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Nvidia's 81.6 Billion Dollar Quarter Shows AI Demand Is Still a Physical Constraint
Nvidia's latest quarter shows hyperscale AI demand is still expanding, with data center revenue dominating the economics of the model race.
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Nvidia's latest quarter shows hyperscale AI demand is still expanding, with data center revenue dominating the economics of the model race.
Meta’s Q1 2026 results raised capex guidance to $125B-$145B as AI infrastructure becomes the company’s main strategic bet.