🟢 NVDA is trading 3.2% up today after Alphabet doubles AI capex to $175-185 billion and confirms Vera Rubin partnership

NVDA is trading at $177.44, up 3.2% in pre-market following Alphabet's announcement that it will double capital expenditures to $175-185 billion for 2026.

• Alphabet management explicitly named Nvidia as a key partner and confirmed it will be among the first to access the new Vera Rubin GPU platform.
• The spending surge signals accelerating AI infrastructure investment across hyperscalers, supporting Wall Street forecasts for a 52% jump in fiscal 2027 revenue.