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Prediction: 1 AI Stock Will Be Worth More Than Nvidia and Palantir Technologies Combined by 2030

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Nvidia (NVDA -0.42%) stock has returned 29% this year, and its market value currently stands at $4.2 trillion. Meanwhile, Palantir (PLTR -0.34%) shares have advanced 104%, and its market value currently stands at $360 billion. That brings their collective valuation to $4.5 trillion.

I think Amazon (AMZN 0.97%) can surpass that figure in no more than five years. The company is currently worth $2.3 trillion, so the stock would need to advance 100% for Amazon to achieve a market value of $4.6 trillion. Here’s why that seems likely.

Image source: Getty Images.

Amazon has a strong presence in three growing industries

Amazon has a strong presence in e-commerce, digital advertising, and cloud computing, and all three markets are projected to grow quickly in the next few years. Details are provided below:

  • Amazon runs the largest e-commerce marketplace in the world in terms of revenue and the most popular in terms of web traffic. Despite its dominance, the company is growing faster than the industry average and is projected to gain market share through 2027.
  • Amazon is the third largest ad tech company in the world as measured by sales due to its ability to engage shoppers. It is also the largest retail media advertiser, the fastest-growing category of the broader digital advertising market, so the company is gaining share rapidly.
  • Amazon Web Services (AWS) is the largest public cloud as measured by infrastructure and platform services sales. With more customers and partners than its peers, AWS is uniquely positioned to monetize demand for artificial intelligence (AI) services.

Through 2030, Grand View Research estimates that online retail sales will increase at 11% annually; ad tech sales will grow at 14% annually; and cloud-computing sales will increase 20% annually. That sets Amazon on track for double-digit annual revenue growth through the end of the decade. But investors have reason to believe earnings will increase more quickly than revenue.

Amazon’s AI innovations should result in greater profitability

Amazon has built over 1,000 generative AI applications to make its retail business more efficient, including tools to optimize inventory placement, demand forecasting, and last-mile delivery routes. The company has also debuted an AI model that makes its robot fleet smarter, and it’s building another generative AI model that will let warehouse workers engage fulfillment robots in natural language.

Additionally, Amazon is reportedly developing generative AI software for humanoid robots with the initial goal of assisting delivery drivers. The company wants humanoid robots to ride alongside humans in its electric vans and carry packages to doorsteps. Eventually, the entire process could be automated because Amazon is also developing robotaxis through its autonomous-driving subsidiary Zoox.

Meanwhile, Amazon is also working with AI to make developers more productive in its cloud-computing division. AWS last year said its developer team used its generative AI assistant Amazon Q to upgrade tens of thousands of production applications. Doing so let the team accomplish in minutes tasks the would have taken days, saving the company $260 million, according to CEO Andy Jassy.

Morgan Stanley analyst Brian Nowak recently said Amazon is “one of the companies best positioned to deliver material financial return from physical AI and robotics” in the next few years. He estimates costs related to shipping and fulfillment currently consume about 36% of retail revenue, so the company should become increasingly profitable as it takes steps to automate those workflows.

Why Amazon could be a $4.6 trillion company by 2030

Amazon shares currently trade at 36 times earnings, a reasonable valuation for a company whose earnings are forecast to grow at 18% annually over the next three to five years. If Amazon meets that consensus, its market value can double to hit $4.6 trillion by 2030, while its valuation falls to 31 time earnings. In that scenario, Amazon in five years would be worth more than Palantir and Nvidia’s combined market values today.

John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Trevor Jennewine has positions in Amazon, Nvidia, and Palantir Technologies. The Motley Fool has positions in and recommends Amazon, Nvidia, and Palantir Technologies. The Motley Fool has a disclosure policy.



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Albania Turns to Artificial Intelligence in EU-Pressured Reforms

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TLDRs;

  • Albania introduces Diella, an AI “minister,” to oversee public procurement amid EU pressure for anti-corruption reforms.
  • Prime Minister Edi Rama says Diella will make tenders faster, more efficient, and corruption-free.
  • Supporters see the AI as a step toward EU integration; critics dismiss it as unconstitutional and symbolic.
  • Global examples show AI can help fight corruption but also risks bias and ineffective outcomes.

