Skip to content
Resources > Reports

NVIDIA and the Structural Investments Fueling the AI Buildout

By Michelle Brophy, Director of Research, Tech, Media and Telecom and Sean Carmichael
IndustryFinancial Services, Tech, Media, & Telecom, AI

As AI investment has shifted from experimental to structural, it has created unprecedented visibility into AI demand trends. The AI investment cycle is ramping up, with hyperscalers, sovereigns, and newer “neoclouds” pouring resources into AI platforms, tools, and the infrastructure supporting it all.

In this report, we leverage Tegus Expert Insights from the AlphaSense platform to show how a new wave of AI investment is driving an explosive technology buildout, and examine whether NVIDIA can maintain its market dominance through its full-stack hardware and software ecosystem.

About the Authors
  • Michelle Brophy

    Michelle Brophy, Director of Research, Tech, Media and Telecom

    Michelle Brophy serves as the Director of Research, Tech, Media and Telecom at AlphaSense. Prior to joining AlphaSense, Michelle spent 3 years as the Strategist for TMT at Guidepoint Insights. Prior to this, Michelle spent 18 years on the buy side, in both portfolio manager and senior equity analyst roles, at Hilltop Park Capital and Kingdon Capital Management. Michelle resides in New York City.
  • Sean Carmichael

    Sean Carmichael

    Sean is a Business & Finance Editor at AlphaSense, specializing in sector-specific content production. Previously, he spent nearly a decade in various roles across financial services, where he was responsible for equity research and content generation geared toward institutional investors.

Explore more

All articles

Luxury at an Inflection Point: What the Numbers Aren’t Telling Investors

Luxury has enjoyed close to four decades of near-continuous growth, and the industry has come to view that run as a baseline rather than an exception.
ReportConsumer/CPGFinancial Services
Dark blue graphic with the title "Luxury at an Inflection Point: What the Numbers Aren't Telling Investors." Features blue line drawings of a watch, handbag, and high heels, with text mentioning interviews with LVMH and Prada executives.

Key Debates Transforming Healthcare and Life Sciences in 2026

2026 is a year of transition for healthcare and life sciences as the industry moves toward more convenient, patient-centric care.
ReportLife Sciences & HealthcareFinancial Services
A graphic titled "Key Debates Transforming Healthcare and Life Sciences in 2026", featuring stylized illustrations of a medicine bottle, a pill, a microscope, and a DNA helix on a blue background.

Key Debates Transforming Technology, Media, and Telecom in 2026

In this report, we harness broker research, Tegus Expert Insights, and company commentary in AlphaSense to explore how the debates below are shaping the technology, media, and telecom landscape in 2026.
Report
Blue line art illustration with the title "Key Debates Transforming Technology, Media, and Telecom in 2026," featuring a CPU, server rack, and an airplane.

Transform intelligence
into advantage

Develop bold strategies, seize opportunities,
and lead with clarity and confidence.