Tech giants are dumping mountains of cash into artificial intelligence (AI) data centers. Microsoft plans to spend $80 billion this year to expand its AI capacity. Amazon is boosting its total capital spending, spread across its retail and cloud businesses, to $100 billion to accelerate its AI efforts. And Meta Platforms will pour $65 billion into its data centers to fuel its AI ambitions. On the surface, this all sounds great for Nvidia (NASDAQ: NVDA) stock. The company dominates the market for powerful AI accelerators, and second place AMD has already put forth a disappointing forecast for its own AI...