Brand Stories

It’s Not Nvidia or Microsoft)

Published

5 days ago

July 13, 2025

Nvidia is currently the most valuable company in the world with a market capitalization of nearly $4 trillion.
While Microsoft trails Nvidia by a small margin, both companies are facing rising competition in their core businesses — making future growth less predictable.
Amazon is still in the early phases of integrating artificial intelligence (AI) across its ecosystem, and recent valuation trends could suggest that investors are expecting robust growth on the horizon.
10 stocks we like better than Amazon ›

For about a year now, semiconductor powerhouse Nvidia and cloud computing giant Microsoft have been trading places for the most valuable company in the world. But as Nvidia inches closer to the coveted $4 trillion milestone, it might seem like the company is leaving its “Magnificent Seven” peers in the dust.

Although Nvidia currently holds the title for the most valuable company, I think e-commerce and cloud infrastructure specialist Amazon (NASDAQ: AMZN) has a better shot at becoming the larger company in the long run.

Let’s explore the variety of ways that Amazon is already leveraging AI across its business and detail why the company’s robust growth prospects could lead to a considerable expansion in valuation over the next five years.

Amazon’s ecosystem spans e-commerce, logistics, consumer electronics, cloud computing, advertising, streaming, and much more. While AI has the potential to add value to each of these services, I think investors should hone in on how the technology could ignite significant growth across the cloud and e-commerce segments in particular.

Amazon derives the majority of its revenue from online sales, which generated a whopping $250 billion over the last year. Factors such as commoditized product offerings, expensive transportation infrastructure at global scale, and fluctuating shopping patterns from consumers make the e-commerce business a relatively low-margin business for Amazon, though.

Management has expressed intentions to make this area of the business more profitable by leveraging AI-powered robotics. Robotics can be integrated in Amazon’s warehouses to help automate mundane tasks alongside the human labor force. In addition, CEO Andy Jassy has even expressed that robots could assist in transportation and delivery of packages down the road.

Per a recent analysis from Morgan Stanley, robotics could help reduce costs by 25% in an individual warehouse. Considering Amazon has global scale, these cost reductions could theoretically expand profitability in e-commerce operations by billions in the long run.

Regarding its cloud business, Amazon has invested $8 billion into a start-up called Anthropic over the last couple of years. Anthropic’s services have been swiftly integrated into Amazon Web Services (AWS), and its impact on the business’ sales and profitability are already quite significant.

Image source: Amazon Investor Relations.

For much of the last couple of years, Nvidia’s graphics processing units (GPUs) have been considered the gold standard for generative AI development. And while many of the Magnificent Seven companies are Nvidia’s largest customers today, these dynamics may shift in coming years.

Although Nvidia and Microsoft are valued at premiums right now, I think both companies could struggle to fend off competition in the chip and cloud arenas.

AMZN PE Ratio (Forward) data by YCharts

Microsoft’s partnership with OpenAI may not be as lucrative as it once was, given the ChatGPT maker has been exploring partnership opportunities with Alphabet and Oracle as of late.

In addition, Amazon, Microsoft, and Alphabet are all investing significant capital in their own custom silicon development. Moreover, Advanced Micro Devices has built formidable data center and AI chip businesses that compete directly with Nvidia.

Amazon appears to be witnessing a degree of expansion based on the forward price-to-earnings (P/E) trends pictured above. To me, this signals that investors may finally be understanding that Amazon is uniquely positioned to further monetize its various service offerings by augmenting its ecosystem with AI.

Hence, the company’s market cap could rise considerably relative to its peers in the following years as AI becomes the core pillar supporting Amazon’s transformation.

A bar chart showing growth over a long time period. — Image source: Getty Images.

Although Amazon stock isn’t a bargain now, I still see it as a compelling buy-and-hold opportunity for long-term investors. I do not think the upside that AI carries has been fully baked into the stock price, despite some noticeable expansion in recent months.

Considering the long-term accretive impacts AI could generate for Amazon’s core e-commerce and cloud businesses, I think the company is in the early phases of a new growth chapter featuring accelerating revenue and profits for years to come.

For this reason, I think investors could continue valuing Amazon at a premium relative to its peers and see the company emerging as the most valuable business in the world over its AI peers by early the next decade.

