Nvidia (NVDA) Stock Gains as Big Tech Spending Spree Fuels Chip Demand

TLDR Microsoft spent $37.5 billion on AI infrastructure in Q2, with most going to chips Meta projects $135 billion in 2026 capex, doubling last year’s investment Both companies say AI demand outpaces their computing supply China greenlit Nvidia H200 chip sales to ByteDance, Alibaba, and Tencent Nvidia stock hit highest close since early November Nvidia [...]

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