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NVIDIA's Q4 2026 earnings hit a record $68.1 billion as the company unveils the 'Vera Rubin' platform, signaling a massive shift from generative chatbots to autonomous agentic reasoning in the cloud.
In a historic multi-year agreement announced in late February 2026, AMD will supply Meta Platforms with tens of billions of dollars in AI accelerators, signaling a major shift in the cloud hardware ecosystem.
Google Cloud AI leaders reveal a strategic shift, prioritizing speed and extensibility alongside raw intelligence to challenge Microsoft and AWS in the enterprise sector.
In a historic strategic shift, Amazon has announced a staggering $200 billion investment in AI infrastructure for 2026, signaling an unprecedented commitment to the next era of cloud computing.
OpenAI is navigating a record-breaking $100 billion funding round with NVIDIA set to take a $30 billion stake, signaling a deep strategic shift in the AI infrastructure landscape.
Meta and NVIDIA have announced a landmark multiyear deal to deploy millions of next-generation "Vera Rubin" GPUs, signaling a massive leap in hyperscale AI data center capacity for 2026 and beyond.