Microsoft, Amazon, Google, Palantir Poised to Win Big in AI Cloud Race

Nauman khan

Fri, May 9, 2025, 9:41 AM 1 min read

May 9 - Software giants similar Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), Google (NASDAQ:GOOG), and Palantir Technologies (NASDAQ:PLTR) are well-positioned to payment from rising endeavor request for artificial intelligence, according to Wedbush Securities.

In a caller note, analysts said implicit 15% of unreality workloads present impact AI, with increasing exemplary integration expected to accelerate gross portion helping chopped costs. Amid economical uncertainty, they added, AI remains a apical spending precedence crossed the tech landscape.

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The steadfast highlighted Microsoft, Amazon, and Google arsenic halfway beneficiaries of this trend, arsenic unreality and AI investments proceed careless of broader macro conditions.

Wedbush besides flagged Palantir arsenic an emerging victor successful the endeavor AI abstraction owed to its increasing beingness successful commercialized usage cases.

Capital expenditures from large hyperscalers, including Meta (NASDAQ:META), are expected to scope $325 cardinal successful 2025, a 40% year-over-year increase, underscoring assurance successful semipermanent AI adoption.

Software is present squarely successful the spotlight, analysts wrote, pointing to 2025 arsenic a imaginable tipping constituent for wide endeavor usage of AI tools.

The enactment reflects Wedbush's upbeat presumption connected bundle outperforming different tech segments done the adjacent cycle.

This nonfiction archetypal appeared connected GuruFocus.