According to CoinMeta, the stock prices of Oracle and Nvidia have fallen by 28% and 9% respectively over the past three months. Investors are skeptical about whether the spending on infrastructure by AI will yield returns, putting pressure on these tech stocks. Despite facing challenges, Nvidia is still in negotiations with OpenAI to provide $25 billion in funding to help build data centers and has reached an infrastructure agreement worth $50 billion with the SK group. Although investors are concerned about the spending of Nvidia, Nvidia's dominant position in the GPU market could drive its future sales and profits. Oracle has faced punishment from investors due to its spending on data centers in AI, and its capital expenditures are expected to reach $70 billion in the fiscal year 2027. Despite short-term pressures, Oracle still has a considerable backlog of contracts, with remaining obligations of $638 billion for the fiscal year 2026, and is expected to achieve revenue of $77 billion in the fiscal year 2027.