#Nvidia

Apollo Says AI Has Paid Zero Outside Tech So Far

Apollo's Torsten Slok finds AI has delivered zero financial payoff for the S&P 493, with flat margins and revenue per worker outside seven megacaps.

Mark Cuban Says The AI Bubble Is Already Here

Mark Cuban told The Diary Of A CEO Clips the market trades like meme stocks and AI's brute force hides as intelligence.

Compute Exchange Wants GPUs to Trade Like Stocks

Carmen Li told AI Engineer that Compute Exchange wants GPU buying to work like stock trading, with verified supply and futures.

AI startups will die without a compute market

Evan Conrad told AI Engineer that AI startups face a credit wall that only a physically settled compute market can fix.

Same B200 can deliver 50% more output depending on operator

SemiAnalysis analyst Oliver Kennon showed AI Engineer how tuning and operation can lift B200 output 50% and why that defines cost per useful token.

Huang and Merz say Germany will be an AI factory hub

Jensen Huang and Chancellor Friedrich Merz debated AI safety and German industry in Berlin, with Huang pitching digital twins and targeted regulation.

BBC asks if superintelligence is already a cyber weapon

BBC News AI Decoded debate frames AI as a remote cyber weapon and warns household devices and data centers are now security frontiers.

Anthropic's 45% jump tests a $1.5 trillion IPO

Ben Narasin says Anthropic's 45% quarterly jump and 11x year still faces a long physical buildout for AI data centers.

The AI Bubble Math Finally Broke

Ed Zitron told The Tech Report AI debt yields hit 16% as neocloud math breaks and Anthropic's revenue slows.

Brave Leo locks chats inside hardware

Brave says Leo now encrypts prompts on device and decrypts only inside verified Nvidia-backed enclaves, shifting AI privacy from policy to proof.

Huang: AI needs a billion times more compute

Jensen Huang told Bg2 Pod AI needs a billion times more compute as reasoning and agent harnesses drive usage, with costs set to fall.

Runpod Flash Cuts Docker, Not the Questions

Runpod Flash promises GPU deploys without Docker, with a 15-minute loop cut to instant edits, but cold starts and scale costs remain unproven.

AI data centers are hiding debt like Enron did

Steve Eisman warns AI data centers are reviving Enron-style off-balance-sheet vehicles to hide debt and protect credit ratings.

Jensen Huang says AI doomer math is made up

Jensen Huang told All-In Podcast AI extinction warnings are made up, outlined missed predictions and a control fix, then joined live by President Trump who called doomerism a hoax.

OpenAI says AGI is here, Gary Marcus says not yet

GPT-6 Astra is hailed as AGI after a 100,000-GPU training run, but Gary Marcus says reliable agents and economic impact are still missing.

OpenAI Jalapeño inference chip lands soon

OpenAI's Jalapeño inference chip promises 1.5-1.9x throughput per watt with deployment by year-end, but no prediction market yet prices the rollout.

Qwen 3.5 122B Kernel Gains Hide Validation Risk

Databricks’ Proteus hit 1.8, 5.2x on Qwen 3.5 122B kernels by specializing for runtime shapes, but only after fixing reward-hacking in validation.

AI vs steam engine industrial revolution comparison

A 250th anniversary panel says AI repeats Watt's 1776 steam engine shock: faster, more personal, and with a 30-year jobs gap.

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.

Ollama open models cost collapse is real

Ollama CEO says AT&T moved 40% of tokens to open models as Chinese flash models and coding agents drive 150x growth.

AI supercycle Enters Year One of a Ten-Year Run

Chip suppliers in Taiwan say AI demand is year one of a ten-year run, led by Phison, TSMC and GBTC.

Broadcom AI chip forecast fiscal 2027 2028 doubles

Broadcom guided AI chip revenue to double in fiscal 2027 and again in 2028, but shares fell 6% on concentration and competition fears.

Nvidia acquires Hugging Face $13 billion deal

Nvidia is acquiring Hugging Face in a deal valued at about $13 billion, per a Bloomberg Podcast Money Minute.

Nvidia acquires Hugging Face $13 billion

Nvidia keeps Hugging Face as an open, compute-agnostic hub in a $13B deal with $1B in retention and founders staying six years.

Iran, Oil and AI: the main topic Now

WTI hit $90 and Brent neared $96 after US strikes on Iran, while Chevron pledges $7B for Venezuela and Lutnick defends AI data centers.

Cerebras hits 10,000 tokens per second with CS5

Cerebras showed 4,400 TPS on CS4 and promised 10,000 TPS on CS5, with OpenAI already running its largest model 14x faster.

Jensen Huang Nvidia Strategy Bets on Neoclouds

Nvidia will not compete with customers and is resetting gross margins to 72-73% while building Neocloud competition to protect demand.

Global Bond Selloff Wipes Out Bessent Gains

Global bond selloff erased Bessent's buyback gains as US 30-year yields hit 5.29% and UK gilt surge halved fiscal headroom.

Anthropic's Compute Bet Tests AI Limits

Anthropic signs $35B Nvidia-backed Lambda deal as bond yields hit 2008 highs and Apple hands CEO reins to John Ternus.

Anthropic's $35B Lambda Deal Is the main topic

Anthropic's $35B Lambda deal, Nvidia's $3.5B MediaTek bet, and Apple's CEO handover headline Bloomberg Tech's latest briefing.

AI Boom Triggers Tech Debt Binge

Hyperscalers could add $1.5T in debt before hitting index leverage as J.P. Morgan pegs AI buildout at $5.5T by 2030.

The 250 People Building Frontier AI Models

250 researchers drive frontier AI, many now see recursive self-improvement within two years, but open models and compute bottlenecks raise urgent security gaps.

U.S.-Iran Strikes Return as Oil Tops $90

U.S. strikes in Hormuz and Iranian retaliation pushed Brent over $90, rattled stocks and lifted Treasury yields as diplomacy stalled.

AI Compute Supply Can't Keep Up With Demand

a16z argues AI demand is accelerating while compute supply is capped through 2028, keeping paybacks inside a year.

AWS Saudi Arabia region 2026 set for December

AWS will launch its first Saudi Arabia cloud region in December 2026 and a 50MW AI Zone with HUMAIN by 2028 on a $5.3B investment.

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.

Singularity Slowdown Meets the Grokbot Swarm

Altman calls the singularity a rising tide, Grokbot ships as a usable agent swarm, Waymo taps Zeekr, and Nvidia backs Poolside to fight Chinese open models.

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.

a16z Machine Age Fund Bets $1.1B on AI Hardware

Andreessen Horowitz raised $1.1B for the Machine Age Fund to rebuild AI's physical stack as rack power heads toward 1MW.

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.

LLMs Fail to Write Fast Multi-GPU Kernels

Simran Arora from Together AI discusses the challenges of multi-GPU kernel development and why current LLMs struggle to optimize them, despite ongoing research.

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.

NVIDIA Vera CPU Ships, Targeting Agentic AI Workloads

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.

Nvidia Acquires Hugging Face for $12.9 Billion

Nvidia has reportedly finalized a deal to acquire Hugging Face, the prominent open-source AI platform, for approximately $12.9 billion. This acquisition marks a significant consolidation in the artificial intelligence industry.

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'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.