August 18, 2025

finance  
Nvidia, Amazon, Meta AI Chip Race: $364B Spending

Several companies are making significant strides in the AI space, impacting both stock values and business operations. Nvidia's stock performance, driven by high demand for its AI chips since October 2022, has caught the attention of major players like Amazon and Meta, both of which are developing their own chips (such as Meta's MTIA and Microsoft's Maia300) and expanding AI services. Analysts predict that Amazon and Meta could potentially surpass Nvidia in stock value by 2030. Meanwhile, Wall Street anticipates substantial AI spending from Amazon, Meta, Alphabet, and Microsoft, projecting $364 billion in 2025. This has led to positive outlooks for other AI-related stocks; Salesforce, currently acquiring Informatica (an AI cloud data company), along with HubSpot and monday.com, are expected to see stock increases of 30% or more. Liontrust Investment Partners has increased its stakes in AI companies like C3.ai and SoundHound AI, reflecting growing investor confidence in the sector. Nvidia itself underwent a 10-for-1 stock split in June 2024, and while another split is deemed unlikely in the near term, analysts maintain positive ratings on the stock, citing its AI leadership and strong profits. Companies are also leveraging AI to reduce costs, as seen with Intuit saving nearly $90 million annually and Navan using AI for customer support. Varonis is enhancing data security through AI, partnering with Microsoft to secure AI tools, while Freshworks is gaining recognition as a must-watch AI stock. Zeta Global's price target has been raised due to the adoption of its AI-driven OneZeta platform. In the cryptocurrency space, there's increased interest in $BOTIFY, an AI agent platform on Solana, though caution is advised due to limited information sources.

Key Takeaways

  • Analysts predict Amazon and Meta could exceed Nvidia's stock value by 2030 due to their AI investments and chip development (Meta's MTIA, Microsoft's Maia300).
  • Amazon, Meta, Alphabet, and Microsoft are projected to spend $364 billion on AI in 2025.
  • Wall Street analysts forecast stock increases of 30% or more for Salesforce (acquiring Informatica), HubSpot, and monday.com due to their AI capabilities.
  • Liontrust Investment Partners increased its stake in C3.ai by 203.2% in Q1 and also invested in SoundHound AI.
  • Nvidia's revenue reached $114.8 billion in 2025, primarily from data centers, following a 10-for-1 stock split in June 2024.
  • Intuit is saving nearly $90 million per year by using AI to automate tasks.
  • Varonis is using agentic AI in its MDDR platform and partners with Microsoft to secure AI tools like Microsoft Copilot.
  • Freshworks is gaining attention as a promising AI stock, with Oppenheimer reiterating an Outperform rating and a $19.00 price target.
  • Zeta Global's price target increased from $26 to $28 due to the adoption of its AI-aligned "Zeta Answers" product and OneZeta platform.
  • Interest in the cryptocurrency $BOTIFY, an AI agent platform on Solana, is growing, but investors should exercise caution and verify information.

Amazon and Meta could surpass Nvidia in AI by 2030

Nvidia's value has increased greatly since October 2022 because many companies are buying its chips for AI. Microsoft and Meta are working on their own chips, like the Maia300 and MTIA, which could reduce their need for Nvidia's products. Amazon's cloud service, AWS, is seeing strong growth in AI services. Meta's AI improvements have led to better ad sales. By 2030, Amazon and Meta could be worth more than Nvidia.

Amazon and Meta could beat Nvidia in AI stock value by 2030

Nvidia's stock has greatly increased since October 2022 because many companies are buying its chips for AI. Microsoft and Meta are developing their own chips, like the Maia300 and MTIA. Amazon's cloud service, AWS, is experiencing strong growth in AI services. Meta's AI improvements have led to better ad sales. By 2030, Amazon and Meta could be worth more than Nvidia.

Amazon and Meta could be worth more than Nvidia by 2030

Nvidia's stock has greatly increased since October 2022 because many companies are buying its chips for AI. Microsoft and Meta are developing their own chips, like the Maia300 and MTIA. Amazon's cloud service, AWS, is experiencing strong growth in AI services. Meta's AI improvements have led to better ad sales. By 2030, Amazon and Meta could be worth more than Nvidia.

Amazon and Meta may top Nvidia in AI stock value by 2030

Nvidia's stock has greatly increased since October 2022 because many companies are buying its chips for AI. Microsoft and Meta are developing their own chips, like the Maia300 and MTIA. Amazon's cloud service, AWS, is experiencing strong growth in AI services. Meta's AI improvements have led to better ad sales. By 2030, Amazon and Meta could be worth more than Nvidia.

