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Better Artificial Intelligence Stock: Nvidia vs. Meta Platforms

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Artificial intelligence (AI) stocks have proven to be big winners for investors lately — particularly last year, when some leading players in the space delivered double- and even triple-digit percentage gains. Though these high-growth companies’ share prices tumbled earlier this year due to concerns about President Donald Trump’s tariff plans, investors have recently returned to this compelling story.

Trump’s trade talks and tentative agreements on the frameworks of deals with the U.K. and China have boosted optimism that his tariffs won’t result in drastically higher costs for U.S. consumers or major earnings pressure on U.S. companies — in contrast to the worst-case scenario that many had feared. As a result, investors feel more comfortable investing in companies that rely on a strong economic environment to thrive — such as AI sector players.

This means that many investors are once again asking themselves which AI players look like the best buys today. Nvidia (NVDA 1.33%) and Meta Platforms (META 0.73%) are both aiming to reshape the future with their aggressive AI plans. If you could only buy one, which would be the better AI bet now? 

Image source: Getty Images.

The case for Nvidia

Nvidia already has scored many AI victories. The company has built an empire of hardware and services that make it the go-to provider for any organization creating an AI platform or program. But the crown jewels of its portfolio are its graphics processing units (GPUs). It offers the top-performing parallel processors, and thanks to both its ecosystem and manufacturing lead, they’re also by far the best-sellers in their class. With demand from cloud infrastructure giants and other tech sector players still outstripping supply, Nvidia has been growing its sales at double- and triple-digit percentage rates, and setting new revenue records quarter after quarter.

In its fiscal 2025, which ended Jan. 26, Nvidia booked a 114% revenue gain to a record level of $130 billion. And the company isn’t just growing its top line — its net income surged by 145% to almost $73 billion as it continued to generate high levels of profitability on those sales.

Nvidia’s clients today rely heavily on its hardware to power their projects, as its GPUs are some of the best chips available for the training of large language models (LLMs), as well as for inferencing — the technical term for when those trained models are used to process real data to solve actual problems or make predictions. And Nvidia is helping customers with so much more — from the design of AI agents to the powering of autonomous vehicle systems and drug-discovery platforms.

Nvidia also is innovating steadily to stay ahead of rivals. It recently shifted to an accelerated schedule that will have it releasing chips based on new and improved architectures every year; previously, it rolled out new architectures about once every two years. So this company is likely to keep playing a major role in the evolution of AI throughout its next chapters.

The case for Meta Platforms

You will know Meta best as an owner of social media apps, some of which you probably use every day — its core “family of apps” includes Facebook, Messenger, WhatsApp, and Instagram. And the sales of advertising space across those platforms have provided billions of dollars in revenue and profits for the company.

But today, Meta’s big focus is on AI. The company has built its own LLM, Llama, and made it open source so that anyone can contribute to its development. The open-source model can result in the faster creation of a better-quality product — and in this case, it could help Meta emerge as a leader in the field. The company has put its money where its mouth is: It plans as much as $72 billion in capital spending this year to boost its AI presence. And just recently, Meta has been hiring up a storm in its efforts to staff its newly launched Meta Superintelligence Labs. That business unit will work on foundation models like Llama as well as other AI research projects.

In a memo to employees regarding the new AI unit, Meta CEO Mark Zuckerberg highlighted why it’s well positioned to lead in AI development: “We have a strong business that supports building out significantly more compute than smaller labs. We have deeper experience building and growing products that reach billions of people,” he said.

Those points are true, and they could help Meta reach its goals — and deliver big wins to investors over time.

Which stock is the better buy?

From a valuation perspective, you might choose Meta, as the stock is cheaper in relation to forward earnings estimates than Nvidia — a condition that has generally been the case.

NVDA PE Ratio (Forward) Chart

NVDA PE Ratio (Forward) data by YCharts.

But a closer look shows that while Nvidia’s valuation is down since the start of the year, Meta’s actually has climbed.

NVDA PE Ratio (Forward) Chart

NVDA PE Ratio (Forward) data by YCharts.

