Nvidia's $96 Billion Quarter and the 70% Forecast That Reset the AI Boom Debate
Posted on 28th Aug 2026 06:05:58 in Artificial Intelligence, Machine Learning
Tagged as: Nvidia, Jensen Huang, AI chips, data center, earnings, Amazon, hyperscalers, memory
Nvidia's Q2 FY2027 revenue doubled to $96.22 billion, but the real story was its first-ever full-year outlook: 70% revenue growth in FY2028 versus the ~45% Wall Street expected, plus a 2-million-GPU Amazon deal and a record $26 billion returned to shareholders.
Caltech Brings Fiber-Optic Performance to Silicon Chips: A 20x Leap for Visible-Light Photonics
Posted on 22nd Aug 2026 06:05:28 in Artificial Intelligence, Machine Learning
Tagged as: silicon photonics, photonic chips, optical fiber, AI data centers, quantum computing
Caltech researchers have printed optical circuits from optical-fiber glass onto silicon wafers, cutting light loss at visible wavelengths by 20x versus silicon nitride. Here is what the breakthrough means for AI data centers, atomic clocks, and quantum computing.
Nvidia to Back OpenAI's Ohio Data Center With a $105 Billion Guarantee — What It Means for the AI Race
Posted on 18th Aug 2026 06:04:36 in Artificial Intelligence, Machine Learning
Tagged as: nvidia, openai, data centers, ai infrastructure, sb energy
Nvidia will guarantee up to $105 billion in lease payments for a massive 8-gigawatt OpenAI data center campus in Pike County, Ohio. Here is what the deal means for AI infrastructure, power grids and the circular financing debate.
Oracle Cuts 30,000 Jobs to Fund $500 Billion Stargate AI Infrastructure Buildout
Posted on 18th Jul 2026 10:05:39 in Artificial Intelligence, Machine Learning
Tagged as: Oracle, AI infrastructure, Stargate, layoffs, data centers, OpenAI, SoftBank, tech workforce
Oracle is eliminating up to 30,000 positions to redirect capital toward the $500 billion Stargate AI infrastructure partnership with OpenAI and SoftBank, marking the largest workforce reduction in company history.