The AI boom is starting to look bigger than a tech rally.
$NVDA just reported $81.6B in quarterly revenue, with Data Center revenue hitting $75.2B, up 92% YoY.
$MSFT generated $59.3B in Microsoft Cloud revenue, up 27%, while Azure surpassed $100B in annual revenue.
$GOOGL Cloud revenue was growing 48%, with an annual run rate above $70B.
That’s serious capital moving into AI infrastructure.
But here’s the interesting part: all this spending also supports demand for chips, power, data centers and labor.
The Fed is holding rates at 3.50%–3.75%, so if AI keeps the economy hot, rate cuts could stay further away.
I’m watching AI spending, inflation and Fed policy together now on BingX.
#AI #FOMC #BingX #Crypto
$NVDA just reported $81.6B in quarterly revenue, with Data Center revenue hitting $75.2B, up 92% YoY.
$MSFT generated $59.3B in Microsoft Cloud revenue, up 27%, while Azure surpassed $100B in annual revenue.
$GOOGL Cloud revenue was growing 48%, with an annual run rate above $70B.
That’s serious capital moving into AI infrastructure.
But here’s the interesting part: all this spending also supports demand for chips, power, data centers and labor.
The Fed is holding rates at 3.50%–3.75%, so if AI keeps the economy hot, rate cuts could stay further away.
I’m watching AI spending, inflation and Fed policy together now on BingX.
#AI #FOMC #BingX #Crypto