Big Tech
Google picks most spots on the AI roulette wheel
Alphabet’s $175–185B 2026 capex bet, explained.
Reuters Breakingviews
Tag: AI Infrastructure
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AI
Yahoo Finance: OpenAI revenue growth could buoy AI infrastructure plays
A market take connecting revenue expectations to capex and infrastructure suppliers.
Yahoo Finance
AI
CNBC: Nvidia–OpenAI mega-deal reportedly stalls as both sides need each other
A CNBC report on negotiations and the strategic leverage inside AI infrastructure partnerships.
CNBC