Nvidia Corp.'s stock surged 5% in premarket trading on Wednesday, driven by increased capital expenditure (capex) budgets and the expansion of its latest artificial intelligence (AI) chip, Blackwell. The rise in Nvidia's stock was further supported by Supermicro's announcement of full production availability of its AI data center system, which utilizes Nvidia's Blackwell platform. Meanwhile, Amazon.com Inc. reported a significant increase in its 2025 capex budget to $105 billion, surpassing the expected $84 billion. This adjustment in Amazon's spending plans, along with Google's announcement of a 29% increase in capex to $75 billion for 2025 due to capacity constraints in cloud AI, contributed to the broader market's focus on AI and data center infrastructure investments.