Nvidia just posted 96.2 billion in revenue for a single quarter, more than Coca-Cola generates in an entire year. The top five hyperscalers, Amazon, Google, Microsoft, Meta, and Oracle, are projected to spend 800 billion on AI this year and 1.3 trillion next year.
Jason Bodner, a former Wall Street trader whose system has flagged stocks like Nvidia, Super Micro Computer, and Vertiv before major run ups, says a new light speed technology called Accelerated AI could be next in line for that spending.