The sharp rise in capital spending by big tech companies has been a tailwind for Nvidia. The semiconductor specialist should keep benefiting from the growth in capex by big tech companies in 2025 ...
Mary Long: I'm glad you mentioned timeline because the narrative around a lot of these deals is often exactly as you described, like Big Tech needs more power for AI, and they need it right now.
You can find it all on our homepage or on our app. The trillion-dollar giants of Big Tech reported earnings this week, beating estimates and committing billions to AI. The big winners: Those able ...