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AI Boom Driving Tech Investments
Big tech companies are projected to invest over $400 billion in artificial intelligence (AI) infrastructure by 2025, ramping up capital expenditures in 2026. Nvidia reported nearly $32 billion in revenue for Q3 of fiscal 2026, largely due to AI-related sales, while Meta Platforms and Microsoft also saw profits surge thanks to AI implementations.
Investors Shifting Focus to Smaller AI Companies
Amid the current AI hype cycle, investors are exploring opportunities in smaller AI firms rather than solely focusing on tech giants like Nvidia. Companies such as Iren and Cipher are tapping into the demand for AI-capable data centers, while energy startups like NuScale and Oklo are gaining traction to meet the energy needs of AI technologies.
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