June 17, 2025

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Nvidia AI Cloud Launch, Snowflake Growth, Amazon & Apple AI

Nvidia remains a central player in the AI landscape, powering AI advancements and infrastructure. Deutsche Telekom and Nvidia are launching Europe's first industrial AI cloud in Germany, utilizing 10,000 Nvidia Blackwell GPUs to boost the manufacturing sector. Despite Nvidia's strength, some billionaire hedge fund managers are selling Nvidia stock, shifting investments to companies like Uber, anticipating growth in autonomous ride-sharing. Meanwhile, analysts see Snowflake, with its established cloud-based data warehouse and steady revenue growth (estimated at 24% annually), as potentially outshining CoreWeave in the AI space. Oracle is also emerging as a leader, with its cloud-based infrastructure services (IaaS) growing 49% this year and projected to exceed 70% growth next year. Beyond infrastructure, AI's impact extends to various sectors. Amazon, Apple, and Mars are integrating AI into their creative marketing strategies. NIT Calicut is partnering with Cactus Communications to provide AI research tools to students and faculty. However, concerns persist about AI's potential societal impact. Paul Tudor Jones warns of possible mass job loss due to AI, while Geoffrey Hinton, the 'Godfather of AI,' identifies 'mundane intellectual labor' as most at risk. On a positive note, AI is being used to revolutionize education and is helping date the Dead Sea Scrolls using a new AI model called Enoch. In the investment world, private equity firms are leveraging AI to enhance the value of their acquisitions. Pennsylvania is considering AI investment bills proposed by Representative Stephenie Scialabba, including expanding the Semiconductor Manufacturing Tax Credit. However, not all AI applications are without issues, as Instagram users report mass account bans, blaming AI automation, and some are considering legal action against Meta. Finally, a trading strategy report suggests a buy for Atrium Mortgage Investment Corporation (AI:CA), highlighting the diverse applications and impacts of AI across industries.

Key Takeaways

  • Nvidia is partnering with Deutsche Telekom to launch an AI cloud in Germany, using 10,000 Blackwell GPUs.
  • Some investors are shifting from Nvidia to Uber, betting on autonomous ride-sharing growth.
  • Snowflake's revenue is expected to grow 24% annually, potentially surpassing CoreWeave in value.
  • Oracle's cloud infrastructure (IaaS) grew 49% this year, with over 70% growth projected next year.
  • Paul Tudor Jones warns AI could cause mass job loss, while Geoffrey Hinton says 'mundane intellectual labor' is most at risk.
  • AI is being used to date the Dead Sea Scrolls, with a new model called Enoch.
  • Amazon, Apple, and Mars are using AI to reshape creative marketing strategies.
  • NIT Calicut is partnering with Cactus Communications to provide AI research tools to students and faculty.
  • Instagram users report mass account bans, blaming AI automation, with some considering legal action against Meta.
  • Pennsylvania is considering AI investment bills, including expanding the Semiconductor Manufacturing Tax Credit.

Top Stocks to Buy Now With $1,000 Nvidia, TSMC, Alphabet

Nvidia, Taiwan Semiconductor Manufacturing (TSMC), and Alphabet are great stock investments right now. Nvidia is a strong growth option because it powers AI. TSMC is a critical supplier to Nvidia and is growing in AI. Alphabet is undervalued compared to the market, making it a good value stock.

Oracle Stock Could Lead the Next AI Tech Surge

Cloud computing and semiconductor stocks have driven the AI revolution. Oracle is emerging as a leader with its cloud-based infrastructure services. Oracle's Infrastructure as a Service (IaaS) grew 49% this year. CEO Safra Catz expects cloud infrastructure growth to exceed 70% next year. Oracle is a good investment due to its strong growth potential in AI infrastructure.

Billionaires Shift Investments Selling Nvidia for Robotaxi Stock Uber

Some billionaire hedge fund managers are selling Nvidia stock and buying Uber Technologies. Nvidia is a key player in physical AI, but some funds are taking profits. Uber's stock has increased 300% in three years. Uber is positioned to benefit from autonomous ride-sharing services like Waymo. Uber's earnings are expected to grow, making it a reasonable investment.

