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Nvidia, Microsoft, and Alphabet are three AI contenders that sit at the center of capital flow in the AI spending acceleration into 2026. Nvidia posted a jaw-dropping quarter with revenue hitting $57 billion, up 62% YoY, and data center sales reaching $51.2 billion. Microsoft's Azure cloud platform grew 40% in the most recent quarter, driving intelligent cloud segment revenue to $30.9 billion, up 28% YoY. Alphabet's Google Cloud Platform is also growing rapidly, with revenue increasing by 35% YoY. These companies offer a strong position in the AI market and are expected to continue growing in the future.

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