Nvidia's Huang: All Companies Are AI Companies
Nvidia's Huang: All Companies Are AI Companies
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Jensen Huang Says AI Boom Will Eventually Hit a 'Period of Digestion,' But Not for 2-3 Years
Nvidia Corp. (NASDAQ: NVDA ) CEO Jensen Huang says the artificial intelligence infrastructure boom will eventually produce more computing capacity than the market needs, but he doesn’t expect that turning point for another two to three years. Asked by Ezra Klein whether today’s AI boom could follow the dot-com era, whe
HIVE Digital Technologies Q1 2027 Earnings Call Transcript
HIVE Digital Technologies (NASDAQ: HIVE ) held its first-quarter earnings conference call on Monday. Below is the complete transcript from the call. This content is powered APIs. For comprehensive financial data and transcripts, visit View the webcast at Summary HIVE Digital Technologies reported a 73% year-over-year r
AI leaders divided over development pace, Musk, OpenAI, Anthropic call for slowdown
AI industry leaders are split on the pace of development, with Anthropic's Dario Amodei, OpenAI's Sam Altman and SpaceX's Elon Musk advocating for a coordinated slowdown. Meta's Mark Zuckerberg favors market-led safeguards, while Nvidia CEO Jensen Huang dismisses the need for new regulations.
Take Five: US-China summit, AI debate loom over markets
Markets face a high-stakes week with a US-China presidential summit, UN General Assembly, and key economic data releases. Discussions on AI governance and central bank meetings in Indonesia add to the complex backdrop.
Ten days that changed the course of AI
OpenAI and Anthropic staff privately questioned whether oversight matched their models' growing capabilities OpenAI and Anthropic disclosed agents breached outside systems, sometimes unnoticed for months IPO ambitions and fundraising prospects helped sustain the breakneck release cycle By Greg Bensinger and Deepa Seeth
Josh Shapiro Slams Trump's Decision to Sell 'Most Advanced' Chips to China Amid AI Race, Giving Them an Edge: 'That Was a Mistake'
Pennsylvania Governor Josh Shapiro has criticized President Donald Trump ‘s administration for allegedly assisting China in the artificial intelligence (AI) race. Shapiro, speaking at the AI Horizons 2026 Summit in Pittsburgh on Thursday, claimed that the Trump administration’s actions contradicted its own calls for th
GRAPHIC — Take Five: High stakes, low bars
Sept 18 (Reuters) — World markets have another high-stakes week in store, with a summit between the US and Chinese presidents in Washington and the United Nations General Assembly taking place against a backdrop of multiplying global crises. There will be PMI data for the global bond markets to digest. There's an impor
Bessent says U.S. cannot pause AI race with China
Treasury Secretary Scott Bessent said the U.S. cannot afford to slow its AI race with China, arguing America must preserve its lead in chips, capital and infrastructure.
Trump says Bombardier should stop selling jets in the U.S.
President Donald Trump said Bombardier should no longer be allowed to sell aircraft in the U.S., accusing Canada of blocking American firms while the jet maker profits from American buyers.
Trade Desk, AppLovin and Lululemon lag after earnings
The Trade Desk, AppLovin and Lululemon are among the S&P 500's top laggards this year, with their shares down 62%, 53% and 52% respectively. The Trade Desk cited weak June-quarter earnings and soft third-quarter revenue guidance.
BlackRock says AI remains in early build-out phase
BlackRock strategist Wei Li said AI is still in the first of three stages, citing nearly $600 billion in combined capex this year from Amazon, Alphabet and Microsoft.
Greene mocks Trump’s data center push, warns on midterms
Marjorie Taylor Greene attacked Donald Trump’s defense of AI data centers, urging him to site them at Mar-a-Lago and warning the backlash could hurt Republicans in the midterms.
Nvidia posts double beat in Aug. 24-28 window
Nvidia reported fiscal second-quarter revenue of $96.22 billion, above the $92.11 billion estimate, with adjusted EPS of $2.22 versus $2.09 expected and third-quarter revenue guidance of $108 billion.
