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MSFT
MSFT Q2 2025Satya Nadella

"We are scaling our AI infrastructure to meet demand that continues to outpace supply. Azure AI usage more than doubled for the sixth consecutive quarter..."

98%
GOOGL
GOOGL Q4 2024Sundar Pichai

"Our planned capex for 2025 is approximately $75 billion, reflecting confidence in the long-term opportunities ahead driven by AI infrastructure demand..."

94%
META
META Q4 2024Mark Zuckerberg

"We plan to bring online approximately 1GW of new compute capacity this year. AI is the primary driver of our capex growth..."

91%
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NVDA
NVDANVIDIA Corp.
Q4 2025 Earnings
Bull Case
Data center revenue $35.6B, +93% YoY — Blackwell demand "staggering"
Inference workloads now >40% of data center revenue, expanding TAM
Gross margins 73% despite Blackwell ramp; customer lock-in via CUDA
Bear Case
China export restrictions cut ~$5B+ annual revenue opportunity
Top 4 customers ~40% of revenue — hyperscaler concentration risk
Custom ASIC threat from Google TPU, Amazon Trainium, MSFT Maia
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Mega-Cap Tech4 companies
Live Data
CompanyPrice1D ChgRevenueRev YoYGross MgnOp MgnP/EP/Rev
AAPLAAPL
$259.48+1.19%$124.3B+4.1%46.9%35.4%33.1x8.8x
MSFTMSFT
$432.16+2.54%$69.6B+16.0%69.4%44.6%35.8x13.2x
NVDANVDA
$140.11-0.40%$39.3B+78.0%73.0%62.3%42.6x22.1x
METAMETA
$738.31+9.71%$48.4B+24.5%81.8%41.2%25.4x10.8x
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