June 20, 2025

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nvidia, amd and amazon Updates

The AI landscape is rapidly evolving, presenting both opportunities and risks for investors and businesses alike. Taiwan Semiconductor Manufacturing (TSMC) emerges as a key player, benefiting from the AI boom as a crucial partner for companies like Nvidia and AMD, who design GPUs. TSMC's revenue has seen substantial growth, with a 40% increase in May and 43% year-to-date, and the company is expanding its manufacturing capabilities, including a $100 billion investment in Arizona. Despite this, one investor is advising caution regarding Nvidia stock, pointing out that major clients like Amazon and Microsoft are developing their own AI chips, and export restrictions to China could impact growth. AMD is also increasing production with potentially cheaper GPUs, posing a competitive challenge. Beyond hardware, the AI market is projected to reach $3.68 trillion by 2034, with North America currently leading and Asia-Pacific showing the fastest growth. Companies like Google (Alphabet) and Meta are investing heavily in AI, with Google leveraging Gemini and Meta focusing on advertising improvements and AI glasses. TotalEnergies is partnering with Mistral AI to boost AI use, particularly in low-carbon energies, while JAGGAER has achieved certification for its AI Management System, demonstrating a commitment to responsible AI development. The Trade Desk is also leveraging AI with its Kokai platform to enhance digital advertising services. However, the rise of generative AI is also creating challenges, with concerns about the reliability of online information due to AI-generated errors. Finally, Cerebras, an AI chip maker, was recently targeted in a crypto scam after its X account was hacked, highlighting the security risks in the AI space.

Key Takeaways

  • TSMC is a critical enabler of the AI industry, experiencing significant revenue growth and expanding its manufacturing footprint.
  • Nvidia faces increasing competition from AMD and internal chip development by major clients like Amazon and Microsoft.
  • The global AI market is projected to reach $3.68 trillion by 2034, driven by deep learning and machine learning technologies.
  • Google (Alphabet) is leveraging its Gemini AI model, while Meta is investing in AI for advertising and AI glasses.
  • TotalEnergies is partnering with Mistral AI to enhance AI use in low-carbon energy initiatives.
  • JAGGAER has achieved ISO/IEC 42001 certification for its AI Management System, emphasizing responsible AI development.
  • The Trade Desk is utilizing AI through its Kokai platform to improve digital advertising services.
  • Generative AI is raising concerns about the reliability of online information due to potential errors and misuse.
  • Cerebras, an AI chip maker, was targeted in a crypto scam after its X account was hacked.
  • Palantir's stock is performing well due to investor belief in its AI growth, projecting 36% revenue growth in 2025, reaching $3.9 billion.

Taiwan Semiconductor stock a good AI investment now

Taiwan Semiconductor Manufacturing (TSMC) is a key partner for companies designing GPUs for AI. Experts suggest TSMC may be a good way to invest in the growing AI market. TSMC's stock is currently priced attractively, despite revenue growth of 40% in May and 43% year-to-date. The company is expanding its manufacturing facilities in Arizona with a $100 billion investment. TSMC is a great stock to buy today because generative AI relies on it.

Investor warns about Nvidia stock risks despite AI boom

An investor with 27 years of experience suggests caution with Nvidia stock, despite its AI success. The investor notes that AI, like other tech trends, may face a bubble burst. Nvidia's competitors, like Advanced Micro Devices (AMD), are increasing production with cheaper GPUs. Major Nvidia clients like Amazon and Microsoft are developing their own AI chips. Export restrictions to China, a key market, also pose a risk to Nvidia's growth.

Two AI stocks for long-term wealth like Buffett would buy

Two AI stocks, Alphabet and Taiwan Semiconductor Manufacturing (TSMC), are considered good values for long-term investment. Alphabet is a leader in AI with Google Gemini and an attractive stock price. TSMC, the world's largest semiconductor manufacturer, benefits from the AI boom. TSMC's revenue jumped 35.3% and net income rose 60% in the first quarter. Despite risks related to its location in Taiwan, TSMC is diversifying globally.

Two ad tech stocks that could make you rich

Roku and The Trade Desk are two ad tech stocks with potential for significant returns. Roku is recovering from a pandemic slump, with revenue up 16% and improving profits. The Trade Desk, a leading independent ad tech platform, is trading at a discount despite solid growth. The Trade Desk innovates with AI platform Kokai and Unified ID 2.0 cookieless tracking.

Top three artificial intelligence stocks to buy now

Nvidia, Taiwan Semiconductor Manufacturing (TSMC), and Meta Platforms are highlighted as top AI stocks to buy in June. Nvidia dominates the GPU market for AI, with revenue up 69% in Q1. TSMC benefits from AI spending as nearly all tech companies use its chips. Meta Platforms invests heavily in AI to improve advertising and develop AI glasses.

Forget Apple Buy These Two Artificial Intelligence Stocks Instead

Instead of Apple, investors should consider Taiwan Semiconductor Manufacturing (TSMC) and ASML for AI exposure. Apple's innovation and revenue growth are slowing, while TSMC and ASML benefit from increased AI spending. TSMC manufactures chips for companies like Nvidia, with revenue growing 35% last quarter. ASML supplies advanced lithography machines for semiconductor manufacturing, with revenue up 46% last quarter.

