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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.

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

Databricks Strikes Multi‑Year Deal to Embed OpenAI’s GPT‑5 Across Its Platform

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

Microsoft’s Q4 Revenue Exceeds Estimates as Azure Crosses $75 Billion