July 21, 2025

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nvidia, amazon and microsoft Updates

AI is poised for massive growth, with experts projecting a 580% surge in AI software spending by 2028, potentially exceeding $400 billion. This growth is fueled by increasing adoption of AI in various sectors, from ad targeting (AppLovin's Axon AI engine) to customer relations (HubSpot's Breeze AI engine). To support this expansion, significant investment in AI infrastructure is crucial; McKinsey & Company estimates that $6.7 trillion will be needed for data centers by 2030. Companies like Nvidia, Amazon, and Microsoft are central to this infrastructure. Nvidia's GPUs are vital for AI data centers, while Amazon (AWS) and Microsoft (Azure) lead in cloud computing for AI. Microsoft's AI capabilities are further strengthened by its investment in OpenAI and its Copilot Studio AI platform. Broadcom, Arista Networks, and Nvidia-backed Nebius Group also play key roles, with Broadcom designing custom chips for AI tasks and Nebius providing cloud-based access to Nvidia's GPUs. Despite trade tensions affecting Nvidia's sales in China, the company's overall business remains robust, driven by new AI technologies like Vera Rubin. The rise of robotics, spurred by AI advancements, is also contributing to market growth, with the global robotics market potentially growing from $74 billion to $287 billion by 2032. While some AI stocks like C3.ai face challenges due to unprofitability, others like Broadcom, which has consistently outperformed the market, are expected to continue growing. Even with David Tepper selling off Nvidia and AMD stocks, analysts still predict that Microsoft's stock will reach $600 and that Microsoft may soon be worth more than Nvidia.

Key Takeaways

  • AI software spending is projected to increase by 580% by 2028, reaching over $400 billion.
  • McKinsey estimates $6.7 trillion will be needed for data centers by 2030 to support AI infrastructure.
  • Nvidia's GPUs are essential for AI data centers, and the company is developing new AI technologies like Vera Rubin.
  • Amazon's AWS revenue exceeds $100 billion annually, with AI driving further growth.
  • Microsoft's Azure cloud computing and Copilot Studio AI platform are expected to drive growth, with analysts predicting the stock will reach $600.
  • David Tepper is selling Nvidia and AMD stocks and investing in Broadcom, an AI chipmaker.
  • Broadcom designs ASICs for AI tasks and owns VMWare software.
  • The global robotics market may grow from $74 billion to $287 billion by 2032, driven by AI and increased adoption.
  • Nvidia has invested in Nebius Group, a neocloud provider offering cloud-based access to Nvidia's GPUs.
  • AppLovin uses its Axon AI engine to improve ad targeting, while HubSpot uses its Breeze AI engine to improve customer relations.

AI software sales to jump 580% by 2028 analysts say buy these stocks

Experts predict AI software spending could increase by 580% in three years, reaching over $400 billion by 2028. AppLovin and HubSpot are expected to benefit from this growth. AppLovin uses its Axon AI engine to improve ad targeting. HubSpot uses its Breeze AI engine to improve customer relations. Analysts predict these stocks will increase in value.

AI software sales to jump 580% by 2028 analysts say buy these stocks

Experts predict AI software spending could increase by 580% in three years, reaching over $400 billion by 2028. AppLovin and HubSpot are expected to benefit from this growth. AppLovin uses its Axon AI engine to improve ad targeting. HubSpot uses its Breeze AI engine to improve customer relations. Analysts predict these stocks will increase in value.

AI software sales to jump 580% by 2028 analysts say buy these stocks

Experts predict AI software spending could increase by 580% in three years, reaching over $400 billion by 2028. AppLovin and HubSpot are expected to benefit from this growth. AppLovin uses its Axon AI engine to improve ad targeting. HubSpot uses its Breeze AI engine to improve customer relations. Analysts predict these stocks will increase in value.

AI software sales to jump 580% by 2028 analysts say buy these stocks

Experts predict AI software spending could increase by 580% in three years, reaching over $400 billion by 2028. AppLovin and HubSpot are expected to benefit from this growth. AppLovin uses its Axon AI engine to improve ad targeting. HubSpot uses its Breeze AI engine to improve customer relations. Analysts predict these stocks will increase in value.

Top 5 AI infrastructure stocks for the future

Building advanced AI will require a lot of hardware and support. McKinsey & Company estimates $6.7 trillion will be needed for data centers by 2030. Nvidia, Amazon, Microsoft, Arista Networks, and Broadcom are key companies in AI infrastructure. Nvidia's GPUs are essential for AI data centers. Amazon and Microsoft lead in cloud computing for AI. Arista Networks and Broadcom provide important networking technology.

