Nvidia and Amazon stand out as top long-term AI investments, according to analysts who project AI infrastructure spending could reach $31.6 trillion cumulatively by 2050. Nvidia dominates the GPU market and sees a $200 billion opportunity in CPUs, while raising its dividend by 2,400% to $0.25 per share. Amazon's AWS revenue grew 37% year over year to $42.2 billion in Q2 2026, with operating income of $16.6 billion accounting for 60% of total operating income.
Amazon's AWS AI business crossed a $25 billion annual revenue run rate in Q2 2026, growing at triple-digit rates. Bedrock saw record customer spending, and Kiro, Amazon's coding agent, tripled its usage from the previous quarter. The company is investing $1 billion in AWS Forward Deployed Engineering to help customers deploy AI solutions faster. However, Amazon's free cash flow fell to a $7.6 billion outflow due to heavy AI spending, and Q3 net sales are expected between $197 and $202 billion.
Abu Dhabi launched the AiNative initiative to train 20,000 government employees in AI skills by year end, in collaboration with OpenAI, Microsoft, and Mohamed bin Zayed University of Artificial Intelligence. Employees will learn using tools like ChatGPT, Codex, and Microsoft 365 Copilot. The public can access free training through the Tomouh app. Abu Dhabi aims to become the world's first AI-native government by 2027 with a $3.5 billion digital infrastructure investment.
Tab, a personal AI assistant, emerged from stealth with a $300 million valuation. Users text Tab on iMessage or WhatsApp for tasks like ordering groceries or booking appointments. Investors include SV Angel and Valar Ventures. The company prioritizes trust by keeping user data safe and requiring approval before taking actions.
Meta AI open-sourced Rebalancer, a C++ library that solves assignment problems, handling about 40 million placement tasks daily at Meta. The tool helps decide how to place servers, tasks, and traffic in datacenters. Rebalancer is free to use under the Apache 2.0 license and includes a Python interface and a debugging tool called Rebalancer Explorer.
The S&P 500 reached a record high driven by AI-related stocks, even as bond markets warned about fiscal limits. Bespoke's AI Infrastructure basket is up 83.3% year to date, while the AI Implementation basket rose only 2.5%. Temasek warned an AI crash is inevitable, and markets now expect a 20.5% chance of an October rate hike and 84.5% chance in December.
Key Takeaways
- Nvidia dominates GPU market, sees $200 billion CPU opportunity, and raised dividend 2,400% to $0.25 per share
- Amazon AWS AI business surpassed $25 billion annual revenue run rate with triple-digit growth in Q2 2026
- AWS sales grew 37% to $42.2 billion, but Amazon's free cash flow fell to a $7.6 billion outflow from heavy AI spending
- Kiro, Amazon's coding agent, tripled its usage quarter over quarter
- Abu Dhabi launched AiNative to train 20,000 government employees using ChatGPT, Codex, and Microsoft 365 Copilot by year end
- Abu Dhabi aims to become the world's first AI-native government by 2027 with $3.5 billion digital infrastructure investment
- Personal AI assistant Tab reached a $300 million valuation, letting users text it on iMessage or WhatsApp
- Meta open-sourced Rebalancer, a C++ library handling 40 million daily placement tasks in datacenters
- AI Infrastructure stocks are up 83.3% year to date, outpacing AI Implementation stocks at 2.5%
- Temasek warned an AI crash is inevitable despite S&P 500 hitting record highs
Nvidia and Amazon highlighted as top AI stocks for long term
Analysts say AI infrastructure spending could hit $31.6 trillion by 2050. Nvidia dominates the GPU market and is expanding into CPUs with a $200 billion opportunity. The company raised its dividend by 2,400% to $0.25 per share and trades at 24.9x forward earnings. Amazon's cloud business AWS saw revenue grow 37% to $42.2 billion in the second quarter, driven by AI demand.
Amazon AI services fuel investor optimism ahead of Q3 earnings
Amazon's AWS AI business passed a $25 billion annual revenue run rate in the second quarter of 2026, growing at triple-digit rates year over year. Bedrock saw increased customer spending and Kiro, Amazon's coding agent, tripled its usage. AWS segment sales rose 37% to $42.2 billion with operating income reaching $16.6 billion. Amazon expects Q3 net sales of $197 to $202 billion but free cash flow fell to a $7.6 billion outflow due to heavy AI spending.
Amazon stock may rise as AI services revenue climbs sharply
Amazon's AWS AI business surpassed a $25 billion annual revenue run rate in Q2 2026 with triple-digit growth. Hundreds of thousands of customers use Bedrock and spending hit a record in the quarter. Kiro, Amazon's coding agent, tripled its usage from the previous quarter. AWS sales grew 37% year over year to $42.2 billion and operating income reached $16.6 billion. Amazon is investing $1 billion in AWS Forward Deployed Engineering to help customers deploy AI solutions faster.
Nvidia and Amazon make case for holding AI stocks for years
AI infrastructure spending is projected to reach $31.6 trillion cumulatively through 2050. Nvidia dominates GPUs and sees a $200 billion opportunity in the CPU market while raising its dividend 2,400% to $0.25 per share. Amazon's AWS revenue hit $42.2 billion in Q2, up 37% year over year, with operating income of $16.6 billion making up 60% of total operating income. Amazon is focusing on custom AI chips like Trainium and has demand visibility extending into 2028.
