Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates
Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …
Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings
Kai Nicol-Schwarz /CNBC:
Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post
The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI. — Software-makers AppLovin, CrowdStrike …
Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays
A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues to be right …
Imagining an AI-driven “2028 Global Intelligence Crisis”: as white-collar layoffs grow, the human-centric consumer economy withers and the social fabric frays
A Thought Exercise in Financial History, from the Future — Preface — What if our AI bullishness continues …
Anthropic makes Claude Cowork available to $20/month Pro subscribers, after launching it for Max users, and says Pro users may hit their usage limits sooner
Pro subscribers can have Claude can handle simple tasks on their computer. — Claude Cowork, Anthropic's AI assistant for taking care …
As inference splits into prefill and decode, Nvidia's Groq deal could enable a “Rubin SRAM” variant optimized for ultra-low latency agentic reasoning workloads
Nvidia is buying Groq for two reasons imo. 1) Inference is disaggregating into prefill and decode.
As inference splits into prefill and decode, Nvidia's Groq deal could enable a “Rubin SRAM” variant optimized for ultra-low latency agentic reasoning workloads
Nvidia is buying Groq for two reasons imo. 1) Inference is disaggregating into prefill and decode.
As inference splits into prefill and decode, Nvidia's Groq deal could enable a “Rubin SRAM” variant optimized for ultra-low latency agentic reasoning workloads
Nvidia is buying Groq for two reasons imo. 1) Inference is disaggregating into prefill and decode.
As inference splits into prefill and decode, Nvidia's Groq deal could enable a “Rubin SRAM” variant optimized for ultra-low latency agentic reasoning workloads
Nvidia is buying Groq for two reasons imo. 1) Inference is disaggregating into prefill and decode.
The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips
Twas the night before Christmas and all through the house, not a creature was stirring, not even a... wait. What's that?
The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips
Twas the night before Christmas and all through the house, not a creature was stirring, not even a... wait. What's that?
The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips
Twas the night before Christmas and all through the house, not a creature was stirring, not even a... wait. What's that?
The Groq deal secures key talent for Nvidia, including CEO Jonathan Ross, creator of the TPU, and keeps them from companies that may try to make their own chips
Twas the night before Christmas and all through the house, not a creature was stirring, not even a... wait. What's that?
Q&A with investor Gavin Baker of Atreides Management on the economics of AI, data centers in space, mistakes SaaS companies are making in adopting AI, and more
In this episode of Invest Like The Best, Patrick O'Shaughnessy sits down with investor Gavin Baker to explore the rapidly evolving AI landscape.
Q&A with investor Gavin Baker of Atreides Management on the economics of AI, data centers in space, mistakes SaaS companies are making in adopting AI, and more
In this episode of Invest Like The Best, Patrick O'Shaughnessy sits down with investor Gavin Baker to explore the rapidly evolving AI landscape.
The reaction to NYT's David Sacks story aside, Sacks is pushing policies to help the US win the AI race, which also benefit him, his allies, and even his foes
Top of the Morning — I come here neither to praise nor pillory David Sacks, the venture capitalist who spends half …
How David Sacks' AI and crypto policies in Trump's White House benefit his investments, those of his Silicon Valley friends, and the All-In podcast he co-hosts
Calls Conflict Claims “Nothing Burger” Mike Pearl / Gizmodo : 438 Reasons to Doubt that David Sacks Should Work for the Federal Government Mark Toon / Protos : David Sacks sends si...
DeepSeek says its V3 and R1 models' cost of inferencing relative to sales during a 24-hour-period on February 28 put “theoretical” profit margins at 545%
Chinese artificial intelligence phenomenon DeepSeek revealed some financial numbers on Saturday, saying its “theoretical” …
DeepSeek says its V3 and R1 models' cost of inferencing relative to sales during a 24-hour-period on February 28 put “theoretical” profit margins at 545%
Chinese artificial intelligence phenomenon DeepSeek revealed some financial numbers on Saturday, saying its “theoretical” …