ATTENTION: AI INVESTORS

Nvidia Smashes Earnings:

The Partners Powering AI's Next Phase

After $11 Billion in Blackwell Sales, Three Companies Behind the $1 Trillion AI Data Center Boom Could Define 2025

Editor's Note: While analyzing Nvidia's record-breaking Blackwell chip sales and the $1 trillion AI data center expansion, we've identified several critical technology partners that could reshape the entire AI infrastructure landscape.

This time-sensitive analysis of the companies behind Nvidia's massive data center buildout is normally reserved for premium subscribers, but given the unprecedented scale of this AI infrastructure development, we're making this crucial information available to all readers.

My 2025 AI Blueprint includes Nvidia … kind of 3 Nvidia "Silent Partners" could be key to AI's next boom in 2025 Watch Now >>
Nvidia's latest earnings report confirms the AI boom continues unabated, with $11 billion in Blackwell chip sales marking the company's fastest product launch ever. But as tech giants commit over $1 trillion to build thousands of new AI data centers, attention is turning to the specialized companies making this massive expansion possible.

The Data Center Revolution

Major tech companies are racing to construct AI data centers at an unprecedented scale. Meta is investing billions in a facility spanning over 5 million square feet, while Microsoft and OpenAI have committed $100 billion to their "Stargate" project. Amazon has pledged another $100 billion for data center development, highlighting the industry's explosive growth.

Elon Musk's secret rendezvous with Jensen Huang

Two men worth a combined half a trillion met to discuss AI's future

Elon Musk is the world's richest person, and it's not even close.

Now he's got the ear of President Trump, earning the envy of Silicon Valley.

And he just had a private dinner with Nvidia CEO Jensen Huang.

Other tech CEO giants — that include Mark Zuckerberg, Jeff Bezos and Sam Altman — all want a seat at the table with Huang as well.

But it was Musk sitting down to dinner with Nvidia's powerful CEO this night.

What they discussed could have a monumental impact on AI.

Trillions are at stake.

What were they talking about?

To find that out, as well as how it could impact AI stocks in 2025, click here.

YES, I WANT TO WATCH THIS NOW >>

Critical Technology Partners

While Nvidia's chips remain central to AI computing, the company relies on several key partners to enable this data center buildout. These firms provide essential technologies from chip design and thermal management to data transmission systems. Previous "silent partners" of major tech companies have seen gains ranging from 500% to over 6,000%.

What This Could Mean for Investors

Three companies have emerged as vital partners in Nvidia's data center expansion. One provides technology used in over 5 billion devices globally. Another's systems are present in 75% of existing data centers. A third holds patents Nvidia's CEO calls "essential" for their AI strategy. As the AI infrastructure buildout accelerates through 2025, these partnerships could prove increasingly significant.
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Sources

Reuters, Yahoo Finance, TheStreet, Associated Press - February 2025

Did This Make Sense?
YOU NEED TO WATCH THIS BELOW...

My 2025 AI Blueprint includes Nvidia … kind of

3 Nvidia "Silent Partners" could be key to AI's next boom in 2025

I called digital payment company Square in 2016… before it went up 702%.

I spotted Nvidia at a split-adjusted 80 cents in 2016… before it went up 18,510%.

And I first recommended Bitcoin at $300 in 2013… before it went up 33,645%.

Now, I am revealing my 2025 AI Blueprint.

And I have something surprising to tell you about it…

It doesn't include Nvidia.

Here's the thing…

My 2025 AI Blueprint actually features three of what I call Nvidia's "Silent Partners."

You see, some of the world's hottest companies are working with AI's undisputed leader, Nvidia.

And I've identified three of them that appear to be well-positioned for the next AI boom in 2025.

These companies may not be front-page news yet…

In fact, they may be under-the-radar for most investors…

But they are absolutely vital to Nvidia's continued exponential growth.

I've included everything you need to know about them in my 2025 AI Blueprint.

YES, I WANT TO WATCH THIS NOW >>

Sincerely,

Signature

Michael Robinson
Director of Tech Investing Strategies
Weiss Ratings

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