Meta, Microsoft & Vertiv Just Dropped Game-Changing News for Nvidia Stockholders

Tech giants are doubling down on Nvidia’s dominance—and investors are scrambling to front-run the rally.
Here’s why the smart money’s betting on an AI hardware supercycle.
Meta’s buying more GPUs than ever. Microsoft’s Azure is gobbling up H100s. Even Vertiv—the unglamorous infrastructure player—is cashing in on the data center gold rush.
Meanwhile, Wall Street analysts are still debating whether this is a ‘bubble’—right before upgrading their price targets again.