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AI Infrastructure Surge: NVDA and GOOGL Momentum Builds as Capex Outlook Soars

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The Story

News Summary

  • AI infrastructure spending is accelerating, with hyperscaler capex forecasts surging to $750 billion for 2026.
  • Massive earnings beats from Nvidia and Alphabet, coupled with Anthropic's record-breaking IPO filing, confirm that the demand for AI hardware and cloud services remains robust and is scaling rapidly.
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GOOGL price history

338.50 +6.53% over the displayed period

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