8 days ago
The annual gala recognizing the leaders, visionaries, and changemakers takes place on Nov. 9 in Los Angeles.
A who's who of Black trailblazers in the fields of business, entertainment, sports, media, music, STEM and community leadership have been named to EBONY's Power 100 list for 2026.
The full list, which was revealed on Monday (Oct. 5), honors the likes of Allen Media Group founder Byron Allen, author and professor Tayari Jones, JAŸ-Z, 50 Cent, Debbie Allen, Gracie's Corner voice actress Graceyn "Gracie" Hollingsworth, Quenlin Blackwell, iShowSpeed, Wisdom Kaye and more.
Since launching in 2012, the EBONY 100 has spotlighted numerous Black men, women, young adults and children who have reset what it means to dream, achieve, aspire and inspire, showcasing that Black genius evolves over generations and constantly endures.
"[The] EBONY Power 100 has always been more than a list; it is a cultural record of the people moving us forward," Eden Bridgeman, EBONY Media's CEO, said in a statement. "As EBONY continues to evolve, this franchise remains one of our most powerful platforms for recognizing the brilliance, leadership and creativity shaping our community and the world."
#ebony #black #community
A who's who of Black trailblazers in the fields of business, entertainment, sports, media, music, STEM and community leadership have been named to EBONY's Power 100 list for 2026.
The full list, which was revealed on Monday (Oct. 5), honors the likes of Allen Media Group founder Byron Allen, author and professor Tayari Jones, JAŸ-Z, 50 Cent, Debbie Allen, Gracie's Corner voice actress Graceyn "Gracie" Hollingsworth, Quenlin Blackwell, iShowSpeed, Wisdom Kaye and more.
Since launching in 2012, the EBONY 100 has spotlighted numerous Black men, women, young adults and children who have reset what it means to dream, achieve, aspire and inspire, showcasing that Black genius evolves over generations and constantly endures.
"[The] EBONY Power 100 has always been more than a list; it is a cultural record of the people moving us forward," Eden Bridgeman, EBONY Media's CEO, said in a statement. "As EBONY continues to evolve, this franchise remains one of our most powerful platforms for recognizing the brilliance, leadership and creativity shaping our community and the world."
#ebony #black #community
10 days ago
Democratic donors are pouring money into Senate races as Republicans build an advantage in gubernatorial contests that could shape the party’s future.
Florida Democratic gubernatorial candidate David Jolly speaks in front of supporters during a primary election night watch party Aug. 18, 2026, in Miami Lakes, Florida. | Rebecca Blackwell/AP
Jonathan Martin is POLITICO’s senior political columnist and politics bureau chief. He’s covered elections in every corner of America and co-authored a best-selling book about Donald Trump and Joe Biden. His reported column chronicles the inside conversations and major trends shaping U.S. politics.
FORT LAUDERDALE, Fla. — Perhaps emboldened by the rush of sweet tea he was sipping at The Floridian, an Old Florida institution here, David Jolly told me he “can get outspent by $100 million and win this race.”
#democratic #gubernatorial
Florida Democratic gubernatorial candidate David Jolly speaks in front of supporters during a primary election night watch party Aug. 18, 2026, in Miami Lakes, Florida. | Rebecca Blackwell/AP
Jonathan Martin is POLITICO’s senior political columnist and politics bureau chief. He’s covered elections in every corner of America and co-authored a best-selling book about Donald Trump and Joe Biden. His reported column chronicles the inside conversations and major trends shaping U.S. politics.
FORT LAUDERDALE, Fla. — Perhaps emboldened by the rush of sweet tea he was sipping at The Floridian, an Old Florida institution here, David Jolly told me he “can get outspent by $100 million and win this race.”
#democratic #gubernatorial
26 days ago
On September 13, Reuters reported that Anthropic is in talks to bring NVIDIA Corporation (NASDAQ:NVDA) in as an anchor investor in what could become one of the largest IPOs in history, potentially raising as much as $100 billion at a valuation of around $2 trillion. Nvidia is reportedly considering an investment of up to $10 billion. Anthropic's annualized revenue run rate has reportedly increased from about $9 billion in 2025 to more than $65 billion by mid-2026, with the company targeting as much as $200 billion of revenue by 2028.
The strategic significance for Nvidia is greater than the potential financial return from the investment: Anthropic is a major buyer and user of AI computing infrastructure, and Reuters reported that it has committed $30 billion to Microsoft Azure infrastructure powered by Nvidia chips. Anthropic is also pursuing major capacity agreements with other providers and developing custom chips, making its future hardware choices strategically important to Nvidia.
The move would also deepen an already established relationship. NVIDIA Corporation (NASDAQ:NVDA) has previously disclosed an investment and technology partnership with Anthropic, while its fiscal 2026 filing said it had entered into an agreement to invest up to $10 billion in Anthropic. Nvidia generated $215.9 billion of fiscal 2026 revenue, up 65%, with Data Center revenue up 68%, demonstrating the enormous economic leverage of continued AI infrastructure spending.
The strongest bullish argument is that an equity investment could help NVIDIA Corporation (NASDAQ:NVDA) protect and expand one of the fastest-growing sources of demand for its GPUs. Anthropic's reported annualized revenue growth from $9 billion to more than $65 billion in roughly 18 months implies a rapidly expanding need for training and inference capacity. Its reported $30 billion commitment to Microsoft Azure powered by Nvidia systems provides a particularly direct link between Anthropic's growth and Nvidia's infrastructure demand. Anthropic is also reportedly committing $45 billion to rent AI computing capacity from Nscale, with that infrastructure expected to use Nvidia's Vera Rubin chips, indicating that the relationship can translate into future-generation hardware demand rather than being limited to Nvidia's existing products.
The investment could also strengthen Nvidia's position as AI workloads shift from model training toward large-scale inference and agentic AI. Nvidia recently said Anthropic is evaluating its Vera CPU for CPU-intensive agentic workloads, while Nvidia has positioned Blackwell Ultra and the Vera Rubin platform around the rapidly expanding inference market. Nvidia has disclosed visibility into more than $1 trillion of ***** ulative Blackwell and Rubin revenue from the beginning of 2025 through 2027, with Anthropic among the model developers contributing to that ecosystem. A successful Anthropic IPO would therefore potentially create a well-capitalized AI customer capable o
The strategic significance for Nvidia is greater than the potential financial return from the investment: Anthropic is a major buyer and user of AI computing infrastructure, and Reuters reported that it has committed $30 billion to Microsoft Azure infrastructure powered by Nvidia chips. Anthropic is also pursuing major capacity agreements with other providers and developing custom chips, making its future hardware choices strategically important to Nvidia.
The move would also deepen an already established relationship. NVIDIA Corporation (NASDAQ:NVDA) has previously disclosed an investment and technology partnership with Anthropic, while its fiscal 2026 filing said it had entered into an agreement to invest up to $10 billion in Anthropic. Nvidia generated $215.9 billion of fiscal 2026 revenue, up 65%, with Data Center revenue up 68%, demonstrating the enormous economic leverage of continued AI infrastructure spending.
