August 2, 2025

finance  
microsoft, amazon and google Updates

The AI sector is seeing massive investments from Big Tech, with Microsoft, Amazon, Alphabet, and Meta collectively planning to spend over $344 billion this year and a projected $364 billion in 2025. Microsoft is leading the charge, with Azure cloud growth up 39% due to AI demand. Meta is also benefiting, seeing improved ad system performance thanks to AI, while Amazon's cloud sales haven't been as strong, impacting its stock price despite significant AI investments, including $31 billion per quarter in AWS. Pearson is integrating AI with Microsoft, AWS, and Google Cloud, expecting growth in 2025, with sales up 2% to \u00a31.7 billion in the first half of the year. Amazon's online sales also saw an 11% increase to $61.5 billion, boosted by Prime Day and AI-driven efficiencies like DeepFleet, improving robot travel by 10%. Nvidia is a major beneficiary of this AI boom. Some analysts predict Nvidia's market value could reach $5 trillion soon and potentially $10 trillion by 2035, driven by demand for its GPUs in AI infrastructure. Microsoft and Meta's combined AI infrastructure spending could exceed $100 billion in 2025, further fueling Nvidia's growth. Nvidia is also expanding into quantum computing, establishing a research center in Boston and partnering with Japan's National Institute of Advanced Industrial Science and Technology. The company can again sell its H20 chips to China, potentially generating $15 billion in revenue. Beyond the giants, other companies are making waves in the AI space. Palantir is expected to exceed earnings expectations, driven by increased AI adoption and government contracts. Figma's stock tripled after its IPO, valuing the company at over $65 billion, as it competes with Adobe in AI-powered creative tools. Aehr Test Systems, focused on AI hardware testing, saw a stock jump after securing an AI customer. Meta and Broadcom are also being watched as potential outperformers, with projections suggesting they could surpass Apple's market cap by 2030. Broadcom makes AI networking chips for companies like Apple and Google. Investing in AI companies, including through ETFs and startups, is a growing trend, but requires careful research and risk management.

Key Takeaways

  • Big Tech, including Microsoft, Amazon, Alphabet, and Meta, plans to invest over $344 billion in AI this year, increasing to $364 billion in 2025.
  • Microsoft's Azure cloud division experienced a 39% sales increase due to AI demand.
  • Amazon's online sales rose 11% to $61.5 billion, supported by AI-driven efficiencies like DeepFleet.
  • Nvidia's market value could reach $5 trillion soon, driven by AI infrastructure spending from companies like Microsoft and Meta.
  • Nvidia is expanding into quantum computing, establishing a research center in Boston.
  • Nvidia can again sell its H20 chips to China, potentially generating $15 billion in revenue.
  • Meta and Broadcom are being watched as potential outperformers and could surpass Apple's market cap by 2030.
  • Figma's stock tripled after its IPO, valuing the company at over $65 billion, as it competes with Adobe in AI-powered creative tools.
  • Pearson expects growth in 2025 due to its AI transformation efforts with Microsoft, AWS, and Google Cloud.
  • Palantir is expected to exceed earnings expectations due to increased AI adoption and government contracts.

Big Tech spending $344 billion this year in AI race

Big tech companies like Microsoft, Amazon, Alphabet, and Meta plan to spend over $344 billion this year on AI. They want to build more data centers to run AI models. Microsoft's cloud division Azure saw a 39% sales jump because of AI. Meta's ad system is also doing better with AI, but Amazon's cloud sales were not as strong.

Amazon, Google, Microsoft, and Meta to spend $364B on AI in 2025

Amazon, Alphabet, Microsoft, and Meta will spend a total of $364 billion on AI in 2025. This is more than the $325 billion they predicted earlier in the year. Microsoft is spending the most at $88.7 billion. Meta is also spending more on data centers and hiring people. However, Amazon's stock fell even though they are spending $118.5 billion.

AI investments by Big Tech to hit $364 billion in 2025

Big Tech companies like Amazon, Alphabet, Microsoft, and Meta are increasing their AI investments to $364 billion in 2025. Microsoft will spend $88.7 billion, and Meta expects to spend between $66 billion and $72 billion. Alphabet plans to spend $85 billion. Investors seem happy with the increased spending, but Amazon's shares fell because of concerns about its cloud computing unit AWS.

