⛵ Nvidia Forecasts 70% Growth
Good Morning, Early Adopters!
Nvidia is no longer just selling the picks and shovels. It is financing the mine.
Nvidia Forecasts 70% Growth
TL;DR: Nvidia issued its first-ever year-ahead forecast, projecting roughly 70% revenue growth next fiscal year as AI chip demand keeps accelerating. CEO Jensen Huang said demand is growing faster than supply, driven by hyperscalers, enterprises and agentic AI. Nvidia also defended its controversial investments and capacity guarantees, arguing they expand the ecosystem rather than create dangerous circular financing. Read more →
Salesforce and Anthropic Expand Partnership
TL;DR: Salesforce deepened its partnership with Anthropic, integrating Claude deeper into its platform. CEO Benioff responded to the 'SaaSpocalypse' narrative, positioning AI-native partnerships as the path forward. Read more →
Nvidia Unveils NVLink Fusion With Custom NVHBM Memory
TL;DR: Nvidia announced NVLink Fusion with custom NVHBM memory, promising 30% higher bandwidth and 15% lower power than commodity HBM4e. The custom base die and PHY will be available to NVLink Fusion partners. Read more →
Glean Challenges Claude
TL;DR: Glean unveiled Tau, a desktop workspace connecting enterprise AI to local files and code. The company claims a 5.2x token-cost advantage per query over Anthropic's Claude Cowork. Read more →
Stability AI Raises $76M
TL;DR: Stability AI closed a $76M round backed by major record labels and AMD, signaling convergence between AI generative media and the music industry's infrastructure needs. Read more →
Deep Cogito Raises $43M for Self-Improving AI Models
TL;DR: Deep Cogito, a 2024-founded startup, raised a $43M Series A from TQ Ventures, Benchmark, and others to develop self-improving AI models that can enhance their own capabilities through post-training. Read more →
Keenable Raises $26M for Agentic Web Search Infrastructure
TL;DR: Keenable launched with $26M from Accel and others to build web search infrastructure designed for AI agents, not humans. The startup aims to serve the billions of autonomous agents expected to dominate the internet. Read more →
NSF Awards $290M Across Eight Quantum Leap Institutes
TL;DR: The National Science Foundation awarded $290M to eight Quantum Leap Challenge Institutes, including $37.5M to renew the University of Chicago's QUBBE program, advancing quantum sensing and computing research. Read more →
China's AI Boom Fuels Ambitious Chip Assembly Buildout
TL;DR: China's AI boom and profit surge are driving an ambitious expansion of domestic chip assembly capacity, as Chinese companies race to build out packaging and testing infrastructure amid US export controls. Read more →
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