Nvidia Powers AI While Meta Plans $600 Billion Investment

Nvidia continues to dominate the artificial intelligence sector, holding the title of the world's largest public company with a staggering $4.5 trillion market capitalization. The company is a crucial supplier of GPUs to nearly all data centers and AI developers, making a small investment in its stock a practical way for individuals to understand the broader AI industry and identify other promising opportunities. In related developments, CoreWeave is aggressively expanding its AI data center business, securing major GPU supply deals from Nvidia and Meta, with its revenue backlog potentially reaching $56-57 billion. Nvidia also holds a 7% stake in CoreWeave. Beyond Nvidia's hardware dominance, other companies are making significant strides in AI. ServiceNow, a cloud-based software firm, announced a 5-for-1 stock split, its first since its 2012 IPO, after its stock soared 1,000% over the past decade. Its AI services, particularly the Now Assist suite, are on track to exceed $500 million in new annual contract value this year, with its AI Control Tower quadrupling deal volume in the third quarter, contributing to a 20.5% sales increase. Akamai Technologies also saw its stock jump 11.5% after launching its Akamai Inference Cloud, an AI platform developed in partnership with Nvidia, designed to deliver real-time edge AI capabilities. Investment opportunities in AI extend to specialized software and services. Palantir Technologies, known for its data integration and AI platforms like Gotham and Foundry, is gaining attention as an alternative AI investment, showing faster growth than Nvidia in recent quarters, particularly with new government and commercial contracts. UiPath leads in Robotic Process Automation, leveraging AI for business efficiency. More speculative options include BigBear.ai, which uses AI for decision intelligence across various industries, and Pony.ai, a leader in autonomous driving technology. Meanwhile, Pier 88 Investment Partners LLC recently acquired 4,500 shares of Tempus AI, Inc. However, the rapid expansion in AI is not without its challenges. The credit market is expressing concern over the high spending on AI infrastructure. Oracle's credit default swap spreads widened significantly as its capital expenditures rise and free cash flow dropped from $10 billion in 2022 to an estimated $3 billion in 2023. Other major tech companies like Meta Platforms, Amazon, Microsoft, and Alphabet (Google) are also facing rising capital expenditures and falling free cash flow due to their substantial AI investments. Meta, in particular, plans to invest a massive $600 billion in the United States by 2028 to build new AI data centers, with Chief Financial Officer Susan Li expecting capital expenditure growth to be much larger in 2026 than in 2025. While CEO Mark Zuckerberg believes this investment will be profitable, some investors are wary, drawing parallels to past metaverse investments.

Key Takeaways

• Nvidia is the world's largest public company with a $4.5 trillion market cap, supplying GPUs to almost all data centers and AI developers.
• ServiceNow announced a 5-for-1 stock split after its stock gained 1,000% over the past decade, with its Now Assist AI suite projected to exceed $500 million in new annual contract value this year.
• Palantir Technologies is emerging as a strong AI investment alternative to Nvidia, showing faster growth in recent quarters through its data analytics platforms and new contracts.
• Meta Platforms plans a $600 billion investment in US AI data centers by 2028, raising concerns among some investors regarding high capital expenditures.
• The credit market is showing concern over high AI infrastructure spending, impacting major tech companies like Oracle, Meta, Amazon, Microsoft, and Alphabet (Google) with rising capital expenditures and falling free cash flow.
• CoreWeave is rapidly expanding its AI data center business with GPU supply deals from Nvidia and Meta, projecting its revenue backlog to reach $56-57 billion, with Nvidia holding a 7% stake.
• Akamai Technologies' stock surged 11.5% after launching its Akamai Inference Cloud, an AI platform developed in partnership with Nvidia.
• UiPath specializes in Robotic Process Automation, using AI to automate repetitive tasks for business efficiency.
• BigBear.ai focuses on AI for decision intelligence, while Pony.ai leads in autonomous driving technology, representing speculative AI investment opportunities.
• Pier 88 Investment Partners LLC acquired 4,500 shares of Tempus AI, Inc. during the second quarter.

Nvidia Stock Offers Smart Way to Learn AI Investing

Nvidia is the world's largest public company with a $4.5 trillion market cap. It supplies GPUs to almost all data centers and AI developers. Investing $100 in Nvidia stock can help you understand the entire AI industry. This allows you to track new segments and find other promising AI stocks. Ryan Vanzo wrote this article on November 9, 2025.

