Amazon, Microsoft, Alphabet, and Meta Just Delivered Half a Trillion Dollars Worth of Great News for Nvidia Investors

Over the past few years, many corporate budgets have been reoriented toward artificial intelligence (AI) investments. Nowhere is this shift more evident than among the cloud hyperscalers -- Microsoft, Alphabet, and Amazon -- as well as other tech titans like Meta Platforms and Oracle.In just this year alone, Meta committed $14.3 billion to Scale AI and launched a new research hub, Meta Superintelligence Labs (MSL). It also signed a six-year, $10 billion agreement with Google Cloud. Meanwhile, Microsoft just struck a $17.4 billion deal with Nebius, a rising neocloud specialist.At the center of this unprecedented wave of AI infrastructure spending stands one clear beneficiary: Nvidia (NASDAQ: NVDA). Whether directly or indirectly, the graphics processing unit (GPU) powerhouse is capturing a significant chunk of the money being spent on AI infrastructure.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool