Dear Reader, If there was any doubt that AI was slowing down in 2025 … Big Tech just shut that down. During recent earnings calls, Amazon, Google and Meta, as well as Microsoft, all made major announcements regarding AI in 2025. In fact, they will spend more on AI this year than ever before. We’re talking about at least $320 BILLION. And here’s the thing. In making those announcements, Big Tech also put Nvidia back in the spotlight. Amazon CEO Andy Jassy said he expects his company’s healthy relationship with AI’s undisputed leader to last “for as long as we can see into the future.” That’s because, when it comes to AI, Big Tech and Nvidia go hand in hand. They all depend on Nvidia for its chips, and now for its data center expertise as well. Nvidia’s revenue in that area is supposed to double for the fiscal year that just ended in January. And that’s just the beginning. Right now, Big Tech’s partnership with Nvidia is stronger than ever. Now, five companies who partner with Nvidia — we call them Nvidia’s Silent Partners — could benefit in 2025. Thanks to Big Tech’s $320 billion investment this year, these Silent Partners could lead the next wave of the AI boom. Find out more immediately. Sincerely, Eliza Lasky
Weiss Advocate | 