Jensen Huang just told nervous investors to stop asking if the AI buildout is over and start asking who's getting left behind. Nvidia delivered a bullish earnings outlook that reassured investors questioning whether AI investment had peaked
Continue reading ›
The company making the shovels for the AI gold rush just proved it's also the mine. Nvidia added between $300B and $442B in market value in a single trading session, marking its best day since April 2025 and the second-largest one-day gain in US history
Continue reading ›
India's data center bet is going public right as the world realizes training models costs more than running countries. Yotta Data Services is preparing to IPO "very soon" to fund expansion driven by AI infrastructure demand
Continue reading ›
While everyone watches Nvidia's revenue numbers, the real story is how they're simultaneously feeding AI growth everywhere and preparing for Washington to cut them off from half their customers.
Continue reading ›
Jensen Huang is buying insurance against the day his biggest customers decide they don't need him anymore.
Continue reading ›
When your data center chief exits before the concrete sets, it's not a staffing story — it's a capital allocation red flag. Chris Malone, hired March 2025 to lead OpenAI's data center buildout, left last week — after being demoted and sidelined in a reorganization earlier this year
Continue reading ›
The question is no longer whether AI demand is real, but whether humanity can physically build data centers fast enough to meet it. Nvidia forecasted 70% revenue growth for next fiscal year, projecting $100 billion more than analyst expectations in its first-ever year-ahead guidance
Continue reading ›
Nvidia just told Wall Street to recalibrate — 70% growth isn't a typo, it's the new baseline for compute infrastructure in the agent economy. Nvidia forecasts 70% revenue growth for next fiscal year, blowing past analyst estimates and signaling enterprise AI spend is accelerating, not plateauing
Continue reading ›
The company selling the shovels for the AI gold rush is now also financing the miners, and Wall Street wants to know if that's genius or desperation. Nvidia projects 70% sales growth next year, riding a relentless AI infrastructure build-out that pushed data centre revenue up 117% last quarter
Continue reading ›
The stock market closes at 4pm EST because someone rang a bell in 1903, and we've been pretending that makes sense ever since. Token Terminal listed NVDAc, a tokenized version of Nvidia stock that trades 24/7 on Base, while Aerodrome Finance enabled weekend trading of the same asset
Continue reading ›
The people building the agent economy just got invited to the table where countries decide how it gets regulated.
Continue reading ›
The AI boom just ate your next iPhone's lunch money. Nvidia is halving memory capacity on its upcoming Vera CPU (1.5TB down to 768GB) and downgrading HBM memory in Rubin Ultra systems due to supply constraints, not reduced need.
Continue reading ›
Nvidia just bet its guidance on a thesis that most of infrastructure hasn't even started the real build yet. Nvidia issued a bullish sales outlook for fiscal 2028, signaling chipmaker confidence that AI infrastructure spending has years of runway left
Continue reading ›
The entire AI infrastructure bet just survived its first real earnings stress test—and $280 billion in market cap hung in the balance. Nvidia shares surged 8% after beating earnings expectations, lifting not just tech stocks but bitcoin and AI infrastructure companies across the board
Continue reading ›
A Chinese AI lab just turned anonymous benchmarking into nationalist theater, and the market ate it up. Z.ai revealed Wednesday that Ox Alpha, the mysterious model that topped usage charts, was actually its new GLM-5.3-Flash running on domestic Chinese AI chips
Continue reading ›
The company building the infrastructure for every AI agent just proved demand is real, and the market shrugged. Nvidia beat fiscal Q2 estimates and guided to $108 billion in revenue next quarter, confirming AI infrastructure demand remains white-hot
Continue reading ›
The feds just figured out they need to go after the shippers, not just the buyers. US authorities are investigating Singapore-based Apex Logistics for allegedly smuggling Nvidia AI chips to China, marking the first potential enforcement action against a logistics company in the semiconductor trade.
Continue reading ›
The company that built the AI gold rush is now running uphill just to stay ahead of the crowd it created. Seaport analyst Jay Goldberg says Nvidia faces more downside risk than upside potential heading into Q2 earnings, with competition intensifying across the AI chip landscape
Continue reading ›
The AI buildout just hit puberty — investors are done buying promises and now demand proof of progress. Aswath Damodaran calls this AI's "bar mitzvah moment" — investors shifting from faith-based valuations to evidence-based returns following Nvidia's latest earnings
Continue reading ›
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
Continue reading ›