THEFEDERALIST (John Daniel Davidson) - Opposition To Data Centers Isn’t What The Tech Right Thinks It Is
It’s not the data centers themselves that people fear, it’s the AI revolution they will enable. That’s what no one wants to talk about.
AXIOS (Madison Mills) - Nvidia almighty: Chip riches flood through AI universe
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…
BITCHUTE (reallygraceful) - Something Strange Is Going On With These Data Centers...
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…
AXIOS (Emily Peck) - What we learned from Nvidia's big day
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…
What is the nature of the supply chain challenges currently facing Nvidia?
Nvidia is facing a squeeze due to surging demand for memory chips. The company noted that price increases in the memory space are exceeding expectations, which is expected to slightly shrink its margins for the coming year, though CFO Colette Kress characterized this as a "good problem" driven by the AI buildout.
Q&A ID 9e014c69-f473-4d14-8498-f60854b87762
According to Nvidia CEO Jensen Huang, what are the two drivers of AI demand besides hyperscalers?
CEO Jensen Huang stated that the other two drivers of AI demand are "sovereign AI" (countries building their own AI infrastructure) and the enterprise market (all other firms using AI).
Q&A ID a2ece7c1-a939-4255-8e73-2f0f766cec52
What specific customer deal did Colette Kress announce regarding chip purchases?
Colette Kress announced that Amazon will be purchasing an additional 2 million chips.
Q&A ID bbf7ac41-fe97-439a-b5a8-00defbffcaaa
How much is Nvidia committing to stock buybacks, and how does this compare to Alphabet's recent activity?
Nvidia is buying back $19 billion in stock, which is more than the company did last year. In contrast, Alphabet repurchased zero shares in its most recent quarter.
Q&A ID 8dd394f2-6b25-4684-a996-f6d69a4893b8
What are Nvidia's revenue growth expectations for the next fiscal year according to CFO Colette Kress?
CFO Colette Kress informed investors that the company expects revenue to jump by 70% next fiscal year, surpassing the previous expectation of 45%.
Q&A ID e1aa2353-18db-46bd-8576-6dce0b5acad9
What was Nvidia's reported revenue for the second quarter of fiscal year 2027, and how does it compare to the same period last year?
Nvidia reported revenue of $96.2 billion for the second quarter (which ended in July 2026), representing an increase of more than double the amount reported during the same period one year ago.
Q&A ID 337d28d2-7e6e-44ab-b61a-4c84861df826
NYTIMES (Eli Tan and Kalley Huang) - Meta Projected It Could Spend $10 Billion on Anthropic’s A.I.
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.
NYTIMES (Kalley Huang) - Nvidia’s Profit Doubles to $59.69 Billion Thanks to A.I. Spending
Quarterly revenue also more than doubled, to $96.22 billion, the company said, topping expectations on Wall Street.
WASHINGTONPOST (Cat Zakrzewski) - Trump keeps boosting data centers, even as other Republicans grow critical
The president is defending the data center boom as GOP officials across the country turn against projects that have angered voters.
HUFFPOST (U.S. News) - Bill Gates Sounds Alarm On ‘Turbulent’ AI Transition
In an essay, the Microsoft co-founder outlines his fears as technology improves at “a mind-blowing rate.”
YOUTUBE (NewsNation) - 'We're tapped out': Kevin O'Leary's warning on America's grid and why he backs nuclear
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:…
YOUTUBE (The Hill) - Poll: Data centers gain massive support -- they don't waste water! Robby Soave | RISING
OPINION: Robby Soave gives his radar on the controversy surrounding data centers and their use of water. #RobbySoave #DataCenters #Water