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AI Infrastructure Race Accelerates: Nvidia Projects $1 Trillion Orders as Microsoft Tests Rubin Racks and Oracle Highlights $553 Billion Backlog

Investor caution contrasts with mounting signals that AI compute demand is still accelerating.

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

Pentagon Push to Drop Anthropic’s Claude Meets Internal Resistance

Hyperscalers Set $655 Billion AI Spend for 2026 as Power Becomes the New Bottleneck

AI Capex Soars With Alphabet’s $175–$185 Billion Plan as Nvidia Shares Stall Before Feb. 25 Earnings

Tech Selloff Deepens After Alphabet Details $175–$185 Billion AI Capex for 2026

Nvidia’s AI Lead Faces Fresh Tests as Rubin Enters Production and Wall Street Stays Bullish

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

Nvidia Defends AI Lead as Google–Meta TPU Talks Jolt Shares and China Workarounds Surface

New Analysis Names TSMC the Top AI Stock, Citing Potential 2030 Upside