$NVIDIA(NVDA.US) Alphabet raised its 2026 capital spending forecast while Amazon has said it expects to invest about $200 billion this year. Meta also plans $125 billion to $145 billion. Add it up, and just 3 companies intend to spend more than half a trillion dollars in a single year, most of it on AI infrastructure. And that tally leaves out Microsoft, which has pointed to about $190 billion of its own. Nvidia the dominant supplier of the graphics processing units (GPUs) those data centers are built around, collects most of this money. Alphabet, for instance, said on its earnings call that about 60% of its technical infrastructure investment in the second quarter went to servers, with the rest going to data centers and networking equipment. The flow shows up directly in Nvidia's results. In Q1 FY2027, revenue rose 85% year over year to a record $81.6 billion. Data center revenue climbed 92% to $75.2 billion, and total revenue rose 20% from the prior quarter as well. And the company guided for about $91 billion in revenue in its fiscal second quarter, all while holding its gross margin near 75%. This shows Nvidia is still the sleeping giant that the fomo investors are missing out on. @Captain's Treasure