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Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Adam Spatacco has positions in Alphabet, Amazon, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Microsoft, Nvidia, and Oracle. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.

Prediction: This Magnificent Artificial Intelligence (AI) Stock Will Be the Most Valuable Company in the World by 2030 (Hint: It’s Not Nvidia or Microsoft) was originally published by The Motley Fool

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Brand Stories

AI isn’t just for coders: 7 emerging non-tech career paths in artificial intelligence

Published

2 hours ago

July 18, 2025

Admin 5

7 emerging non-tech career paths in artificial intelligence

Artificial intelligence is no longer the future. It’s already shaping how we live, work, and learn. From smart assistants to personalised learning apps and automated hiring tools, AI is now part of everyday life. But here’s something many students still don’t realise — you don’t have to be a computer science genius to build a meaningful career in AI.In 2025, AI needs more than just coders. It needs people who understand ethics, design, communication, psychology, policy, and human behaviour. Whether you’re studying law, liberal arts, design, economics, or media, there is space for you in this fast-growing field. These emerging roles are all about making AI more responsible, more human, and more useful.Here are seven exciting non-tech career paths in artificial intelligence that you can start exploring now.

AI ethics specialist

AI systems make decisions that can affect real lives — from who gets hired to who receives a loan. That’s why companies and governments need experts who can guide them on what’s fair, what’s biased, and what crosses a line. Ethics specialists work closely with developers, legal teams, and product leaders to make sure AI is built and used responsibly.Best suited for: Students from philosophy, sociology, law, or political science backgroundsWhere to work: Tech companies, research institutes, policy think tanks, or digital rights NGOs

AI UX and UI designer

AI tools need to be easy to use, intuitive, and accessible. That’s where design comes in. AI UX and UI designers focus on creating smooth, human-centered experiences, whether it’s a chatbot, a virtual assistant, or a smart home interface. They use design thinking to make sure AI works well for real users.Best suited for: Students of psychology, graphic design, human-computer interaction, or visual communicationWhere to work: Tech startups, health-tech and ed-tech platforms, voice and interface design labs

AI policy analyst

AI raises big questions about privacy, rights, and regulation. Governments and organisations are racing to create smart policies that balance innovation with safety. AI policy analysts study laws, write guidelines, and advise decision-makers on how to manage the impact of AI in sectors like education, defense, healthcare, and finance.Best suited for: Public policy, law, international relations, or development studies studentsWhere to work: Government agencies, global institutions, research bodies, and policy units within companies

AI behavioural researcher

AI tools influence human behaviour — from how long we scroll to what we buy. Behavioural researchers look at how people respond to AI and what changes when technology gets smarter. Their insights help companies design better products and understand the social effects of automation and machine learning.Best suited for: Students of psychology, behavioural economics, sociology, or educationWhere to work: Tech companies, research labs, social impact startups, or mental health platforms

AI content strategist and explainer

AI is complex, and most people don’t fully understand it. That’s why companies need writers, educators, and content creators who can break it down. Whether it’s writing onboarding guides for AI apps or creating videos that explain how algorithms work, content strategists make AI easier to understand for everyday users.Best suited for: Students of journalism, English, media studies, marketing, or communicationWhere to work: Ed-tech and SaaS companies, AI product teams, digital agencies, or NGOs

AI program manager

This role is perfect for big-picture thinkers who love connecting people, processes, and purpose. Responsible AI program managers help companies build AI that meets ethical, legal, and user standards. They coordinate between tech, legal, and design teams and ensure that AI development stays aligned with values and global standards.Best suited for: Business, liberal arts, management, or public administration studentsWhere to work: Large tech firms, AI consultancies, corporate ethics teams, or international development agencies

AI research associate (non-technical)

Not all AI research is about coding. Many labs focus on the social, psychological, or economic impact of AI. As a research associate, you could be studying how AI affects jobs, education, privacy, or cultural behaviour. Your work might feed into policy, academic papers, or product design.Best suited for: Students from linguistics, anthropology, education, economics, or communication studiesWhere to work: Universities, research labs, global think tanks, or ethics institutesThe world of AI is expanding rapidly, and it’s no longer just about math, code, and machines. It’s also about people, systems, ethics, and storytelling. If you’re a student with curiosity, critical thinking skills, and a passion for meaningful work, there’s a place for you in AI — even if you’ve never opened a programming textbook.TOI Education is on WhatsApp now. Follow us here.