With that in mind, Nvidia looks like a more appealing buying opportunity, especially considering the company’s ongoing strong growth and its involvement in every area of AI development and application in real-world situations. Meta also could emerge as a major AI winner down the road, and the stock is still reasonably priced today in spite of its gains in valuation. But Nvidia remains the key player in this space — and at today’s valuation, it’s the better buy.

Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool’s board of directors. Adria Cimino has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms and Nvidia. The Motley Fool has a disclosure policy.



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Regulatory Policy and Practice on AI’s Frontier

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Adaptive, expert-led regulation can unlock the promise of artificial intelligence.

Technological breakthroughs, historically, have played a distinctive role in accelerating economic growth, expanding opportunity, and enhancing standards of living. Technology enables us to get more out of the knowledge we have and prior scientific discoveries, in addition to generating new insights that enable new inventions. Technology is associated with new jobs, higher incomes, greater wealth, better health, educational improvements, time-saving devices, and many other concrete gains that improve people’s day-to-day lives. The benefits of technology, however, are not evenly distributed, even when an economy is more productive and growing overall. When technology is disruptive, costs and dislocations are shouldered by some more than others, and periods of transition can be difficult.

Theory and experience teach that innovative technology does not automatically improve people’s station and situation merely by virtue of its development. The way technology is deployed and the degree to which gains are shared—in other words, turning technology’s promise into reality without overlooking valid concerns—depends, in meaningful part, on the policy, regulatory, and ethical decisions we make as a society.

Today, these decisions are front and center for artificial intelligence (AI).

AI’s capabilities are remarkable, with profound implications spanning health care, agriculture, financial services, manufacturing, education, energy, and beyond. The latest research is demonstrably pushing AI’s frontier, advancing AI-based reasoning and AI’s performance of complex multistep tasks, and bringing us closer to artificial general intelligence (high-level intelligence and reasoning that allows AI systems to autonomously perform highly complex tasks at or beyond human capacity in many diverse instances and settings). Advanced AI systems, such as AI agents (AI systems that autonomously complete tasks toward identified objectives), are leading to fundamentally new opportunities and ways of doing things, which can unsettle the status quo, possibly leading to major transformations.

In our view, AI should be embraced while preparing for the change it brings. This includes recognizing that the pace and magnitude of AI breakthroughs are faster and more impactful than anticipated. A terrific indication of AI’s promise is the 2024 Nobel Prize in chemistry, winners of which used AI to “crack the code” of protein structures, “life’s ingenious chemical tools.” At the same time, as AI becomes widely used, guardrails, governance, and oversight should manage risks, safeguard values, and look out for those disadvantaged by disruption.

Government can help fuel the beneficial development and deployment of AI in the United States by shaping a regulatory environment conducive to AI that fosters the adoption of goods, services, practices, processes, and tools leveraging AI, in addition to encouraging AI research.

It starts with a pro-innovation policy agenda. Once the goal of promoting AI is set, the game plan to achieve it must be architected and implemented. Operationalizing policy into concrete progress can be difficult and more challenging when new technology raises novel questions infused with subtleties.

Regulatory agencies that determine specific regulatory requirements and enforce compliance play a significant part in adapting and administering regulatory regimes that encourage rather than stifle technology. Pragmatic regulation compatible with AI is instrumental so that regulation is workable as applied to AI-led innovation, further unlocking AI’s potential. Regulators should be willing to allow businesses flexibility to deploy AI-centered uses that challenge traditional approaches and conventions. That said, regulators’ critical mission of detecting and preventing harmful behavior should not be cast aside. Properly calibrated governance, guardrails, and oversight that prudently handle misuse and misconduct can support technological advancement and adoption over time.

Regulators can achieve core regulatory objectives, including, among other things, consumer protection, investor protection, and health and safety, without being anchored to specific regulatory requirements if the requirements—fashioned when agentic and other advanced AI was not contemplated—are inapt in the context of current and emerging AI.

