#NASDAQ:NVDA

a16z Bets on Gimlet Labs for Watts Crisis

a16z backs Gimlet Labs and its multi-silicon inference cloud that claims 10X gains per watt as hyperscaler capex nears $1 trillion.

a16z Launches $1.1B Machine Age Fund for AI

a16z raised $1.1B for its Machine Age Fund to rebuild US compute infrastructure as AI pushes racks toward 1 MW and gigawatt campuses.

Fed, AI and the main topic at Jackson Hole

Fed Chair Warsh warned on inflation at Jackson Hole while AI-driven productivity, a blocked Anthropic ban, and a collapsed PayPal buyout dominated Bloomberg Tech.

Meta AI scam detection Poland 2026: verification push

India's AI Ambitions: $20B Bet Meets Power

India's AI buildout faces 15% NVIDIA price hikes and 2GW campuses as $20B in incentives meets 5-10GW of new compute demand.

Nvidia's 70% Growth Is the main topic

Nvidia guided 70% growth for fiscal 2028 vs 45% expected, saying demand could double supply if chips were available.

Older Workers Embrace AI, Nvidia Surges

Older workers embrace AI, seeing job opportunities, while younger generations are more critical. Nvidia's strong earnings boost tech stocks.

Nvidia's 70% Growth Outlook Driven by AI Demand

Angelo Zino of CFRA Research discusses Nvidia's strong AI-driven growth, projecting 70% revenue expansion. He covers hyperscaler demand, customer diversification, and competitive threats.

Databricks Unveils Lakebase Postgres

Databricks unveils Lakebase Postgres, a new transactional database architecture using object storage and WAL for AI agents.

Nvidia CFO: Revenue to Grow 70% Amid High AI Demand

Nvidia CFO Colette Kress forecasts 70% revenue growth in fiscal 2028, driven by AI demand, while acknowledging supply chain challenges and a slight dip in margins.

Nvidia's Memory Bottleneck Boosts Asian Chip Stocks

Nvidia's earnings report points to memory supply issues, boosting Asian chip stocks. Chinese AI firms' updates also lift hardware shares. US grid policy impacts Asian energy firms.

Nvidia Fuels AI Rally, Iran-Oman Strike Hormuz Deal

Nvidia projects a 70% revenue surge, boosting AI stocks. Iran and Oman agree on Hormuz fees, while US probe into chip smuggling continues. Malawi's aid experiment and Meta's settlement also discussed.

AWS and NVIDIA Supercharge AI with 2 Million More GPUs

AWS and NVIDIA are expanding their partnership, committing to deploy 2 million more NVIDIA GPUs by 2028 and integrating NVIDIA Vera CPUs.

Nvidia Earnings Loom as Gates Warns on AI Risks

Nvidia's earnings report is a key AI spending indicator, while Bill Gates warns of AI's potential dangers and calls for regulation.

Nvidia's Earnings, Apple's New Macs, and OpenAI's Chip Claims

Nvidia faces a crucial earnings report as its stock aims to rebound. Apple also launches new Macs with upgraded processors, while OpenAI claims its new chips outperform Nvidia's.

Alice Raises $140M to Secure AI Models

Alice, a leader in AI safety, has raised $140M to enhance its research and protect AI models from misuse, working with major players like Anthropic and Google.

OpenAI's Jalapeno Chip Challenges Nvidia's Dominance

OpenAI's VP of Hardware, Richard Ho, discusses the company's new custom inference chip, Jalapeno, claiming it outperforms Nvidia in key benchmarks and highlighting its novel architecture.

AI Capital Race: Nvidia Earnings, SoftBank & Alibaba

Nvidia's earnings, SoftBank's OpenAI investment, and Alibaba's AI race funding are driving the global capital race in AI.

TerraPower CEO: AI Demand Fuels Nuclear Power Interest

TerraPower CEO Chris Levesque discusses how AI and hyperscaler demand is driving interest in nuclear power, highlighting the speed and cost-effectiveness of their "atrium" reactors.

Nvidia Price Hikes: Demand Outstrips Supply

Simon Leopold of Raymond James discusses Nvidia's upcoming price hikes, driven by memory costs, and the company's financial strategies.

Nvidia Faces Price Hikes Amid AI Chip Demand Surge

Nvidia's AI servers face price hikes, while Apple cuts jobs to focus on AI. SoftBank and Alibaba make major funding moves in the global AI race.

AI Debt Surge Challenges Market Appetite, Raises Buildout Risks

Erika Klauer of Science and Technology Partners discusses the massive debt issuance for AI infrastructure and the market's struggle to absorb it, alongside buildout risks.

Broadcom's $60B AI Debt Deal, Nvidia's Ecosystem Play

Mandep Singh of Bloomberg Intelligence discusses Nvidia's evolving AI strategy, Broadcom's debt financing, Anthropic's IPO prospects, and the resilient US consumer.

Broadcom's $100B AI Debt Deal Structure Explained

Broadcom is reportedly seeking over $60 billion in a complex debt deal to fund AI infrastructure, utilizing an SPV structure similar to NVIDIA's proposal.

Broadcom Eyes $100B AI Debt Deal with Blackstone, Apollo

Broadcom is reportedly seeking up to $100 billion in debt financing for AI infrastructure, partnering with Blackstone and Apollo in a massive deal.

