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Cerebras Beats Revenue Estimates but Warns of Sharp Margin Drop

Raised full‑year sales guidance, disclosed major OpenAI and AWS contracts, heightening scrutiny of wafer‑scale yield and margin risks.

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