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Nvidia

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.

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 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

Big Tech Maps $600–$650 Billion AI Capex for 2026, Splitting Markets

Big Tech Maps $650–$700 Billion AI Spend for 2026 as Nvidia Calls the Buildout Sustainable

Intel Shares Jump on Report Nvidia, Apple May Shift 2028 Chip Work to Its Fabs

TSMC's Blowout Quarter Powers Chip Rally, Lifting U.S. Stocks

U.S. Approves Conditional Nvidia H200 Sales to China as Beijing Curbs Imports

Alphabet Tops $4 Trillion as Apple Taps Gemini to Power Next‑Gen Siri

Nvidia Unveils Rubin at CES as Analysts Hold About $253 Target Despite Growing Risks

Nvidia Strikes $20 Billion Groq Deal as AI Demand Keeps Outrunning Supply