Analyst Backs Nvidia, Meta and Amazon as AI Build-Out Drives $1 Trillion 2027 Spending
Updated
Updated · The Motley Fool · May 24
Analyst Backs Nvidia, Meta and Amazon as AI Build-Out Drives $1 Trillion 2027 Spending
2 articles · Updated · The Motley Fool · May 24
Three AI-linked stocks — Nvidia, Meta Platforms and Amazon — were singled out as buys on the view that the AI build-out is still in its early stages.
Nvidia anchors that case with 85% year-over-year revenue growth to $81.6 billion and a $91 billion Q2 outlook, while management sees hyperscaler data-center spending topping $1 trillion in 2027.
Meta adds a cheaper large-cap AI angle: Q1 revenue rose 33%, yet the stock trades at less than 19 times forward earnings, below the S&P 500's 22.2.
Amazon rounds out the list through AWS, which generated 59% of operating profit and posted 28% revenue growth as the company pours $200 billion into data-center capacity this year.
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