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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.

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Oracle’s Record Quarter Fuels AI Push as Backlog Swells to $553 Billion

AI Infrastructure Race Accelerates on Oracle Backlog and Broadcom’s $100 Billion Chip Target

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

Oracle Lifts 2027 Sales Target After Q3 Beat as AI Backlog Swells to $553 Billion

Oracle Plans Up to $50 Billion Raise to Finance AI Data‑Center Expansion

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

OpenAI, Amazon Discuss $10 Billion-Plus Investment With Trainium Chip Tie-In

Nvidia’s AI Lead Faces Fresh Tests as Stock Pulls Back and Rivals Step Up

AI Trade Stumbles as Oracle Miss and Broadcom Margin Warning Fuel Market Rotation

Oracle Stock Sinks on Revenue Miss and $50 Billion AI Spending Plan

Wells Fargo Starts Oracle at Overweight, Joining Bullish Calls on AI Backlog

Oracle Sets 2030 AI Cloud Targets as Shares Fall on Capex Concerns

OpenAI Taps Broadcom to Co-Develop Up to 10 GW of Custom AI Accelerators

Joby Prices $514 Million Stock Offering at $16.85 as Shares Slide 11%

Alibaba Ups AI Spend and Adopts Nvidia’s Physical-AI Stack as Compute Alliances Accelerate

Nvidia Takes $5 Billion Stake in Intel, Announces Multi-Generation Chip Collaboration

Alphabet Hits $3 Trillion as Antitrust Ruling Eases Overhang and AI-Cloud Momentum Builds

Oracle’s AI Cloud Boom Ignites Record Rally as Ellison Briefly Tops Wealth Rankings

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