300 Billion Reasons to Buy Nvidia Stock Like There’s No Tomorrow

From Nasdaq: 2025-02-17 07:30:00

Nvidia stock has stalled despite a previous 85% surge, trailing the market recently. However, with big tech companies set to invest up to $320 billion in data centers and AI infrastructure, there may be over 300 billion reasons to consider buying Nvidia stock. Nvidia’s revenue is expected to show 110% year-over-year growth, driven by demand for its GPU chips. The company’s Blackwell AI architecture is gaining traction, with CEO Jensen Huang noting “insane” demand. Other segments like gaming, professional visualization, and automotive are also growing, making Nvidia a strong long-term investment option.

Big tech companies like Amazon, Alphabet, Meta Platforms, and Microsoft plan to invest as much as $320 billion in data centers and AI infrastructure. Amazon leads with $100 billion in capital expenditure, mostly on AI for AWS. Microsoft’s AI business has surpassed $13 billion in annual revenue, up 175% year over year. Nvidia is the hardware leader in AI infrastructure and stands to benefit significantly from this massive capital spending. Other segments like gaming, professional visualization, and automotive also show growth potential for Nvidia, making it a solid long-term investment option.



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