Gotrade News - AI infrastructure spending is back as the market's primary catalyst. Anthropic's deal with CoreWeave triggered a wave of gains across AI-linked stocks, while Nvidia reinforced its ambitious projection for global data center capex.
Key Takeaways:
- Nvidia projects global data center infrastructure spending will reach $3 to $4 trillion by 2030. NVDA is up 1,100% since 2023, delivering 73% YoY revenue growth with expanding margins.
- Anthropic signed a multi-year deal with CoreWeave for large-scale AI compute capacity. CRWV surged 6.29% to $117.20 in direct response to the announcement.
- Eight AI stocks posted significant gains this week: AMZN +3.83%, GOOGL +3.57%, MSFT +2.28%, AVGO to $380.41, MRVL +1.93%, MU +9.01%, and NVDA +3.75%.
The 8 Stocks Tied to Anthropic's AI Compute Push
Anthropic's multi-year agreement with CoreWeave acted as a direct catalyst for a broad set of AI infrastructure stocks. CoreWeave (CRWV) led the move with a 6.29% jump to $117.20.
Amazon (AMZN) gained 3.83% to $249.08, reflecting its role as a major cloud provider making large-scale investments in AI compute capacity. Alphabet (GOOGL) followed with a 3.57% gain to $332.79 as Google's AI infrastructure expansion continues at pace.
Microsoft (MSFT) rose 2.28% to $393.12, while Broadcom (AVGO) moved up to $380.41 — both benefiting from growing demand for AI-specific chips and hardware. Marvell Technology (MRVL) added 1.93% to $133.83.
Micron Technology (MU) was among the standout performers, jumping 9.01% to $465.00 — reflecting demand for the high-bandwidth memory required by the latest generation of AI systems. Nvidia (NVDA) itself gained 3.75% to $196.42.
For investors seeking diversified exposure to the AI theme, two ETFs stand out. The Xtrackers Artificial Intelligence and Big Data ETF (XAIX) carries a higher weighting to pure-play AI stocks, while the Global X Artificial Intelligence and Technology ETF (AIQ) provides broader exposure to companies adopting AI across sectors.
Italy is also making a move, allocating 211 million euros to develop 2D Photonics — a next-generation semiconductor technology that could reshape the speed and efficiency of AI computing infrastructure.
Why Nvidia's Growth Story Still Has Room to Run
Nvidia (NVDA) has risen more than 1,100% since 2023, yet analysts argue the growth momentum is far from exhausted. Revenue grew 73% YoY, with margins continuing to expand.
Gross margins are forecast at 79% in Q1 and 85% in Q2 — extraordinary figures for a hardware company. On a valuation basis, NVDA trades at 38x trailing earnings and 22x forward earnings.
Nvidia's projection of $3-4 trillion in global data center spending by 2030 is not mere optimism — it is grounded in capex commitments already announced by hyperscalers including Amazon, Microsoft, and Google. Identified commitments already exceed $1 trillion.
With Nvidia holding the dominant GPU position for large-scale AI model training, the growth in infrastructure spending flows directly to their data center product line — now the company's largest and most profitable segment.
Sources:
- Motley Fool, Anthropic Needs More AI Compute, 2026
- Motley Fool, Nvidia's Stock Is Up Over 1,100%, 2026
- Motley Fool, Xtrackers AI and Big Data ETF, 2026
