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Nvidia

Nvidia’s Jensen Huang to Join Trump’s China Trip for May 14–15 Xi Meetings

The trip could shape AI chip export rules that have shut Nvidia out of China.

Alphabet Lifts 2026 AI Capex to $180–$190 Billion as Google Cloud Sales Surge

Nvidia Cements AI Infrastructure Lead With Strong Results and New Platforms

Nvidia Nears $5.3 Trillion Valuation as AI-Fueled Chip Rally Lifts Markets

AI-Led Tech Rally Hits Crossroads as Fed Meets and Big Tech Reports

Amazon Weighs Selling Its AI Chips as In‑House Silicon Surges

Arm Debuts First In‑House AGI CPU With Meta as Lead Customer

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

Nvidia Lifts AI Order Outlook to $1 Trillion Through 2027 With Groq‑Powered Inference Push

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

Nvidia’s GTC 2026 Centers on Full‑Stack AI and the Next Phase of Inference

Oracle Eases AI-Capex Fears With Q3 Beat and $90 Billion FY2027 Outlook

Nvidia’s AI Boom Collides With Valuation Jitters and War-Driven Volatility

Analysts Lift Nvidia Targets as Broadcom Projects $100 Billion in 2027 AI Chip Sales

Nvidia Sets Record Sales and Lifts Outlook to $78 Billion, but Shares Slip on AI Spending Jitters

Nvidia Posts Record Quarter, Lifts Outlook as Market Weighs China Risk and Rising Rivals

Nvidia Earnings Land Today in Marketwide Test for the AI Trade

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

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

Nvidia Pushes AI Into Weather With Open-Source Earth-2 Models