Nvidia says hyperscalers will keep spending on AI hardware as long as the bond market cooperates
Nvidia is optimistic about continued spending on AI hardware by major tech companies, contingent on the bond market's stability. The company anticipates that Amazon, Microsoft, Alphabet, and Meta will invest significantly in AI infrastructure. Analysts project a substantial growth in the AI data-center market over the next few years.
- ▪Nvidia believes hyperscalers will keep investing in AI hardware as long as the bond market remains favorable.
- ▪Amazon, Microsoft, Alphabet, and Meta are expected to spend a combined $710 billion on AI infrastructure in 2024.
- ▪Global AI infrastructure spending nearly doubled year-on-year to $47.4 billion in the first half of 2024.
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Nvidia says hyperscalers will keep spending on AI hardware as long as the bond market cooperates The GPU giant is betting that Big Tech's trillion-dollar AI infrastructure binge won't slow down, but the bond market holds the leash. Share Add us on Google by Editorial Team May. 20, 2026 window.sevioads = window.sevioads || []; var sevioads_preferences = []; sevioads_preferences[0] = {}; sevioads_preferences[0].zone = "01f21ccf-2092-46b1-9ac7-8c44cc782e0f"; sevioads_preferences[0].adType = "native"; sevioads_preferences[0].inventoryId = "c5700508-581b-472c-8fdd-a931cdbfc8e1"; sevioads_preferences[0].accountId = "1e47efc1-ec2d-4fca-a8b9-354e249e5095"; sevioads.push(sevioads_preferences); Nvidia is making one thing very clear: the hyperscalers aren’t done opening their wallets.
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