Three AI Shares Worth Investing in Immediately
In the rapidly evolving world of technology, Artificial Intelligence (AI) is taking centre stage. Four major players – Alphabet, Nvidia, Amazon, and Apple – are leading the charge, each making significant strides in AI integration and development.
Alphabet, the parent company of Google, is capitalising on its dominance in search by focusing a large portion of AI-driven queries on shopping. This alignment with its advertising network is proving to be a lucrative move, as Google remains the internet's starting point for billions of users, thanks to a recent federal court ruling that keeps its default search deal with Apple largely intact.
Meanwhile, Alphabet's cloud computing division, Google Cloud, is seeing impressive growth. Last quarter, Google Cloud saw a 32% revenue increase and more than doubled profits. There are whispers that Apple may expand its relationship with Alphabet, with rumours suggesting that its Siri could be powered by Alphabet's Gemini model.
Nvidia, a technology company known for its graphics processing units (GPUs), is another key player in this AI revolution. With a market share of over 90%, Nvidia's GPUs have become the standard for training large language models (LLMs). Nvidia's success is due in part to its proprietary software platform CUDA, widely used in AI development, and its strategic acquisitions, such as Mellanox Technologies, which has boosted its data center networking revenue.
Nvidia is not resting on its laurels. The company is expanding into networking with NVLink technology and is integrating its AI infrastructure globally. Major companies like the UK government, OpenAI, Microsoft, and Nscale are among those benefiting from Nvidia's deployment of NVIDIA Blackwell Ultra GPUs (up to 120,000 in the UK by 2026) and Grace Blackwell GPUs. These GPUs, along with NVIDIA's AI inference software such as NVIDIA H200, L40S, and RTX, are supporting AI workloads, large model training, and generative AI applications in cloud and enterprise environments.
Amazon is also making waves in the AI sphere. Its logistics network is being optimised at every level, from warehouse inventory management to delivery routing, and even guiding drivers. Amazon's DeepFleet AI model, for example, manages over 1 million robots inside Amazon warehouses and can detect damaged products before they ship. Amazon's cloud computing unit, Amazon Web Services (AWS), is also growing, with a 17.5% revenue increase last quarter to $30.9 billion.
Amazon is not just stopping at optimising its logistics. The company is moving into agentic AI with new tools like Strands and AgentCore. Services like Bedrock and SageMaker are making AI model training and deployment easier for developers. AI is driving operating leverage in Amazon's e-commerce business, where North American revenue rose 11% last quarter but operating income climbed 47%.
In conclusion, the buildout of AI infrastructure is expected to continue, making Nvidia one of the biggest beneficiaries. Alphabet, with its vertically integrated AI stack, and Apple, with potential Gemini model integration, are also strong investments in the AI sector. Amazon, with its AI-optimised logistics network and growing cloud computing unit, is demonstrating the impact of AI on its e-commerce business. The future of technology is undeniably AI-driven, and these four companies are leading the charge.
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