Top 5 AI infrastructure stocks for the future

Building advanced AI will require a lot of hardware and support. McKinsey & Company estimates $6.7 trillion will be needed for data centers by 2030. Nvidia, Amazon, Microsoft, Arista Networks, and Broadcom are key companies in AI infrastructure. Nvidia's GPUs are essential for AI data centers. Amazon and Microsoft lead in cloud computing for AI. Arista Networks and Broadcom provide important networking technology.

Top 5 AI infrastructure stocks for the future

Building advanced AI will require a lot of hardware and support. McKinsey & Company estimates $6.7 trillion will be needed for data centers by 2030. Nvidia, Amazon, Microsoft, Arista Networks, and Broadcom are key companies in AI infrastructure. Nvidia's GPUs are essential for AI data centers. Amazon and Microsoft lead in cloud computing for AI. Arista Networks and Broadcom provide important networking technology.

Is Nvidia-backed Nebius the best AI data center stock bargain right now

Nvidia has invested in several AI companies, including CoreWeave and Nebius Group. Nebius, a neocloud provider, went public after splitting from Yandex. Nebius offers cloud-based access to Nvidia's GPUs through data centers in Europe and the U.S. Analysts suggest Nebius is undervalued. They believe Nebius is well-positioned to benefit from increased AI infrastructure spending.

Is Nvidia-backed Nebius the best AI data center stock bargain right now

Nvidia has invested in several AI companies, including CoreWeave and Nebius Group. Nebius, a neocloud provider, went public after splitting from Yandex. Nebius offers cloud-based access to Nvidia's GPUs through data centers in Europe and the U.S. Analysts suggest Nebius is undervalued. They believe Nebius is well-positioned to benefit from increased AI infrastructure spending.

David Tepper sells Nvidia and AMD for this AI chipmaker

David Tepper's Appaloosa Management hedge fund has had great returns since 1993. Tepper is selling Nvidia and AMD stocks. He is investing in Broadcom, an AI chipmaker. Broadcom designs ASICs, custom chips for AI tasks. Broadcom also makes networking chips and owns VMWare software.

Analyst says this AI giant will beat Nvidia's market cap

Nvidia's stock has greatly increased due to the demand for its GPUs. However, Microsoft may soon be worth more than Nvidia. Oppenheimer analysts predict Microsoft's stock will reach $600. They believe Microsoft's Azure cloud computing and Copilot Studio AI platform will drive growth. Microsoft's investment in OpenAI also boosts its AI capabilities.

Amazon cloud business needs growth to boost stock says analyst

Evercore ISI says Amazon's stock needs AWS growth to perform well. AWS revenue increased nearly 17% and is over $100 billion annually. Amazon's ad business also helps, earning over $10 billion each quarter. Analysts predict Amazon will earn $6.20 per share in 2025 and $8.95 in 2027. Lakehouse Global Growth Fund says AI is driving AWS growth.

Robots are everywhere how to profit from the robot rush

Robotics are becoming more common in many industries. The number of industrial robots will reach over 6 million in three years. AI is making robots smarter and more useful. Factors like onshoring, AI, and easier use are driving robot demand. The global robotics market may grow from $74 billion to $287 billion by 2032.

This AI stock beats the market and is set to do it again

Broadcom stock has outperformed the market in 9 of the last 10 years. Broadcom designs semiconductors and infrastructure software. Its products are used in data centers and networking. Broadcom's chips are used in AI applications. Analysts predict Broadcom's revenue and earnings will continue to grow.

Is C3.ai stock a good investment now

C3.ai is an AI software company. Its stock is down 85% from its highest price. C3.ai works with partners and large companies. Experts say its unprofitability makes it a bad investment now.

Nvidia stock can thrive despite US-China trade issues

Trade tensions between the U.S. and China have led to AI chip export restrictions. These restrictions have affected Nvidia's sales in China. Despite these challenges, Nvidia's overall business remains strong. Nvidia's revenue and stock continue to grow. The company is developing new AI technologies like Vera Rubin.

SoundHound AI stock is down is it a buy

SoundHound AI's stock has dropped after Nvidia invested in it. SoundHound combines AI voice technology with AI agents. It aims to be a leader in autonomous voice agent technology. SoundHound's Amelia 7.0 platform acts like a digital employee. The company faces competition but has growth potential.

Sources

AI software AI infrastructure AI stocks AppLovin HubSpot Axon AI engine Breeze AI engine Nvidia Amazon Microsoft Arista Networks Broadcom GPUs Data centers Cloud computing Nebius CoreWeave Yandex David Tepper Appaloosa Management AMD ASICs VMWare Azure Copilot Studio OpenAI AWS Robotics Industrial robots C3.ai SoundHound AI AI voice technology AI agents Trade restrictions China Vera Rubin Semiconductors Networking chips Investment Market cap Revenue Earnings Stock analysis