Tag: hyperscaler capex

by Sanksshep Mahendra Updated October 23, 2026 at 11:05 am

Essential AI Updates Every Investor Needs

Why it matters: Essential AI updates every investor needs for 2026: capex surge, M&A wave, SEC and EU AI Act, risks, and the plays shaping the next cycle.

Nvidia AI chip dominance diagram showing Blackwell GPU alongside AMD Instinct and Amazon Trainium accelerators in 2026

by Sanksshep Mahendra Updated October 21, 2026 at 9:03 am

Nvidia AI Chip Dominance in 2026: Market Share, Rivals, and Buyer Playbook

Why it matters: Nvidia AI chip dominance holds 78 percent share in 2026. See how Amazon Trainium, AMD Instinct, and Google TPUs are reshaping the AI accelerator market.