******AI infrastructure & NVIDIA inference cycle (GTC $1T TAM)** [developing]

MSFT CFO pauses DC spend/bubble fears (15k layoffs); AI prices spike; OpenAI $122B/Spud/Sora shutdown/Claude leaks/Stargate UAE; Oracle agentic AI amid 30k layoffs; NVIDIA factories/Cathie Wood/Ives sell/Marvell/Siemens/Arm/Intel Nova; Amazon AI phone/chips; Google TurboQuant; Salesforce Slack AI/Deepseek; Hyperframe; 60k Mar AI layoffs; hyperscaler capex/power/helium; TED data centers batteries; SpaceX orbital; decentralized compute. Watch benchmarks/pricing/SpaceX/Anthropic/efficiency.