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Core News Facts
Nvidia (NASDAQ: NVDA) has seen significant growth due to rising demand for its AI-centric chips, with a 92% market share in the data center GPU sector. However, recent reports indicate that Alphabet (NASDAQ: GOOGL) plans to compete by potentially selling its Tensor Processing Units (TPUs) to Meta Platforms (NASDAQ: META) as early as 2027, marking a strategic shift for Google.
Capital expenditures related to AI are escalating rapidly, with Alphabet projected to spend $92 billion in 2025, up from $52 billion in 2024, while other tech giants like Amazon and Meta also plan significant investments. Collectively, big tech is expected to allocate as much as $405 billion towards AI capex in 2025.
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