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67/100 Bullish 11.08.2026 · 16:48 Finrend AI ⏱ 1 dk 👁 7 TR

NVIDIA CEO Announces New $500 Billion Fund: Why Amazon, Microsoft, and Google Are Affected?

NVIDIA's CEO Jensen Huang has announced a new $500 billion funding plan for the company's artificial intelligence infrastructure. This massive investment is putting significant pressure on major technology companies that offer cloud computing and AI services. In particular, companies like Amazon, Microsoft, and Google, which rely on NVIDIA's chips to develop their own data centers and AI models, could see their costs rise. NVIDIA's new fund will focus on expanding production capacity to meet the growing demand for AI processing power. With this investment, the company aims to further strengthen its dominance in the AI hardware market. This could prompt competitors and customers to reassess their strategic plans. Cloud providers like Amazon, Microsoft, and Google are allocating large budgets to develop their own AI solutions. However, NVIDIA's massive investment could increase hardware costs for these companies and serve as an incentive to accelerate their own chip development efforts. Experts suggest that this could intensify competition in the cloud computing sector and affect pricing dynamics. NVIDIA's move appears to solidify its leadership in AI while also influencing the strategic decisions of other players in the industry. Investors are closely monitoring the impact of this development on technology stocks. In particular, NVIDIA's supply chain and pricing policies could directly affect the profit margins of these companies. This is not investment advice.

📊 MSFT — Piyasa Yorumu

■ neutral · 55%

Although the headline suggests that NVIDIA's massive fund will affect major technology companies like Microsoft, the short-term direction for MSFT stock remains uncertain. Technical indicators are sending mixed signals: RSI is in neutral territory (54.9), MACD is below the signal line, and the price is just below the 20-day moving average. This increases the likelihood of sideways movement or a slight correction. While the news is perceived positively for long-term strategic partnerships, it is not a clear catalyst to trigger price movement in the short term. Therefore, predicting the direction over a 1-3 day horizon is difficult, and it is safer to remain neutral.

RSI 14
54.9
MACD
3.38
24h Δ
1.17%

📊 GOOGL — Piyasa Yorumu

▼ down · 60%

Although the headline suggests NVIDIA's massive fund will impact major tech companies, it could be interpreted as a direct negative catalyst for GOOGL. Technical indicators are already weak: RSI is near oversold territory at 30.8, MACD is negative, and the price is below both the SMA20 and SMA50. The 3.6% decline in the last 24 hours indicates continued selling pressure. With short-term momentum to the downside, the downtrend is expected to persist even if there is a possible rebound buying. However, due to oversold conditions, the pace of the decline may remain limited.

RSI 14
30.8
MACD
-2.71
24h Δ
-3.61%

📊 AMZN — Piyasa Yorumu

▼ down · 60%

Although the headline suggests NVIDIA's massive fund will impact cloud giants, for Amazon this creates uncertainty rather than a direct negative. Technical indicators already present a weak outlook: the price is below both the 20-day and 50-day moving averages, and the RSI at 43 indicates negative momentum. The MACD is below the signal line, suggesting that short-term downward pressure may continue. The 0.86% decline in the last close, combined with the news impact, could increase selling pressure. However, there are not enough signals to expect a sharp decline, so I foresee a downward move with moderate confidence.

RSI 14
43.1
MACD
0.26
24h Δ
-0.86%

📊 NVDA — Piyasa Yorumu

■ neutral · 55%

The headline news involves a major fund announcement by NVIDIA's CEO, but the direct impact on NVIDIA's stock remains uncertain; it is more likely to affect major technology companies in the sector. Technical indicators are giving mixed signals: RSI is neutral at 47.5, MACD is below the signal line but positive, and the price is below the SMA20 and above the SMA50. There has been a slight decline over the last 24 hours, increasing the likelihood of sideways movement in the short term. Although the news is significant, its reflection on the stock price may be limited; therefore, directional uncertainty persists.

RSI 14
47.5
MACD
0.58
24h Δ
-0.23%
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