On the surface, that Meta Platforms (NASDAQ:META) was going to spend approximately $38.5 billion in 2024 on AI infrastructure was very good news for Nvidia (NASDAQ:NVDA) stock. “Meta is one of Nvidia’s top customers. In January, Meta CEO Mark Zuckerberg pledged that his company would have 350,000 Nvidia H100 graphics processing units and a total of nearly 600,000 H100 compute equivalent GPUs by the end of this year,” wrote Barron’s contributors Adam Clark and Tae Kim on Aug. 1.The authors quoted Anthropic C ...