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Nvidia Shows AI Opportunity Extends Beyond Hyperscalers

Bloomberg Tech·May 21, 2026 at 04:22 PM

Hyperscalers’ capex boom is closely watched as the ultimate barometer of how long the AI cycle lasts. Nvidia’s earnings show demand broadening and rising faster elsewhere, reducing chipmakers’ overdependence on mega-cap tech. Ivan Feinseth,.

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Bloomberg Tech — bloomberg.com

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