Nvidia Stock Investors Just Got the Best News of 2025 (So Far) From Meta Platforms, Amazon, and Microsoft
The past few years have been a whirlwind for Nvidia (NASDAQ: NVDA) investors. The onset of the artificial intelligence (AI) revolution led to scorching demand for the graphics processing units (GPUs) that make AI possible. As the leading provider of these advanced chips, Nvidia has been one of the undisputed beneficiaries, with its stock growing more than eightfold in the two years heading into 2025.
In recent months, however, the narrative has turn turned decidedly pessimistic. The combination of U.S. export restrictions and concerns about slowing of the AI spending boom has weighed on Nvidia stock, which is down roughly 25% from its peak (as of this writing).
However, commentary from three of the company's biggest customers provided much-needed good news for Nvidia investors.
The slowdown in data center spending has been greatly exaggerated
The demand for data centers and servers with the computational horsepower needed for AI fueled a big run-up in capex spending by big tech. This spending helped fuel massive sales increases for Nvidia, as its data center segment generated six consecutive quarters of triple-digit year-over-year growth. However, numerous reports suggested that some of Nvidia's biggest customers were scaling back on data center spending, which sent the stock plunging. But the devil's in the details, and it turns out the sky is not falling after all.
When Microsoft (NASDAQ: MSFT) released the financial report for its fiscal 2025 third quarter (ended March 31), the results were surprisingly robust and driven by strong demand for AI. The highlight was Azure Cloud, which grew 33% year over year and accelerated from 31% growth in Q2. Perhaps more impressive was the revelation that 16% points of that growth was related to AI services, up from 13% points in Q2.
CEO Satya Nadella downplayed the reports of a slowdown in data center spending, noting this was merely the normal ebb and flow of regional data center planning. "We've always been making adjustments to build, lease, what pace we build, all through the last 10-15 years," Nadella said. He went on to say the company wants to ensure that the regional data center build-outs match the demand. They don't want to be "upside down," having too much capacity in one region and not enough in another.
There were similar concerns of a slowdown in data center spending for Amazon (NASDAQ: AMZN). Kevin Miller, Amazon's vice president of global data centers, refuted the reports. "There's been really no significant change," he noted. "We continue to see very strong demand, and we're looking both in the next couple of years as well as long term and seeing the numbers only going up."
When Meta Platforms (NASDAQ: META) reported its first-quarter results, the company made a surprise announcement that turned heads. The company revealed plans to increase its 2025 capital expenditures (capex) spending to $68 billion at the midpoint of its guidance, up from its previous forecast of about $62.5 billion. The company said, "This updated outlook reflects additional data center investments to support our artificial intelligence efforts, as well as an increase in the expected cost of infrastructure hardware."
As the leading provider of GPUs used to power AI in data centers, Nvidia is poised to benefit from the ongoing data center build-out. This will support the ongoing and accelerating adoption of AI.
Nvidia's biggest customers are some of the biggest names in AI
Lest there be any doubt, the three aforementioned companies are among the biggest players in AI and are among Nvidia's biggest customers. While the chipmaker has kept the exact order close to the vest, analysts with Bloomberg and Barclays Research suggest that Nvidia's four biggest customers -- responsible for nearly 53% of its revenue -- are:
Microsoft: 15%
Meta Platforms: 14%
Alphabet: 12%
Amazon: 11%
Recent commentary from several of these tech stalwarts refutes the contention that spending on data centers and AI is slowing.
Inflation and tariffs and bears, oh my!
It seems clear that the AI revolution is alive and well, but there are still challenges ahead for Nvidia. The tariff situation remains a wild card and is subject to change from day to day. If the tariffs imposed by the Trump administration linger, chip prices could climb, and Nvidia's results could suffer.
Additionally, some investors are still wary of the future adoption of AI and how it will impact the company's future growth. This negativity has persisted, despite evidence to the contrary.
However, for investors with a long-term outlook, Nvidia looks increasingly compelling. The stock is currently selling for 39 times trailing-12-month earnings, with the multiple near its lowest point in over three years. Furthermore, its forward price-to-earnings ratio of 26 is an attractive price to pay for a company powering the AI revolution.
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Nvidia: if you invested $1,000 when we doubled down in 2009, you'd have $296,928!*
Apple: if you invested $1,000 when we doubled down in 2008, you'd have $38,933!*
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Right now, we're issuing 'Double Down' alerts for three incredible companies, available when you join Stock Advisor, and there may not be another chance like this anytime soon.
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*Stock Advisor returns as of April 28, 2025
John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool's board of directors. Danny Vena has positions in Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Alphabet, Amazon, Meta Platforms, Microsoft, and Nvidia. The Motley Fool recommends Barclays Plc and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy.
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"Lymphopenia has long been recognized as a major driver and predictor of early mortality in cancer—yet until now, it has remained unaddressed," said Dr. Patrick Soon-Shiong, Founder, Executive Chairman and Global Chief Scientific and Medical Officer of ImmunityBio. " Backed by FDA Expanded Access authorization, the company's Cancer BioShield™ platform centers on ANKTIVA®, an IL-15 superagonist approved in bladder cancer and now being deployed to help restore immune function in patients with solid tumors who've exhausted first-line therapies. "This FDA authorization allows all patients with solid tumors suffering from immune collapse following first-line therapy of chemo, radiation, or immunotherapy to access ANKTIVA," said Soon-Shiong. "The survival benefit we observed at ASCO 2025 in 3 rd to 6 th line advanced metastatic pancreatic cancer confirms that restoring lymphocyte levels—rather than depleting them—can change the course of disease." At ASCO 2025, ImmunityBio presented landmark data showing that reversing lymphopenia with ANKTIVA and CAR-NK cells significantly extended survival in late-stage pancreatic cancer patients, especially when intervention occurred at a lower tumor burden. The results represent a potential paradigm shift: treating immune collapse itself—not just the tumor—may drive better long-term outcomes. Based on this mechanism, the platform could open doors to broader applications in oncology, infectious disease, and immune senescence. CONTACT: Equity Insider [email protected] (604) 265-2873 DISCLAIMER: Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This is a paid advertisement and is neither an offer nor recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity Insider is a wholly-owned subsidiary of Market IQ Media Group, Inc. ("MIQ"). MIQ has been paid a fee for Oncolytics Biotech Inc. advertising and digital media from the company directly. There may be 3rd parties who may have shares of Oncolytics Biotech Inc., and may liquidate their shares which could have a negative effect on the price of the stock. This compensation constitutes a conflict of interest as to our ability to remain objective in our communication regarding the profiled company. Because of this conflict, individuals are strongly encouraged to not use this publication as the basis for any investment decision. The owner/operator of MIQ own shares of Oncolytics Biotech Inc. which were purchased in the open market, and reserve the right to buy and sell, and will buy and sell shares of Oncolytics Biotech Inc. at any time without any further notice commencing immediately and ongoing. We also expect further compensation as an ongoing digital media effort to increase visibility for the company, no further notice will be given, but let this disclaimer serve as notice that all material, including this article, which is disseminated by MIQ has been approved by Oncolytics Biotech Inc.; this is a paid advertisement, we currently own shares of Oncolytics Biotech Inc. and will buy and sell shares of the company in the open market, or through private placements, and/or other investment vehicles. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our newsletter is not trustworthy unless verified by their own independent research. Also, because events and circumstances frequently do not occur as expected, there will likely be differences between the any predictions and actual results. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.
