AI potential, particularly in connecting e-commerce, cloud computing (AWS), and advertising. Oracle's revenue rose 11% to $15.9 billion, driven by cloud and AI investments, with cloud revenue jumping 27% and a record $138 billion in contract backlog.

Key Takeaways

  • BT Group anticipates further job cuts due to AI advancements and may consider spinning off Openreach.
  • Meta is considering a $10 billion investment in Scale AI, its largest external AI commitment.
  • Mark Zuckerberg is committing up to $65 billion in AI investment this year.
  • Workday's stock declined despite positive results, as investors expected more from its AI involvement.
  • Five9's AI strategy is boosting its cloud contact center stock, with AI-related revenue up 46%.
  • Five9 is reducing its workforce to reinvest in AI.
  • Bill Ackman's Pershing Square Capital Management has invested in Amazon due to its AI potential.
  • Amazon is leveraging AI to integrate its e-commerce, cloud computing (AWS), and advertising businesses.
  • Oracle's revenue increased by 11%, driven by cloud and AI investments.
  • Oracle's cloud revenue jumped 27%, with Oracle Cloud Infrastructure (OCI) surging 52%.

BT Group may cut more jobs with AI advancements

BT Group CEO Allison Kirkby said AI could lead to deeper job cuts than the 40,000 already planned by 2030. Kirkby mentioned that BT might consider spinning off Openreach if its value isn't reflected in the share price. However, BT stated that spinning off Openreach is not currently being considered. Strong fiber broadband demand and cost savings helped BT's full-year earnings.

BT Group may cut more jobs with AI advancements

BT Group CEO Allison Kirkby believes AI could lead to more job cuts than the 40,000 already planned. Kirkby also suggested that BT might spin off Openreach in the future. She feels the current plans don't fully account for AI's potential.

Meta considers $10 billion investment in Scale AI

Meta is considering investing over $10 billion in Scale AI, a data infrastructure startup for artificial intelligence. Scale AI helps develop large language models and works with Meta on 'Defense Llama'. The investment would be Meta's largest external AI commitment. Meta CEO Mark Zuckerberg is committing up to $65 billion in AI investment this year.

Meta considers $10 billion investment in Scale AI

Meta is in talks to invest over $10 billion in Scale AI, a startup specializing in AI data infrastructure. Scale AI supports large language model development and is working with Meta on 'Defense Llama'. The potential investment would be Meta's largest external AI commitment to date. Meta CEO Mark Zuckerberg is committing up to $65 billion in AI investment this year.

Workday's AI efforts face investor skepticism despite solid results

Workday's stock fell despite good first-quarter results, as investors expected more from its AI involvement. The company's revenue grew by nearly 13% to $2.24 billion. Workday's CEO mentioned that many clients are using Workday Illuminate, its AI platform. Analysts predict continued growth for Workday, but the market had been expecting higher growth rates.

Five9's AI strategy boosts cloud contact center stock

Five9 is integrating AI into its cloud contact center solutions, driving revenue growth. The company's AI-related revenue grew by 46% year-over-year. Five9's partnerships include Salesforce, ServiceNow, Microsoft, and Google Cloud. The company announced a workforce reduction to save money and reinvest in AI. Analysts believe Five9's stock is currently undervalued.

Bill Ackman adds Amazon to his AI stock portfolio

Bill Ackman's Pershing Square Capital Management has invested in Amazon, joining Warren Buffett and Cathie Wood. Ackman was attracted to Amazon's diversified ecosystem and AI potential. Amazon is using AI to connect its e-commerce, cloud computing (AWS), and advertising businesses. Amazon's investment in Anthropic has helped its cloud business grow.

Top AI cloud stocks to consider buying this June

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Oracle's cloud and AI investments drive strong financial results

Oracle's revenue rose 11% to $15.9 billion, beating expectations. Cloud revenue jumped 27%, with Oracle Cloud Infrastructure (OCI) surging 52%. Oracle's multi-cloud database services grew 115% quarter-over-quarter. The company's backlog of contracts hit a record $138 billion. Oracle is investing heavily in GPU clusters and data centers to support its cloud business.

Sources

AI Artificial Intelligence Job Cuts BT Group Allison Kirkby Openreach Meta Scale AI Data Infrastructure Large Language Models Defense Llama Mark Zuckerberg AI Investment Workday Workday Illuminate Five9 Cloud Contact Center Salesforce ServiceNow Microsoft Google Cloud Bill Ackman Amazon Pershing Square Capital Management AWS Anthropic Cloud Stocks Oracle Oracle Cloud Infrastructure OCI GPU Clusters Data Centers Cloud Revenue