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Published: August 3, 2026 by Doug McIntyre
Nvidia just hit a $5 trillion market cap riding the AI wave, but a quiet contrarian bet is closing the gap fast. The answer to who deserves the crown reveals a lot about where the AI boom might be headed.
The cloud race between tech giants carries trillions of dollars in AI stakes, and the gap between first and second place may be far wider than last quarter's earnings suggested.
