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EXPLAINED: 4 - The Real Truth

The AI founders who walked away from Bezos-backed Prometheus to model the universe

The difference is that this new system is not built for understanding language. It is built for physics, said co-founders Anima Anandkumar and Benedikt Jenik, in an exclusive interview ahead of Tuesday's corporate launch.

The Economic Times

Stocks Rise as Nvidia Ends Losing Streak: Stock Market Today

What happens if Nvidia and Jensen Huang report the greatest quarter in the history of the semiconductor industry on Wednesday?

Kiplinger

AI experts build model that could ‘read War and Peace 5 million times in one sitting’

Model understands the world completely differently from famous artificial intelligence systems such as ChatGPT and Claude

The Independent UK

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I Dug Into Michael Burry’s Nvidia Post So You Don’t Have To. Here’s Why I Think He’s Just Fishing.

Etched is betting its specialized inference chips can challenge Nvidia as AI workloads shift toward the massive computing demands of inference.

Barchart

Mark Cuban wants to solve wealth inequality by making employers choose between paying higher taxes or giving every member of staff company stock

“If we continue to see growing disparity in income, you risk unrest and further division, which is the most expensive tax on every business.”

Fortune

Nvidia denies report it will ship Groq-based LPUs to China by year-end — says there is 'no China-specific LPU product in our roadmap'

Nvidia has rejected a report published by The Information that it plans to begin small-batch shipments of an LPU tailored for Chinese customers by the end of 2026.

Tom’s Hardware

The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future

The Trade Desk shares hit a seven-year low after missed Q2 earnings and weak guidance, as AI-driven search and walled-garden platforms threaten its ad tech business model.

MarketBeat

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The most terrifying and futuristic humanoid machines on display at China’s World Robot Conference

Chinese robot firms are wooing potential ⁠customers and investors at the World Robot Conference

The Independent UK

Jensen Huang Said AI Could 'Destroy and Eliminate' Jobs in Radiology, but Mark Cuban Says 'No Chance'

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang earlier warned that AI could make radiology the first profession to be "wiped out," while billionaire entrepreneur Mark Cuban strongly rejected the idea that radiologists will disappear.

Benzinga

David Sacks Says the Biggest Risk to the AI Buildout Isn’t Demand, ‘If You Had Dark GPUs, That’d Be a Disaster for Everyone’

David Sacks proposes an unusual take on the bear case that harkens back to the dotcom bubble.

Barchart

Quote of the day by Nvidia CEO Jensen Huang, 'Smart people focus on the right things' offers timeless life advice, wisdom on purpose, perspective, ambition, discipline, courage, perseverance for success

Quote of the day by Jensen Huang offers a simple but profound lesson about focus, intelligence, and success. Being smart is not merely about solving difficult problems or possessing vast amounts of knowledge. It is also about recognizing which problems are worth solving in the first place. The ability to…

The Economic Times

Nvidia Holds More Than 122 Million Shares of SPCX Stock After Q2. Barchart Data Shows It’s Making a High-Upside Bet.

Nvidia's latest 13F filings have revealed a massive stake in SpaceX; here's which has greater upside potential.

Barchart

'Bond King' Jeff Gundlach Compares Nvidia's $500 Billion AI Financing Push to Bonds Backed by Bananas: 'Will Not Age Well'

Billionaire “Bond King” Jeff Gundlach is warning that Wall Street’s latest attempt to keep the AI boom financed may be a signal that risk markets are nearing a top.

Benzinga

Dear Nvidia Stock Fans, Mark Your Calendars for August 26

Let's dive into Nvidia's upcoming earnings report and what it means for investors.

Barchart

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Fortune

OpenAI data center deal with Nvidia comes in $145 billion lower than reported—signaling concerns of artificial demand for chips

Circular financing concerns revolve around the chip-maker's investment into OpenAI's data center lease.

Fortune

Dropbox co-CEO has just shared the simple rule he follows for when to turn down a meeting

Dropbox co-CEO Ashraf Alkarmi writes down five goals each quarter—if ‘I get meetings that are not related to these things, I don't go,” he says.

Barchart

Why Nvidia Is Teaming With OpenAI on a Massive Ohio Data Center — ‘Now Is The Time To Scale The AI Infrastructure That Will Power The Next Industrial Revolution’

Nvidia CEO Jensen Huang teams up with OpenAI, SoftBank, and SB Energy to power a massive Ohio data center. Here's what investors need to know.

The Economic Times

Nvidia to provide up to $105 billion guarantee for OpenAI's Ohio data centre

The new deal is the latest example of Nvidia financing the infrastructure built around its chips, a strategy that helps drive demand but has also raised questions about circular funding flows between the ‌chip giant and its ⁠customers. Huang said the new deal was not circular financing and that Nvidia…

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Fortune

Like Nvidia’s Jensen Huang, Siemens’ CEO has no recurring meetings with direct reports to save time—he also replies to emails with just ‘OK’ or ‘No’

CEO of $256 billion Siemens, Roland Busch, replies to emails with just ‘OK’ or ‘No.’ Anything longer, and the boomer will voice note his team on the move.

Euronews

Is the EU cracking down on Tobacco? Ask the Euronews AI chatbot

The EU is considering its biggest overhaul of tobacco taxes in over a decade through a revised Tobacco Taxation Directive (TTD). The proposal would increase minimum excise duties on cigarettes by 139 percent and introduce EU-wide minimum taxes on vapes, heated tobacco products, and nicotine pouches.

Euronews

What Nvidia's $500 billion Wall Street deal signals about the AI boom

Nvidia and six of the world's largest investment firms announced plans last week to channel more than $500 billion (€433bn) into AI infrastructure, an arrangement designed to let tech companies build data centres without loading the cost onto their own balance sheets.

Fortune

‘Godfather of AI’ says billionaires like Elon Musk are right about the future of work—but he predicts mass unemployment is on its way

While tech leaders paint a positive future where work is optional thanks to AI, the "Godfather of AI" Geoffrey Hinton warns they’re “betting on AI replacing a lot of workers.”

Barchart

Nvidia Is Turning Its Massive Cash Flow Into Another AI Growth Engine

Nvidia’s latest investments could give the chipmaker an even bigger stake in the infrastructure boom powering artificial intelligence.

Barchart

NVDA Stock Alert: Nvidia CEO Jensen Huang Says Chips Are ‘Investable Asset Class’

Nvidia is reshaping the AI investment landscape as Jensen Huang positions its chips as an “investable asset class.”

The Economic Times

Nvidia’s $500 billion plan envelops Wall Street in its AI frenzy

Nvidia has unveiled a major financing initiative aimed at supporting artificial intelligence chip acquisitions. By collaborating with prominent financial institutions, the plan seeks to provide substantial debt solutions tailored for AI startups. This multifaceted financing strategy is designed to address the skyrocketing demand for computing power, ultimately fostering the essential…

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