Big Tech & AI Update – August 2025
Apple’s AI Robot Plans
Apple is building a tabletop robot that looks like an iPad on a moving arm. It can follow your face, join conversations, and act like a smart companion. Launch expected in 2027. Apple may also explore humanoid robots in the future.
Nvidia Hits $4.4 Trillion
Nvidia is now worth $4.4T, making up 8.2% of the S&P 500. Its chips power the AI boom, and its stock is up 30%+ in 2025.
Cloud Spending Skyrockets
Global cloud capex will hit $445B in 2025 (+56% YoY), led by Microsoft, Meta, Alphabet, Amazon. In 2026, it’s expected to grow another 31% to $582B.
Meta’s AI Shakeup
Meta is launching Meta Superintelligence Labs, its 4th AI reorg in 6 months. It’s hiring talent from Google, Apple, OpenAI, and investing $29B in new data centers.
Apple Lags in AI Race
Despite robot plans, Apple’s AI investments are seen as less aggressive. Its stock is down 7.5% in 2025, while Nvidia and Meta are soaring.