Albania has taken an unprecedented step in its long fight against corruption, introducing Diella, an artificial intelligence system tasked with overseeing public procurement.

Prime Minister Edi Rama unveiled the virtual minister as part of reforms tied to the nation’s bid for European Union membership.

Although not legally a minister under Albanian law, which requires cabinet members to be human citizens, Diella is being presented as the country’s first fully AI-powered figure in government. Her mission is clear, to bring transparency, efficiency, and accountability to one of Albania’s most corruption-prone areas.

Diella’s role in public procurement

Diella is no stranger to Albanian citizens. She first appeared as a virtual assistant on the government’s e-Albania platform, helping more than a million people navigate bureaucratic processes such as applying for official documents. Now, her responsibilities have expanded dramatically.

Rama explained that Diella’s core task will be supervising public tenders. “We want to ensure a system where public procurement is 100% free of corruption,” he said

By automating oversight and decision-making, Diella is expected to limit human interference in sensitive processes, while also making procurement faster and more transparent.

To develop this AI system, Albania is collaborating with both local and international experts, hoping to set a global precedent for AI governance.



Mixed reactions at home and abroad

The announcement has stirred heated debate within Albania and beyond. Supporters hail the move as a chance to rebuild public trust, especially as the country faces mounting EU pressure to eliminate systemic graft.

Dr. Andi Hoxhaj of King’s College London notes that the EU has made anti-corruption reforms a central condition for accession. “There’s a lot at stake,” he said, suggesting that Diella could serve as a tool to accelerate reforms.

However, critics see the initiative as political theatre. Opposition leaders argue that branding Diella a “minister” is unconstitutional and distracts from deeper structural issues. Some worry that AI cannot fully address entrenched human networks of influence, while others raise concerns about accountability if an algorithm makes a faulty decision.

Lessons from global experiments with AI governance

Albania’s experiment comes amid a wave of governments testing artificial intelligence in public administration. Brazil’s Alice bot has reduced fraud-related financial losses by nearly 30% in procurement audits, while its Rosie bot, which monitored parliamentary expenditures, faced limitations in producing actionable evidence.

In Europe, the Digiwhist project has shown how big data can expose procurement fraud across dozens of jurisdictions. Yet, the Netherlands’ failed attempt at AI-led welfare fraud detection, widely criticized for algorithmic bias, highlights the risks of misuse.

These examples underscore both the potential and pitfalls of AI in governance. Albania now finds itself at a critical juncture: if implemented responsibly, Diella could strengthen transparency and accelerate EU integration.

Looking ahead

Prime Minister Rama acknowledges the symbolic dimension of Diella’s appointment but insists that serious intent lies beneath the theatrics. Beyond tackling procurement fraud, he believes the AI minister will put pressure on human officials to rethink outdated practices and embrace innovation.

“Ministers should take note,” Rama said with a smile. “AI could be coming for their jobs, too.”

As Albania balances hope, skepticism, and the weight of EU expectations, Diella’s debut represents both a technological leap and a political gamble. Whether she becomes a catalyst for real reform or remains a publicity stunt will depend on execution and public trust.

 





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Artificial intelligence helps break barriers for Hispanic homeownership | Business

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Artificial intelligence helps break barriers for Hispanic homeownership | Business | journalgazette.net


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UW lab spinoff focused on AI-enabled protein design cancer treatments

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A Seattle startup company has inked a deal with Eli Lilly to develop AI powered cancer treatments. The team at Lila Biologics says they’re pioneering the translation of AI design proteins for therapeutic applications. Anindya Roy is the company’s co-founder and chief scientist. He told KUOW’s Paige Browning about their work.

This interview has been edited for clarity.

Paige Browning: Tell us about Lila Biologics. You spun out of UW Professor David Baker’s protein design lab. What’s Lila’s origin story?

Anindya Roy: I moved to David Baker’s group as a postdoctoral scientist, where I was working on some of the molecules that we are currently developing at Lila. It is an absolutely fantastic place to work. It was one of the coolest experiences of my career.

