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Nvidia Beats Again, Guides Higher as Markets Whipsaw on AI Spending Jitters

Management highlighted sold‑out Blackwell supply with roughly $500 billion in bookings into 2026.

OpenAI Strikes Multi-Year AMD Deal for Up to 6 GW of AI GPUs, With Option for ~10% Stake

CoreWeave Beats Q2 Revenue Estimates, Shares Slide on Widening Losses