Nvidia leads in data center accelerators and networking. Analysts consistently underestimate AI infrastructure spending by hyperscalers like Google, Amazon, Meta Platforms, and Microsoft. Capex spending in 2026 is projected to exceed estimates, with Nvidia’s stock expected to rise. Wall Street predicts a 70% increase in AI hyperscaler capex, benefiting Nvidia.

Read more at Nasdaq: Nvidia Stock Investors Just Got Good News From Amazon, Google, Meta Platforms, and Microsoft