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

Investors have shifted to demanding near‑term profit clarity despite record infrastructure commitments from hyperscalers.

Palantir’s AI Momentum Confronts Valuation Pushback After Nvidia Tie-Up

Nvidia Sets New Highs as Oracle’s $455 Billion Backlog Validates AI Infrastructure Boom