Snowflake AI Stock Could Outshine CoreWeave in Two Years

CoreWeave's stock has tripled since its IPO, but Snowflake could be more valuable in two years. CoreWeave focuses on cloud-based GPUs for AI tasks. Snowflake helps companies manage data with its cloud-based data warehouse. Analysts expect Snowflake's revenue to grow by 24% annually. Snowflake's established business model and grounded forecasts could help it surpass CoreWeave.

Paul Tudor Jones Warns AI Could Cause Mass Job Loss

Billionaire Paul Tudor Jones warns that AI could lead to mass unemployment. He also suggests AI could revolutionize education. Jones referenced concerns about AI's potential threat to humanity. He highlighted that AI could displace many white-collar workers. Jones believes AI could equalize education by providing virtual tutors.

AI Godfather Reveals Safest Jobs and Mass Replacement Areas

Geoffrey Hinton, the 'Godfather of AI,' says some jobs are safer than others. He believes 'mundane intellectual labor' is most at risk. Hinton suggests becoming a plumber is a good bet. He sees mass job displacement as a major threat. Hinton says AI is starting to be used for creative work.

AI Reveals Dead Sea Scrolls Are Older Than Previously Thought

A new AI model called Enoch is helping to date the Dead Sea Scrolls. Researchers used radiocarbon dating, paleography, and AI to create the model. The findings suggest many scrolls are older than previously believed. The model confirms that two biblical scroll fragments date back to their attributed authors. Enoch uses a deep neural network to analyze handwriting.

Nvidia and Deutsche Telekom Launch AI Cloud in Germany

Nvidia and Deutsche Telekom are launching Europe's first industrial AI cloud in Germany. This AI factory will help Germany's manufacturing sector. It will use 10,000 Nvidia Blackwell GPUs. The AI factory will support design, engineering, simulation, and robotics. This initiative aims to promote AI-driven practices among European manufacturers.

AI Trading Strategy Report for Atrium Mortgage Investment Corporation

This is a trading plan for Atrium Mortgage Investment Corporation (AI:CA). The plan suggests buying near 11.20 with a stop loss at 11.14. There are no short plans at this time. The near-term rating is strong, mid-term is weak, and long-term is neutral.

Private Equity Firms Use AI to Boost Company Value

Private equity (PE) firms are using AI to quickly increase the value of their investments. They buy undervalued companies and improve their performance. AI's potential is helping them achieve this goal. PE firms aim to improve companies over five to seven years before selling them.

Rep Scialabba Proposes AI Investment Bills in Pennsylvania

Representative Stephenie Scialabba is proposing AI bills to encourage investment in Pennsylvania. One bill would expand the Semiconductor Manufacturing Tax Credit to include AI development. The second bill would create an Artificial Intelligence Consortium. The consortium would address regulatory barriers and encourage AI innovation.

Amazon, Apple, Mars Use AI in Creative Marketing

Leaders at Amazon, Apple, and Mars are sharing how AI is changing marketing. They are using AI to reshape creative marketing strategies.

NIT Calicut Partners with Cactus Communications for AI Research Tools

NIT Calicut is partnering with Cactus Communications to provide AI research tools. The AI toolkit, Editage Plus, will be available to students, faculty, and researchers. This will help enhance research discovery and improve writing quality. NIT Calicut aims to improve global research impact with these tools. The partnership reflects India's focus on AI-driven research.

Instagram Users Report Mass Bans Blaming AI

Instagram users are complaining about a rise in mistaken account bans. Many suspect AI automation is causing the problem. Users say they haven't violated terms of service. Appeals are reportedly going unanswered. Some users are considering legal action against Meta over the bans.

Sources

Nvidia TSMC Alphabet Oracle Cloud Computing Semiconductors IaaS Uber Autonomous Ride-Sharing Waymo Snowflake CoreWeave GPUs Data Warehouse Paul Tudor Jones Job Loss Education Geoffrey Hinton Job Displacement Dead Sea Scrolls Enoch AI Model Deep Neural Networks Deutsche Telekom AI Cloud Germany Manufacturing Blackwell GPUs AI Trading Strategy Atrium Mortgage Investment Corporation Private Equity AI Investment Pennsylvania Semiconductor Manufacturing Tax Credit Artificial Intelligence Consortium Amazon Apple Mars Creative Marketing NIT Calicut Cactus Communications AI Research Tools Editage Plus Instagram Account Bans Meta