Technology ❯ Computing ❯ Graphics Processing Units ❯ Artificial Intelligence

Nvidia

Nvidia Pivots to Rack-Scale AI at GTC, Cites $1 Trillion in Blackwell–Rubin Orders Through 2027

Investor response remains muted given already high expectations.

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

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

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

China Signals Opening for Nvidia H200 Orders as Jensen Huang Plans Beijing Trip

AI Sets 2026 Market Tone: Upgrades, ETF Inflows and Big Orders Confront Bubble Warnings

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

Nvidia Targets February H200 Shipments to China Under New U.S. Licensing Regime

AWS Launches Trainium3 and Plans NVLink-Ready Trainium4, Tightening Its Grip on AI Compute

AMD’s Aggressive AI Targets Reprice Chip Expectations as Investors Pivot to Nvidia’s Report

SoftBank Sells Entire Nvidia Stake for $5.8 Billion to Back OpenAI and AI Infrastructure

Nvidia Introduces Rubin CPX to Accelerate Million-Token AI by Splitting Inference

Broadcom’s $10 Billion AI Order Recasts Chip Race as Analysts Trim Nvidia Outlook