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Nvidia Predicts $4 Trillion AI Infrastructure Spending by 2030
Nvidia CEO Jensen Huang forecasts that data center operators will invest up to $4 trillion in AI infrastructure by 2030. Nvidia, recognized for its leading AI chips, is expected to be a significant beneficiary, alongside other semiconductor companies.
In the second quarter of fiscal 2026, Nvidia generated a record $41.1 billion in data center revenue, reflecting a 56% year-over-year increase and a staggering 1,081% growth compared to the same quarter in fiscal 2023, prior to the AI surge.
Other companies poised to benefit from this trend include Broadcom, which saw a 63% increase in AI semiconductor revenue at $5.2 billion, and Advanced Micro Devices, which is expanding its AI chip offerings with the MI350 series, said to be 35 times faster than previous generations.
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