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AI Companies

Nvidia Pivots to Rack-Scale AI at GTC, Cites $1 Trillion in Blackwell–Rubin Orders Through 2027

Investor response remains muted given already high expectations.

Microsoft Slides on AI CapEx Despite Q2 Beat as Alphabet’s Gemini Adoption Soars

Alphabet’s AI Momentum Builds With Big 2026 Capex and Gains for Gemini

AI Sets 2026 Market Tone: Upgrades, ETF Inflows and Big Orders Confront Bubble Warnings

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

OpenAI–AMD Deal Spurs Target Hikes as Nvidia’s Dominance and AI Capex Wave Intensify

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

Nvidia Takes $5 Billion Stake in Intel, Announces Multi-Generation Chip Collaboration