Jensen Huang’s Big Bet Pays Off: NVIDIA Sees $78B Quarter Despite China Headwinds
NVIDIA reports record $68.1B Q4 revenue (+73% YoY) and guides $78B for Q1 2027, beating estimates as AI demand surges. Data center hits $62.3B.
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Meta Bets Big on AMD: $60B AI Chip Pact Plus Option for 10% Ownership
AMD seals a huge multi-year agreement with Meta to supply up to $60 billion in AI chips, including 6 gigawatts of powerful GPUs and custom CPUs. The deal boosts AMD's position in the AI race and includes stock options for Meta.
SambaNova's SN50 Chip Promises 3x Lower Costs for Agentic AI – Teams Up with Intel, Raises $350M+
SambaNova Systems launches the powerful SN50 AI chip for fast, efficient "agentic" AI, teams up with Intel for better alternatives to Nvidia GPUs, and secures over $350 million in funding to scale up.
OpenAI Scales Back AI Ambitions: $600 Billion Compute Target by 2030, Eyes $280 Billion
OpenAI scales back its massive compute spending target to ~$600B by 2030 (from earlier $1.4T talk), eyes over $280B revenue, closes in on $100B+ funding round with Nvidia, Amazon, and more.
Google Flexes Financial Muscle: Investing in Neoclouds to Break Nvidia's AI Grip
Google ramps up its challenge to Nvidia by investing in startups like Fluidstack ($100M) and backing data-center partners to expand adoption of its cost-effective TPU AI chips amid supply challenges.
Nvidia Dumps Stakes: Applied Digital, WeRide & Recursion Stocks Slide in After-Hours
Nvidia's latest 13F filing reveals it sold positions in Applied Digital, WeRide, and Recursion Pharmaceuticals in Q4 2025, causing after-hours dips.