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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.

OpenAI to Test Ads in ChatGPT for Free and $8 Go Users in the U.S.

Oracle’s AI Buildout Faces Market Test as Capex Swells and Credit Concerns Rise

Counterpoint Sees Apple Overtaking Samsung in 2025 Smartphone Shipments

AI Buildout Accelerates as Alphabet Hits $100 Billion and Amazon Raises 2025 Capex

Nvidia Becomes First Public Company Valued at $5 Trillion

Apple Formalizes In-House AI Team to Power Chatbot Search