July 24, 2025

finance  
Nvidia $7T? Amazon, Google AI Moves, Microsoft Earnings

The tech world is buzzing with AI advancements and strategic investments. Nvidia's dominance in GPUs for AI and data centers has analysts predicting its market value could reach $7 trillion by 2028, potentially surpassing Microsoft. Cathie Wood's ARK Invest increased its stake in Nvidia, investing $2.05 million, while also investing in Illumina. Wall Street analysts are favoring Vertiv over BigBear.ai as the stronger AI stock, citing Vertiv's AI infrastructure solutions and partnership with Nvidia. SAP's CEO noted the increasing demand for AI, with cloud and software revenue growing 11% to 7.97 billion euros ($9.4 billion). Several tech giants are making moves in the AI space: Amazon is acquiring AI startup Bee to enhance voice interaction, and Alphabet is acquiring AI talent from Google's DeepMind. Tesla is expanding into the food industry with a new restaurant, while Apple is exploring AI strategies. Meta and Microsoft are anticipated to report strong earnings growth, driven by AI, while Alphabet and Amazon are also expected to show double-digit revenue growth. Olto, founded by former Amazon executives, secured $5.1 million to develop an AI demo engineer for B2B sales. Datasite acquired Blueflame AI to enhance M&A processes, integrating it into its Intelligence unit. A16z Crypto is leading a $15 million seed round for Poseidon, which focuses on decentralized AI training data. Finally, AI is bolstering cybersecurity, with companies like CyberArk, Fortinet, and Okta leveraging AI to improve threat detection and security measures.

Key Takeaways

  • Analysts predict Nvidia's market value could reach $7 trillion by 2028 due to its dominance in AI GPUs.
  • Nvidia's GPUs hold approximately 90% of the data center market.
  • Cathie Wood's ARK Invest increased its investment in Nvidia by $2.05 million.
  • SAP's cloud and software revenue grew by 11% to 7.97 billion euros ($9.4 billion) due to rising AI demand.
  • Olto, founded by ex-Amazon executives, raised $5.1 million for its AI demo engineer platform.
  • Amazon is acquiring AI startup Bee to improve its voice interaction capabilities.
  • Alphabet is acquiring AI talent from Google's DeepMind.
  • Meta and Microsoft are expected to show strong earnings growth, driven by AI.
  • Datasite acquired Blueflame AI to automate M&A processes.
  • A16z Crypto is leading a $15 million seed round for Poseidon, focused on decentralized AI training data.

SAP CEO talks earnings, global trade, and rising AI demand

SAP's CEO discussed the company's earnings, trade issues, and the increasing demand for AI. Cloud and software revenue grew by 11%, reaching 7.97 billion euros ($9.4 billion) by June 30. The CEO also addressed concerns about tariff uncertainties. The interview took place on Bloomberg Television on July 23, 2025.

SAP CEO discusses earnings, trade, and AI on Bloomberg TV

SAP CEO Christian Klein spoke about the company's performance, noting that cloud and software revenue increased by 11% to 7.97 billion euros ($9.4 billion) by the end of June. Klein also talked about the uncertainty of tariffs and the growing need for artificial intelligence. He made these comments on Bloomberg Television on July 23, 2025.

Nvidia stock could reach $7 trillion by 2028 analysts predict

Analysts predict Nvidia's market value could hit $7 trillion by 2028. Nvidia is currently the world's largest company, surpassing Microsoft. Nvidia's GPUs are used for AI and data centers, giving it a large market share. A third-party projection estimates data center capital expenditures will rise to $1 trillion by 2028. If Nvidia keeps its market share, its revenue could reach $311 billion, with $171 billion in profits.

Nvidia may reach $7 trillion market cap by 2028 analysts say

Nvidia is now the world's largest company, ahead of Microsoft. Experts believe Nvidia's market value could reach $7 trillion by 2028. This growth is due to the high demand for Nvidia's GPUs in data centers and AI. Nvidia's GPUs hold about 90% of the data center market. If data center spending reaches $1 trillion by 2028, Nvidia could greatly benefit.

