AI spend hits $630B but proprietary chips and competition erode Nvidia moat. Earnings season exposes winners vs. cash-burn losers—rotate now.

Trump’s Gulf tour dismantled Biden-era AI chip curbs and unlocked massive Saudi/UAE deals. Nvidia and AMD are shipping Blackwell chips

Nvidia Drops Up to $100B into OpenAI – Chip Monopoly Goes Nuclear Nvidia investing up to $100B in OpenAI while