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Investment

AI Infrastructure Race Accelerates on Oracle Backlog and Broadcom’s $100 Billion Chip Target

New disclosures point to multi‑year AI infrastructure commitments driving sustained buildouts.

Nvidia’s Feb. 25 Earnings Will Set the Tone for the AI Infrastructure Boom

Google Pledges $40 Billion for Three New Texas AI Data Center Campuses by 2027

Google Confirms €5.5 Billion Germany Investment to Expand AI and Cloud