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Nvidia Leads AI Chip Race as Analysts Lift Targets and New Blackwell Hardware Rolls Out

Renewed endorsements reflect confidence that demand will stay strong into 2026 despite a recent pullback.

Nvidia’s $5 Trillion Run Spurs Big Target Hikes on $500 Billion AI Chip Orders

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