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Market Trends

Nvidia’s Robotaxi Stack Goes Mainstream as Uber Targets 2027 LA/SF Launch and 28 Cities by 2028

Analysts say a common Nvidia stack positions Uber to monetize demand, challenging proprietary self-driving moats.

Big Tech Maps $650 Billion AI Buildout for 2026 as Investor Focus Shifts to Suppliers

Meta Unveils $115–$135 Billion 2026 AI Capex After Strong Quarter

Wall Street Turns More Bullish on AI Infrastructure as Upgrades Sweep Nvidia, Dell, AMD and Intel

Accel’s Globalscape Puts a $4 Trillion Price Tag on AI’s Next Buildout

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion

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

Broadcom Secures $10 Billion AI-Chip Order From New Customer