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OpenAI

AI Infrastructure Race Accelerates: Nvidia Projects $1 Trillion Orders as Microsoft Tests Rubin Racks and Oracle Highlights $553 Billion Backlog

Investor caution contrasts with mounting signals that AI compute demand is still accelerating.

OpenAI Signs Seven-Year, $38 Billion AWS Deal for Nvidia-Powered AI Compute

WSJ: OpenAI to Buy $300 Billion of Oracle Compute in Five-Year Deal