JPMorgan ( JPM ) has released a new report suggesting the artificial intelligence landscape will enter a transformative phase in 2025. The analysis highlights emerging players like Amazon ( AMZN ), Meta ( META ), Spotify ( SPOT ), and Alphabet ( GOOG , GOOGL ), signaling a potential shift away from traditional AI infrastructure powerhouses such as Nvidia ( NVDA ).

Yahoo Finance markets and data editor Josh Schafer breaks down the report's key insights, examining how the AI investment landscape is evolving from infrastructure-focused plays to companies actively monetizing AI technologies.

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This post was written by Angel Smith