Big Tech's $4 Trillion Artificial Intelligence (AI) Spending Spree Could Make These 2 Chip Stocks Huge Winners

Core Insights - Leading tech companies are investing heavily in data centers to meet the rising demand for AI compute capacity, with Nvidia projecting AI infrastructure spending to reach $3 trillion to $4 trillion by 2030 [1][9] Company Analysis: Nvidia - Nvidia is recognized as the top chip stock to capitalize on the AI opportunity, maintaining its status as the most valuable company globally due to its leading graphics processing units (GPUs) [3] - The latest Blackwell chips from Nvidia are seeing strong demand, with a 17% sequential growth in the most recent quarter, contributing to a total revenue increase of 56% year-over-year [4] - Major tech companies such as Meta Platforms, Amazon, and Google Cloud are among Nvidia's largest customers, with Google planning to invest $85 billion in data centers and technology this year [5] - The transition to Nvidia's new Blackwell GB300 is described as a "seamless" upgrade, featuring a liquid-cooled rack that accommodates 72 Blackwell Ultra GPUs and 36 Arm-based Nvidia Grace CPUs [6] - Large data centers utilize thousands of these racks for AI training and inference workloads, presenting significant long-term growth opportunities for Nvidia, as noted by CFO Colette Kress [7] - Nvidia boasts a trailing-12-month net income of $86 billion, indicating high profitability, with expectations for substantial earnings growth as AI infrastructure spending increases [8]