We are not implying that vital governmental interests that are foundational to many regulatory regimes should be jettisoned. Rather, it is about how those interests are best achieved as technology changes, perhaps dramatically. It is about regulating in a way that allows AI to reach its promise and ensuring that essential safeguards are in place to protect persons from wrongdoing, abuses, and harms that could frustrate AI’s real-world potential by undercutting trust in—and acceptance of—AI. It is about fostering a regulatory environment that allows for constructive AI-human collaboration—including using AI agents to help monitor other AI agents while humans remain actively involved addressing nuances, responding to an AI agent’s unanticipated performance, engaging matters of greatest agentic AI uncertainty, and resolving tough calls that people can uniquely evaluate given all that human judgment embodies.

This takes modernizing regulation—in its design, its detail, its application, and its clarity—to work, very practically, in the context of AI by accommodating AI’s capabilities.

Accomplishing this type of regulatory modernity is not easy. It benefits from combining technological expertise with regulatory expertise. When integrated, these dual perspectives assist regulatory agencies in determining how best to update regulatory frameworks and specific regulatory requirements to accommodate expected and unexpected uses of advanced AI. Even when underpinning regulatory goals do not change, certain decades-old—or newer—regulations may not fit with today’s technology, let alone future technological breakthroughs. In addition, regulatory updates may be justified in light of regulators’ own use of AI to improve regulatory processes and practices, such as using AI agents to streamline permitting, licensing, registration, and other types of approvals.

Regulatory agencies are filled with people who bring to bear valuable experience, knowledge, and skill concerning agency-specific regulatory domains, such as financial services, antitrust, food, pharmaceuticals, agriculture, land use, energy, the environment, and consumer products. That should not change.

But the commissions, boards, departments, and other agencies that regulate so much of the economy and day-to-day life—the administrative state—should have more technological expertise in-house relevant to AI. AI’s capabilities are materially increasing at a rapid clip, so staying on top of what AI can do and how it does it—including understanding leading AI system architecture and imagining how AI might be deployed as it advances toward its frontier—is difficult. Without question, there are individuals across government with impressive technological chops, and regulators have made commendable strides keeping apprised of technological innovation. Indeed, certain parts of government are inherently technology-focused. Many regulatory agencies are not, however; but even at those agencies, in-depth understanding of AI is increasingly important.

Regulatory agencies should bring on board more individuals with technology backgrounds from the private sector, academia, research institutions, think tanks, and elsewhere—including computer scientists, physicists, software engineers, AI researchers, cryptographers, and the like.

For example, we envision a regulatory agency’s lawyers working closely with its AI engineers to ensure that regulatory requirements contemplate and factor in AI. Lawyers with specific regulatory knowledge can prompt large language models to measure a model’s interpretation of legal and regulatory obligations. Doing this systematically and with a large enough sample size requires close collaboration with AI engineers to automate the analysis and benchmark a model’s results. AI engineers could partner with an agency’s regulatory experts in discerning the technological capabilities of frontier AI systems to comport with identified regulatory objectives in order to craft regulatory requirements that account for and accommodate the use of AI in consequential contexts. AI could accelerate various regulatory functions that typically have taken considerable time for regulators to perform because they have demanded significant human involvement. To illustrate, regulators could use AI agents to assist the review of permitting, licensing, and registration applications that individuals and businesses must obtain before engaging in certain activities, closing certain transactions, or marketing and selling certain products. Regulatory agencies could augment humans by using AI systems to conduct an initial assessment of applications and other requests against regulatory requirements.

The more regulatory agencies have the knowledge and experience of technologists in-house, the more understanding regulatory agencies will gain of cutting-edge AI. When that enriched technological insight is combined with the breadth of subject-matter expertise agencies already possess, regulatory agencies will be well-positioned to modernize regulation that fosters innovation while preserving fundamental safeguards. Sophisticated technological know-how can help guide regulators’ decisions concerning how best to revise specific regulatory features so that they are workable with AI and conducive to technological progress. The technical elements of regulation should be informed by the technical elements of AI to ensure practicable alignment between regulation and AI, allowing AI innovation to flourish without incurring undue risks.

