Data: S&P Capital IQ Pro; Chart: Erin Davis/Axios Visuals Nvidia made billions selling AI's essential ingredient: chips. - Now it's plowing those riches straight back into the AI ecosystem, betting on a buildout that craves ever more compute. Why it matters: Nvidia has become the AI industry's supplier, banker and kingmaker, feeding a self-reinforcing cycle in which chip profits finance the next wave of chip demand. State of play: Already the world's most valuable company, Nvidia is now worth more than five of the 11 sectors that make up the S&P 500. - The chipmaker reported nearly $60 billion in quarterly profit Wednesday, prompting The Kobeissi Letter to call the results "the most impressive earnings in history." - Nvidia believes…
Data: S&P Capital IQ Pro; Chart: Erin Davis/Axios Visuals Nvidia made billions selling AI's essential ingredient: chips. - Now it's plowing those riches straight back into the AI ecosystem, betting on a buildout that craves ever more compute. Why it matters: Nvidia has become the AI industry's supplier, banker and kingmaker, feeding a self-reinforcing cycle in which chip profits finance the next wave of chip demand. State of play: Already the world's most valuable company, Nvidia is now worth more than five of the 11 sectors that make up the S&P 500. - The chipmaker reported nearly $60 billion in quarterly profit Wednesday, prompting The Kobeissi Letter to call the results "the most impressive earnings in history." - Nvidia believes…Open
There’s something strange going with these data centers that are popping up all over America. Follow the money fueling the AI data-center boom and you'll soon stumble into NVIDIA, CoreWeave, Wall Street, Project Stargate—and, ultimately, the battlefield. In this video we are following the money that connects NVIDIA, CoreWeave, GPU-backed financing, Goldman Sachs, BlackRock, AI infrastructure and the hundreds of billions of dollars that are being mobilized for the data center buildout. Buy The Deep State Encyclopedia: Exposing the Cabal's Playbook https://a.co/d/5iaD4s4 Buy Deep State Encyclopedia on Kobo: https://www.kobo.com/us/en/ebook/the-deep-state-encyclopedia Buy me a Coffee: https://www.buymeacoffee.com/reallygraceful Please…
Data: Source: S&P Capital IQ Pro, company releases; Note: Nvidia's fiscal year runs ahead of the calendar. The quarter ended July 2026 is its Q2 fiscal 2027.; Chart: Emily Peck/Axios AI behemoth Nvidia reported blowout earnings Wednesday — exceeding Wall Street's expectations — and even jaded investors who had grown a bit immune to the company's stratospheric growth over the past year seemed to like it. Why it matters: The chipmaker's earnings are viewed as a barometer of the overall health of the AI trade. - Every three months when it reports its financials, Wall Street combs through the numbers for signs the whole shebang is slowing down. By the numbers: The numbers are bonkers. Nvidia's revenue was $96.2 billion in the second…
Data: Source: S&P Capital IQ Pro, company releases; Note: Nvidia's fiscal year runs ahead of the calendar. The quarter ended July 2026 is its Q2 fiscal 2027.; Chart: Emily Peck/Axios AI behemoth Nvidia reported blowout earnings Wednesday — exceeding Wall Street's expectations — and even jaded investors who had grown a bit immune to the company's stratospheric growth over the past year seemed to like it. Why it matters: The chipmaker's earnings are viewed as a barometer of the overall health of the AI trade. - Every three months when it reports its financials, Wall Street combs through the numbers for signs the whole shebang is slowing down. By the numbers: The numbers are bonkers. Nvidia's revenue was $96.2 billion in the second…Open
The social networking giant projected it could spend $10 billion annually on Anthropic’s tools, illustrating the friend-foe relationships underlying the A.I. race.
Kevin O’Leary is taking responsibility for what he described as a lack of transparency surrounding data center development. The television personality and investor, known as “Mr. Wonderful,” told NewsNation he and others in the industry have not done enough to explain what data centers are, how they operate and the economic benefits they can bring to communities. He also said America’s growing energy needs are creating one of the biggest investment opportunities of the next decade, pointing to nuclear power and uranium as sectors he believes will grow significantly. When it comes to the WNBA, O'Leary gives his praise to the league's phenomenal job in acquiring customers. More:…
OPINION: Robby Soave gives his radar on the controversy surrounding data centers and their use of water. #RobbySoave #DataCenters #Water 00:00 - Intro About Rising: Rising is a weekday morning show with bipartisan hosts that breaks the mold of morning TV by taking viewers inside the halls of Washington power like never before. The show leans into the day's political cycle with cutting edge analysis from DC insiders who can predict what is going to happen. It also sets the day's political agenda by breaking exclusive news with a team of scoop-driven reporters and demanding answers during interviews with the country's most important political newsmakers. Follow Rising on social media: Website: Hill.TV Facebook: facebook.com/HillTVLive/…