The strongest bullish argument is that an equity investment could help NVIDIA Corporation (NASDAQ:NVDA) protect and expand one of the fastest-growing sources of demand for its GPUs. Anthropic's reported annualized revenue growth from $9 billion to more than $65 billion in roughly 18 months implies a rapidly expanding need for training and inference capacity. Its reported $30 billion commitment to Microsoft Azure powered by Nvidia systems provides a particularly direct link between Anthropic's growth and Nvidia's infrastructure demand. Anthropic is also reportedly committing $45 billion to rent AI computing capacity from Nscale, with that infrastructure expected to use Nvidia's Vera Rubin chips, indicating that the relationship can translate into future-generation hardware demand rather than being limited to Nvidia's existing products.
The investment could also strengthen Nvidia's position as AI workloads shift from model training toward large-scale inference and agentic AI. Nvidia recently said Anthropic is evaluating its Vera CPU for CPU-intensive agentic workloads, while Nvidia has positioned Blackwell Ultra and the Vera Rubin platform around the rapidly expanding inference market. Nvidia has disclosed visibility into more than $1 trillion of ***** ulative Blackwell and Rubin revenue from the beginning of 2025 through 2027, with Anthropic among the model developers contributing to that ecosystem. A successful Anthropic IPO would therefore potentially create a well-capitalized AI customer capable o
27 days ago
On September 13, Reuters reported that Anthropic is in talks to bring NVIDIA Corporation (NASDAQ:NVDA) in as an anchor investor in what could become one of the largest IPOs in history, potentially raising as much as $100 billion at a valuation of around $2 trillion. Nvidia is reportedly considering an investment of up to $10 billion. Anthropic's annualized revenue run rate has reportedly increased from about $9 billion in 2025 to more than $65 billion by mid-2026, with the company targeting as much as $200 billion of revenue by 2028.
The strategic significance for Nvidia is greater than the potential financial return from the investment: Anthropic is a major buyer and user of AI computing infrastructure, and Reuters reported that it has committed $30 billion to Microsoft Azure infrastructure powered by Nvidia chips. Anthropic is also pursuing major capacity agreements with other providers and developing custom chips, making its future hardware choices strategically important to Nvidia.
The move would also deepen an already established relationship. NVIDIA Corporation (NASDAQ:NVDA) has previously disclosed an investment and technology partnership with Anthropic, while its fiscal 2026 filing said it had entered into an agreement to invest up to $10 billion in Anthropic. Nvidia generated $215.9 billion of fiscal 2026 revenue, up 65%, with Data Center revenue up 68%, demonstrating the enormous economic leverage of continued AI infrastructure spending.
The strongest bullish argument is that an equity investment could help NVIDIA Corporation (NASDAQ:NVDA) protect and expand one of the fastest-growing sources of demand for its GPUs. Anthropic's reported annualized revenue growth from $9 billion to more than $65 billion in roughly 18 months implies a rapidly expanding need for training and inference capacity. Its reported $30 billion commitment to Microsoft Azure powered by Nvidia systems provides a particularly direct link between Anthropic's growth and Nvidia's infrastructure demand. Anthropic is also reportedly committing $45 billion to rent AI computing capacity from Nscale, with that infrastructure expected to use Nvidia's Vera Rubin chips, indicating that the relationship can translate into future-generation hardware demand rather than being limited to Nvidia's existing products.
The investment could also strengthen Nvidia's position as AI workloads shift from model training toward large-scale inference and agentic AI. Nvidia recently said Anthropic is evaluating its Vera CPU for CPU-intensive agentic workloads, while Nvidia has positioned Blackwell Ultra and the Vera Rubin platform around the rapidly expanding inference market. Nvidia has disclosed visibility into more than $1 trillion of **** ulative Blackwell and Rubin revenue from the beginning of 2025 through 2027, with Anthropic among the model developers contributing to that ecosystem. A successful Anthropic IPO would therefore potentially create a well-capitalized AI customer capable of
The strategic significance for Nvidia is greater than the potential financial return from the investment: Anthropic is a major buyer and user of AI computing infrastructure, and Reuters reported that it has committed $30 billion to Microsoft Azure infrastructure powered by Nvidia chips. Anthropic is also pursuing major capacity agreements with other providers and developing custom chips, making its future hardware choices strategically important to Nvidia.
The move would also deepen an already established relationship. NVIDIA Corporation (NASDAQ:NVDA) has previously disclosed an investment and technology partnership with Anthropic, while its fiscal 2026 filing said it had entered into an agreement to invest up to $10 billion in Anthropic. Nvidia generated $215.9 billion of fiscal 2026 revenue, up 65%, with Data Center revenue up 68%, demonstrating the enormous economic leverage of continued AI infrastructure spending.
The strongest bullish argument is that an equity investment could help NVIDIA Corporation (NASDAQ:NVDA) protect and expand one of the fastest-growing sources of demand for its GPUs. Anthropic's reported annualized revenue growth from $9 billion to more than $65 billion in roughly 18 months implies a rapidly expanding need for training and inference capacity. Its reported $30 billion commitment to Microsoft Azure powered by Nvidia systems provides a particularly direct link between Anthropic's growth and Nvidia's infrastructure demand. Anthropic is also reportedly committing $45 billion to rent AI computing capacity from Nscale, with that infrastructure expected to use Nvidia's Vera Rubin chips, indicating that the relationship can translate into future-generation hardware demand rather than being limited to Nvidia's existing products.
The investment could also strengthen Nvidia's position as AI workloads shift from model training toward large-scale inference and agentic AI. Nvidia recently said Anthropic is evaluating its Vera CPU for CPU-intensive agentic workloads, while Nvidia has positioned Blackwell Ultra and the Vera Rubin platform around the rapidly expanding inference market. Nvidia has disclosed visibility into more than $1 trillion of **** ulative Blackwell and Rubin revenue from the beginning of 2025 through 2027, with Anthropic among the model developers contributing to that ecosystem. A successful Anthropic IPO would therefore potentially create a well-capitalized AI customer capable of
1 month ago
For months, rumors about influencer Charli D'Amelio's relationship with her family have been circulating online, and a recent appearance on Quenlin Blackwell's "Feeding Starving Celebrities" video series seems to have added more fuel to that fire.
In the video uploaded on Sept. 5, D'Amelio, the second-most followed TikToker with close to 160 million followers, starts the episode by surprising Blackwell with a pair of sweatpants from her merch store. As they're talking about her many business ventures, Blackwell then asks her how much money she made from her merch. "Mmm, ain't that the question," D'Amelio responds as she looks into the camera and laughs as she adds, "Wouldn't I like to know."