Nvidia Stock Helps Investors Understand AI Market

Nvidia is the world's largest public company with a $4.5 trillion market cap. It supplies GPUs to nearly all data centers and AI developers. Investing $100 in Nvidia stock helps you learn about the entire AI industry. This allows you to track new segments and find other promising AI stocks. The Motley Fool Stock Advisor team previously recommended Nvidia and Netflix, showing significant returns for early investors.

Nvidia Shares Offer Insight into AI Industry

Nvidia, the world's largest public company with a $4.5 trillion market cap, is central to the AI revolution. It supplies GPUs to almost every data center and AI developer. Investing $100 in Nvidia stock helps you learn about the entire AI landscape. This allows you to track new segments and spot other promising AI stocks. The Motley Fool Stock Advisor team highlighted past recommendations for Netflix and Nvidia with huge returns.

Nvidia Investment Boosts AI Market Knowledge

Nvidia is the world's largest publicly traded company, holding a $4.5 trillion market cap. It is a key supplier of GPUs to data centers and AI developers globally. Investing $100 in Nvidia stock can help you understand the broader AI industry. This knowledge allows you to identify new opportunities and become a better AI investor. The Motley Fool Stock Advisor team previously recommended Nvidia and Netflix, showing massive returns for early investments.

Nvidia Stock Offers Path to AI Investing Wisdom

Nvidia, the world's largest public corporation with a $4.5 trillion market cap, is at the heart of the AI revolution. It is the leading supplier of GPUs to data centers and AI developers. Investing $100 in Nvidia stock helps you learn about the entire AI landscape. This allows you to track new segments and spot other promising AI stocks. The Motley Fool Stock Advisor team noted past recommendations for Netflix and Nvidia yielded massive returns.

ServiceNow Announces Stock Split After 1000 Percent Gain

ServiceNow, a cloud-based software company, announced a 5-for-1 stock split, its first since its 2012 IPO. The company's stock soared 1,000% over the past decade. Wall Street analysts still recommend buying the stock, with a median price target of $1,165. ServiceNow is rapidly growing its AI services, with its Now Assist suite on track to exceed $500 million in new annual contract value this year. Its AI Control Tower also saw deal volume quadruple in the third quarter, driving a 20.5% sales increase.

ServiceNow Stock Splits After Decade of Strong Growth

ServiceNow (NYSE: NOW) announced a 5-for-1 stock split, its first since its 2012 IPO. The company's stock has seen a spectacular 1,000% gain over the last decade. Wall Street analysts still consider the stock a buy, with a median price target of $1,165. ServiceNow's AI services, like the Now Assist suite, are driving strong growth, aiming for $500 million in new annual contract value this year. Its AI Control Tower also quadrupled deal volume in the third quarter, contributing to a 20.5% sales increase.

Palantir and UiPath Offer Different AI Investment Paths

Palantir Technologies (PLTR) and UiPath (PATH) are two prominent AI companies offering different investment opportunities. Palantir specializes in data integration and AI for government and large businesses, using platforms like Gotham and Foundry. UiPath leads in Robotic Process Automation, using AI to automate repetitive tasks for business efficiency. Palantir's stock can be volatile due to its high valuation and complex contracts. UiPath has a strong market position but faces competition in automation software.

Palantir Challenges Nvidia as Top AI Stock Pick

Palantir Technologies (PLTR) is gaining attention as a potential alternative to Nvidia (NVDA) for AI investors. Palantir, a data analytics company, shows faster growth than Nvidia in recent quarters. While Nvidia dominates the AI chip market, its growth rate is slowing, and its valuation is high. Palantir expands its AI offerings and secures new contracts with government and commercial clients. Both companies operate in different AI market segments, each with unique risks and rewards.

BigBear.ai and Pony.ai Offer Speculative AI Investments

BigBear.ai (BBAI) and Pony.ai are two speculative AI companies with different focuses. BigBear.ai uses AI for decision intelligence, helping organizations make better choices across various industries like defense and commercial markets. Pony.ai leads in autonomous driving technology, developing self-driving solutions for vehicles like robotaxis and trucks. BigBear.ai has a broad customer base but is still early in its commercial phase. Pony.ai is a leader in autonomous driving but faces intense competition and high costs.

