The company is heavily investing in AI, with an $80 billion capital expenditure planned for fiscal 2025 primarily for data centers. It is expanding its AI applications into healthcare through a new partnership with radiologists to create AI-powered reporting workflows. While the company faces a constraint in finding adequate power sources to plug in its AI chips, it is identified by analysts as a top AI stock bet. The stock has gained nearly 37% since its April low and is up 15.99% year-to-date, despite recent minor declines.