Abu Dhabi launches AI training program for thousands of workers
Abu Dhabi announced the AiNative initiative at the Ai Everything conference to train 20,000 government employees in AI skills by year end. The program covers tools like ChatGPT, Codex and Microsoft 365 Copilot. Citizens and residents can access free training through the Tomouh app covering personal finance, job seeking and small business management. The program is a collaboration between Abu Dhabi's government, OpenAI, Microsoft and Mohamed bin Zayed University of Artificial Intelligence. Abu Dhabi aims to become the world's first AI-native government by 2027 with a $3.5 billion digital infrastructure investment.
Abu Dhabi launches AI training programme for all government employees
Abu Dhabi's Department of Government Enablement launched the AiNative programme with OpenAI, Microsoft and MBZUAI. It aims to upskill 20,000 government employees by year end. Employees will learn using tools like ChatGPT, Codex and Microsoft 365 Copilot. The public can access learning through the Tomouh app using UAE Pass. The goal is to make Abu Dhabi the world's first AI-native government by 2027.
Personal AI assistant Tab emerges from stealth with 300 million dollar valuation
Tab is a new personal AI assistant created by Brennan Erbz, Stafford Schlitt and Ammar Amdani. Users text Tab on iMessage or WhatsApp to handle tasks like ordering groceries or booking appointments. The company reached a 300 million dollar valuation. Investors include SV Angel and Valar Ventures. Tab focuses on trust by keeping user data safe and requiring approval for actions.
AI stock rally continues despite bond market concerns and rate hike fears
The S&P 500 reached a record high driven by AI-related stocks. This happened even as bond markets warned about fiscal limits. Fed minutes are expected to explain the September rate hike. Temasek warned an AI crash is inevitable. Markets now expect a 20.5% chance of an October rate hike and 84.5% chance in December.
Building R&D talent is now critical for successful AI adoption
A TechRadar Pro article says organizations must invest in R&D people alongside AI tools. Without skilled workers, companies risk falling behind as AI changes fast. Important steps include hiring early, offering mentorship and continuous learning. Companies should train staff in areas like cloud-native development and AI. The article stresses that people and culture are key to innovation.
Meta open-sources Rebalancer C++ solver for resource assignment
Meta AI open-sourced Rebalancer, a C++ library that solves assignment problems. It handles about 40 million placement tasks daily at Meta. The tool helps decide how to place servers, tasks and traffic in datacenters. Rebalancer is now free to use under Apache 2.0 license. It includes a Python interface and a debugging tool called Rebalancer Explorer.
Utah health AI pilots face regulatory clash with FDA
Utah is running health AI pilot programs that may conflict with FDA regulations. The article discusses how AI is being used in health and medicine. It covers concerns about who benefits or might be harmed by these AI applications. The piece was written by Brittany Trang and Mario, health tech reporters at STAT.
Globee Awards accept AI achievement nominations for 19th year
The Globee Awards announced nominations for its 19th Annual Awards for Impact, focusing on artificial intelligence achievements worldwide. Organizations can nominate achievements in generative AI, agentic AI, machine learning, healthcare, cybersecurity, and other fields. Entries are judged through a merit-based process with scoring criteria. The awards recognize measurable positive impact regardless of organization size or location.
AI stock rally driven by infrastructure companies
Bespoke's AI Infrastructure basket is up 83.3% year to date while the AI Implementation basket rose only 2.5%. The broader Bespoke AI basket gained 49.2%, outperforming the S&P 500 and Nasdaq 100. Infrastructure stocks surged from March lows and neared their summer peak. Implementation stocks spent most of the year in negative territory before recovering.
ServiceNow versus UiPath as top AI stock picks in 2026
An investment comparison examines whether ServiceNow or UiPath is a better AI stock buy in 2026. The article was published through The Globe and Mail's investing section. It appears as a press release from a third party and was not reviewed by The Globe and Mail editorial staff.
Sources
- 2 AI Stocks to Buy and Hold for the Next Decade
- Is Amazon Stock Poised to Rally on AI Services Revenue Expansion?
- Is Amazon Stock Poised to Rally on AI Services Revenue Expansion?
- 2 AI Stocks to Buy and Hold for the Next Decade
- Abu Dhabi launches major training programme to teach AI skills to the public
- Abu Dhabi unveils major AI training programme for government and public
- Another personal AI assistant has launched — Meet Tab, which emerged from stealth with a $300M valuation
- CNBC Daily Open: AI rally defies bond market rout
- The next phase of the AI era: why building R&D talent is now a make-or-break investment
- Meta AI Open-Sources Rebalancer: A C++ Assignment Solver That Runs About 40 Million Placement Problems a Day
- Why health AI pilots in Utah may be on a collision course with the FDA
- Globee® Awards for Impact, Now in Its 19th Year, Invite Artificial Intelligence Achievement Nominations Worldwide
- An AI Rally Built On Infrastructure
- ServiceNow vs. UiPath: Which AI Stock Is a Better Buy in 2026?
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