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Moreover, major firms like Amazon, Alphabet, and Meta have also shared their hefty capex budgets for the upcoming years, denoting an ongoing commitment to AI and cloud infrastructure. The combined investments from these tech giants further indicate strong sustained demand, particularly for NVIDIA's GPU products.
Market Insights and Future Projections
Current commentary from the industry suggests that NVIDIA's momentum should continue, especially with its dominance in GPU AI accelerators. Insights also emerged revealing that NVIDIA has secured 70% of TSMC's advanced packaging capabilities for 2025, highlighting a burgeoning demand for NVIDIA's Blackwell AI chips.