Tesla AI Capex Surge Boosts Nvidia After Hyperscaler Earnings Tailwinds

Nvidia gains momentum as Tesla announces substantial capex increases for Optimus robots and robotaxis, projecting $1T in chip orders through 2027, while Amazon, Microsoft, and Alphabet's earnings confirm sustained AI investments. This extends a rally from April 30, when Meta hiked 2026 capex by $10B to $125-145B and peers raised forecasts, rebounding from an April 28 3% drop to $210 on OpenAI misses. Blockbuster Q4 results on April 27 delivered $68.1B revenue (+73% YoY) and $62.3B data center (+75% YoY), pushing market cap to $5.3T record amid persistent hyperscaler demand.