AI spending spree Big Tech invests $344 billion this year

Big tech companies like Microsoft, Amazon, Alphabet, and Meta are planning to spend over $344 billion on AI this year. Microsoft will spend about $30 billion this period. Meta's CFO Susan Li said the goal is to develop the best AI models. Amazon's stock went down, but Meta's stock went up after reporting strong sales.

Could Nvidia be worth $10 trillion by 2035?

Nvidia's stock is currently valued at $4.2 trillion, and one prediction says it could reach $10 trillion by 2035. Experts think AI could become a $40 trillion market. Nvidia is a big player in AI chips for data centers. The company may also benefit from new industries like robotics and self-driving cars. Nvidia recently got approval to sell H20 chips to China again.

Two AI stocks could beat Apple by 2030

Apple is worth $3.1 trillion now, but Meta Platforms and Broadcom could be worth more in five years. Meta uses AI to make its social media platforms more engaging. Broadcom makes AI networking chips for companies like Apple and Google. To beat Apple, Meta's stock needs to gain 88%, and Broadcom's stock needs to advance 129%.

Nvidia stock may hit $5 trillion because of Microsoft and Meta

Nvidia's market value is currently $4.3 trillion, and it could reach $5 trillion soon. Microsoft and Meta plan to spend over $100 billion on AI infrastructure in 2025. Nvidia's GPUs are important for AI, and Microsoft's Azure platform uses Nvidia's chips. The company can also sell its H20 chips to China again, which will help its growth.

Nvidia stock may soar thanks to Microsoft and Meta

Nvidia's stock has increased a lot because of AI. Microsoft and Meta recently had strong results, showing that AI is still growing. Microsoft's Azure Cloud is doing well because of AI. Meta's CEO Mark Zuckerberg said AI is making their ad system more efficient. Nvidia is also allowed to sell its H20 AI chips in China again, which could bring in $15 billion.

Pearson expects growth with AI products in 2025

Pearson's sales were up 2% to \u00a31.7 billion for the first half of 2025. The company expects stronger growth later in the year. This is because Pearson is working on its AI transformation with Microsoft, AWS, and Google Cloud.

Amazon online sales increase amid AI push

Amazon's online sales increased by 11% to $61.5 billion in the second quarter. This was partly due to its biggest Prime Day ever. Amazon's cloud service, AWS, made $10.2 billion in operating income. Amazon is investing in AI, including DeepFleet, which improves robot travel efficiency by 10%. Amazon plans to spend about $31 billion in each of the next two quarters to grow its AWS network.

Palantir stock may beat earnings again

Loop Capital thinks Palantir Technologies Inc. will beat earnings expectations. They have a "Buy" rating for the stock and raised the price target to $178. Palantir is expected to secure more commercial contracts as AI use grows. The company is also expected to benefit from its government connections.

Figma stock soars after IPO

Figma's stock price tripled after its IPO, closing at $115.50 per share. This gives the company a valuation of over $65 billion. Figma is a design and collaboration software company. The company is competing with Adobe and others in using AI for creative tools. Figma may now be able to make its own deals.

Investing in AI tech companies for growth

Investing in AI companies involves finding firms that use AI in their work or develop AI technologies. These companies can grow quickly because AI is in demand. Strategies include buying stocks in AI companies, investing in AI ETFs, or investing in AI startups. Nvidia's stock has increased because its GPUs are used in AI. Investors should research companies and manage risks carefully.

Aehr Test Systems focuses on AI hardware

Aehr Test Systems makes equipment to test semiconductors for AI and electric vehicles. They focus on high-power wafer-level testing for AI chips. Aehr's shares have decreased slightly, but they saw a jump after getting an AI customer. The company faces competition from larger companies. Aehr's stock is volatile, but they have no debt.

Nvidia stock for AI and quantum computing

Nvidia is known for AI, but it's also helping advance quantum computing. Nvidia is building a research center in Boston to combine AI and quantum computing. The company is also providing GPUs to Japan's National Institute of Advanced Industrial Science and Technology. Nvidia's stock may seem expensive, but it's a good option for investors interested in both AI and quantum computing.

Sources

AI Big Tech Investments Microsoft Amazon Alphabet Meta Nvidia AI Chips Data Centers Cloud Computing Azure AWS Stock Market Financial Performance AI Models GPUs Quantum Computing AI Hardware Semiconductors AI ETFs AI Startups Palantir Figma Aehr Test Systems Pearson H20 Chips China Robotics Self-Driving Cars Broadcom AI Infrastructure