Nvidia’s AI boom ride is bumpier than expected—despite Alphabet’s $500B AI infrastructure pledge and Nvidia’s dominant role, the stock dipped as investors fret over whether this spending frenzy will last. With big tech firms like Meta building their own chips and budgets subject to annual shifts, Nvidia’s future hinges on corporate spending volatility. It’s not a crash call, but a caution: the AI megaproject may have legs, but its stock is still tethered to corporate capex cycles.
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