AI Bonds Draw Cash from AI Stocks

AI bond yields are now rivaling stock returns, drawing investor cash. Plus, Ukraine's debt soars, Swiss neutrality faces a vote, and LinkedIn data reveals AI skill inflation.

Asia's AI Trade Struggles as Robotics IPO Soars

Bloomberg's Daybreak Asia discusses the AI trade downturn in APAC, the soaring IPO of Unitry Robotics, and strong performance in Asian bank stocks.

Anthropic's $65B Revenue Surge, OpenAI's Teen AI

Anthropic's revenue tops $65B, OpenAI launches ChatGPT for Teens, and AI models breach safety tests. Bloomberg Tech discusses market impacts and AI security.

GV's Dave Munichiello on AI's Application Layer

GV's Dave Munichiello discusses AI investment trends, the strategic acquisition of Modular by Qualcomm, and the continued importance of Silicon Valley.

OpenAI Teen Chatbot, Tech Selloff, and Oil Spike

Bloomberg Money Minute reports on OpenAI's new teen chatbot, a major tech stock selloff, and rising oil prices.

Prediction Markets Bet Big on Bitcoin, Fed Rates

Polymarket sees $14.9M in 24h volume, with Bitcoin price and Fed rate decisions dominating bets.

Anthropic Revenue Surges, Wealthy Bet on SpaceX

Anthropic's $11.5B Q2 revenue, family office investments in SpaceX, and autonomous excavators lead tech news.

Stripe Buys OpenRouter for $7B, Groq Raises $350M

Stripe acquires OpenRouter for over $7B, while AI startup Groq raises $350M. Thrive Capital invests $200M in Amazon.

AI Buildout Enters Riskier Phase, Says Parnassus CIO

Parnassus Investments CIO Todd Ahlsten discusses the AI buildout's risks, highlighting bottlenecks, GPU economic life, and software sector vulnerabilities.

OpenAI inks massive Ohio data center deal

OpenAI is securing 8 GW of IT capacity in Ohio for a new data center, promising job creation and community investment.

Ed Zitron: Nvidia's AI Funding Is 'Desperate Marketing'

Analyst Ed Zitron slams Nvidia's AI funding announcements as 'desperate marketing,' questioning their financial sustainability and highlighting risks of an AI bubble.

Valor Atomics Powers AI Chip with Nuclear Reactor

Valor Atomics CEO Isaiah Taylor discusses powering an AI chip with a nuclear reactor, the challenges of the nuclear industry, and the company's innovative approach to safety and scale.

OpenAI's $40B Revenue Run Rate Fuels IPO Hopes

OpenAI's revenue run rate is projected to exceed $40 billion, doubling from its 2025 figures, driven by consumer and business growth.

AI's Efficiency Race: Data Over Models, Says VC

Glasswing Ventures' Rudina Seseri discusses the AI industry's shift towards efficiency and data quality, the challenges of AI costs, and the evolving business models in the sector.

Nvidia GPU Bonds: Jensen Huang Reframes Compute as Financial Asset

Bernie Sanders calls for an AI development pause, Nvidia views GPUs as financial assets, and Grok 4.7 is set to leverage SpaceX data.

AI Investment: Beyond Mega-Caps to Mid-Cap Opportunities

Lori Keith of Parnassus Investments discusses how AI investment opportunities are expanding beyond mega-caps into mid-cap companies providing essential infrastructure like water and power.

US Inflation Cools, AI Stocks Rally: Bloomberg Money Minute

Bloomberg's Money Minute reports on cooling US inflation, a rally in AI stocks driven by strong earnings from Core Weave and Super Micro, and the $12 billion sale of the LA Lakers.

Microsoft's CARE-X tackles radiology AI

Microsoft Research's CARE-X advances radiology AI with a unified VLM for chest X-ray interpretation, combining generation, structured prediction, and tool-augmented measurement.

Microsoft Boosts AI Chips, Apple Faces Hardware Hurdles

Anurag Rana of Bloomberg Intelligence discusses Microsoft's AI chip production boost and contrasts it with Apple's hardware challenges, including potential foldable phone developments.

BlackRock Taps Unions for AI Infrastructure Build-Out

BlackRock partners with unions for AI infrastructure, oil prices climb amid Strait of Hormuz concerns, and Frank McCourt launches a $300M showjumping league.

Model ML's GPT-5.6 Sol Transforms Finance Analysis

Model ML's GPT-5.6 Sol agent transforms finance work by autonomously conducting research, analysis, and presentation building, allowing users to focus on judgment.

Crusoe Embraces Texas Data Center Transparency

Crusoe Cloud backs Texas's new data center transparency rules, emphasizing its commitment to responsible growth, local jobs, and energy independence.

Nvidia's Chris Alexiuk on Compression at the Edge

Nvidia's Chris Alexiuk discusses the critical role of data compression in enabling powerful AI processing on resource-constrained edge devices.

Nvidia's Carter Abdallah on Local AI Models

Nvidia's Carter Abdallah discusses why enterprises are moving to local AI models for trust, control, and optimization.

AI Model Routing: NVIDIA, Cognition, OpenRouter Panel

NVIDIA, Cognition, and OpenRouter leaders discuss the rise of multi-model AI systems and the crucial role of model routing.