Wall Street predicts these AI stocks could jump 45% or more

Analysts believe that Amazon, Meta, Alphabet, and Microsoft will spend $364 billion on AI in 2025. Wall Street experts think Salesforce, HubSpot, and monday.com stocks could rise by at least 30% in the next year. Salesforce is buying Informatica, an AI cloud data company. HubSpot's AI platform helps businesses manage marketing and sales. Monday.com is adding new AI features to its work management platform.

Analysts say Salesforce, HubSpot, and monday.com AI stocks could jump

Experts predict that Amazon, Meta, Alphabet, and Microsoft will spend $364 billion on AI in 2025. Wall Street analysts believe Salesforce, HubSpot, and monday.com stocks could increase by 30% or more in the next 12 months. Salesforce is acquiring Informatica, an AI-powered cloud data company. HubSpot's AI platform helps businesses manage marketing and sales. Monday.com is adding new AI features to its work management platform.

Liontrust Investment buys shares in SoundHound AI

Liontrust Investment Partners LLP purchased 201,835 shares of SoundHound AI, Inc. SoundHound AI specializes in voice artificial intelligence for cars, electronics, and business solutions. Liontrust Investment Partners LLP now holds 0.5% of SoundHound AI's shares. Other investors like Geode Capital Management LLC and Vanguard Group Inc. have also increased their stakes in SoundHound AI.

Liontrust Investment Partners increases stake in C3.ai

Liontrust Investment Partners LLP increased its investment in C3.ai, Inc. by 203.2% in the first quarter. They now own 144,288 shares of C3.ai's stock. Other investors like State of Wisconsin Investment Board and Geode Capital Management LLC have also bought shares. C3.ai is a software company. Analysts expect C3.ai to post -$0.43 earnings per share for the current fiscal year.

Will Nvidia split its stock again? Experts weigh in

Nvidia had a 10-for-1 stock split in June 2024, which lowered the stock price to $120. By August 2025, the stock rose to $180.45. Analysts believe another split is unlikely because the stock hasn't increased enough. Nvidia's revenue hit $114.8 billion in 2025, mostly from data centers. The company faces risks like U.S.-China trade issues, but analysts say Nvidia's AI leadership and strong profits are more important than a stock split.

AI helps companies go public with lower costs

Companies are using AI to reduce costs as they prepare to go public. Intuit is saving nearly $90 million per year by using AI to automate tasks. Navan, a travel-software firm, uses AI in customer support and hotel reservations, replacing hundreds of employees. EToro, a trading platform, has kept its costs steady for nine quarters by using AI. Public, an investing firm, says AI has increased its engineering team's productivity by 20% to 30%.

Freshworks stock gains attention for AI potential

Freshworks Inc. is gaining attention from Wall Street as a must-watch AI stock. Oppenheimer analyst Brian Schwartz has reiterated an Outperform rating on Freshworks stock with a $19.00 price target. This follows meetings with the company’s CFO. Freshworks is being recognized for its potential in the AI sector.

Varonis uses AI to boost data security

Varonis is using agentic AI in its MDDR platform for better threat detection. It has a partnership with Microsoft to secure AI tools like Microsoft Copilot. Varonis's SaaS transition drives 69% ARR from recurring revenue. Analysts upgraded VRNS to 'Overweight' with a $70 price target. The company helps reduce ransomware response times and improve security.

Analyst reports heavy repositioning into $BOTIFY cryptocurrency

Crypto enthusiast @AltcoinGordon announced a large investment in $BOTIFY on Solana. Solana launchpads are reportedly performing well. Botify's AI agent platform is expected to launch soon with potential partnerships. This news could impact $BOTIFY's trading and volatility. However, all information comes from a single social media post, so traders should be cautious and confirm details before making decisions.

Is Nvidia a good AI stock to buy now?

Nvidia is expected to release its second-quarter earnings report on August 23. Experts predict the company will show strong results. Nvidia designs graphics processing units (GPUs) used in AI applications. Bank of America has a buy rating on Nvidia with a price target of $550. Jefferies also has a buy rating with a price target of $500, citing Nvidia's new Hopper architecture.

Zeta Global's price target raised due to AI adoption

Canaccord Genuity has a "Buy" rating on Zeta Global and increased the price target from $26 to $28. This is due to Zeta Global's strong second quarter and the adoption of its OneZeta platform. The AI-aligned "Zeta Answers" product is also a key factor. Zeta Global is a marketing technology company that uses AI to improve customer engagement.

Sources

Nvidia Amazon Meta AI Artificial Intelligence Stock Value AWS Cloud Services Maia300 MTIA Microsoft Alphabet Salesforce HubSpot monday.com Informatica Liontrust Investment Partners SoundHound AI C3.ai Stock Split Data Centers Intuit Navan EToro Public Freshworks Varonis Data Security Microsoft Copilot BOTIFY Cryptocurrency Solana GPUs Graphics Processing Units Zeta Global OneZeta platform Zeta Answers Marketing Technology AI Adoption