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nvidia clears the bar again and points to a 108 billion quarter ahead Across the entire history of the S&P 500, just nine companies have ever posted a quarter with revenue of $100 billion or more. Nvidia has now told investors it plans to sail past that mark next quarter, and not narrowly.

Nvidia clears the bar again — and points to a $108 billion quarter ahead

taiwan charges nine over smuggled ai servers including an nvidia senior manager China received 74 B300 servers. Another 56 never arrived, stopped for one reason only: a Taiwanese customs officer spotted paperwork that didn't add up.

Taiwan Charges Nine Over Smuggled AI Servers, Including an Nvidia Senior Manager

anthropic wants investors to buy a 30 trillion market story ipo Anthropic is preparing to ask investors to believe in a market it values at north of $30 trillion annually. According to the Wall Street Journal, that is the total addressable market number the company is expected to put in front of backers ahead of its planned IPO. Arriving at it requires tallying up every task an AI model might one day handle.

Anthropic Wants Investors to Buy a $30 Trillion Market Story [IPO]

report hugging face sounding out buyers at roughly 13 billion Last year, Hugging Face said no to Nvidia. That offer would have pegged the company's worth at $7 billion. Business Insider now reports that the firm is quietly gauging acquisition interest at something like $13 billion — almost twice the figure it rejected.

Report: Hugging Face Sounding Out Buyers at Roughly $13 Billion

nine charged in taiwan over smuggled ai servers with nvidia and super micro staff among them Taiwanese prosecutors have brought charges against nine people connected to AI servers that were never cleared to leave the island. According to the indictment, all of them understood the rules they were breaking.

Nine Charged in Taiwan Over Smuggled AI Servers, With NVIDIA and Super Micro Staff Among Them

starcloud banks another 250m for orbital data centers as launch slots dry up Starcloud's FCC paperwork covers 88,000 spacecraft. The company employs 25 people.

Starcloud banks another $250M for orbital data centers as launch slots dry up

nvidias hidden 123 million spacex shares are already 4b underwater A filing with the SEC made public on Friday contains a figure Nvidia never announced: the chipmaker holds just under 123 million SpaceX shares, a position valued at close to $21 billion as of the end of June.

Nvidia’s Hidden 123 Million SpaceX Shares Are Already $4B Underwater

nvidia halves its openai backstop to 120b as anthropics revenue laughs off the bubble chatter The original figure Nvidia was expected to stand behind was $250 billion. The Wall Street Journal reports that the chipmaker is now willing to guarantee a little under $120 billion, a retreat that followed investor complaints about the scale of risk the company was absorbing.

Nvidia halves its OpenAI backstop to $120B as Anthropic’s revenue laughs off the bubble chatter

nvidia guarantees up to 25 of gpu residual value to unlock a 500 billion ai financing push Nvidia has signalled to the market that it is willing to absorb part of the loss if its own GPUs end up worth less than promised. This isn't marketing language. It is a contractual guarantee, capped at 25 percent of any given transaction and assessed on a project-by-project basis.

Nvidia guarantees up to 25% of GPU residual value to unlock a $500 billion AI financing push

anthropic starts building in house silicon for claude Anthropic wants control of the hardware underneath its models. The company has confirmed that it is assembling a "custom silicon team" tasked with designing chips for Claude — a path OpenAI, Google and Meta have already taken.

Anthropic Starts Building In-House Silicon for Claude