Overview

• Nvidia shares climbed nearly 5% in premarket trading following strong AI investment commitments from Meta, Microsoft, and Alphabet.
• Meta raised its 2025 capital expenditure forecast by 9% to a range of $64 billion–$72 billion, citing increased AI infrastructure spending.
• Microsoft reiterated its $80 billion AI data center investment plan, with over half of the spending focused in the U.S.
• Alphabet reaffirmed its $75 billion capital expenditure plan, further solidifying Big Tech’s focus on AI-driven growth.
• Shares of other AI chipmakers, including AMD, Broadcom, and Micron, also saw premarket gains, reflecting optimism about sustained AI hardware demand.