All articles tagged with #ai
Nvidia is increasingly financing the AI boom with its balance sheet, building a near $100 billion equity portfolio and pledging up to $108.5 billion in guarantees to back AI data-center builds (including OpenAI), while seeking external capital—still earning from hardware sales and rental revenue as it expands its role beyond chipmaking.
The Trump administration is weighing broad semiconductor tariffs that could extend to chips and downstream products, triggering industry opposition that warns such tariffs would raise prices, slow data-center expansion, and delay AI deployment, potentially pushing AI work overseas; tech groups are pushing for phased, targeted exemptions or avoiding tariffs on semiconductors to prevent undermining US AI leadership.
OpenAI, Anthropic, AWS, Microsoft and 100+ organizations warn that AI-enabled cyberattacks could arrive within months and urge a coordinated push to harden critical infrastructure, raise security standards, accelerate AI-powered defense tools, and bolster threat intel sharing among businesses and governments; signatories stop short of concrete commitments, but call for action across private sector and policy makers.
Okta and CrowdStrike beat Q2 estimates and raised guidance as customers spend more on cybersecurity tools amid AI adoption, fueling a broader cyber-stock rally. Executives highlighted AI-driven demand and the Falcon platform’s flexibility, while analysts caution that AI adoption is still in early stages and near-term upside may be limited.
Researchers trained a machine-learning model on routine mammograms to identify signs of cardiovascular disease in women, achieving about 86% accuracy for stroke and roughly 79% for high blood pressure and 78% for coronary heart disease. If validated clinically, mammography could become a dual-purpose screening tool, flagging heart risk alongside breast cancer detection, helping to catch underdiagnosed conditions earlier in midlife women.
CNBC's Family Office Portfolio Tracker (Addepar) covers hundreds of ultra‑wealthy families with about $1.4 trillion in assets and shows stock allocations rose to 37% in Q2 from 34%, as public equities gained and AI bets influenced allocations. Private markets and real estate allocations declined by about 3 percentage points amid markdowns in private credit; cash stayed roughly flat. Top holdings included Microsoft, Amazon, Alphabet, Apple and Nvidia. The shift appears driven by market performance and an ongoing bullish tilt toward stocks rather than a bout of rebalancing.
Microsoft has renamed the Microsoft 365 Roadmap to the AI at Work Roadmap, aiming to centralize AI-powered innovations across Word, Excel, PowerPoint, Outlook and beyond. The change is live now, with Microsoft saying that starting September 2026, Dynamics 365, Power Platform, and Dataverse roadmaps will also publish there, creating a single destination for AI-related updates—though it may confuse IT admins who were tracking only Office products.
Synopsys reported Q3 FY2026 revenue of $2.477 billion (up from $1.74B a year ago), GAAP EPS of $2.84 and non-GAAP EPS of $3.91, driven by broad-based strength across EDA and IP segments and aided by the Ansys acquisition. The company raised its full-year targets to about $9.715 billion in revenue and roughly $15.07 in non-GAAP EPS at the midpoint, reflecting continued AI-driven demand and momentum from Ansys integration, and to host an investor call to discuss results.
The Trump administration is weighing broad semiconductor tariffs that could extend to products made with chips and tie relief to domestic chipmaking investments, with a phase-in option. Tech firms warn that ramping up duties amid limited US chip capacity would raise costs and slow data-center expansion, threatening AI growth and the US lead in AI while pushing for a more measured approach to onshoring chip production.
Nvidia is reportedly acquiring Hugging Face for $12.9 billion, per The Information, expanding its footprint in open-source AI and the software/model ecosystem; negotiations reportedly followed interest from another bidder, with neither company commenting; if completed, the deal would place Hugging Face’s platform under Nvidia’s umbrella and deepen Nvidia’s AI ecosystem.
US stock futures rose Thursday after Nvidia and Salesforce earnings boosted tech shares, with Dow futures near flat and S&P 500 futures up about 0.5% and Nasdaq-100 futures up around 1%. Nvidia jumped on a strong earnings beat and upbeat AI demand outlook, aided by reports it agreed to buy Hugging Face for $12.9 billion. Investors await the Fed’s Jackson Hole symposium while weighing bond-market moves and upcoming data on jobless claims, along with earnings from Dollar General and Dollar Tree for signs on consumer health.
Nvidia projected 70% revenue growth for its next fiscal year after reporting a quarterly revenue of $96.2 billion, with data centers contributing $89 billion; the company guided to about $108 billion for the next reporting period (±2%), noting supply constraints could limit growth. It also defended its capital- and credit-enhancement moves to back frontier AI labs, including a backstop for an OpenAI data center, amid scrutiny of circular financing.
Nvidia reported $96 billion in revenue for the quarter, more than doubling from a year earlier, led by its data-centre division at $89 billion (up 117%). It forecast about $108 billion in revenue for the next quarter as the AI infrastructure buildout accelerates, and after-hours shares rose roughly 4.7%.
AI-generated animal images and videos—aka AI slop—are making it hard to tell real rescue and pet stories from fakes, harming fundraising, trust, and safety. Groups like We Animals report skepticism around authentic content; incidents like a lost-cat scam show the risk of AI-driven misinformation. Researchers and lawmakers are pushing for safeguards: provenance/editing-history embedding, visible AI labels, and verification tools integrated into apps and browsers to help users verify authenticity while preserving legitimate animal storytelling.
Nvidia topped estimates with $96.2B in quarterly revenue and $2.22 EPS, issued Q3 guidance around $108B, and highlighted strong data-center demand; CFO noted memory costs have surged and supply will be tight through FY28. The company is expanding its financing network and AWS partnership, and Jensen Huang emphasized that both closed and open AI models will drive demand as Nvidia scales Rubin and its AI compute platform.