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AI Companies

Nvidia Tightens Grip on AI Supply Chain as TSMC’s Top Customer, Backlog Grows

New disclosures highlight Nvidia's expanded TSMC role, a swelling AI‑chip backlog, targeted investments, plus unresolved China sales constraints.

BigBear.ai Nears $7 on Defense Buzz as Valuation Questions Persist

Nvidia Ties Up to $100 Billion to OpenAI, Pledging 10GW of Systems From 2026