# Big tech's massive AI spending spree is just getting started — buy Nvidia and the hyperscalers

_AI-generated trading idea · LONG · AMZN, META, MSFT, NVDA_

> Canonical page: https://commonquant.ai/research/for-you/big-tech-s-massive-ai-spending-spree-is-just-getting-started--7595508e-1971-4b7d-8f18-c65f758329bc

The four biggest tech companies are about to pour unprecedented sums into AI infrastructure. JPMorgan says this is the start of an earnings supercycle that will push stocks to new highs, and Nvidia's CEO is telling investors the returns will be 'insane.'

## Idea

Meta, Microsoft, Amazon, and Alphabet are gearing up to spend jaw-dropping amounts on AI — and JPMorgan says this spending is fueling an earnings supercycle that will drive stocks to new records. Nvidia is already proof: it's booked nearly $20 billion in profit in just five months, and CEO Jensen Huang is out telling billionaire investors the returns ahead are 'insane.' The money flowing from big tech into AI chips, data centers, and software is so massive it's lifting the entire sector. Buying the companies either spending or receiving that money is the clearest way to ride the trend.

## Key details

- Symbols: AMZN, META, MSFT, NVDA
- Timeframes: 1D
- Tags: \#ai, \#big\_tech, \#earnings, \#growth

## Community

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## 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 CEO Pitches 'Insane' AI Returns to Billionaire Families](https://www.bloomberg.com/news/articles/2026-06-03/nvidia-ceo-pitches-insane-ai-returns-to-billionaire-families) — 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

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