This comes three months after People confirmed that she is no longer involved in the family's popcorn brand, Be Happy Snacks, and the publication reported that the severed ties are allegedly a result of a financial dispute between her and her parents, Marc and Heidi D'Amelio. A representative for the brand told TMZ that her decision to bow out of the family business was "a formal amicable separation from D'Amelio Brands and D'Amelio Family LLC that everyone agreed to at the time."
TMZ also reported that the separation began in March 2025 and was made official in November 2025, meaning she was out of the company for more than six months before the news broke.
USA TODAY reached out to representatives for Charli D'Amelio and her family for this story, but did not hear back.
#blackwell #brand
In the video uploaded on Sept. 5, D'Amelio, the second-most followed TikToker with close to 160 million followers, starts the episode by surprising Blackwell with a pair of sweatpants from her merch store. As they're talking about her many business ventures, Blackwell then asks her how much money she made from her merch. "Mmm, ain't that the question," D'Amelio responds as she looks into the camera and laughs as she adds, "Wouldn't I like to know."
This comes three months after People confirmed that she is no longer involved in the family's popcorn brand, Be Happy Snacks, and the publication reported that the severed ties are allegedly a result of a financial dispute between her and her parents, Marc and Heidi D'Amelio. A representative for the brand told TMZ that her decision to bow out of the family business was "a formal amicable separation from D'Amelio Brands and D'Amelio Family LLC that everyone agreed to at the time."
TMZ also reported that the separation began in March 2025 and was made official in November 2025, meaning she was out of the company for more than six months before the news broke.
USA TODAY reached out to representatives for Charli D'Amelio and her family for this story, but did not hear back.
#blackwell #brand
1 month ago
Tawkify took the idea of finding the perfect match beyond dating, bringing together celebrities, media, and tastemakers for an unforgettable Las Vegas experience.
Photo credit: Kellan Grady (kellangrady)
Aircraft shown: Cirrus Aviation Services Challenger 850
In celebration of National Matchmaker Day, the matchmaking service hosted The Perfect Match Weekend, a three-day experience centered on intentional connection, modern matchmaking, and the people who help bring couples together.
The curated weekend featured Selling Sunset stars Mary Bonnet and Sandra Vergara, along with Love Is Blind alum Chelsea Blackwell. The group gathered in Las Vegas for an experience designed to celebrate meaningful relationships in a world increasingly driven by digital connections.
The experience began and ended aboard Theos, a Challenger 850 operated by Cirrus Aviation Services. The private jet transported guests between Van Nuys and Las Vegas, adding an exclusive touch to the weekend.
#match
Photo credit: Kellan Grady (kellangrady)
Aircraft shown: Cirrus Aviation Services Challenger 850
In celebration of National Matchmaker Day, the matchmaking service hosted The Perfect Match Weekend, a three-day experience centered on intentional connection, modern matchmaking, and the people who help bring couples together.
The curated weekend featured Selling Sunset stars Mary Bonnet and Sandra Vergara, along with Love Is Blind alum Chelsea Blackwell. The group gathered in Las Vegas for an experience designed to celebrate meaningful relationships in a world increasingly driven by digital connections.
The experience began and ended aboard Theos, a Challenger 850 operated by Cirrus Aviation Services. The private jet transported guests between Van Nuys and Las Vegas, adding an exclusive touch to the weekend.
#match
1 month ago
After the close of trading on Aug. 26, Nvidia (NASDAQ: NVDA) reported a set of operating results for its fiscal 2027 second quarter (ended July 26, 2026) that blew away Wall Street's expectations, and the company also unexpectedly offered some very bullish forward revenue guidance for fiscal 2028. As a result, Nvidia's stock price soared by almost 9% the very next day.
There is a long list of reasons why Nvidia stock is still a buy, but there is also room for caution right now, particularly surrounding the deals that management is cutting with many of the company's biggest artificial intelligence (AI) customers. So, before investors buy the stock, here's a breakdown of the good news and the bad news.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia supplies the world's best graphics processing units (GPUs) for data centers, which are the main chips used in AI training and inference workloads. The company's new Vera Rubin systems, which include Rubin GPUs, Vera central processors (CPUs), and a series of advanced networking components, provide up to 30 times more performance per megawatt than its previous Blackwell Ultra systems, highlighting the sheer pace of innovation.
Nvidia says Vera Rubin systems will also reduce inference token costs by a staggering 97% compared to Blackwell Ultra. Inference tokens are the text, images, or computer code generated by an AI model in response to a query, so these new chips will dramatically reduce the cost of deploying AI software. This might encourage more AI usage while making data center operators more profitable, which will only increase demand for Nvidia's chips.
#gpus
There is a long list of reasons why Nvidia stock is still a buy, but there is also room for caution right now, particularly surrounding the deals that management is cutting with many of the company's biggest artificial intelligence (AI) customers. So, before investors buy the stock, here's a breakdown of the good news and the bad news.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia supplies the world's best graphics processing units (GPUs) for data centers, which are the main chips used in AI training and inference workloads. The company's new Vera Rubin systems, which include Rubin GPUs, Vera central processors (CPUs), and a series of advanced networking components, provide up to 30 times more performance per megawatt than its previous Blackwell Ultra systems, highlighting the sheer pace of innovation.
Nvidia says Vera Rubin systems will also reduce inference token costs by a staggering 97% compared to Blackwell Ultra. Inference tokens are the text, images, or computer code generated by an AI model in response to a query, so these new chips will dramatically reduce the cost of deploying AI software. This might encourage more AI usage while making data center operators more profitable, which will only increase demand for Nvidia's chips.
#gpus
2 months ago
Jalapeños have a funny way of waking things up. A little heat, and suddenly an ordinary meal has a whole lot more kick. Something similar is happening in the AI chip market, where OpenAI's custom inference chip, Jalapeño, has been adding plenty of spice lately.
The excitement is not just because OpenAI is stepping into the custom-chip game. In testing, Jalapeño has even outperformed Nvidia Corporation's (NVDA) Blackwell in some scenarios, spotlighting what specialized AI chips could bring to the table. And it's a sign that the AI hardware race could be getting a lot more interesting.
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#jalape #openai #blackwell
The excitement is not just because OpenAI is stepping into the custom-chip game. In testing, Jalapeño has even outperformed Nvidia Corporation's (NVDA) Blackwell in some scenarios, spotlighting what specialized AI chips could bring to the table. And it's a sign that the AI hardware race could be getting a lot more interesting.
Why Options Traders Are Betting That Marvell Technology Stock Could Soon Hit $300
Nancy Pelosi Buys Intel. What Comes Next and If You Should Buy INTC Stock Too.
1,000 Reasons to Buy AST ***** eMobile Stock Now
#jalape #openai #blackwell
2 months ago
Around Duke, summertime might as well be called Brotherhood Time, as former Blue Devils regularly drop in to visit and advise the current players.
Recently, Jabari Parker and Jayson Tatum came home to talk to the 2026-27 Blue Devils, and most recently, Jared McCain came through.