Akamai Stock Jumps 11.5 Percent After AI Cloud Launch

Akamai Technologies (AKAM) stock surged 11.5% on Thursday, reaching $115.40, its highest since August. The company reported strong third-quarter sales of $1.05 billion, exceeding analyst expectations. Akamai also launched its Akamai Inference Cloud, an AI platform developed in partnership with NVIDIA. This new platform aims to deliver real-time edge AI capabilities closer to users. This strategic move positions Akamai to capitalize on the growing demand for AI-powered services.

Pier 88 Investment Partners Buys Tempus AI Shares

Pier 88 Investment Partners LLC acquired new shares in Tempus AI, Inc. (NASDAQ:TEM) during the second quarter. The investment firm purchased 4,500 shares of the company's stock. This new holding was disclosed in its latest 13F filing with the Securities and Exchange Commission. The specific value of this investment was not provided in the filing.

CoreWeave Stock Shows Strong Growth Potential in AI

CoreWeave (NASDAQ:CRWV) is quickly expanding its AI data center business with major GPU supply deals from Nvidia and Meta. The company's revenue backlog surged to $30.1 billion in the second quarter, with potential to reach $56-57 billion. CoreWeave prioritizes aggressive expansion despite negative cash flow and rising interest expenses. Nvidia holds a 7% stake in the company. Shares currently trade 30% below their high, suggesting a strong buying opportunity.

Credit Market Shows Concern Over AI Spending

The credit market is showing concern about the high spending on artificial intelligence infrastructure. Oracle's (ORCL) credit default swap spreads widened significantly, signaling increased risk. The company's capital expenditures are rising, while its free cash flow dropped from $10 billion in 2022 to an estimated $3 billion in 2023. Other major tech companies like Meta Platforms, Amazon, Microsoft, and Alphabet also face rising capital expenditures and falling free cash flow due to AI investments. This trend could lead to wider credit spreads across the tech sector if AI investments do not generate significant free cash flow.

Meta Plans 600 Billion Dollar Investment in US AI Data Centers

Meta plans to invest $600 billion in the United States by 2028 to build new artificial intelligence data centers. The company stated that the importance of AI will increase, requiring more infrastructure. Chief Financial Officer Susan Li expects capital expenditure growth to be much larger in 2026 than in 2025. CEO Mark Zuckerberg believes this significant investment will be profitable over time. However, some investors are concerned about Meta's high spending, similar to past metaverse investments.

Sources

• 1 Reason Nvidia Is the Smartest AI Stock to Buy With $100 Right Now
• 1 Reason Nvidia Is the Smartest AI Stock to Buy With $100 Right Now
• 1 Reason Nvidia Is the Smartest AI Stock to Buy With $100 Right Now
• 1 Reason Nvidia Is the Smartest AI Stock to Buy With $100 Right Now
• 1 Reason Nvidia Is the Smartest AI Stock to Buy With $100 Right Now
• Meet the Newest Artificial Intelligence (AI) Stock-Split Stock in the S&P 500. It Soared 1,000% Over the Past Decade, and It's Still a Buy Right Now, According to Wall Street Analysts
• Meet the Newest Artificial Intelligence (AI) Stock-Split Stock in the S&P 500. It Soared 1,000% Over the Past Decade, and It's Still a Buy Right Now, According to Wall Street Analysts
• Better Artificial Intelligence Stock: Palantir vs. UiPath
• Has Palantir Technologies Become a Better Artificial Intelligence (AI) Stock to Buy Than Nvidia?
• Better Artificial Intelligence Stock: BigBear.ai vs. Pony AI
• Akamai (AKAM) Jumps 11.5% After Strong Q3 and AI Cloud Launch with NVIDIA—Is Growth Accelerating?
• Pier 88 Investment Partners LLC Acquires New Holdings in Tempus AI, Inc. $TEM
• CoreWeave Stock: An Incredible AI Bargain (NASDAQ:CRWV)
• The Market Is Turning Against AI Spending
• Meta to Invest $600 Billion to Build AI Data Centers in US