The Institute for Protein Design has a program called the Translational Investigator Program, which incubates promising technologies before it spins them out. I was part of that program for four or five years where I was generating some of the translational data. I met Jake Kraft, the CEO of Lila Biologics, at IPD, and we decided to team up in 2023 to spin out Lila.

You got a huge boost recently, a collaboration with Eli Lilly, one of the world’s largest pharmaceutical companies. What are you hoping to achieve together, and what’s your timeline?

The current collaboration is one year, and then there are other targets that we can work on. We are really excited to be partnering with Lilly, mainly because, as you mentioned, it is one of the top pharma companies in the US. We are excited to learn from each other, as well as leverage their amazing clinical developmental team to actually develop medicine for patients who don’t have that many options currently.

You are using artificial intelligence and machine learning to create cancer treatments. What exactly are you developing?

Lila Biologics is a pre-clinical stage company. We use machine learning to design novel drugs. We have mainly two different interests. One is to develop targeted radiotherapy to treat solid tumors, and the second is developing long acting injectables for lung and heart diseases. What I mean by long acting injectables is something that you take every three or six months.

Tell me a little bit more about the type of tumors that you are focusing on.

We have a wide variety of solid tumors that we are going for, lung cancer, ovarian cancer, and pancreatic cancer. That’s something that we are really focused on.

And tell me a little bit about the partnership you have with Eli Lilly. What are you creating there when it comes to cancers?

The collaboration is mainly centered around targeted radiotherapy for treating solid tumors, and it’s a multi-target research collaboration. Lila Biologics is responsible for giving Lilly a development candidate, which is basically an optimized drug molecule that is ready for FDA filing. Lilly will take over after we give them the optimized molecule for the clinical development and taking those molecules through clinical trials.

Why use AI for this? What edge is that giving you, or what opportunities does it have that human intelligence can’t accomplish?

In the last couple of years, artificial intelligence has fundamentally changed how we actually design proteins. For example, in last five years, the success rate of designing protein in the computer has gone from around one to 2% to 10% or more. With that unprecedented success rate, we do believe we can bring a lot of drugs needed for the patients, especially for cancer and cardiovascular diseases.

In general, drug design is a very, very difficult problem, and it has really, really high failure rates. So, for example, 90% of the drugs that actually enter the clinic actually fail, mainly due to you cannot make them in scale, or some toxicity issues. When we first started Lila, we thought we can take a holistic approach, where we can actually include some of this downstream risk in the computational design part. So, we asked, can machine learning help us designing proteins that scale well? Meaning, can we make them in large scale, or they’re stable on the benchtop for months, so we don’t face those costly downstream failures? And so far, it’s looking really promising.

When did you realize you might be able to use machine learning and AI to treat cancer?

When we actually looked at this problem, we were thinking whether we can actually increase the clinical success rate. That has been one of the main bottlenecks of drug design. As I mentioned before, 90% of the drugs that actually enter the clinic fail. So, we are really hoping we can actually change that in next five to 10 years, where you can actually confidently predict the clinical properties of a molecule. In other words, what I’m trying to say is that can you predict how a molecule will behave in a living system. And if we can do that confidently, that will increase the success rate of drug development. And we are really optimistic, and we’ll see how it turns out in the next five to 10 years.

Beyond treating hard to tackle tumors at Lila, are there other challenges you hope to take on in the future?

Yeah. It is a really difficult problem to predict how a molecule will behave in a living system. Meaning, we are really good at designing molecules that behave in a certain way, bind to a protein in a certain way, but the moment you try to put that molecule in a human, it’s really hard to predict how that molecule will behave, or whether the molecule is going to the place of the disease, or the tissue of the disease. And that is one of the main reasons there is a 90% failure in drug development.

I think the whole field is moving towards this predictability of biological properties of a molecule, where you can actually predict how this molecule will behave in a human system, or how long it will stay in the body. I think when the computational tools become good enough, when we can predict these properties really well, I think that’s where the fun begins, and we can actually generate molecules with a really high success rate in a really short period of time.

Listen to the interview by clicking the play button above.



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