McCain's brother, Jayce, is a Player Development Specialist for Duke, and obviously, McCain visited him.
But he also had nice things to say about being part of the Brotherhood, and returning to campus: "It's amazing, man; I love it. It brings me back to 2023, freshman year. It's awesome. I love coming back here; it brings the best memories."
Episode 2 of the 2026-27 Duke Blue Planet is out, and McCain features prominently, along with John Blackwell and Caleb Foster. You can check that out here.
#blue #recently #back
Recently, Jabari Parker and Jayson Tatum came home to talk to the 2026-27 Blue Devils, and most recently, Jared McCain came through.
McCain's brother, Jayce, is a Player Development Specialist for Duke, and obviously, McCain visited him.
But he also had nice things to say about being part of the Brotherhood, and returning to campus: "It's amazing, man; I love it. It brings me back to 2023, freshman year. It's awesome. I love coming back here; it brings the best memories."
Episode 2 of the 2026-27 Duke Blue Planet is out, and McCain features prominently, along with John Blackwell and Caleb Foster. You can check that out here.
#blue #recently #back
2 months ago
Amazon and Nvidia just got a lot closer. The two companies announced Wednesday an expanded partnership that includes a deal to add another 2 million Nvidia GPU chips to Amazon's data centers.
These GPUs, which are designed to handle the heavy compute demands of training and running AI models, include Nvidia Blackwell Ultra, Rubin, and Rubin Ultra GPUs. The chips will head to Amazon Web Services' data centers in 2027 and 2028.
The announcement, made during Nvidia's quarterly earnings call, comes just five months after Amazon agreed to deploy more than 1 million Nvidia GPUs across AWS infrastructure starting this year. Nvidia said in a statement that since then, "demand has exceeded those expectations."
Neither company shared financial terms. It's unclear what the exact return will be for Nvidia. But considering GPU unit costs, the deal is worth tens of billions of dollars.
The announcement is notable not just because of its size and the speed in which it grew, but also because it extends beyond Amazon buying more Nvidia chips. And it's happening even as Amazon invests in its own potentially competing AI chips.
#centers
These GPUs, which are designed to handle the heavy compute demands of training and running AI models, include Nvidia Blackwell Ultra, Rubin, and Rubin Ultra GPUs. The chips will head to Amazon Web Services' data centers in 2027 and 2028.
The announcement, made during Nvidia's quarterly earnings call, comes just five months after Amazon agreed to deploy more than 1 million Nvidia GPUs across AWS infrastructure starting this year. Nvidia said in a statement that since then, "demand has exceeded those expectations."
Neither company shared financial terms. It's unclear what the exact return will be for Nvidia. But considering GPU unit costs, the deal is worth tens of billions of dollars.
The announcement is notable not just because of its size and the speed in which it grew, but also because it extends beyond Amazon buying more Nvidia chips. And it's happening even as Amazon invests in its own potentially competing AI chips.
#centers
2 months ago
Some of NVIDIA Corporation (NASDAQ:NVDA)'s largest customers have been told that prices of servers containing its AI chips will rise by more than 15%, according to a Bloomberg News report from August 22. The increases will go into effect on systems shipped early next year and will include those with the flagship Vera Rubin and Grace Blackwell chips, the report said.
While Nvidia hasn't yet confirmed the news, the hikes tied to soaring memory costs will depend on the chip generation and memory configurations. The report added that server manufacturers supplying Microsoft, Oracle, and Google have already begun notifying customers. The news lands just days ahead of the chipmaker's earnings release on August 26.
NVIDIA Corporation (NASDAQ:NVDA)'s core manufacturing costs aren't driving these price hikes. Rather, it's a broader industry-wide memory shortage. Due to the AI infrastructure boom, memory manufacturers such as Samsung Electronics and SK Hynix have gained outsized pricing power, allowing them to pass down these costs downstream and forcing hardware providers such as Nvidia to hike server prices.
Nvidia has already raised prices on GEForce graphics cards earlier in the month. As per a Bloomberg report, this pressure has now reached the top of the Nvidia stack, with the 15% rise on systems selling for millions of dollars each adding hundreds of thousands of dollars per rack across deployments.
The bullish interpretation for Nvidia's price hikes is pretty straightforward. The chipmaker may have enough ability to pass on its costs to customers while accelerator supply remains tight, demonstrating a sign of pricing power. If Nvidia's margins stay steady even after it enforces the hikes, and hyperscalers continue ordering at planned volumes, the costs are likely being absorbed by customers rather than Nvidia itself.
#hikes #nvda
While Nvidia hasn't yet confirmed the news, the hikes tied to soaring memory costs will depend on the chip generation and memory configurations. The report added that server manufacturers supplying Microsoft, Oracle, and Google have already begun notifying customers. The news lands just days ahead of the chipmaker's earnings release on August 26.
NVIDIA Corporation (NASDAQ:NVDA)'s core manufacturing costs aren't driving these price hikes. Rather, it's a broader industry-wide memory shortage. Due to the AI infrastructure boom, memory manufacturers such as Samsung Electronics and SK Hynix have gained outsized pricing power, allowing them to pass down these costs downstream and forcing hardware providers such as Nvidia to hike server prices.
Nvidia has already raised prices on GEForce graphics cards earlier in the month. As per a Bloomberg report, this pressure has now reached the top of the Nvidia stack, with the 15% rise on systems selling for millions of dollars each adding hundreds of thousands of dollars per rack across deployments.
The bullish interpretation for Nvidia's price hikes is pretty straightforward. The chipmaker may have enough ability to pass on its costs to customers while accelerator supply remains tight, demonstrating a sign of pricing power. If Nvidia's margins stay steady even after it enforces the hikes, and hyperscalers continue ordering at planned volumes, the costs are likely being absorbed by customers rather than Nvidia itself.
#hikes #nvda
2 months ago
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Some Nvidia Corp customers have reportedly been informed that prices for servers equipped with its AI chips could increase by more than 15%.
This price increase is expected to apply to systems shipped in early 2027 and affect servers powered by Vera Rubin and Grace Blackwell platforms, among others, Bloomberg reported Sunday, citing people familiar with the process.
The hike will depend on Nvidia chip generation and memory configuration, the report said.
Don't Miss:
#finance #grace
Some Nvidia Corp customers have reportedly been informed that prices for servers equipped with its AI chips could increase by more than 15%.
This price increase is expected to apply to systems shipped in early 2027 and affect servers powered by Vera Rubin and Grace Blackwell platforms, among others, Bloomberg reported Sunday, citing people familiar with the process.
The hike will depend on Nvidia chip generation and memory configuration, the report said.
Don't Miss:
#finance #grace
2 months ago
NVDA's $82B quarter dwarfs CBRS's $210M, but Cerebras's 103% growth and $25.4B backlog signal a credible inference speed challenger.
