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[1]
Prediction: 2 Unstoppable AI Stocks Will Be Worth More Than Nvidia Stock by 2028 (or Sooner) | The Motley Fool
Meta Platforms and Alphabet could surpass Nvidia's $3.3 trillion market value within four years. Nvidia shares have surged more than 170% year to date amid excitement about artificial intelligence (AI). The chipmaker now has a market capitalization of $3.3 trillion, making it the second-most
[2]
Prediction: This Stock Will Outperform Nvidia in 2025 | The Motley Fool
Nvidia (NASDAQ: NVDA) has been a top-performing stock for the past two years, and all signs point toward it delivering once again in 2025. However, its growth is also likely to slow, and seeing the stock triple again is not likely in the cards. While I think Nvidia can (and likely will) deliver a
[3]
Hyperscalers' massive 2025 capex hike for AI means big wins for NVIDIA By Investing.com
Investing.com -- Hyperscalers like Alphabet (NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), and Meta (NASDAQ:META) reported their third-quarter financial results last week and, with the numbers, also provided updates on their Capex spending plans amid the ongoing AI boom. The
[4]
Nvidia to reap billions in AI spending as Mag 7 peers ramp investments
Nvidia hasn't reported its third quarter update as yet, but it's nonetheless the clear winner of the megacap earnings season and stands poised to reap billions in spending on new AI technologies and infrastructure over the coming years. Nvidia (NVDA) , which closed out October with a 9.3% gain,
[5]
Should You Forget Nvidia and Buy These 2 Artificial Intelligence (AI) Stocks Instead? | The Motley Fool
These dominant tech firms have long been leaders in the internet age. With shares up 2,620% in the past five years and 184% just in 2024 (as of Oct. 25), Nvidia continues to be the talk of the town. The artificial intelligence (AI) hardware maker is benefiting from strong demand for its products
[6]
Nvidia Generated Nearly $50 Billion Thanks to Selling AI Products and Services This Year. But Here's Another -- and Completely Different -- Way AI Will Supercharge the Company's Earnings. | The Motley Fool
Nvidia (NVDA -1.36%) may be the biggest early winner of the artificial intelligence (AI) boom. The tech giant sells the world's most powerful chip along with a complete portfolio of AI products and services, making it the "go to" company for those launching an AI program. And this has produced big
[7]
These Must-See Quotes From Amazon CEO Andy Jassy Are Great News For Nvidia | The Motley Fool
After a couple strong years of gains, artificial intelligence tech stocks have seen volatility over the past summer and into third quarter earnings season. After strong gains in 2023 and into the first half of 2024, concerns arose this past summer over two issues. One, cloud computing giants began
[8]
Should You Buy Nvidia Stock Before Nov. 20? The Evidence Is Piling Up, and Here's What It Suggests. | The Motley Fool
The GPU maker's stock continues to defy the odds, but has the company's growth already peaked? The adoption of artificial intelligence (AI) is continuing at a brisk pace, but some are waiting for the other shoe to drop. A strengthening U.S. economy and robust quarterly results from several
[9]
Nvidia Has Been the Undisputed King of the Artificial Intelligence (AI) Revolution. Has the Chipmaker Finally Met Its Match? | The Motley Fool
The company has been the poster child for advances in AI, but there might be a new sheriff in town. There's no question that Nvidia (NVDA 1.99%) has been the principal beneficiary of recent advances in artificial intelligence (AI). The company's graphics processing units (GPUs) quickly became the
[10]
Prediction: The Fourth Quarter Will Be Huge for Nvidia | The Motley Fool
This top artificial intelligence (AI) player is about to enter a new phase of growth. The past several quarters already have been pretty successful for Nvidia (NVDA 1.99%). The company has built an artificial intelligence (AI) empire thanks to its strengths in the technology customers need to fuel
[11]
Up 193%, Is Nvidia Stock Still a Buy? | The Motley Fool
For decades, big tech has been hunting for the next game-changing technology that could transform people's lives and add trillions to the global economy. Many think generative artificial intelligence (AI) could be the one. And Nvidia (NVDA -3.76%) has benefited from a surge in demand for its
[12]
Billionaire Ken Fisher Is Piling Into Artificial Intelligence (AI) Colossus Nvidia and Dumping Shares of Its Primary Rival | The Motley Fool
While more than a half-dozen billionaire money managers are selling shares of Nvidia, Fisher Asset Management continues to build its stake in Wall Street's artificial intelligence (AI) darling. In the mid-1990s, the proliferation of the internet began charting a new course for corporate America.
