Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle, and SoftBank are leading the newly announced Stargate initiative under President Trump -- a project aiming to invest $500 billion into AI frameworks over the coming years.

One key point about Nvidia that sets it apart from other AI investments is that it's making piles of money from all of the AI investments from big tech companies. Hans Mosesmann from Rosenblatt Securities has a Street-high price target of $220 per share on Nvidia.

Artificial intelligence (AI) was the driving force behind many of the stock market's biggest winners in 2024. As big tech companies spend more and more on building out AI data centers and training large language models, several AI infrastructure companies are poised to continue benefiting throughout 2025.

Two hot stocks in this sector are Palantir Technologies (NASDAQ: PLTR) and SoundHound AI (NASDAQ: SOUN). Palantir's shares had surged by more than 300% over the prior 12 months, while SoundHound had skyrocketed by 600%.

Nvidia (NVDA) stock saw a slight turnaround Tuesday morning after the chipmaker suffered its biggest single-day market value loss because of an artificial intelligence chatbot challenger in China.

Nvidia (NASDAQ: NVDA) stock saw a dramatic sell-off in Monday's trading following developments that have raised questions about the demand outlook for its advanced processors. The artificial intelligence (AI) leader's share price closed out the day's trading down 17.