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Alphabet's Massive AI Investment Push Signals More Gains Ahead for Nvidia

The Motley Fool·
Alphabet's Massive AI Investment Push Signals More Gains Ahead for Nvidia

Alphabet raised its 2026 capex guidance to $195-205 billion (from $180-190 billion) due to surging demand for AI services that is outpacing supply. With a $514 billion cloud backlog and plans to deploy Nvidia's next-generation Vera Rubin chips, Alphabet's increased spending is expected to significantly boost Nvidia's sales and growth trajectory.

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