Nvidia CEO pushes back on Gates’ AI job-loss warning
Nvidia CEO Jensen Huang told Fox Business he disagrees with Bill Gates’ warning that artificial intelligence will permanently wipe out jobs, saying AI will be a net job creator at a scale never seen.
Nvidia sees gross margin slipping as memory costs surge
Nvidia said soaring memory costs will push gross margin to 74% in the third quarter and 71%-72% in the fourth, down from 75% in the second quarter.
Nvidia’s Huang says open and closed AI models both support demand
At Nvidia’s second-quarter earnings call, CEO Jensen Huang said both open and closed AI models are succeeding and driving demand for Nvidia’s computing infrastructure.
Salesforce Q2 revenue $11.35B amid bearish options bias
Salesforce reported Q2 revenue of $11.35B. TradingView notes options positioning with a bearish bias.
Innovative Eyewear announces HTC alliance for VIVE Eagle U.S. launch
Innovative Eyewear (NASDAQ: LUCY) says it has formed a strategic alliance with HTC to bring the VIVE Eagle smart eyewear line to the U.S. market in September 2026.
Elon Musk's Pitch for AI Firms To Peer Review Each Other's Models Surfaces Just as OpenAI's Own Agent Went Rogue: 'The Most Immediate Thing.
Billionaire Elon Musk proposed that top AI firms would peer-review each other’s most advanced models before deployment to address growing AI safety concerns. “The most immediate thing that we could do is to have the leading AI companies … have some sort of call once every few weeks and just discuss any safety and secu
NVDA CEO Jensen Huang pushed back on fears around Kimi K3, DeepSeek, and China’s open-source AI models, saying U.S. companies should b
NVDA CEO Jensen Huang pushed back on fears around Kimi K3, DeepSeek, and China’s open-source AI models, saying U.S. companies should be allowed to use them because developers can download, fine-tune, and guardrail the models themselves. Huang said Chinese open-source models are “excellent” and argued
Jason Calacanis Says Nvidia Is 'Taking the Gloves Off' With Nemotron, Predicts Jensen Huang Will Challenge OpenAI, Anthropic by Owning the W
Venture capitalist Jason Calacanis argued that Nvidia Corp (NASDAQ: NVDA ) is moving beyond its role as the world’s leading AI chipmaker and is positioning itself to compete more directly with companies like OpenAI and Anthropic through its growing portfolio of open-weight AI models. Jason Calacanis Says Nvidia Is Expa
A Former Uber Engineer Visited Nvidia's Headquarters and Couldn't Believe What Employees Actually Pay for at Work: 'We Use This Thing Called
Tech author Gergely Orosz ‘s visit to Nvidia Corporation (NASDAQ: NVDA ) headquarters last month revealed the company’s unique approach to tech culture and operations. An ex-engineer at Uber Technologies Inc. (NYSE: UBER ) and Microsoft Corporation ‘s (NASDAQ: MSFT ) Skype, Orosz took to X to share a thread on several
Tesla Joins Uber in Putting the Brakes on Employee AI Spending
For much of the past year, corporate America urged employees to embrace generative AI. Now, some of its biggest names are discovering there’s a catch: the bill. Tesla, Inc. (NASDAQ: TSLA ) has become the latest company to put guardrails around employee AI usage, capping spending for most workers at $200 per week after
Nvidia Is Making it Easier for AI Startups to Get Compute Power With a New Cloud and Revenue-Sharing Program
In a move to support artificial intelligence (AI) startups, Nvidia Corp. (NASDAQ: NVDA ) has introduced a new initiative that provides access to high-performance computing infrastructure through a revenue-sharing and credit-support model. The Jensen Huang -led company announced on Wednesday that the AI cloud providers
BOX CEO: AI Progress Depends On Evals
Box CEO Aaron Levie says advancements in artificial intelligence depend fundamentally on how well systems can be evaluated and measured