Nvidia and AMD Data Center Revenue Surges, Meta Commits $115-135B in CapEx for 2026
ByAinvest
Friday, Apr 3, 2026 8:33 am ET1min read
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Warren Pies of 3Fourteen Research emphasizes the secular trend of AI and semiconductors, citing Nvidia's Q4 data center revenue of $62.31B (+75% YoY) and AMD's record Q4 data center revenue of $5.38B (+39% YoY). Pies believes the "scramble for compute" indicates unambiguous demand in the semiconductor space, with companies like Meta committing $115-135B in CapEx for 2026.
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