NVIDIA's 75% gross margins and $48B quarterly free cash flow cement it as the anchor, while Cerebras offers higher-variance upside on inference speed.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Cerebras Systems (NASDAQ: CBRS) and NVIDIA (NASDAQ: NVDA) delivered post-earnings reports showing two distinct AI compute visions. NVIDIA reported a $81.61 billion quarter powered by full-stack AI factories. Cerebras, fresh off its IPO, bets on wafer-scale inference speed. The results make a direct comparison unusually relevant.
NVIDIA's Q1 FY27 earnings were dominated by Data Center revenue of $75.246 billion, up 92% year over year, with networking growing 199%. Jensen Huang stated "Demand has gone parabolic." Blackwell Ultra swept every MLPerf inference benchmark, and Vera Rubin production begins in the second half of fiscal 2027.
#NVIDIA #full #earnings
NVIDIA's 75% gross margins and $48B quarterly free cash flow cement it as the anchor, while Cerebras offers higher-variance upside on inference speed.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Cerebras Systems (NASDAQ: CBRS) and NVIDIA (NASDAQ: NVDA) delivered post-earnings reports showing two distinct AI compute visions. NVIDIA reported a $81.61 billion quarter powered by full-stack AI factories. Cerebras, fresh off its IPO, bets on wafer-scale inference speed. The results make a direct comparison unusually relevant.
NVIDIA's Q1 FY27 earnings were dominated by Data Center revenue of $75.246 billion, up 92% year over year, with networking growing 199%. Jensen Huang stated "Demand has gone parabolic." Blackwell Ultra swept every MLPerf inference benchmark, and Vera Rubin production begins in the second half of fiscal 2027.
#NVIDIA #full #earnings
2 months ago
Rodin Eckenroth / Getty Images
©20th Century Fox Film Corp. / Courtesy Everett Collection, ABC, 20th Century Fox, ©Paramount / Courtesy Everett Collection
Related: "Bhad Bhabie Reacts After Halloween Costume Sparks Blackfishing Allegations"
Quenlin Blackwell / X / Via x.com
ABC / iscutis / Via x.com
#collection #rodin #images
©20th Century Fox Film Corp. / Courtesy Everett Collection, ABC, 20th Century Fox, ©Paramount / Courtesy Everett Collection
Related: "Bhad Bhabie Reacts After Halloween Costume Sparks Blackfishing Allegations"
Quenlin Blackwell / X / Via x.com
ABC / iscutis / Via x.com
#collection #rodin #images
2 months ago
Nvidia's 15% price hike hands Alphabet (GOOGL) a sales pitch for its TPUs and keeps Marvell (MRVL) winning regardless of which architecture dominates.
Murphy says Marvell's custom chip business will exceed $10 billion by fiscal 2029, backed by designs already won at every major U.S. hyperscaler.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Some of Nvidia's (NASDAQ:NVDA) largest customers have been warned that AI servers built around Grace Blackwell and Vera Rubin chips could cost more than 15% extra in early 2027 as memory prices climb. Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) is among the data center operators exposed to those increases, putting it in an unusual position.
Alphabet buys Nvidia hardware to serve customers who want it and sells a competing stack built around its own tensor processing units. Management has committed $195 billion to $205 billion in capital spending this year on AI infrastructure, and a new partnership with Marvell (NASDAQ:MRVL) could generate up to $120 billion in custom-chip sales through fiscal 2033.
#googl #NVIDIA
Murphy says Marvell's custom chip business will exceed $10 billion by fiscal 2029, backed by designs already won at every major U.S. hyperscaler.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today.
Some of Nvidia's (NASDAQ:NVDA) largest customers have been warned that AI servers built around Grace Blackwell and Vera Rubin chips could cost more than 15% extra in early 2027 as memory prices climb. Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL) is among the data center operators exposed to those increases, putting it in an unusual position.
Alphabet buys Nvidia hardware to serve customers who want it and sells a competing stack built around its own tensor processing units. Management has committed $195 billion to $205 billion in capital spending this year on AI infrastructure, and a new partnership with Marvell (NASDAQ:MRVL) could generate up to $120 billion in custom-chip sales through fiscal 2033.
#googl #NVIDIA
2 months ago
When someone asks me to name the best semiconductor stock to buy for now and the next few years, my answer is Nvidia (NASDAQ: NVDA). I look at plenty of other chip names, including Broadcom and Advanced Micro Devices, yet I keep coming back to Nvidia because it sits at the center of how artificial intelligence (AI) is built and used, not just at the edge of the hardware market.
The core of the story is Nvidia's data center business. In the most recent fiscal year (ended Jan. 25, 2026), Nvidia reported quarterly data center revenue of $62.3 billion, up 75% year over year, and full-year data center sales are expected to be in the neighborhood of $180 billion. These are massive numbers and show that data centers are the main engine for the company. When hyperscalers and enterprises decide how many AI clusters to build, they start with Nvidia's platform, then layer everything else around it.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The company's platform is not just about a single AI chip. The company's Blackwell architecture connects hundreds of billions of transistors, custom interconnects, and massive pools of memory into unified graphics processing units (GPUs), then scales those GPUs into rack-level systems like GB200 and GB300 that act like giant accelerators. On top of those systems sit DGX SuperPODs, Grace CPUs, and software like CUDA and TensorRT that developers already know and trust. When I picture the AI factories that companies are building, I see Nvidia in the center of the blueprints.
All the above is the technical side. The psychological side matters, too. Nvidia has become the default AI stock for many investors. It is the ticker people think of when they hear about new models, new data centers, or new AI enterprise rollouts. **** ysts often mention Nvidia first when discussing AI infrastructure, and the stock still carries a broad buy rating and targets pointing to meaningful upside from current levels. That attention can create volatility, yet it also means the company gets a steady stream of capital and scrutiny, which pushes management to keep delivering.
#NVIDIA #like #gpus #flashing
The core of the story is Nvidia's data center business. In the most recent fiscal year (ended Jan. 25, 2026), Nvidia reported quarterly data center revenue of $62.3 billion, up 75% year over year, and full-year data center sales are expected to be in the neighborhood of $180 billion. These are massive numbers and show that data centers are the main engine for the company. When hyperscalers and enterprises decide how many AI clusters to build, they start with Nvidia's platform, then layer everything else around it.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The company's platform is not just about a single AI chip. The company's Blackwell architecture connects hundreds of billions of transistors, custom interconnects, and massive pools of memory into unified graphics processing units (GPUs), then scales those GPUs into rack-level systems like GB200 and GB300 that act like giant accelerators. On top of those systems sit DGX SuperPODs, Grace CPUs, and software like CUDA and TensorRT that developers already know and trust. When I picture the AI factories that companies are building, I see Nvidia in the center of the blueprints.
All the above is the technical side. The psychological side matters, too. Nvidia has become the default AI stock for many investors. It is the ticker people think of when they hear about new models, new data centers, or new AI enterprise rollouts. **** ysts often mention Nvidia first when discussing AI infrastructure, and the stock still carries a broad buy rating and targets pointing to meaningful upside from current levels. That attention can create volatility, yet it also means the company gets a steady stream of capital and scrutiny, which pushes management to keep delivering.