Wall Street says buy this AI stock as Nasdaq soars

The Trade Desk is a smart investment as the Nasdaq Composite is expected to rise. The Trade Desk operates the largest independent demand-side platform (DSP) for digital advertising. The company is using AI to improve its services, with its Kokai platform managing budgets and targeting consumers. The Trade Desk's stock is expected to rise, with ad tech spending forecasted to grow significantly.

Two artificial intelligence stocks to buy if the market dips

Nvidia and Amazon are two AI stocks to consider buying if the market declines. Nvidia makes GPUs used for AI, dominating the data center market. Amazon Web Services (AWS) benefits from AI workloads and the shift to cloud computing. AWS accounts for a significant portion of Amazon's profits, making Amazon a smart long-term buy.

Amazon gives good news to Nvidia and AI stock investors

Recent updates from Amazon are positive for Nvidia and AI stock investors. The article suggests exploring the short video for more details.

AI hardware market to boom with Intel, AMD, Google, IBM

The global Artificial Intelligence (AI) Hardware market is expected to grow from $35 billion in 2025 to $80 billion by 2032. This growth is driven by the increasing use of AI in autonomous vehicles, robotics, and healthcare. Key players in the market include Nvidia, Intel, AMD, Google, and IBM. The demand for energy-efficient chips and the expansion of hyperscaler datacenters are also contributing to market growth. North America is currently the dominating region, while Asia-Pacific is the fastest-growing region.

Artificial intelligence market to reach $3.68 trillion by 2034

The global artificial intelligence market is projected to reach $3,680.47 billion by 2034, growing at a rate of 19.20% per year. AI is being used more in different industries, improving how well they work and how they make decisions. North America currently leads the AI market, but Asia Pacific is expected to grow the fastest. Deep learning and machine learning are key technologies driving this growth, with the BFSI sector being a major end-user.

Generative AI is making the web unreliable

Generative AI is becoming widely used, but it's making the web less reliable. AI tools often make subtle errors, like incorrect dates or fake information. Basic online services are becoming less dependable, and AI fixes are making things worse. The problem is that AI predicts rather than knows, and its complexity makes accuracy impossible to guarantee. The internet is reverting to beta mode because AI can unexpectedly fail and be easily misused.

Risks and opportunities of investing in artificial intelligence

Investing in AI offers both risks and opportunities. AI companies can be divided into AI creators and AI adopters. AI adopters may be better for short-term investments, while AI creators are suited for long-term investments. AI use is growing, but market volatility and technological changes pose risks. Investors should consider these factors before investing in AI.

TotalEnergies partners with Mistral AI to boost AI use

TotalEnergies is partnering with Mistral AI to increase the use of artificial intelligence, especially in low-carbon energies. They will create a joint innovation lab to develop digital solutions. The goal is to assist researchers, improve industrial asset performance, and enhance customer experience. The partnership aims to improve operations and the digital transition of TotalEnergies.

IT Nation Secure 2025 focuses on AI, security, and community

IT Nation Secure 2025, hosted by ConnectWise, focused on cybersecurity, automation, and AI for Managed Service Providers (MSPs). Microsoft partnered with ConnectWise to help MSPs understand AI and security. Key themes included AI and automation as growth engines, Microsoft-powered security, and community collaboration. MSPs are encouraged to evaluate automation potential, strengthen security, and engage with the ecosystem.

JAGGAER earns certification for AI management system

JAGGAER has become the first source-to-pay company to achieve ISO/IEC 42001 certification for its Artificial Intelligence Management System (AIMS). This certification shows JAGGAER's commitment to responsible and ethical AI development. The standard focuses on trustworthiness, transparency, and accountability in AI systems. JAGGAER's AI-powered solutions help organizations optimize procurement processes and enhance supplier relationships.

Cerebras AI chip maker hit by crypto scam after X hack

Cerebras, which makes large AI chips, had its X account hacked to promote a fake cryptocurrency. A coin launched under the name Cerebras was quickly suspected of being a scam. Cerebras confirmed that it did not launch the coin and that its X account was compromised. The company is working to regain control of the account and warns people to protect themselves from scams.

Palantir stock rises with AI but valuation is debated

Palantir (PLTR) stock is performing well due to investor belief in its AI growth. However, some analysts believe the stock is overvalued. Palantir projects 36% revenue growth in 2025, reaching $3.9 billion. The company is expanding its engagements with the U.S. military, NATO, and Fannie Mae. One analyst raised the price target on Palantir to $155, citing its strong position in enterprise AI.

Sources

AI Artificial Intelligence TSMC Taiwan Semiconductor Manufacturing Nvidia AMD Advanced Micro Devices Alphabet Google Gemini Meta Platforms ASML The Trade Desk Amazon Intel IBM Mistral AI Palantir Generative AI AI Hardware Deep Learning Machine Learning AI Investment AI Stocks Semiconductors GPUs Ad Tech Cybersecurity Automation Cloud Computing Data Centers Digital Advertising Supply Chain Lithography Managed Service Providers TotalEnergies JAGGAER Cerebras ISO/IEC 42001 AI Management System AI Ethics AI Risks AI Opportunities Market Growth Revenue Growth Stock Market Investment Digital Transition Innovation Partnerships Security Scams Valuation Enterprise AI