Supplier Earnings Blowouts with 500% Data Surge Propel NVIDIA Corp Above $216

NVIDIA Corp clings to record highs above $216 with a $5T market cap as AI suppliers Quanta, Viavi, Carrier, and Teradyne crushed Q1: Carrier's 500% data-center orders, Quanta's $48.5B backlog, Viavi's 42.8% sales growth, and Teradyne's 87% revenue jump with AI at 70% of sales. This extends Big Tech's capex ramp to $725B for 2026 amid Gartner's $2.52T AI spend forecast, reviving infrastructure fervor despite OpenAI jitters. Vera Rubin superchip H2 shipments and 24% analyst upside targets signal more gains ahead.