#NVIDIA #like #gpus #flashing
2 months ago
Ives argues NVDA ****** yst models sit somewhere between 15% and 20% below what the company will actually deliver over the next 12 to 18 months.
Ives says markets give NVIDIA minimal credit for physical AI, which already generated $9 billion in revenue and could expand the addressable market.
Wednesday's earnings must deliver a strong Q3 guide, Vera Rubin shipment confirmation, and demand color supporting $1 trillion in Blackwell revenue visibility through 2027.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Dan Ives is back in front of a CNBC camera, making the same argument he has made for most of this year: that investors continue to underrate the scale and scope of what NVIDIA is doing. The pitch matters this week because NVIDIA (NASDAQ:NVDA) reports fiscal second-quarter results after the market close on Wednesday, August 26, 2026.
#NVIDIA #ives #market #blackwell
Ives says markets give NVIDIA minimal credit for physical AI, which already generated $9 billion in revenue and could expand the addressable market.
Wednesday's earnings must deliver a strong Q3 guide, Vera Rubin shipment confirmation, and demand color supporting $1 trillion in Blackwell revenue visibility through 2027.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Dan Ives is back in front of a CNBC camera, making the same argument he has made for most of this year: that investors continue to underrate the scale and scope of what NVIDIA is doing. The pitch matters this week because NVIDIA (NASDAQ:NVDA) reports fiscal second-quarter results after the market close on Wednesday, August 26, 2026.
#NVIDIA #ives #market #blackwell
2 months ago
Nvidia (NVDA) stock is back in focus ahead of the company's Aug. 26 earnings report, and GF Securities ****** yst Jeff Pu believes Nvidia's next-generation Vera Rubin platform could be the key to its next major growth cycle.
Pu recently raised his NVDA stock price target to $345 from $308 while maintaining a "Buy" rating, citing increasing orders from major U.S. cloud providers. The call comes as investors look beyond Nvidia's current Blackwell business and ask whether the company can maintain its artificial intelligence (AI) dominance through 2027 and beyond.
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A $28.7 Billion Reason to Buy SK hynix Stock Now
#beyond
Pu recently raised his NVDA stock price target to $345 from $308 while maintaining a "Buy" rating, citing increasing orders from major U.S. cloud providers. The call comes as investors look beyond Nvidia's current Blackwell business and ask whether the company can maintain its artificial intelligence (AI) dominance through 2027 and beyond.
Third Point Starts to Raise Alarm Bells on Broadcom After Dumping AVGO Stock in Q2
Nvidia Q2 Preview: Strong Earnings and Low Valuation Set the Stage for Upside
A $28.7 Billion Reason to Buy SK hynix Stock Now
#beyond
2 months ago
Some shoe firms have already received their tariff refunds, others are still waiting to get theirs. So far, the shoppers who paid higher prices seem to be out in the cold.
The tariff refunds are for reciprocal duties imposed last year under the International Emergency Economic Powers Act that shoe firms paid, but were ruled illegal this past February by the U.S. Supreme Court. Some companies absorbed a portion of the added costs from the duties, while others raised prices. For example, Nike in May 2025 said it was doing a "surgical" price increase for a select group of items, averaging between $2 and $10. And Swoosh's sneaker competitor Adidas said last October that new products to the U.S. featuring innovative technologies would see higher prices.
More from WWD
US Trade Czar 'Very Happy With Where We Ended Up' On Canadian Trade Deal, Though Details Remain Scant
Three Reasons Nike Just Partnered With Influencer Quenlin Blackwell
#trade #shoe #firms #others
The tariff refunds are for reciprocal duties imposed last year under the International Emergency Economic Powers Act that shoe firms paid, but were ruled illegal this past February by the U.S. Supreme Court. Some companies absorbed a portion of the added costs from the duties, while others raised prices. For example, Nike in May 2025 said it was doing a "surgical" price increase for a select group of items, averaging between $2 and $10. And Swoosh's sneaker competitor Adidas said last October that new products to the U.S. featuring innovative technologies would see higher prices.
More from WWD
US Trade Czar 'Very Happy With Where We Ended Up' On Canadian Trade Deal, Though Details Remain Scant
Three Reasons Nike Just Partnered With Influencer Quenlin Blackwell
#trade #shoe #firms #others
2 months ago
By Toby Sterling and Rashika Singh
AMSTERDAM, Aug 20 (Reuters) - Nebius Group said on Thursday its $5 billion convertible bond was one of the largest on record and reflected strong demand for AI services and data centre capacity, despite recent jitters over the sector's huge financing needs.
Amsterdam-based Nebius, which sells AI services to tech firms and data centre capacity to customers including Meta and Microsoft, raised the size from $4.5 billion late on Wednesday and the total could be increased to $5.75 billion if buyers exercise all options.
"We think it's one of the largest, and the largest in recent history, in the corporate convertible world," Nebius chief communications officer Tom Blackwell told Reuters, adding that the firm's total convertible debt is now around $12 billion.
Proceeds of the new offer, led by Goldman Sachs and JPMorgan, will be used to fund the company's data centre buildout and further develop its AI services offerings.
#convertible #reuters
AMSTERDAM, Aug 20 (Reuters) - Nebius Group said on Thursday its $5 billion convertible bond was one of the largest on record and reflected strong demand for AI services and data centre capacity, despite recent jitters over the sector's huge financing needs.
Amsterdam-based Nebius, which sells AI services to tech firms and data centre capacity to customers including Meta and Microsoft, raised the size from $4.5 billion late on Wednesday and the total could be increased to $5.75 billion if buyers exercise all options.
"We think it's one of the largest, and the largest in recent history, in the corporate convertible world," Nebius chief communications officer Tom Blackwell told Reuters, adding that the firm's total convertible debt is now around $12 billion.
Proceeds of the new offer, led by Goldman Sachs and JPMorgan, will be used to fund the company's data centre buildout and further develop its AI services offerings.
#convertible #reuters
2 months ago
By Toby Sterling and Rashika Singh
AMSTERDAM, Aug 20 (Reuters) - Nebius Group said on Thursday its $5 billion convertible bond was one of the largest on record and reflected strong demand for AI services and data centre capacity, despite recent jitters over the sector's huge financing needs.
Amsterdam-based Nebius, which sells AI services to tech firms and data centre capacity to customers including Meta and Microsoft, raised the size from $4.5 billion late on Wednesday and the total could be increased to $5.75 billion if buyers exercise all options.
"We think it's one of the largest, and the largest in recent history, in the corporate convertible world," Nebius chief communications officer Tom Blackwell told Reuters, adding that the firm's total convertible debt is now around $12 billion.
Proceeds of the new offer, led by Goldman Sachs and JPMorgan, will be used to fund the company's data centre buildout and further develop its AI services offerings.
