Cloud AI Today - Generative AI Revolutionizing Chemical Industry Growth

The recent report by Custom Market Insights highlights significant growth in the application of generative AI within the chemical industry, with market size expected to expand from USD 0.98 billion in 2025 to an estimated USD 12.84 billion by 2035. This growth is fueled by factors such as the need for faster R&D times, rising demand for sustainable molecules, integration with advanced technologies like robotic synthesis and quantum computing, and substantial R&D spending in pharmaceuticals and chemicals. Companies are leveraging AI-generated molecules to enhance drug discovery and chemical innovation, supported by diverse design and optimization capabilities offered by cloud-based and on-premise AI solutions.

In other trading, Viavi Solutions (NasdaqGS:VIAV) was a notable mover up 15.1% and ending the day at $52.40. On Wednesday, the company reported a significant increase in quarterly sales but a decrease in net income compared to the previous year. In the meantime, Check Point Software Technologies (NasdaqGS:CHKP) softened, down 19.6% to close at $112.47, close to the 52-week low. Five days ago, Check Point reported a slight revenue and net income increase for Q1 2026 compared to the previous year.

Explore Check Point Software's timely growth driven by Quantum Force and Infinity advancement. Click through to delve into the opportunities and challenges shaping its future.

Don't miss our Market Insights article, "China's Next Winners," for a closer look at China's strategic investments in Cloud AI advancement, crucial for future growth.

Best Cloud AI Stocks

• Alphabet (NasdaqGS:GOOGL) finished trading at $384.80 up 10%, not far from its 52-week high. This week, Alphabet reported significantly increased earnings for Q1, reflecting strong financial performance.
• Oracle (NYSE:ORCL) ended the day at $161.39 down 1.5%.
• Microsoft (NasdaqGS:MSFT) ended the day at $407.78 down 3.9%. On Wednesday, the company reported strong third-quarter earnings with significant revenue and net income growth compared to the previous year.

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• Embark on your investment journey to our 142 Cloud AI Stocks selection, featuring Lumentum Holdings, Xanadu Quantum Technologies and Range Intelligent Computing Technology Group, right here.
• Want Some Alternatives? Rare earth metals are the new gold rush. Find out which 30 stocks are leading the charge.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

• Simply Wall St
• "[Latest] Global Generative AI in Chemical Market Size/Share Worth USD 12.84 Billion by 2035 at a 24.9% CAGR: Custom Market Insights (Analysis, Outlook, Leaders, Report, Trends, Forecast, Segmentation, Growth Rate, Value, SWOT Analysis)" from Custom Market Insights on GlobeNewswire (published 28 April 2026)

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