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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…

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

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 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/…

YOUTUBE (CNN) - How AI transformed China’s microdrama scene

New AI-video generation tools have taken over China’s multi-billion-dollar microdrama industry, with more than 95% of these dramas released in the first quarter of this year made using AI, according to Chinese state media. CNN’s Simone McCarthy speaks to an actor and the founder of an AI production company on how the shakeup has impacted their lives. #CNN #News #China

NYTIMES (Karen Weise) - Bill Gates Is Warning That A.I. Is More Dangerous Than Big Tech Will Admit

In an hourlong interview, he said his industry was downplaying the risks, which he believes include mass unemployment and bioterrorism.