Technology CapEx as a percent of GDP is now greater than spending during the tech and telecom bubble. The big four hyperscalers alone are expected to spend more than $700 billion in 2026, and that number is only expected to move higher in 2027. Today, Nvidia owns the AI accelerator market, but competition is coming.AMD has already shown it can take share in data center compute, steadily gaining ground in server CPUs since 2017. Now, it's bringing AI accelerators to market that could challenge Nvidia's domin ...