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NVIDIA (NASDAQ: NVDA) stock surged 5.35% to $124.83 on Wednesday, fueled by strong capital expenditure commitments from major hyperscalers and the ramp-up of its powerful Blackwell AI chip.
Alphabet (NASDAQ: GOOGL) announced during its earnings call that it plans to invest $75 billion in capital expenditures for 2025, far exceeding the $58 billion analysts had expected. "Our results highlight the strength of our AI innovation and core businesses. To accelerate our progress, we anticipate investing approximately $75 billion in Capex next year," Alphabet stated.
Other tech giants, including Microsoft (NASDAQ: MSFT) and Meta (NASDAQ: META), also revealed plans to increase spending on AI infrastructure, reinforcing confidence in the long-term demand for NVIDIA’s high-performance chips.
NVIDIA shares had been under pressure in recent weeks following concerns over AI Capex budgets, particularly after China-based AI startup DeepSeek unveiled an AI model built with older NVIDIA chips at minimal cost. Despite this, NVIDIA's dominant position in AI computing remains strong.
Further boosting sentiment, NVIDIA partner Supermicro (NASDAQ: SMCI) announced full production availability of its AI data center Building Block Solutions, powered by the NVIDIA Blackwell platform. "Our latest NVIDIA Blackwell-powered solutions, developed through close collaboration with NVIDIA, deliver outstanding computational power," said Supermicro CEO Charles Liang.
Investors are now eyeing NVIDIA’s upcoming earnings report on February 26, a crucial event that could set the tone for the stock’s performance. With robust AI infrastructure investments from industry leaders and continued demand for NVIDIA’s cutting-edge technology, the company remains at the center of the AI revolution.