With more in-house technological expertise, we think regulatory agencies will grow increasingly comfortable making the regulatory changes needed to accommodate, if not accelerate, the development and adoption of advanced AI.

There is more to technological progress that propels economic growth than technological capability in and of itself. An administrative state that is responsive to the capabilities of AI—including those on AI’s expanding frontier—could make a big difference converting AI’s promise into reality, continuing the history of technological breakthroughs that have improved people’s lives for centuries.

Troy A. Paredes



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In the ever-changing artificial intelligence (AI) world, there is a place that is gaining an unrival..

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In the ever-changing artificial intelligence (AI) world, there is a place that is gaining an unrivaled status as an AI-based language-specific service. DeepL started in Germany in 2017 and now has 200,000 companies around the world as customers.

DeepL Chief Revenue Officer David Parry Jones, whom Mail Business recently met via video, is in charge of all customer management and support.

DeepL is focusing on securing customers by introducing a large number of services tailored to their needs, such as launching “Deep L for Enterprise,” a corporate product, and “Deep L Voice,” a voice translation solution, last year.

“We are focusing on translators, which are key products, and DeepL Voice is gaining popularity as it is installed in the Teams environment,” Pari-Jones CRO said. “We are also considering installing it on Zoom, a video conference platform.”

DeepL’s voice translation solution is currently integrated into Microsoft’s Teams. If participants in the meeting using Teams speak their own language, other participants can check subtitles that are translated in real-time. As the global video conference market accounts for nearly 90% of Zoom and MS Teams, if DeepL solutions are introduced through Zoom, the language barrier in video conferences will now disappear.

DeepL solutions are all focused on saving time and resources going into translation and delivering accurate results. “According to a study commissioned by Forrester Research last year, companies’ internal document translation time was reduced by 90% when using DeepL solutions,” Parry Jones CRO said, explaining that it is playing a role in breaking down language barriers and strengthening efficiency.

The Asian market, including Korea, a non-English speaking country, is considered a key market for DeepL. CEO Yarek Kutilovsky also visits Korea almost every year and meets with domestic customers.

“The Asia-Pacific region and Japan are behind DeepL’s rapid growth,” said CRO Pari-Jones. In translation services, the region accounts for 45% of sales, he said. “In particular, Japan is the second largest market, and Korea is closely following it.” He explains that Korea and Japan have similar levels of English proficiency, and there are many large corporations that are active in multiple countries, so there is a high demand for high-quality translations.

In Japan, Daiwa Securities is using DeepL solutions in the process of disclosing performance-related data to the world, and Fujifilm and NEC are also representative customers of DeepL. In Korea, Yanolja, Lotte Innovate, and Lightning Market are using DeepL.

DeepL currently only has branches in Japan among Asian countries, and the Korean branch is also considering establishing it, although the exact timing has not been set.

“DeepL continues to improve translation quality and invest at the same time for growth in Korea,” said CRO Pari-Jones. “We need a local team for growth.” We can’t promise you the exact schedule, but (the Korean branch) will be a natural development,” he said.

Meanwhile, as Generative AI services such as ChatGPT become more common, these services are also not the main function, but they also perform compliance levels of translation, threatening translators.

DeepL also sees them as competitors and competes. “DeepL is a translation company, so the difference is that it strives to provide accuracy or innovative language services,” Pari-Jones CRO said. “When comparing translation quality, the gap has narrowed slightly with ChatGPT.” We will continue to improve quality while testing regularly,” he said.

[Reporter Jeong Hojun]



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There is No Such Thing as Artificial Intelligence – Nathan Beacom

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One man tried to kill a cop with a butcher knife, because OpenAI killed his lover. A 29-year-old mother became violent toward her husband when he suggested that her relationship with ChatGPT was not real. A 41-year-old now-single mom split with her husband after he became consumed with chatbot communication, developing bizarre paranoia and conspiracy theories.

These stories, reported by the New York Times and Rolling Stone, represent the frightening, far end of the spectrum of chatbot-induced madness. How many people, we might wonder, are quietly losing their minds because they’ve turned to chatbots as a salve for loneliness or frustrated romantic desire?



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