This tech giant is doing everything it can to keep up with the soaring demand for its products.

The artificial intelligence boom is only getting bigger, with just a handful of big tech companies on track to spend over $300 billion on AI infrastructure this year alone. Alphabet ( GOOG 1.04% ) ( GOOGL 1.13% ) recently bumped its capital expenditure outlook for the full year from $75 billion to $85 billion. Amazon ( AMZN -1.46% ) is on track to spend over $100 billion in capital expenditures, mostly going toward new data centers and servers to fill them. And Microsoft ( MSFT -2.68% ) is planning a whopping $10 billion of spending per month for the current quarter.

By far the biggest beneficiary from all that spending has been Nvidia ( NVDA -2.78% )

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