Semiconductor News & Analysis Feed
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Nvidia Says Big Tech Will Spend $1 Trillion in Capital Expenditures in 2027: 3 Stocks to Buy If It's Right
KEITHEN DRURY, THE MOTLEY FOOL
Sun, May 31, 2026 at 2:50 PM GMT+8
0
Key Points
Nvidia's growth will last into 2027 if this projection is correct.
Taiwan Semiconductor is making the most of Nvidia's chips.
Micron will be a huge beneficiary of increased memory chip demand.
10 stocks we like
2026-05-31
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2026-05-31
The Globe and Mail
Key Points
Nvidia's growth will last into 2027 if this projection is correct.
Taiwan Semiconductor is making the most of Nvidia's chips.
Micron will be a huge beneficiary of increased memory chip demand.
10 stocks we like better than Nvidia ›
Nvidia(NASDAQ: NVDA) dropped a major bombshell during its Q1 earnings. Management expects data center capital expenditures to reach $1 trillion in 2027,
2026-05-31
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2026-05-31
Gulf Business
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2026-05-31
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2026-05-31
The Motley Fool
Nvidia (
NVDA
1.00%
) dropped a major bombshell during its Q1 earnings. Management expects data center capital expenditures to reach $1 trillion in 2027, which keeps the entire industry on track to achieve a massive $3 trillion to $4 trillion annual spend by 2030. That's a huge growth prediction, but Nvidia is already probably receiving orders for 2027 products that allow it to back this projectio
2026-05-31
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2026-05-31
Latest news from Azerbaijan
A major shakeup is coming to the world of personal computing. Next week, tech giants Microsoft and Nvidia are expected to unveil the very first Windows PCs powered by Nvidia’s own main processors.
The highly anticipated computers will reportedly debut under Microsoft’s Surface brand, with other major manufacturers like Dell also set to roll out their own Nvidia-powered models. The big reveals are
2026-05-31
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2026-05-31
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2026-05-31
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2026-05-31
The Globe and Mail
H&H International Investment, LLC, managed by Miltos Bossinis, recently executed a significant transaction involving Nvidia Corporation ((NVDA)). The hedge fund increased its position by 6,606,675 shares.
According to Spark, TipRanks’ AI Analyst, NVDA is a Outperform.
The score is driven primarily by exceptional financial performance (profitability, cash flow, and low leverage) and a very strong
2026-05-31
www.theglobeandmail.com
2026-05-31
The Globe and Mail
Key Points
Nvidia is the largest component of the S&P 500.
Other companies could take Nvidia's spot if it stumbled.
10 stocks we like better than Nvidia ›
Being the largest and being the most important company aren't necessarily the same thing. Nvidia(NASDAQ: NVDA) is the largest company by a fairly wide margin -- at the time of this writing, it has about a $500 billion lead over second-place
2026-05-31
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2026-05-31
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2026-05-31
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2026-05-31
The Motley Fool
Being the largest and being the most important company aren't necessarily the same thing. Nvidia (
NVDA
1.00%
) is the largest company by a fairly wide margin -- at the time of this writing, it has about a $500 billion lead over second-place Alphabet -- but does that mean it's also the most important?
Let's take a look to see how important Nvidia is, and if the world could survive without it.
Im
2026-05-31
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2026-05-31
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2026-05-31
Notebookcheck
The Yoga Pro 7 has previously been available with an Intel chip and in an AMD variant, but a new 15.3-inch version with an ARM APU produced by Nvidia and MediaTek is coming soon, as a new retailer leak discovered by WinFuture reveals. This once again reinforces that Nvidia CEO Jensen Huang will not only talk about AI in the early morning hours of June 1, 2026, when opening this year’s Computex. Wi