Duly Noted

The fact that Nvidia’s business continues to hum isn’t surprising given that tech giants such as Meta, Microsoft, Amazon and Google all indicated in their most recent earnings reports that they plan to continue hiking their AI infrastructure spending.

I mean. just like server blades. Until big tech can produce their own, NVIDIA is the picks and shovels provider in this gold rush

_{Quote Citation: Clare Duffy, “Nvidia beats earnings expectations, even as bubble concerns mount | CNN Business”, 2025-11-19, https://www.cnn.com/2025/11/19/tech/nvidia-earnings-ai-bubble-fears}