Top 10 Influencers in 2024$Alphabet - C(GOOG.US)$Alphabet(GOOGL.US)Alphabet's capital expenditure this year is expected to reach $49 billion, a 52% increase from the total in 2023.
Facing skepticism about overinvestment, Alphabet CEO Sundar Pichai believes, "The risk of underinvesting (in AI) far outweighs the risk of overinvesting."
But the chart shows spending will slow significantly in 2025 (the same goes for Microsoft, Meta, etc., they are all Nvidia's biggest customers). In other words, Nvidia's revenue in 2025 will also slow significantly.
So Nvidia may peak after the August earnings report and then experience wide fluctuations.
$NVIDIA(NVDA.US)
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