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The AI economy as it happens: model launches, pricing moves, funding, and regulation, curated from 30+ primary sources and refreshed every ten minutes.

60 articles

Aug 26, 2026

INFRASTRUCTURE

Nvidia is about to be a hundred-billion-dollar-a-quarter company

Nvidia's predicting it will pull in $108 billion in revenue within just a few months. It wouldn't be the first company to rake in over $100 billion in quarterly revenue - Amazon, Apple, and Alphabet have repeatedly reached the milestone. Nvidia said in its latest earnings report that it brought in a record $96.2 billion in overall revenue in the past quarter, a jump of over $10 billion from the previous quarter. Its data center revenue alone more than doubled year-over-year to a record $89…

The Verge AI3h ago

Aug 27, 2026

FINANCE

Viral AI startup Instinct has raised $350 million at a $2.5 billion valuation

The startup is only a year old but it has already generated a massive amount of hype (and money) while also spurring privacy concerns.

TechCrunch AI1h ago

INFRASTRUCTURE

Nvidia’s 70% growth forecast puts it on track to become tech’s No. 2 company by revenue

"Our demand is much greater than 70%," CEO Jensen Huang said on the earnings call.

CNBC Technology1h ago

INFRASTRUCTURE

Kioxia Plans New Chip Facility in Japan to Meet AI Memory Demand

Kioxia Holdings Corp. is building a new fabrication facility at its manufacturing site in Japan’s northern prefecture of Iwate, people familiar with the matter said, ratcheting up production capacity to meet sustained AI-related demand for storage.

Bloomberg Tech1h ago

Aug 26, 2026

INFRASTRUCTURE

Amazon just tripled its order of Nvidia chips over ‘surging demand’

Amazon is adding another 2 million Nvidia GPU chips to its data centers over the next two years. But this extended partnerships stretches beyond buying more chips.

TechCrunch AI1h ago

INFRASTRUCTURE

Nvidia's 70% sales growth projection for 2028 wows analysts on earnings call

The growth forecast is likely to reinvigorate narratives around the so-called AI supercycle.

CNBC Technology1h ago

INFRASTRUCTURE

Nvidia Predicts AI-fueled Sales Surge Will Extend Into 2028

Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a bullish sales outlook for fiscal 2028, easing concerns that AI spending is poised to lose momentum. Ed Ludlow breaks down the company's Q2 earnings. (Source: Bloomberg)

Bloomberg Tech1h ago

INFRASTRUCTURE

Nvidia Steps Back Into China Market With First H200 Chip Sales

Nvidia Corp. said it sold a small number of its H200 chips to customers in China during the most recent quarter, though shipments of the artificial intelligence processors to the world’s second-largest economy fell short of the total permitted with the blessing of US President Donald Trump.

Bloomberg Tech2h ago

London neurosurgeons perform first successful AI-assisted operation to remove brain tumour

Surgeons aided by real-time analysis of camera footage that identified critical anatomy in brain to be avoided Neurosurgeons in London have performed the world’s first successful AI-assisted operation to remove a brain tumour, saving the sight of a 48-year-old man, health officials have said. The surgery was performed in May at the National Hospital for Neurology and Neurosurgery (NHNN), part of University College London hospitals NHS foundation trust, but details were kept secret until…

The Guardian Tech2h ago

Nearly half of young Britons wrongly think AI financial advice is regulated

FCA warns over widespread misapprehension that investors are protected when AI advice goes wrong

Financial Times2h ago

INFRASTRUCTURE

DataBank’s Incoming CEO on AI Buildout, Nvidia Earnings

Kevin Ooley, the incoming CEO of DataBank and current CFO, joined the program to discuss critical issues surrounding the expansion of data centers. Operating over 70 data centers across more than 25 markets, DataBank faces significant challenges related to power availability and infrastructure. He speaks with Romaine Bostick & Mandeep Singh on "The Close." (Source: Bloomberg)

Bloomberg Tech3h ago

OPEN SOURCE

Unexpected chat between OpenAI agents led to Hugging Face hack

OpenAI's cyber agents banded together to perform a hack during a security test.

BBC Technology3h ago

INFRASTRUCTURE

Tech Billionaire Steve Case on AI Buildout, Nvidia Role

Steve Case, Revolution Chair & CEO, & AOL Co-Founder, reflects on the evolution of community building from the early days of AOL's digital chat rooms to today's increasing demand for real-world connections. He highlights how the rise of AI and digital interactions has sparked renewed interest and investment in physical communities, particularly in real estate and hospitality sectors. He speaks with Romaine Bostick on "The Close." (Source: Bloomberg)

Bloomberg Tech3h ago

INFRASTRUCTURE

Nvidia projects 70% sales growth next year as AI boom shows no sign of slowing

Chip giant’s data centre division grew 117% last quarter as clients race for computing power

Financial Times3h ago

INFRASTRUCTURE

Nvidia projects 70% revenue growth in 2028

Nvidia projected 70% revenue growth in its next fiscal year, sending its stock up in after-hours trading, while the company defended its decision to provide capital solutions to its customers. Why it matters: The stock is widely considered a bellwether for the health of the broader AI economy, but lately it has been trailing the broader semiconductor sector in market gains. Zoom in: In its latest quarter, Nvidia topped revenue and earnings expectations. The stock initially ticked downward in…

Axios AI3h ago

INFRASTRUCTURE

Nvidia revenue doubles on continued AI demand

Chipmaker's $96bn quarter beat forecasts as demand for AI hardware continues to accelerate.

BBC Technology3h ago

FINANCE

Anthropic agrees $45bn AI data centre deal with UK start-up Nscale

Claude maker is rushing to secure computing capacity to run and train its latest models

Financial Times3h ago

Salesforce stock jumps 12% on AI growth and Anthropic investment gain

Salesforce's Anthropic stake led to higher profit in the latest quarter.

CNBC Technology3h ago

Revolution CEO Steve Case Says AI Driving Shift to Durable Assets

Revolution CEO Steve Case says AI will disrupt a wide range of industries and business models, advising investors to seek assets that have better durability. Speaking with Romaine Bostick on "Bloomberg's The Close," Case points to real estate and hospitality as areas attracting investment. (Source: Bloomberg)

Bloomberg Tech3h ago

INFRASTRUCTURE

AI Expert on Anthropic’s “Fantasy” Projections, Nvidia

Gary Marcus, NYU Emeritus Professor of Psychology and Neural Science, discusses the recently rumored total addressable market (TAM) figures presented by AI companies like Anthropic, which suggest a market size comparable to the entire U.S. GDP. He expresses skepticism about the realism of such enormous valuations and market opportunities, noting that while AI impacts many areas, not everyone is using or satisfied with it. He speaks with Romaine Bostick & Emily Graffeo on "The Close." (Source…

Bloomberg Tech3h ago

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