{"id":189544,"date":"2026-02-22T00:20:00","date_gmt":"2026-02-22T05:20:00","guid":{"rendered":"https:\/\/testing.news-you-need.com\/index.php\/2026\/02\/22\/the-artificial-intelligence-ai-infrastructure-stock-that-hyperscalers-are-fighting-over-for-2026\/"},"modified":"2026-02-22T01:05:11","modified_gmt":"2026-02-22T06:05:11","slug":"the-artificial-intelligence-ai-infrastructure-stock-that-hyperscalers-are-fighting-over-for-2026","status":"publish","type":"post","link":"https:\/\/testing.news-you-need.com\/index.php\/2026\/02\/22\/the-artificial-intelligence-ai-infrastructure-stock-that-hyperscalers-are-fighting-over-for-2026\/","title":{"rendered":"The Artificial Intelligence (AI) Infrastructure Stock That Hyperscalers Are Fighting Over for 2026"},"content":{"rendered":"<p><a href=\"https:\/\/www.nasdaq.com\/articles\/artificial-intelligence-ai-infrastructure-stock-hyperscalers-are-fighting-over-2026\">The Artificial Intelligence (AI) Infrastructure Stock That Hyperscalers Are Fighting Over for 2026<\/a><\/p>\n<p><a href=\"https:\/\/www.nasdaq.com\/articles\/artificial-intelligence-ai-infrastructure-stock-hyperscalers-are-fighting-over-2026\">https:\/\/www.nasdaq.com\/articles\/artificial-intelligence-ai-infrastructure-stock-hyperscalers-are-fighting-over-2026<\/a><\/p>\n<p>Publish Date: <a href=\"publish_date]\">2026-02-22 00:20:00<\/a><\/p>\n<p>Source Domain: <a href=\"www.nasdaq.com\">www.nasdaq.com<\/a><\/p>\n<p>Here&#8217;s a summary of the key points from the article using an unordered list:<\/p>\n<ul>\n<li>\n<p><strong>Hyperscaler Investment and AI Demand<\/strong>: Hyperscalers like Amazon, Microsoft, and Google are heavily investing in new data centers to meet the growing demand for AI. This demand is propelling the need for powerful computing hardware, particularly GPUs.<\/p>\n<\/li>\n<li>\n<p><strong>Nvidia&#8217;s Market Position<\/strong>: CEO Jensen Huang believes that the expanding applications of AI will drive further demand for Nvidia\u2019s technology. The company enjoys high margins given the current lack of alternatives to its GPUs for raw computing power.<\/p>\n<\/li>\n<li>\n<p><strong>Financial Outlook and Growth<\/strong>: Nvidia&#8217;s data center revenue saw significant growth, rising 66% year over year and accounting for the majority of its total business. Analysts expect continued growth, with revenue expected to increase by 67% in the fiscal fourth quarter.<\/p>\n<\/li>\n<li>\n<p><strong>Partnerships and Long-term Contracts<\/strong>: Nvidia has established major partnerships, including a deal with OpenAI to deploy extensive AI data centers powered by its technology. This demonstrates the top hyperscalers\u2019 commitment to integrating powerful AI infrastructure.<\/p>\n<\/li>\n<li>\n<p><strong>Competition and Innovation<\/strong>: While competition in AI chips is fierce and includes cloud providers using customized chips to cut costs, Nvidia continues to be preferred for its cutting-edge chips due to its strong revenue and profit margins.<\/p>\n<\/li>\n<li>\n<p><strong>Investment Considerations<\/strong>: Despite its strong growth, Nvidia\u2019s stock price does not fully reflect its long-term potential, as indicated by its P\/E ratio being lower than expected earnings growth. However, the intense competition and customizable alternatives also temper its valuation.<\/p>\n<\/li>\n<li>\n<p><strong>Advice for Investors<\/strong>: The Motley Fool Stock Advisor suggests considering alternative investments which historically have outperformed, including Netflix and earlier investments in Nvidia.<\/p>\n<\/li>\n<\/ul>\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Artificial Intelligence (AI) Infrastructure Stock That Hyperscalers Are Fighting Over for 2026 https:\/\/www.nasdaq.com\/articles\/artificial-intelligence-ai-infrastructure-stock-hyperscalers-are-fighting-over-2026 Publish&#8230;<\/p>\n","protected":false},"author":1,"featured_media":189545,"comment_status":"closed","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/www.nasdaq.com\/sites\/acquia.prod\/files\/2019-05\/0902-Q19%20Total%20Markets%20photos%20and%20gif_CC8.jpg","fifu_image_alt":"","footnotes":""},"categories":[14],"tags":[20],"class_list":["post-189544","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artificial-intelligence","tag-artificial-intelligence"],"_links":{"self":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/189544"}],"collection":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/comments?post=189544"}],"version-history":[{"count":1,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/189544\/revisions"}],"predecessor-version":[{"id":189546,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/posts\/189544\/revisions\/189546"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media\/189545"}],"wp:attachment":[{"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/media?parent=189544"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/categories?post=189544"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/testing.news-you-need.com\/index.php\/wp-json\/wp\/v2\/tags?post=189544"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}