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Cerebras Systems (CBRS) surged nearly 100% on Nasdaq debut, raising $5.55B in the largest U.S. tech IPO since Uber 2019. The AI chipmaker competes directly with Nvidia amid strong sector momentum.
Alphabet reported strong Q4 2025 revenue and operating income growth, and plans a massive $175-$185 billion capex in 2026, signaling aggressive expansion amid machine-learning sector competition.
Nvidia is challenged by Google's chip advancements and potential accounting risks, but AWS's adoption of Nvidia's NVLink Fusion boosts AI connectivity, supporting Nvidia's earnings outlook.
Alphabet increases efforts to challenge Nvidia in AI chips, promoting TPUs usage among Meta and financial firms. GOOGL stock rallies while NVDA declines amid concerns over rising competition in AI ha…
Intel launches the Crescent Island GPU targeting AI inference workloads, challenging NVIDIA's dominance amid strong competition and moderated earnings outlook.
Meta is in early talks to acquire Rivos, an AI‑data‑center chip startup, signaling a push to build in‑house processors and reduce reliance on Nvidia amid rising AI competition and heavy 2025 capex pl…