Why Nvidia Stock Isn’t Soaring With AI Spending Big Tech is pouring record-breaking sums into artificial intelligence infrastructure — yet Nvidia stock has gone surprisingly quiet. Even as companies like Meta, Microsoft, Amazon, and Alphabet ramp up capital expenditures for ...
The artificial intelligence investment cycle may have cooled from its white-hot pace in 2024, but the long-term fundamentals behind AI infrastructure remain firmly intact. Cloud spending, hyperscale data-center expansion, and next-generation computing architectures continue to reshape how capital flows through ...