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Alphabet Is Said to Target $175–$185 Billion in 2026 AI Capex

Such scale would signal a push to turn AI infrastructure into lasting revenue.

Nvidia Shares Sit 9% Off Highs as Investors Reassess AI Spending

Broadcom and Google Extend TPU Pact to 2031 as Anthropic Gains 3.5GW Access From 2027

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

Uber Taps AWS Graviton4 for Real-Time Trips, Pilots Trainium3 for AI Training

Alphabet’s AI Strategy Gains Traction as Wall Street Lifts Targets and Product Rollouts Accelerate

Amazon Spring Sale Cuts Pixel 10 to $549, Pixel 9a to $399

Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

Nvidia Cast as More Reliable Long-Term Bet Than Polymarket’s Binary Wagers

Apollo Is Said to Near $3.4 Billion Loan to Buy Nvidia Chips for xAI

Intel Confirms AI Data-Center GPU Plan, Names Eric Demmers Chief Architect

San Francisco Jury Convicts Ex-Google Engineer of AI Trade-Secret Theft and Economic Espionage

MacBook Air M4 Drops to $738–$749 for Cyber Monday as Stock Tightens

Broadcom Nears $2 Trillion After Goldman Upgrade as Nvidia Seeks to Reassure With Memo

AMD Beats in Q3 as AI Systems Strategy Gains Traction

Google Details Ironwood TPU Superpods Built for Inference at Cloud Scale

Anthropic Taps Google Cloud for Up to 1 Million TPUs in Deal Worth Tens of Billions

Citi Raises Nvidia Price Target to $190 on Surge in Sovereign AI Demand

AMD Stock Rally Accelerates With New AI Chips and Partnerships

Nvidia Q1 Revenue Jumps 69% on AI Demand, Warns of $8B China Export Hit