The same chip company now finances the purchases that drive its "growth," and Wall Street is still applauding. Nvidia projects 70% revenue growth next year, driven by a data center division that grew 117% last quarter as customers race for AI computing power
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The AI infrastructure buildout just got a three-year runway extension, and the skeptics who thought capital expenditure would plateau in 2027 need new math. Nvidia CFO Colette Kress projects 70% revenue growth in fiscal 2028, pushing the AI spending supercycle timeline well past analyst expectations
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The company that prints money selling picks and shovels for the AI gold rush now wants to own the town square where everyone shares their maps. Nvidia held acquisition talks with Hugging Face for more than $13 billion, nearly triple the startup's 2023 valuation of $4.5 billion.
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While its hyperscaler customers build chips to compete with it, Nvidia is buying its way into every other layer of the AI stack.
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Nvidia just signed a 15-year data center lease and the investor response is "nowhere to go but down." Jack Ablin, who manages $260 billion at Cresset, says Nvidia is "sitting at the North Pole" — meaning any move from peak dominance is directionally south, even if business fundamentals look strong
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The company powering the AI gold rush just told Wall Street the mine might be tapped out sooner than expected. Nvidia forecast $108 billion in revenue for the current quarter (±2%), beating the average analyst estimate of $105.2 billion but missing the highest projections that topped $110 billion
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The biggest AI compute deal in history just locked the picks-and-shovels layer of the agent economy behind a $45 billion moat. Anthropic signed a $45 billion lease with Nscale for dedicated data center infrastructure, marking the largest AI compute commitment on record
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The largest compute contract in AI history just locked in a decade's worth of West Virginia power—before the IPO roadshow even starts. Anthropic signed a $45 billion deal with Nscale to rent AI computing power from a West Virginia data center, the biggest compute procurement contract on record
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The man who spent decades warning about pandemics is now spending his credibility on AI safety, and he's naming names. Bill Gates published an essay criticizing tech companies for downplaying AI risks, calling on both industry and regulators to act now
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When the world's largest asset manager says your pricing power is untouchable, you're not just winning the AI race — you're setting the terms for everyone else running it.
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The man who built the OS that runs the world now thinks some jobs should be firewall'd from the future. Bill Gates published a 6,000-word essay calling for "human reserved" jobs in certain sectors, using nature reserves as his metaphor for protecting roles from AI displacement
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The market is betting Nvidia earnings won't move the needle anymore, which tells you everything about who's really building the agent economy.
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The global AI chip war just got a proving ground, and it's not Silicon Valley or Shenzhen. Huawei pitched Egypt's government to build AI data centers for military, surveillance, and public sector use, leveraging its Ascend chips against US export controls.
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The first major enterprise software company to stop writing code by hand just published the receipts. WiseTech Global, a $30B Australian logistics software company, reports massive productivity gains after replacing manual coding with AI agents across development teams
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The market is betting $280 billion on one company's quarterly report, and the actual product roadmap might matter less than whether Jensen Huang can convince Wall Street that AI infrastructure spending won't crater.
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Your AI assistant just learned to remember who you are across every conversation and project, which means it's finally starting to act less like a tool and more like a coworker.
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The ETF wrapper just learned to hold tokenized stocks — and suddenly, every passive investor becomes a blockchain user whether they know it or not.
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The company behind Claude is pitching a valuation bigger than the entire global oil industry while burning cash and losing ground to OpenAI.
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The legal AI race just got a heavyweight contender, and Google's bringing something the others don't have: the infrastructure every law firm already runs on.
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While everyone's building agents, Keenable is building the infrastructure agents will depend on to actually work. Keenable exits stealth with $26M seed from Accel to build a web search index specifically designed for AI agents, not humans
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