Technology ❯ Artificial Intelligence ❯ Infrastructure ❯ Semiconductors

Graphics Processing Units

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.

Qualcomm Unveils AI200 and AI250 Data-Center Accelerators as Shares Surge

Nvidia’s Aug. 27 Earnings Loom as Market Test With Sky-High Estimates and China Wildcards