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AI Competition Shifts to Chips and Power as Anthropic Nears $1 Trillion and Dell Posts Blockbuster Quarter

Massive private funding and hyperscale orders have moved the fight for AI dominance from models to compute capacity and supply chains.

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AI-Led Rally Faces Key Test as Nvidia Earnings Near

Nvidia Deepens AI Factory Push With Corning and IREN Deals as Street Raises Forecasts

Nvidia Touches $5 Trillion as AI Chip Boom Propels Markets to New Highs

Amazon Weighs Selling Its AI Chips as In‑House Silicon Surges

Nvidia Maps $1 Trillion AI Chip Runway as Markets Hesitate

White House Unveils National AI Framework as Enterprises Pivot to Autonomous Agents

Nvidia’s Robotaxi Stack Goes Mainstream as Uber Targets 2027 LA/SF Launch and 28 Cities by 2028

Micron Heads Into Earnings on AI Memory Boom, Sold‑Out HBM and New Taiwan Fab Plans

Nvidia Lifts AI Order Outlook to $1 Trillion Through 2027 With Groq‑Powered Inference Push

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

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

Nvidia Earnings Land Today in Marketwide Test for the AI Trade

Palantir Rallies on Fresh Buy Ratings as DISA Authorization and Airbus Renewal Bolster Momentum

Big Tech Maps $650–$700 Billion AI Spend for 2026 as Nvidia Calls the Buildout Sustainable

Nvidia Tightens Grip on AI Supply Chain as TSMC’s Top Customer, Backlog Grows

TSMC's Blowout Quarter Powers Chip Rally, Lifting U.S. Stocks

Nvidia Closes $5 Billion Intel Stake, Seals CPU–GPU Partnership

Funding Setback Tests Oracle’s AI Push as TikTok JV Reports Lift Shares

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