$NVIDIA (NVDA.US)$ It is a 40% increase from the figure that...

It is a 40% increase from the figure that Microsoft, Alphabet, Meta, and Amazon spent on AI chips in 2023, and it seems that capital expenditure in 2024 is calculated to invest 205 billion dollars by 4 companies together. Much of this funding will go towards Nvidia's H100 and Blackwell AI chips. It can be seen that both AMD and Intel, which have introduced new AI chips, are overwhelmingly strong and demand is exploding, falling short of Nvidia's feet.

This is just the beginning, isn't it? Generative AI is in its infancy, so now