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Market Competition

AI Spending Surges Into 2026 as Nvidia Signals Relentless Demand

Energy availability, depreciation costs, capital recovery now define the economics of the AI data‑center buildout.

TSMC's Lead in AI Chipmaking Grows as Nvidia Dominance Fuels Demand

Nvidia Leads AI Chip Race as Analysts Lift Targets and New Blackwell Hardware Rolls Out

Google Sets Ironwood TPU v7 for General Availability With Axion CPUs in Cloud