[13]
Billionaire Paul Tudor Jones Just Sold all of His Palantir Shares and Is Piling Into This AI Stock Split Stock With a Massive Catalyst on the Horizon | The Motley Fool
The stock Jones is buying could excel in the near term and down the road. Investors have flocked to artificial intelligence (AI) stocks this year, and as a result these technology players have led gains in the S&P 500, helping the index climb more than 21%. Why such an interest in AI? Because it
[14]
Think Nvidia Stock Is Expensive? This Chart Might Change Your Mind
Up more than 180% year to date and over 2,650% in the past five years, can Nvidia stock really still be cheap? Nvidia (NVDA 1.99%) has been this year's most influential stock, and it has posted huge gains in the process. The artificial intelligence (AI) leader's sales and earnings have continued
[15]
Is Nvidia a Buy? | The Motley Fool
There is a case for buying the stock after it has risen over 850%. However, doing so recklessly could spell trouble. Here is the game plan. Nvidia (NVDA 1.99%) has been the quintessential artificial intelligence (AI) stock for the past two years. The company's dominance in the market for the chips
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Analysts predict Alphabet and Meta could surpass Nvidia's market value by 2028, driven by AI investments and strong financial positions.

In the rapidly evolving landscape of artificial intelligence (AI), tech giants Alphabet and Meta Platforms are positioning themselves to potentially outperform current market leader Nvidia in the coming years. Analysts predict that by 2028, both companies could surpass Nvidia's current market capitalization of $3.3 trillion, driven by strategic AI investments and strong financial positions
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.Alphabet, Google's parent company, is leveraging its dominant position in digital advertising to fuel its AI ambitions. CEO Sundar Pichai shifted the company's focus to being "AI-first" eight years ago, a decision that is now paying dividends
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. Google Cloud, Alphabet's cloud computing division, saw a remarkable 35% year-over-year revenue growth in Q3 2024, with management attributing this success to their generative AI toolkit2
.The company's massive cash reserves of about $90 billion provide ample resources for aggressive investment in AI infrastructure
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. Alphabet is expected to spend $51 billion on capital projects in 2024, with a significant portion dedicated to AI development4
.Meta Platforms, under CEO Mark Zuckerberg's leadership, is heavily investing in AI across its social media platforms. The company plans to spend up to $40 billion in capital expenditures this year to support its AI ambitions
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. Meta's AI-driven recommendations have already increased time spent on Facebook and Instagram by 8% and 6%, respectively, year-to-date1
.Moreover, Meta's AI tools for advertisers have shown promising results, with over 1 million advertisers using these tools last month, leading to a 7% lift in conversions
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.The broader trend of AI investment among tech giants, often referred to as "hyperscalers," is set to accelerate. Morgan Stanley analyst Brian Nowak predicts that combined capital expenditures for Alphabet, Microsoft, Amazon, and Meta will reach over $300 billion by 2025, nearly double the 2023 figure
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.Wall Street expects Meta's earnings to grow at 21% annually over the next three years, while Alphabet's earnings are projected to increase at 16.7% annually
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. Both companies are trading at more attractive valuations compared to Nvidia, with Alphabet at a forward price-to-earnings (P/E) ratio of 22 and Meta at 27.4, versus Nvidia's 49.85
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Despite the potential for Alphabet and Meta to outperform in terms of market value, Nvidia remains a dominant force in AI hardware. The company is expected to maintain over 75% of the AI accelerator market share through 2027, according to BofA Securities analyst Vivek Arya
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.As the AI race intensifies, Alphabet and Meta are well-positioned to capitalize on their existing strengths in digital advertising, vast user bases, and substantial financial resources. While Nvidia continues to lead in AI hardware, the broader AI ecosystem presents significant growth opportunities for these tech giants, potentially reshaping the market landscape in the coming years.
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