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NVIDIA Commits $2 Billion to Nebius in AI Data Center Partnership Targeting 5 Gigawatts by 2030

NVIDIA announced a $2 billion strategic investment in Amsterdam-based AI cloud provider Nebius Group on Wednesday, deepening a partnership aimed at deploying more than 5 gigawatts of NVIDIA-powered AI infrastructure by the end of 2030. Nebius shares surged more than 10% on the news, as the deal reinforces NVIDIA's strategy of investing in companies that purchase its chips at hyperscale.

AI Infrastructure Spending Continues to Dominate Global Technology Budgets

Corporate technology spending continues to shift toward artificial intelligence infrastructure as companies race to deploy advanced computing capabilities. The trend is fueling demand across semiconductors, networking hardware, cloud platforms, and data-center equipment suppliers, reinforcing AI as one of the most powerful structural themes shaping equity markets.

Wall Street Futures Rise as Hopes Grow for De-escalation in Middle East Conflict

U.S. stock futures moved higher after comments suggesting the Middle East conflict may move toward de-escalation, easing pressure on oil prices and global markets. The possibility of stabilizing energy supply has lifted investor sentiment, particularly for technology and consumer sectors that had been pressured by rising fuel costs and inflation expectations earlier in the week.

TSMC February Revenue Climbs 22% Year-Over-Year, Two-Month Sales Jump 30% on AI Chip Demand

Taiwan Semiconductor Manufacturing Company reported February 2026 revenue of approximately $10.1 billion, a 22.2% year-over-year increase, as sustained demand from AI chip designers including Nvidia and AMD continued to drive volumes at the world's largest contract chipmaker. Combined revenue for the first two months of 2026 reached roughly $22.9 billion, up nearly 30% from the same period last year, reinforcing TSMC's role as the backbone of the global AI infrastructure buildout.

Nvidia Holds $5 Trillion Crown as Alphabet Joins Mega-Cap Club Amid AI Spending Surge

Nvidia continues to anchor a historic rally in large-cap technology after cementing its position as the first publicly traded company to sustain a $5 trillion market capitalization, while Alphabet joined Microsoft and Apple in the $4 trillion tier following a favorable antitrust ruling, as semiconductors and AI infrastructure spending redefine valuation ceilings on Wall Street.

Costco, Kroger, and Marvell Technology Headline Earnings Thursday as Consumer and Chip Spending Face Scrutiny

Investors will receive critical data points on consumer spending resilience and semiconductor demand Thursday as retail giants Costco and Kroger, along with AI chip supplier Marvell Technology, publish quarterly results against a backdrop of rising oil prices, a freshly enacted 15% global tariff, and persistent questions about whether household purchasing power is beginning to crack.

Broadcom Posts Q1 FY2026 Earnings After Bell; AI Chip Revenue Expected to Double to $8.2 Billion

Broadcom reports its first-quarter fiscal year 2026 results Wednesday after market close, with analysts forecasting revenue of $19.21 billion — a 29% year-over-year increase — and earnings per share of $2.02. The AI semiconductor division is projected to generate approximately $8.2 billion, effectively doubling from a year ago, fueled by massive hyperscaler demand and a reported $73 billion AI chip backlog including a new $11 billion Anthropic order.

Apple Unveils iPhone 17e at $599 and M4 iPad Air, Kicking Off Its Most Ambitious Hardware Cycle in Years

Apple launched the iPhone 17e at $599 on Monday, doubling base storage to 256GB while adding MagSafe support, alongside a new M4-powered iPad Air — the opening salvo of what analysts say could be the company's most significant product refresh in recent memory. Pre-orders open March 4, with availability across more than 70 countries beginning March 11.

Broadcom, CrowdStrike and Costco Highlight Earnings and Sector Signals This Week

Key earnings events this week from major corporations such as Broadcom, CrowdStrike and Costco offer important signals for sectors ranging from semiconductors to cybersecurity and consumer retail. These earnings releases will provide investors with fresh insights into demand trends, margin pressures, and broader economic resilience as markets contend with volatility from macroeconomic and geopolitical factors.