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Brand Stories

Google AI Mode is getting a bigger AI brain from Gemini

Published

3 hours ago

July 18, 2025

Eric Hal Schwartz

Google has upgraded its AI Mode with the advanced Gemini 2.5 Pro
AI Mode has also added Deep Search, which can now run hundreds of background searches
A new calling tool built into Search lets Google call businesses on your behalf

Google is continuing to try to get you to use its AI Mode when searching online with new and enhanced AI tools. The conversational search tool has made Google’s Gemini 2.5 Pro AI model available in AI Mode, along with the long-form report writing tool Deep Search.

Google AI Pro and AI Ultra subscribers in the U.S. who are also part of the AI Mode experiment in Search Labs will now see an option to choose Gemini 2.5 Pro when asking tough questions as well.

This is the same heavyweight model behind Google’s most advanced AI tools. They’ll also have the option of using Deep Search, a feature available in the regular Gemini app that can simultaneously run hundreds of searches and will write up a report piecing together the information.

The more profound changes, though, are in how Search itself is evolving. Gemini 2.5 Pro doesn’t just fetch answers. It reasons. It explains math in full steps. It even writes code and tells you what that code is doing. And when paired with Deep Search, it can essentially conduct a research marathon on your behalf.

AI calling in

The new call feature for Search is something entirely different. It connects your search for information about a store to a phone call with AI. As Google shows in a demo, you can type “pet groomers near me” and ask for information not immediately accessible.

Instead, you can tap “Have Google call for you,” which will prompt Google to call local shops, ask about availability or rates, and then text or email the results directly to you. If that sounds like Google Duplex, that’s because Google’s Duplex technology powers it.

Of course, all this comes with a few asterisks such as having to pay for a subscription. Free users still get some limited AI call attempts, but the advanced AI Mode tools are reserved for paying customers.

Google’s advantage over other AI developers is the sheer size of its Search database, so even as OpenAI and others attempt to produce similar products, Google might have a lasting edge. Still, there’s a learning curve.

AI that does too much too fast can lead to problems. You don’t want your research assistant skipping over credible sources in favor of a Reddit thread with 38 upvotes. And you certainly don’t want your AI calling the wrong person to schedule a colonoscopy.

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Brand Stories

Teachers gather to talk artificial intelligence in the classroom

Published

5 hours ago

July 18, 2025

Nicki Marker

HUNTSVILLE, Ala (WHNT) — Our world is constantly evolving, and lately, a lot of that evolution has been in the form of artificial intelligence.

“This is the future,” Kala Grice-Dobbins said. “It’s not going away, and we want our teachers to be informed, but also our students to be informed.”

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Grice-Dobbins is a cybersecurity teacher with the Madison County School System.

Thursday, more than 150 teachers from across North Alabama gathered to talk about AI and the use of it in the classroom.

“It’s clearly a novel technology– new for kids, new for teachers, and they’re trying to figure out how to use it,” Randy Sparkman said. “So we’re just trying to bring resources and bring these, Madison County districts, particularly, together to talk about strategies for using AI in the new school year.”

Sparkman is a part of Mayor Tommy Battle’s AI task force. They put on the AI in education event.

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Grace-Dobbins said she uses AI for help with things like lesson plans and recommendation letters.

“All of us use templates every day,” she said. “Why can’t it be our template to start with, and then we edit it because nothing’s perfect when it comes out.”

She said it’s easier than you think to spot students plagiarizing by using the tool.

“It’s not going to be your top of the line type paper,” she said. “It’s not going to be written in their kind of language. It’s not going to have their kind of thoughts involved, and so the more you know your students, you’re going to know this is not you.”

Angela Evans is also a teacher. She said she’s already been using AI in her classroom for years.

She has a message for those who may be skeptical. What she’d tell people.

“Don’t be scared because change is nature,” she said. “We are going to progress our humanity. Our intelligence is going to continue to progress.

For the latest news, weather, sports, and streaming video, head to WHNT.com.

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