And the winner is Nvidia! Tech giants are set to spend >$200bn this year chasing AI. UBS expects the Big 4 (Microsoft, Alphabet, Amazon, and Meta, which accounts for almost half of all AI spending) to incraese their capex to 267bn in 2025.

And the winner is Nvidia! Tech giants are set to spend >$200bn this year chasing AI. UBS expects the Big 4 (Microsoft, Alphabet, Amazon, and Meta, which accounts for almost half of all AI spending) to incraese their capex to 267bn in 2025. submitted by /u/XGramatik
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