[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  AsianFin 亞財社 [@AsianFinPress](/creator/twitter/AsianFinPress) on x 1679 followers Created: 2025-07-26 06:36:23 UTC 📈💥 Nvidia Hits Record High as Alphabet Hikes AI-Driven Capex to $XX Billion Nvidia shares surged to an all-time closing high of $XXXXXX on Thursday, up 1.7%, after Alphabet stunned Wall Street by boosting its 2025 capital spending plan to $XX billion — a $10B jump from its February forecast and far above analyst expectations of $73.31B. 🧠 Why It Matters: Alphabet's AI-fueled cloud ambitions are turbocharging demand for Nvidia’s high-end chips, the backbone of generative AI infrastructure. With Capex now the top indicator for Nvidia investors, this surprise upside set off a new wave of confidence in sustained AI growth. 💬 Sundar Pichai, CEO of Alphabet: “We are increasing our investment in capital expenditures in 2025 to approximately $XX billion... AI is positively impacting every part of our business.” 🌩️ Google Cloud Boom: Q2 Cloud Revenue: $13.62B (📈 +32% YoY, beat est. $13.14B) Ad Revenue: $71.34B (📈 +10% YoY, beat est. $69.71B) Total Revenue: $96.43B (vs. est. $93.97B) EPS: $XXXX (vs. est. $2.01) 📊 Breakout AI Spending Signals: Google Search & YouTube both beat expectations Alphabet’s Q2 Capex lift is the largest mid-year revision in years AI infrastructure investments are now multi-year, not cyclical 🤖 Nvidia’s Position: Already the most prominent supplier of AI accelerators, Nvidia is directly exposed to hyperscaler capex. With Google, Microsoft, Amazon, and Meta all racing to expand AI capacity, Nvidia is widely seen as the biggest beneficiary. 🔥 The Bottom Line: Alphabet’s AI arms race is intensifying — and Nvidia’s dominance in inference and training chips puts it at the center of the storm. #Nvidia #Alphabet #AIStocks #CapexBoom #GoogleCloud #SundarPichai #DataCenters #AIInfrastructure #GenerativeAI #Semiconductors #TechEarnings  XX engagements  **Related Topics** [$7331b](/topic/$7331b) [$10b](/topic/$10b) [wall street](/topic/wall-street) [alltime](/topic/alltime) [stocks](/topic/stocks) [$nvda](/topic/$nvda) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/AsianFinPress/status/1948995799557570717)
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AsianFin 亞財社 @AsianFinPress on x 1679 followers
Created: 2025-07-26 06:36:23 UTC
📈💥 Nvidia Hits Record High as Alphabet Hikes AI-Driven Capex to $XX Billion
Nvidia shares surged to an all-time closing high of $XXXXXX on Thursday, up 1.7%, after Alphabet stunned Wall Street by boosting its 2025 capital spending plan to $XX billion — a $10B jump from its February forecast and far above analyst expectations of $73.31B.
🧠 Why It Matters: Alphabet's AI-fueled cloud ambitions are turbocharging demand for Nvidia’s high-end chips, the backbone of generative AI infrastructure. With Capex now the top indicator for Nvidia investors, this surprise upside set off a new wave of confidence in sustained AI growth.
💬 Sundar Pichai, CEO of Alphabet:
“We are increasing our investment in capital expenditures in 2025 to approximately $XX billion... AI is positively impacting every part of our business.”
🌩️ Google Cloud Boom:
Q2 Cloud Revenue: $13.62B (📈 +32% YoY, beat est. $13.14B)
Ad Revenue: $71.34B (📈 +10% YoY, beat est. $69.71B)
Total Revenue: $96.43B (vs. est. $93.97B)
EPS: $XXXX (vs. est. $2.01)
📊 Breakout AI Spending Signals:
Google Search & YouTube both beat expectations
Alphabet’s Q2 Capex lift is the largest mid-year revision in years
AI infrastructure investments are now multi-year, not cyclical
🤖 Nvidia’s Position: Already the most prominent supplier of AI accelerators, Nvidia is directly exposed to hyperscaler capex. With Google, Microsoft, Amazon, and Meta all racing to expand AI capacity, Nvidia is widely seen as the biggest beneficiary.
🔥 The Bottom Line: Alphabet’s AI arms race is intensifying — and Nvidia’s dominance in inference and training chips puts it at the center of the storm.
#Nvidia #Alphabet #AIStocks #CapexBoom #GoogleCloud #SundarPichai #DataCenters #AIInfrastructure #GenerativeAI #Semiconductors #TechEarnings
XX engagements
Related Topics $7331b $10b wall street alltime stocks $nvda stocks technology