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The AI trade could shift back in Nvidia's favor. Here's why

  • Posted on June 18, 2026
  • By CNBC
  • 0 Views
  • 1 min read
The AI trade could shift back in Nvidia's favor. Here's why
The AI trade could shift back in Nvidia's favor. Here's why

Physical infrastructure is likely to take up a smaller share of capital expenditures in coming years relative to the core component of all that hardware – chips.
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CNBC

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