# Tech giants are spending billions on AI and Nvidia is printing money — buy the chipmakers fueling the boom

_AI-generated trading idea · LONG · AMD, AVGO, NVDA_

> Canonical page: https://commonquant.ai/research/for-you/tech-giants-are-spending-billions-on-ai-and-nvidia-is-printi--06d1da01-4d26-471b-95a3-d18da8f78727

The four biggest tech companies — Meta, Microsoft, Amazon, and Alphabet — are preparing to spend unprecedented sums building out AI infrastructure. Nvidia just pulled in nearly $20 billion in profit in five months, and JPMorgan says an earnings 'supercycle' is driving stocks higher.

## Idea

The biggest tech companies in the world are in an arms race to build AI capabilities, and they're all buying chips from the same suppliers. Nvidia alone has made nearly $20 billion in profit in just five months from this spending wave, and JPMorgan believes this is the start of a broader earnings supercycle. As long as Meta, Microsoft, Amazon, and Google keep pouring money into AI, companies like Nvidia, AMD, and Broadcom are in the perfect position to keep cashing in.

## Key details

- Symbols: AMD, AVGO, NVDA
- Timeframes: daily
- Tags: \#ai, \#semiconductors, \#hyperscaler\_capex, \#earnings\_growth

## Community

- Upvotes: 0
- Views: 0
- Copies: 0
- Cosigns: 0

## News sources

- [Meta, Microsoft, Amazon, and Alphabet are about to spend a shocking amount of money to dominate the AI era](https://finance.yahoo.com/sectors/technology/article/meta-microsoft-amazon-and-alphabet-are-about-to-spend-a-shocking-amount-of-money-to-dominate-the-ai-era-115359575.html) — Yahoo Finance
- [JPMorgan's Lipikhina Sees Earnings Supercycle Driving US Stocks](https://www.bloomberg.com/news/articles/2026-06-03/jpmorgan-s-lipikhina-sees-earnings-supercycle-driving-us-stocks) — Bloomberg
- [Nvidia Has Racked Up a Nearly $20 Billion Profit Over the Last 5 Months From an Unlikely Source](https://finance.yahoo.com/markets/stocks/articles/nvidia-racked-nearly-20-billion-112600300.html) — Yahoo Finance

## Related ideas

- [Apple and Meta pivot to custom chips as Nvidia delays — long the alternatives](https://commonquant.ai/research/for-you/apple-and-meta-pivot-to-custom-chips-as-nvidia-delays-long-t--bc46d449-4362-477b-92c0-0fa2c60e0416)
- [Massive $5.4 billion floods into chip stocks — ride the wave on SOXX](https://commonquant.ai/research/for-you/massive-5-4-billion-floods-into-chip-stocks-ride-the-wave-on--fe049096-c3e9-4e9b-998d-3c9ac9783518)
- [Apple just handed Broadcom $30 billion — load up on AVGO ahead of the $2 trillion club](https://commonquant.ai/research/for-you/apple-just-handed-broadcom-30-billion-load-up-on-avgo-ahead--054886d0-feaa-49da-8581-e46d4cc63e3b)

## Related

- [AMD trade ideas](https://commonquant.ai/stocks/amd)
- [AVGO trade ideas](https://commonquant.ai/stocks/avgo)
- [NVDA trade ideas](https://commonquant.ai/stocks/nvda)
- [Latest market news](https://commonquant.ai/news)