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Cerebras Posts Revenue Beat and Raises Outlook as Shares Fall on Margin Warning

Large commitments from OpenAI with AWS underpin a heavy contracted backlog and focus investor scrutiny on production and data‑center capacity.

Amazon Weighs Selling Its AI Chips as In‑House Silicon Surges

Nvidia Invests $2 Billion in Marvell to Plug Custom Chips and Optics Into NVLink Fusion

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

Nvidia’s Robotaxi Stack Goes Mainstream as Uber Targets 2027 LA/SF Launch and 28 Cities by 2028

Nvidia’s AI Boom Collides With Valuation Jitters and War-Driven Volatility

Alphabet Sets Massive AI Capex as Nvidia Posts Record Data‑Center Sales and Faces China Chip Report

OpenAI Nears First Close of $100 Billion-Plus Round as Nvidia Weighs $30 Billion Stake

Big Tech Maps $650–$700 Billion AI Spend for 2026 as Nvidia Calls the Buildout Sustainable

All Eyes on Nvidia Earnings as Jitters Grow Over AI Valuations