Technology ❯ Artificial Intelligence ❯ AI Infrastructure ❯ Semiconductors

Nvidia

Nvidia Reclaims Top Billing on Wall Street as Big Buyers and Backlogs Confront AI Spending Doubts

Fresh analyst calls highlight multi‑year orders plus upfront prepayments as signals of durable AI capex.

Microsoft Slides on AI CapEx Despite Q2 Beat as Alphabet’s Gemini Adoption Soars

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

At Davos, Tech Chiefs Press AI Buildout as Security Row Flares Over China Chip Exports

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