These two internet giants continue to add artificial intelligence (AI)-powered features for their massive user bases and advertising customers. Thanks to the stock market’s disappointing start to 2025,

Nvidia shares are surging in premarket trading Thursday as two of its key customers—Microsoft and Meta Platforms—posted strong results and committed to continuing their heavy AI spending.

Meta raised its capital expenditures guidance for 2025 to $64 billion to $72 billion, signaling huge AI investment by Big Tech is still underway.