Amazon Web Services is reportedly developing AI agents to automate tasks in sales and business development. This news, coupled with Anthropic's Claude AI gaining the ability to control computers for tasks for its Pro and Max subscribers, led to a notable decline in software stocks on Tuesday. Companies like Salesforce, Snowflake, Microsoft, and Alphabet (Google) experienced drops, with Salesforce shares falling over 5%. These advancements intensify concerns about AI's potential to disrupt traditional software business models and impact job security.
Meanwhile, Meta Platforms is making a substantial investment of $27 billion into its AI capacity. This includes a five-year, $27 billion deal with neocloud specialist Nebius Group to secure access to Nvidia's Vera Rubin platform and scarce GPUs. Nebius Group, which also has agreements with Microsoft and Nvidia, leases GPU capacity to AI hyperscalers. This significant commitment also benefits Super Micro Computer, a key provider of AI-optimized servers, highlighting Meta's push to build out its AI infrastructure.
Beyond the major players, the AI in hardware market is projected to reach $361.67 billion by 2035, growing at a 15.8% compound annual growth rate from 2026. This growth is fueled by the increasing demand for specialized AI hardware like GPUs and TPUs. In the software space, Wall Street analysts show optimism for C3.ai, which provides enterprise AI software, and Verint Systems, known for its AI tools in customer engagement, as they leverage AI for significant growth.
HP Inc. has also entered the fray, introducing new AI-powered features for its PCs and printers, putting pressure on Apple to unveil its AI strategy, possibly at its WWDC event in June. CrowdStrike is enhancing its Falcon platform with new AI security features across endpoints, browsers, and cloud environments, including deeper Microsoft Defender integration. Robo.ai plans to expand its intelligent data business in the Middle East and Asia, aiming to deliver 10,000 hours of real-world interaction data in 2026. Financial expert Jim Cramer advises investors to diversify beyond pure tech AI stocks by 2026, suggesting traditional industries like logistics and manufacturing that integrate AI for efficiency.
Key Takeaways
- Amazon Web Services (AWS) is developing AI agents for sales and business development, contributing to a software stock decline.
- Anthropic's Claude AI now controls computers for tasks, available to Pro and Max subscribers.
- Software stocks, including Salesforce (down over 5%), Snowflake, Microsoft, and Alphabet (Google), fell due to AI automation concerns.
- Meta Platforms is investing $27 billion in AI capacity, including a five-year deal with Nebius Group for Nvidia GPUs and benefiting Super Micro Computer.
- The global AI in hardware market is projected to reach $361.67 billion by 2035, growing at a 15.8% CAGR from 2026.
- Wall Street analysts are optimistic about C3.ai (enterprise AI software) and Verint Systems (customer engagement AI tools).
- HP Inc. introduced new AI features for PCs and printers, increasing pressure on Apple to reveal its AI strategy.
- CrowdStrike enhanced its Falcon platform with new AI security features and Falcon Next-Gen SIEM, including Microsoft Defender integration.
- Robo.ai plans to expand its AI and robotics data business in the Middle East and Asia, targeting 10,000 hours of real-world data by 2026.
- Jim Cramer advises investors to diversify AI investments by 2026, looking at traditional industries like Procter & Gamble and Caterpillar that integrate AI.
Amazon's new AI tools cause software stocks to drop
Software stocks fell on Tuesday following a report that Amazon Web Services is developing AI agents. These agents aim to automate tasks in sales and business development, areas recently affected by layoffs. This development adds to existing concerns about AI's impact on the software industry and job security. The report suggests these tools could eventually be offered to Amazon's cloud customers, potentially disrupting the AI software market.
Anthropic and AWS AI automation puts pressure on software stocks
Software stocks faced pressure Tuesday as Anthropic and Amazon Web Services (AWS) advanced AI automation. Anthropic's Claude AI can now control computers to perform tasks, available to Pro and Max subscribers. AWS is reportedly developing AI agents to automate sales and business development functions. These advancements raise concerns about AI's disruption of traditional software business models, contributing to a sector-wide stock decline.
Amazon's AI development sparks software stock sell-off
Software stocks declined on Tuesday due to news that Amazon is developing new AI tools. Amazon Web Services is reportedly creating an AI agent to automate sales and business development tasks, potentially impacting jobs. This move intensifies fears about AI's disruptive potential in the tech sector. Shares of Salesforce, Snowflake, Microsoft, and Alphabet saw declines, with the Nasdaq Composite also falling.
Meta's $27 Billion AI Deal Boosts Server Maker Super Micro Computer
Meta Platforms is investing $27 billion in AI capacity through a deal with Super Micro Computer (SMCI). This significant investment highlights Meta's commitment to building its AI infrastructure. Super Micro Computer, a provider of AI-optimized servers, is expected to see increased revenue and market share due to this partnership. Analysts believe this deal will propel SMCI's growth and attract more customers seeking AI hardware solutions.