#nebius #Services #centre #reuters
AMSTERDAM, Aug 20 (Reuters) - Nebius Group said on Thursday its $5 billion convertible bond was one of the largest on record and reflected strong demand for AI services and data centre capacity, despite recent jitters over the sector's huge financing needs.
Amsterdam-based Nebius, which sells AI services to tech firms and data centre capacity to customers including Meta and Microsoft, raised the size from $4.5 billion late on Wednesday and the total could be increased to $5.75 billion if buyers exercise all options.
"We think it's one of the largest, and the largest in recent history, in the corporate convertible world," Nebius chief communications officer Tom Blackwell told Reuters, adding that the firm's total convertible debt is now around $12 billion.
Proceeds of the new offer, led by Goldman Sachs and JPMorgan, will be used to fund the company's data centre buildout and further develop its AI services offerings.
#nebius #Services #centre #reuters
2 months ago
TCU football is moving closer to its 2026 season opener against North Carolina in Dublin, Ireland on Aug. 29. As the Countdown to Kickoff continues, we'll highlight a former Horned Frog whose jersey number coincided with the number of days remaining until the opener. At No. 9 is former TCU wide receiver Josh Doctson!
Doctson finished his college career as TCU's record holder in receiving yards (2,785) and receiving touchdowns (29). He made 180 receptions, which places him behind Kelly Blackwell for second all-time at TCU. His career-best season came in 2015, when he made a school-record 79 catches for 1,327 yards and a school-record 14 touchdowns. He was named a First-Team All-American and a finalist for both the Biletnikoff Award and the Walter Camp Player of the Year Award. He was also named a semifinalist for the Maxwell Award.
A transfer from Wyoming, Doctson immediately caught on in his first season at TCU. In 2013, Doctson tied for the team lead in receptions (36) and led the team in receiving yards (440). He made a huge leap during TCU's run to the Big 12 co-championship in 2014, making 65 catches for 1,018 yards and 11 touchdowns. He was named an All-Big 12 Second Team selection and a semifinalist for the Earl Campbell Tyler Rose Award. With Doctson and quarterback Trevone Boykin leading the offense, TCU went 12-1 and beat Ole Miss in the Peach Bowl.
The Washington Redskins (now Commanders) selected Doctson with a first-round pick in the 2016 NFL Draft. Across four NFL seasons, all with Washington, Doctson reeled in 81 catches for 1,100 yards and eight scores, six of which came during the 2017 season. He made 34 appearances and 26 starts in his career, which included three years in Washington and one year with the Minnesota Vikings. He signed with the New York Jets in 2020, but opted out of the COVID season. He briefly spent time on the Arizona Cardinals practice squad in 2021.
#doctson #award #season #yards
Doctson finished his college career as TCU's record holder in receiving yards (2,785) and receiving touchdowns (29). He made 180 receptions, which places him behind Kelly Blackwell for second all-time at TCU. His career-best season came in 2015, when he made a school-record 79 catches for 1,327 yards and a school-record 14 touchdowns. He was named a First-Team All-American and a finalist for both the Biletnikoff Award and the Walter Camp Player of the Year Award. He was also named a semifinalist for the Maxwell Award.
A transfer from Wyoming, Doctson immediately caught on in his first season at TCU. In 2013, Doctson tied for the team lead in receptions (36) and led the team in receiving yards (440). He made a huge leap during TCU's run to the Big 12 co-championship in 2014, making 65 catches for 1,018 yards and 11 touchdowns. He was named an All-Big 12 Second Team selection and a semifinalist for the Earl Campbell Tyler Rose Award. With Doctson and quarterback Trevone Boykin leading the offense, TCU went 12-1 and beat Ole Miss in the Peach Bowl.
The Washington Redskins (now Commanders) selected Doctson with a first-round pick in the 2016 NFL Draft. Across four NFL seasons, all with Washington, Doctson reeled in 81 catches for 1,100 yards and eight scores, six of which came during the 2017 season. He made 34 appearances and 26 starts in his career, which included three years in Washington and one year with the Minnesota Vikings. He signed with the New York Jets in 2020, but opted out of the COVID season. He briefly spent time on the Arizona Cardinals practice squad in 2021.
#doctson #award #season #yards
2 months ago
In the AI infrastructure boom, Nvidia (NASDAQ: NVDA) sells the brains of the AI factory while Micron (NASDAQ: MU) supplies the memory that keeps those brains fed with data, and that difference shapes which stock will benefit more from the current phase of this historic spending wave. In my view, Nvidia is the clearer winner because a greater fraction of every dollar of hyperscaler capex is spent on its accelerators than goes toward memory chips of the type that Micron manufactures. Micron still looks like a powerful second-derivative play, since AI servers can't be built without the high-bandwidth memory it supplies.
The money flow this year is wildly high. The hyperscalers themselves say they plan to spend hundreds of billions of dollars in 2026 alone to expand AI data centers, GPU clusters, networking, and power infrastructure, a sharp jump from already elevated 2025 levels. One estimate puts combined capex for Amazon, Microsoft, Alphabet, and Meta Platforms at around $700 billion, with roughly two-thirds of that directed toward AI infrastructure rather than traditional cloud. Within that budget, the largest line item is the AI server stack itself, where accelerated servers built around high-end GPUs drive most of the component revenue growth. And of course, the hyperscalers are not the only tech players building data centers now.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia sits directly in the center of this buying spree. Its data center business now revolves around entire racks of AI computing power, not just single chips. Systems like the GB200 Grace Blackwell Superchip and GB200 NVL72 tie together dozens of CPUs and GPUs into logical accelerators that can train and serve trillion-parameter models more efficiently than the prior-generation Hopper platforms. Hyperscalers are lining up to deploy these systems in their AI clouds, with massive companies committing to offer GB200 NVL72 instances to customers who want to run large language models at scale. All this sounds dense, but the basic point is that Nvidia products are in steady demand.
Nvidia's roadmap also continues to push the limits of performance and memory. Architectures like Blackwell and its new Vera Rubin processors combine vast computing throughput with enormous pools of high bandwidth memory (HBM), turning racks into "AI factories." That keeps Nvidia at the absolute center of procurement decisions when cloud providers are calculating how many clusters they will need to handle their training and inferencing workloads in 2026 and beyond.
#memory #high #signal
The money flow this year is wildly high. The hyperscalers themselves say they plan to spend hundreds of billions of dollars in 2026 alone to expand AI data centers, GPU clusters, networking, and power infrastructure, a sharp jump from already elevated 2025 levels. One estimate puts combined capex for Amazon, Microsoft, Alphabet, and Meta Platforms at around $700 billion, with roughly two-thirds of that directed toward AI infrastructure rather than traditional cloud. Within that budget, the largest line item is the AI server stack itself, where accelerated servers built around high-end GPUs drive most of the component revenue growth. And of course, the hyperscalers are not the only tech players building data centers now.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Nvidia sits directly in the center of this buying spree. Its data center business now revolves around entire racks of AI computing power, not just single chips. Systems like the GB200 Grace Blackwell Superchip and GB200 NVL72 tie together dozens of CPUs and GPUs into logical accelerators that can train and serve trillion-parameter models more efficiently than the prior-generation Hopper platforms. Hyperscalers are lining up to deploy these systems in their AI clouds, with massive companies committing to offer GB200 NVL72 instances to customers who want to run large language models at scale. All this sounds dense, but the basic point is that Nvidia products are in steady demand.
