Nvidia Stock Gains. Amazon May Not Be Cutting AI Spending After All. - Barron's
1. Nvidia stocks rose 2.1% following Amazon's reassurances on AI investments. 2. Amazon reported routine capacity management, impacting AI infrastructure scalability. 3. Geopolitical uncertainties may make cloud providers cautious on capital expenses. 4. Nvidia's confidence in Blackwell Ultra servers increased after vendor changes. 5. Other chip makers like AMD and Broadcom also showed slight gains.