Hyperscalers Signal No Letup in AI Capex, Cementing Nvidia's Chip Demand
Microsoft, Amazon, Google and Meta continue to point to strong returns on their AI infrastructure spending, a signal that capital expenditure will keep climbing. Dell's fiscal 2027 AI server revenue guidance and Nvidia's position as chief supplier to hyperscalers reinforce the trend. Analysts will watch quarterly capex guidance and AI server revenue over the next two to four quarters to confirm it holds.
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