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Nvidia Reports $215.9 Billion, Extends AI Data-Center Lead Over AMD

New analyst calls plus export limits underscore a widening gap in scale, margins, and risk.

Bloom Energy Expands Oracle Deal to Supply Up to 2.8 GW for AI Data Centers

TSMC Posts 30% Jan–Feb Sales Gain on AI Chip Demand

AMD Beats in Q3 as AI Systems Strategy Gains Traction

Google Keeps Chrome as Court Limits Default Deals, Alphabet Nears $3 Trillion