Olto secures $5.1M to revolutionize B2B sales with AI demo engineer

Olto, a company creating an AI demo engineer for B2B sales, has raised $5.1 million in funding. The funding round was led by Nexus Venture Partners and The General Partnership. Olto's AI platform creates personalized demo environments for each sales opportunity. The company was founded by former Amazon executives Kintan Brahmbhatt and Jean-Baptiste Chaput. Early customers have seen a 70% reduction in demo preparation time and better win rates.

Olto raises $5.1M for AI demo engineer to boost B2B sales

Olto, an AI company that helps B2B teams with software demos, has raised $5.1 million. The funding was led by Nexus Venture Partners and The General Partnership. Olto's AI demo engineer creates personalized product demos for each customer. The company was started by former Amazon executives Kintan Brahmbhatt and Jean-Baptiste Chaput. Olto aims to make sales demos more efficient and tailored to each buyer.

Cathie Wood invests millions in Illumina, Nvidia, reduces Rocket Lab stake

Cathie Wood's ARK Invest made big investments in AI and biotech stocks on July 22. They bought $2.98 million worth of Illumina, a DNA sequencing company. ARK also increased its investment in Nvidia, spending $2.05 million. On the other hand, ARK sold shares of Guardant Health and Rocket Lab USA for the second week in a row. These moves show Wood's confidence in AI and gene sequencing.

AI leaders and laggards Magnificent 7 earnings face off

Six of the 'Magnificent 7' tech giants, including Tesla, Alphabet, Microsoft, Meta, Amazon, and Apple, are reporting earnings. These companies have a combined market value of $13.5 trillion. AI is driving growth for most, except Tesla and Apple. Meta and Microsoft are expected to show strong earnings growth. Alphabet and Amazon are also expected to have double-digit revenue growth.

Vertiv versus BigBear.ai which AI stock is Wall Street backing

Wall Street is comparing Vertiv Holdings and BigBear.ai to see which AI stock is a better investment before their Q2 earnings reports. Vertiv is seeing high demand for its AI infrastructure solutions, especially for data centers. BigBear.ai provides AI solutions for defense and national security. Analysts are more bullish on Vertiv, citing its strong growth potential and partnership with Nvidia.

Tech giants innovate in AI and expansion trading volumes surge

Trading volumes are up as tech companies innovate in AI and expand their businesses. Nvidia invested in Reka AI, boosting its value. Tesla opened a restaurant and is expanding into the food industry. Apple added a silent unknown caller feature and is exploring AI strategies. Amazon is buying AI startup Bee to improve its voice interaction. Alphabet acquired AI talent from Google's DeepMind.

Datasite acquires Blueflame AI to enhance M&A processes

Datasite, a SaaS platform for M&A, has bought Blueflame AI to automate dealmaking. Blueflame AI uses AI to automate tasks like drafting investment memos. The deal is part of a $500 million strategy by CapVest Partners to dominate dealmaking tech. Datasite will integrate Blueflame into its Intelligence unit. Datasite reviews about 60,000 transactions annually with customers in 180 countries.

A16z Crypto leads $15M seed round for Poseidon's AI data layer

Andreessen Horowitz (A16z) Crypto is leading a $15 million seed round in Poseidon. Poseidon is a company focused on decentralized AI training data.

AI-driven cybersecurity boom makes these three stocks worth buying

Cybersecurity is becoming more important for businesses, leading to industry growth. AI is helping to improve cybersecurity by detecting threats faster. CyberArk is using AI to protect against AI-driven threats. Fortinet uses AI to automate threat detection and response. Okta is using AI to manage identity and access, making it easier to protect digital identities.

Sources

AI Artificial Intelligence Nvidia Data Centers GPUs Market Value Olto B2B Sales AI Demo Engineer Funding Cathie Wood ARK Invest Illumina Biotech Magnificent 7 Earnings Microsoft Meta Amazon Alphabet Apple Tesla Vertiv BigBear.ai AI Infrastructure Datasite Blueflame AI M&A A16z Crypto Poseidon Cybersecurity CyberArk Fortinet Okta SAP Cloud Revenue Software Revenue Christian Klein Reka AI Bee DeepMind Investment Trading Volume