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AI Investment Surge Fuels Growth for Tech Giants

AI Investment Surge Fuels Growth for Tech Giants

Author:

Global Cryptocurrency

Published:

2025-10-30 12:19:02

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NVIDIA continues to dominate the AI chip market with an 80% share, reporting a 94% year-over-year surge in Q3 2025 data center revenue to $30.8 billion. The company's H100 and Blackwell GPUs remain industry standards, with CEO Jensen Huang citing reasoning models as the next growth frontier.

Microsoft and Alphabet are pouring billions into cloud infrastructure, with Azure growing 39% and Google Cloud expanding 32% in Q1 2025. Alphabet's planned $75 billion AI expenditure for 2025 underscores the sector's capital intensity.

AMD emerges as a formidable challenger after securing a multi-billion dollar OpenAI contract starting 2026, while Palantir's AIP platform drives 71% U.S. commercial growth. Global AI spending is projected to reach $400 billion in 2025 as tech giants race to meet demand for chips and cloud services.

By:

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