Nvidia

At the recent GTC 2025 conference, Nvidia unveiled a new generation of AI chips, promising a significant leap in computational power. The company is also working with major partners, including BlackRock and Microsoft, on a $30 billion AI infrastructure fund focused on developing data centers and energy systems to support growing AI demands. Analysts believe that these initiatives could lift Nvidia’s stock by 15–20% over the next few months.

Microsoft

In March, Microsoft announced a new division within Microsoft AI called the Advanced Planning Unit. The APU will focus on deeper research into the social, medical, and workforce implications of artificial intelligence. The company also plans to invest $80 billion in expanding data center capacity in 2025 to power AI training and cloud deployment. Analysts see promise in these initiatives, predicting that Microsoft shares could climb 20–30% by year end.

Alphabet

Alphabet recently launched Gemini 2.0, a next-generation language model that outperforms rivals—including ChatGPT—in both power and efficiency. The company also plans to invest up to $75 billion in 2025 into AI infrastructure, R&D, and cutting-edge innovation, underscoring its intent to dominate the space. Analysts see potential for the stock to gain 30% in the coming months, with some forecasts pointing to a 50% rise in more bullish scenarios.

Amazon

Amazon recently introduced a new version of its voice assistant, Alexa+, now integrated with its proprietary AI model Nova. In partnership with Anthropic, Amazon also unveiled a powerful new AI supercomputer project called Rainer, powered by its custom Trainium 2 chips, designed to deliver record-breaking computing capacity. These developments are expected to drive share growth, with analysts projecting a 20% increase in Amazon stock by the end of the year.

Meta

In March, Meta launched Llama 4, the latest upgrade to its language model, aimed at improving voice-based interactions and creating more natural conversational interfaces. The company is also planning $60-65 billion in capital expenditures in 2025, which is focused on AI research and infrastructure, including a massive 2-gigawatt data center in Louisiana. Investor sentiment remains bullish, with Bank of America forecasting a 20-25% gain for Meta stock from current levels.