Meta inks $27 Billion AI deal with neocloud provider Nebius Group
Meta Platforms has signed a five-year, $27 billion capacity deal with neocloud specialist Nebius Group to secure access to Nvidia's Vera Rubin platform. This agreement allows Meta to utilize scarce GPUs without the full burden of building data centers internally. Nebius Group, which leases GPU capacity to AI hyperscalers, also has agreements with Microsoft and Nvidia. This partnership is expected to significantly boost Nebius's revenue and market position.
Jim Cramer warns tech investors to diversify beyond AI stocks
Jim Cramer advises investors to look beyond pure technology stocks for AI investments in 2026. He suggests focusing on companies in traditional industries like logistics and manufacturing that are integrating AI to improve efficiency and reduce costs. Cramer highlights companies such as Procter & Gamble, Caterpillar, and Johnson & Johnson as examples. He believes this approach offers a more stable investment case amid market volatility compared to solely investing in AI infrastructure.
AI fears send Salesforce and other software stocks tumbling
Salesforce and other software stocks experienced a significant drop on Tuesday as investor concerns about artificial intelligence resurfaced. A new report suggests AI could automate a large portion of current job tasks, raising worries about the future of software companies. Salesforce shares fell over 5%, with Microsoft and Oracle also declining. Analysts note the uncertainty surrounding AI's impact, with some companies expected to thrive while others may struggle to adapt.
Wall Street favors C3.ai and Verint Systems in AI stock boom
While many investors focus on big names like Nvidia and Microsoft, Wall Street analysts are highly optimistic about two lesser-known AI stocks: C3.ai and Verint Systems. C3.ai provides enterprise AI software, experiencing sales growth as businesses adopt AI solutions. Verint Systems leads in customer engagement, using AI tools to improve customer interactions. Both companies are leveraging AI for significant growth, offering opportunities beyond the most recognized AI players.
HP Inc. adds AI features, increasing pressure on Apple
HP Inc. has introduced new AI-powered features for its PCs and printers, enhancing security, collaboration, and workflow efficiency. These updates intensify pressure on Apple to reveal its own artificial intelligence strategy. HP's move aims to stay competitive as the tech industry races to integrate AI. Consumers and investors are now eagerly awaiting Apple's response, with its WWDC event in June being a potential venue for AI announcements.
CrowdStrike enhances AI security and SIEM capabilities
CrowdStrike has updated its Falcon platform with new features for AI security across endpoints, browsers, and cloud environments. The company positions the endpoint as a central point for AI security, including AI agent discovery and threat detection. CrowdStrike also launched Falcon Next-Gen SIEM with deeper integration for Microsoft Defender and improved data handling. These updates aim to broaden CrowdStrike's role in AI and data security, offering advanced protection for organizations using AI.
Robo.ai expands AI and robotics data business in Middle East and Asia
Robo.ai plans to expand its intelligent data business across the Middle East and Asia, aiming to deliver 10,000 hours of real-world interaction data in 2026. The company is building a data supply chain through partnerships for data annotation, robotics hardware, and model training. Robo.ai will focus on developing Arabic language datasets and integrating robotics hardware for data collection. This expansion aims to meet the growing demand for structured data used in training AI and embodied systems.
AI in Hardware Market to reach $361 Billion by 2035
The global AI in hardware market is projected to reach $361.67 billion by 2035, growing at a 15.8% CAGR from 2026 to 2035. This growth is driven by the increasing demand for specialized AI hardware like GPUs and TPUs, and the rise of edge AI computing. Key trends include the development of specialized accelerators, edge AI integration, and a focus on energy-efficient designs. The computational needs of advanced AI models are a major driver for this market expansion.
Sources
- Software Stocks Drop on Report Amazon Is Developing New AI Tools
- Software stocks under pressure as Anthropic and AWS double down on AI automation
- Software Stocks Drop on Report Amazon Is Developing New AI Tools
- Meta Just Signed a $27 Billion Artificial Intelligence (AI) Deal. Here's the Under-the-Radar Stock That Won.
- Meta Just Signed a $27 Billion Artificial Intelligence (AI) Deal. Here's the Under-the-Radar Stock That Won.
- If You Only Own Tech Stocks, Jim Cramer Has a Blunt Warning for You in 2026
- Salesforce and other software stocks are falling as AI jitters return
- 2 Artificial Intelligence (AI) Stocks That Wall Street Loves but Most Investors Haven't Heard Of
- HP Inc. Announces AI Updates. Your Turn, Apple.
- CrowdStrike Puts Endpoint At Center Of AI Security And SIEM Shift
- Robo.ai Plans Expansion of AI, Robotics Data and Hardware Business Across Middle East and Asia
- Artificial Intelligence (AI) in Hardware Market Forecast 2026 To 2035
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