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AI Industry

AI Infrastructure Race Accelerates on Oracle Backlog and Broadcom’s $100 Billion Chip Target

New disclosures point to multi‑year AI infrastructure commitments driving sustained buildouts.

Big Tech Maps $600–$650 Billion AI Capex for 2026, Splitting Markets

Tech Rebound Deepens as Micron’s Blowout Rekindles AI Trade Into Year-End