Latest market news, earnings coverage, and analysis for NBIS (NBIS) from KAHROS.
Meta is reportedly planning big layoffs while targeting $115B–$135B in 2026 capex and signing a $12B AI capacity deal—AI compute is the strategy.
Ahead of GTC 2026, NVIDIA is trying to prove it’s not just selling GPUs—it’s becoming the default blueprint for AI data centers worldwide.
