The great Nvidia ( NASDAQ:NVDA) has had a rather lukewarm year, rising just north of 31% while comfortably topping the Nasdaq 100, which is up close to 20%. I'm sure NVDA shareholders aren't complaining about the market-beating gains on a year-to-date basis. Still, the big question is whether a new wave of AI demand could help propel next-generation GPU sales through the roof again.
Meta (Nasdaq: META) just unveiled one of the most ambitious investment plans in tech history - yet Wall Street seems more focused on TikTok trends than trillion dollar infrastructure. At a recent White House round table, Mark Zuckerberg revealed Meta is planning to spend at least $600 billion through 2028 on U.S. data centers, AI infrastructure, and next-gen platforms. That's not a typo - six hundred billion.
