US Tech Giants Plan $650 Billion AI Spending in 2026
US tech giants are projected to spend $650 billion on AI infrastructure in 2026, up 58% from 2025, raising risks to software stocks, inflation, and US growth.
Meta and NVIDIA Sign Multi-Year AI Infrastructure Deal
Meta and NVIDIA form a multi-year deal to power AI data centers with Blackwell, Rubin GPUs and Grace CPUs.