Key Points
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Nvidia is expected to capture a significant share of AI infrastructure spending, projected to reach $4 trillion over the next five years.
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Digital Realty reported $1.2 billion in bookings for 2025, with a backlog of $1.4 billion.
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Credo Technology’s revenue tripled year over year, reaching $407 million in its latest quarter.
Major tech companies, including Meta Platforms, Alphabet, Amazon, and Microsoft, are anticipated to spend a total of $700 billion this year on AI infrastructure, surpassing the GDP of numerous countries. Nvidia is poised to benefit from this trend, providing critical processors that support high-level computing workloads, while Digital Realty offers essential data center services.
In the fiscal fourth quarter ending January 25, Nvidia’s revenue was $68.1 billion, a 73% increase from the previous year, contributing to a total revenue of $215.9 billion for fiscal 2026. Digital Realty operates over 300 data centers and has a current capacity of 3 gigawatts, with 5 gigawatts in development. Meanwhile, Credo Technology’s revenue growth of 201.5% highlights its role in enhancing data transfer speeds for AI applications.
