US data-center spending is set to reach $40B in 2025 due to AI demand. Alphabet's chance to be the second-largest company by market cap at 23% YES.

US data-center spending is set to reach $40B in 2025 due to AI demand. Alphabet's chance to be the second-largest company by market cap at 23% YES.

Alphabet reports a profit surge amid AI investments. Alphabet as the second-largest company by market cap on July 31 at 23% YES.

US hyperscalers plan to invest over $750B in AI infrastructure this year. Anthropic's valuation hitting $1.25T by December at 90% YES.

Unrelenting demand for computing power has investors looking for chances to own the physical infrastructure behind AI. | World News

AI chip spending is projected to reach $1.6 trillion by 2030. Nvidia's market cap growth at 50% YES to be the largest company by July 31.