Tech giants gearing up to report quarterly results this week with investors closely watching the price tag for the AI buildout. On Wednesday, we're going to hear from Meta and Microsoft. And next week, Amazon and Alphabet are on deck.In all, the four companies are expected to spend over $400 billion in capital expenditures this year. That's according to estimates compiled by Faxet. And here to decode the AI messaging for this earning season, we got Alli Mogarabi, West End Capital Management senior equity an ...

Core Viewpoint - The market is overly focused on when Big Tech will monetize AI investments, while the real risk lies in the physical constraints of scaling AI infrastructure, particularly in power, cooling, and infrastructure needs [1][2]. Industry Insights - AI data center power demand is projected to surge significantly, with Wells Fargo estimating a 550% increase by 2026 and an astonishing 8,050% growth by 2030 [13][14]. - The International Energy Agency (IEA) projects global data center power demand to more than double from approximately 415 TWh in 2024 to around 945 TWh by 2030 [13]. - The Boston Consulting Group anticipates a growth in global data center power demand from 82 GW in 2025 to 127 GW by 2028, representing a 55% increase [17]. Company Focus: Bloom Energy - Bloom Energy is positioned to address the urgent power needs of AI data centers through onsite power generation using solid oxide fuel cells, reducing dependency on the grid [5][20]. - The company has seen strong revenue growth, reporting $519.05 million in Q3 2025, a 57.1% year-over-year increase, driven by demand for its fuel cell technology [33][36]. - Bloom Energy's product revenue grew by 64% year-over-year, with installation revenue spiking 105% year-over-year, indicating robust demand and favorable pricing [39][41]. Financial Performance - Bloom Energy's GAAP operating margin has improved, moving into positive territory, with adjusted operating profits growing by 470% year-over-year [41][43]. - The company reported positive operating cash flows and free cash flows in Q3 2025, indicating a strong financial position [47][51]. - Analysts expect adjusted EPS to grow by 95.9% year-over-year in 2026, reflecting strong operational efficiency and market demand [44]. Competitive Landscape - Power availability is a critical competitive advantage, as companies that can deploy GPUs faster will have a significant lead over those hindered by power constraints [9][10]. - Major tech companies like Microsoft and Meta are investing heavily in AI, with power availability being a key consideration for their data center expansions [7][12]. - Bloom Energy's ability to provide rapid onsite power solutions positions it favorably against traditional energy providers facing long interconnection timelines [24][26].

Clayton Allison, portfolio manager at Prime Capital Financial, is joining us now. And we've seen tech lead and lead and lead and AI has been the talk and the capex spending. And now I use Jensen Wong's quote about infrastructure buildout being the largest in human history.Um, is tech going to lead in 2026 in your opinion. Well, first off, thanks Nicole for having me. And it's hard to say which sector is going to lead in 2026, but obviously the mega caps are comprised primarily of tech names.A lot of those b ...

Nvidia Corp's (NASDAQ:NVDA) $2 billion investment in CoreWeave Inc (NASDAQ:CRWV) is being framed as a vote of confidence in AI infrastructure. Skeptics see something else entirely: a financial feedback loop that quietly manufactures demand for Nvidia's own chips.The theory is simple and uncomfortable. Nvidia injects capital into one of its fastest-growing customers. That capital, combined with guaranteed GPU supply, helps CoreWeave secure massive debt facilities. CoreWeave then uses that debt to buy more Nv ...

Core Insights - Advances in artificial intelligence (AI) have significantly impacted companies, particularly Nvidia, which has seen its stock soar 1,180% since early 2023 [1][2] - Nvidia has nearly doubled its stake in CoreWeave, a neocloud operator, indicating strong investor interest in the company [3][6] Company Overview - CoreWeave is the largest provider of neocloud services, offering GPU-as-a-Service (GPUaaS) and AI-as-a-Service (AIaaS) [5] - Nvidia's strategic relationship with CoreWeave provides the latter access to cutting-edge AI processors, enhancing its competitive advantage [6] Financial Performance - Nvidia's stake in CoreWeave has increased to over 47 million shares, valued at approximately $4.6 billion, representing 11.5% of CoreWeave's outstanding stock [6] - CoreWeave reported a revenue of $1.36 billion in the third quarter, marking a 134% year-over-year increase, despite a loss per share of $0.22, which improved by 88% [9]

Nvidia's (NVDA) stock may be cheap headed into its Feb. 25 earnings report. "This is the cheapest [valuation-wise] Nvidia has been for about three years," B. Riley strategist Art Hogan said on Yahoo Finance's Opening Bid (video above). Hogan added, "So when you're trading at 25 times forward earnings, which is going to go down after the upcoming earnings report because they're going to raise their guidance, they're the tip of the sword for artificial intelligence spend. I just think that, if anything, Nv ...

Nvidia stock (NASDAQ: NVDA) surged over 1.5% on Tuesday, following the company's $2 billion investment in CoreWeave. The investors remain focused on the strategic tie-up as a signal of locked-in deman... ...

An updated edition of the December 1, 2025 article.3D Printing, widely known as additive manufacturing, has transformed how products are designed and produced. Introduced in the 1980s, the technology turns digital models into physical objects by building them layer by layer, offering unmatched precision, customization and efficiency.What began as a prototyping technique, 3D printing has evolved into a scalable manufacturing solution used to manufacture products ranging from prosthetics and  aerospace parts ...

Nvidia Stock Holds Key Level As Microsoft Reveals New AI Chip| Investor's Business DailyMUST-VIEW FOR INVESTORS: [See The Best Online Brokers For 2026]---Nvidia (NVDA) remained above a key level as investors awaited earnings reports from some of the company's crucial Big Tech clients. Is Nvidia stock a buy or sell now? Meta (META) and Microsoft (MSFT) are scheduled to post quarterly results Wednesday, and their capital spending announcements hold implications for the demand outlook for Nvidia's chips. Meanw ...

"这种扩大的合作突显了我们客户群体需求的强劲程度，以及随着AI系统进入大规模生产阶段所释放的 更广泛市场信号，"Intrator表示。 英伟达周一宣布向新兴云服务商CoreWeave投资20亿美元。这项投资标志着双方合作关系的进一步扩 大，旨在到2030年新增超过5千兆瓦的"AI工厂"——即专业化计算数据中心。 根据协议，英伟达和CoreWeave正在"深化基础设施、软件和平台对接"，以实现产品间更好的互操作 性。CoreWeave建设的AI计算中心将采用英伟达的加速计算平台技术。 "从一开始，我们的合作就遵循一个简单的信念：只有当软件、基础设施和运营协同设计时，AI才能成 功，"CoreWeave联合创始人、董事长兼首席执行官Michael Intrator在声明中表示。 超大规模云服务商和大型科技公司正投入数十亿美元，扩展支持日益增长的AI需求所需的基础设施， 这导致领先供应商之间出现了一系列循环合作关系。 英伟达与CoreWeave合作关系的扩大为这家云服务提供商提供了资金支持，用于在全球基础设施建设浪 潮中采购土地建设AI数据中心。专业AI云服务提供商（通常被称为新兴云服务商）在经历了一年的计 算需求 ...