"Nvidia is still the king. They power all of the inference essentially of all these model makers, whether it's OpenAI or Anthropic."
"Nvidia posted $68.13 billion in Q4 FY2026 revenue, up 73.2% year over year, with Data Center revenue of $62.31 billion, up 75% YoY."
"Google Cloud grew 48% year over year in Q4 2025 to $17.66 billion, with cloud operating income more than doubling."
"Prediction markets on Polymarket currently assign a 63% probability that Nvidia finishes 2026 as the world's largest company by market cap."
Nvidia and Google are identified as the safest AI investment options in public markets. Nvidia dominates AI infrastructure, powering major model makers like OpenAI and Anthropic. The company reported significant revenue growth, with $68.13 billion in Q4 FY2026 and a forecast of $78 billion for Q1 FY2027. Google, as the most accessible public model builder, saw its cloud revenue grow 48% year over year, highlighting its strong position in the AI landscape.
Read at 24/7 Wall St.
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