Nvidia's roadmap also continues to push the limits of performance and memory. Architectures like Blackwell and its new Vera Rubin processors combine vast computing throughput with enormous pools of high bandwidth memory (HBM), turning racks into "AI factories." That keeps Nvidia at the absolute center of procurement decisions when cloud providers are calculating how many clusters they will need to handle their training and inferencing workloads in 2026 and beyond.
#memory #high #signal
2 months ago
Nebius Group N.V. (NBIS) recently released its quarterly results, and management had some encouraging things to say about Bloom Energy Corporation (BE). During the Q2 earnings call, Chief Communications Officer Tom Blackwell said switching to Bloom's fuel-cell technology would significantly enhance the company's planned 300-megawatt AI data center in Vineland, New Jersey, particularly from a community perspective.
Chief Product and Infrastructure Officer Andrey Korolenko added that Bloom's fuel cells should be deployed quickly, with no significant impact expected on the project timeline. Investors liked what they heard, sending BE stock 12.3% higher on Wednesday, Aug. 12.
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#officer
Chief Product and Infrastructure Officer Andrey Korolenko added that Bloom's fuel cells should be deployed quickly, with no significant impact expected on the project timeline. Investors liked what they heard, sending BE stock 12.3% higher on Wednesday, Aug. 12.
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#officer
2 months ago
It was a big weekend on the campus of Duke University as students moved back in to prepare for the start of the new school year.
Jon Scheyer, his family and the coaching staff were there to lend a hand to parents and incoming students who needed help, with Scheyer's son, Jett, gifting an item we all needed in our dorm room: a mini basketball hoop.
To welcome the class of 2030, Scheyer spoke to the incoming freshmen in Cameron Indoor Stadium, surely to fill them in on the many traditions and chants of the Cameron Crazies.
While Scheyer does have some newcomers on his team, including transfers John Blackwell and Drew Scharnowski, joining freshmen Cam Williams, Bryson Howard, Deron Rippey, among others, those guys have been on campus this summer looking to get ready for the 2026-27 season, in which the Blue Devils are already one of the favorites to bring home the national ******* le.
This article originally appeared on Duke Wire: Jon Scheyer welcomes Duke Class of 2023, helps move in
#cameron #students #university
Jon Scheyer, his family and the coaching staff were there to lend a hand to parents and incoming students who needed help, with Scheyer's son, Jett, gifting an item we all needed in our dorm room: a mini basketball hoop.
To welcome the class of 2030, Scheyer spoke to the incoming freshmen in Cameron Indoor Stadium, surely to fill them in on the many traditions and chants of the Cameron Crazies.
While Scheyer does have some newcomers on his team, including transfers John Blackwell and Drew Scharnowski, joining freshmen Cam Williams, Bryson Howard, Deron Rippey, among others, those guys have been on campus this summer looking to get ready for the 2026-27 season, in which the Blue Devils are already one of the favorites to bring home the national ******* le.
This article originally appeared on Duke Wire: Jon Scheyer welcomes Duke Class of 2023, helps move in
#cameron #students #university
2 months ago
On August 11, QumulusAI (NASDAQ:QMLS), a neocloud infrastructure provider, signed a GPU-as-a-Service agreement with DRW, a diversified global trading firm, to supply a dedicated Nvidia Blackwell B300 cluster. The capacity will be served from QumulusAI's U.S. data center footprint, carrying an initial one-year term and three one-year renewal options that could run up to four years in total.
The agreement follows a string of major AI infrastructure deals, pushing QMLS's total announced customer agreements past $246 million since early June. Previously on August 7, QumulusAI signed an agreement with an agentic hedge fund to provide Nvidia Blackwell GPU capacity. It also signed a $71.9 million, three-year agreement with an AI Inference platform provider to supply NVIDIA Blackwell B300 and B200 capacity.
These agreements signify a growing pipeline for QMLS that is supportive of management's fiscal 2026 targets. The company expects forward ARR of $300 million for fiscal year 2026 and approximately 30x growth in fiscal 2026 over fiscal 2025. This outlook is backed by executed contract revenue to date, expected renewals, deposit-backed compute capacity reservations and projected contract signings.
The particular DRW agreement in discussion expands QumulusAI's addressable markets beyond the current AI inference platforms that have driven much of its recent contract growth. DRW is the company's second financial-markets customer after the unnamed agentic hedge fund. Moreover, the deal signifies how QMLS is demonstrating that the demand for its GPU infrastructure spans across multiple customer categories.
The bear case here is that QMLS is yet to prove that it can execute on growth despite the strong flow of customer announcements. Particularly for the DRW agreement, the contract has an initial one-year term while the rest of the three years depend on annual renewals.
#contract
The agreement follows a string of major AI infrastructure deals, pushing QMLS's total announced customer agreements past $246 million since early June. Previously on August 7, QumulusAI signed an agreement with an agentic hedge fund to provide Nvidia Blackwell GPU capacity. It also signed a $71.9 million, three-year agreement with an AI Inference platform provider to supply NVIDIA Blackwell B300 and B200 capacity.
These agreements signify a growing pipeline for QMLS that is supportive of management's fiscal 2026 targets. The company expects forward ARR of $300 million for fiscal year 2026 and approximately 30x growth in fiscal 2026 over fiscal 2025. This outlook is backed by executed contract revenue to date, expected renewals, deposit-backed compute capacity reservations and projected contract signings.
The particular DRW agreement in discussion expands QumulusAI's addressable markets beyond the current AI inference platforms that have driven much of its recent contract growth. DRW is the company's second financial-markets customer after the unnamed agentic hedge fund. Moreover, the deal signifies how QMLS is demonstrating that the demand for its GPU infrastructure spans across multiple customer categories.
The bear case here is that QMLS is yet to prove that it can execute on growth despite the strong flow of customer announcements. Particularly for the DRW agreement, the contract has an initial one-year term while the rest of the three years depend on annual renewals.
#contract
2 months ago
The expectations for Duke basketball have remained the same since Mike Krzyzewski turned the Blue Devils into a powerhouse: national championship or bust.
That will be the case again for the 2026-27 season as Jon Scheyer enters his fifth year in charge and looks for his first national ****** le as a head coach. The Blue Devils fell short two years ago with a loss to Houston in the Final Four and again this past March after a heartbreaking loss to UConn in the Elite Eight.
With a loaded roster that includes Caleb Foster, Cayden Boozer, Dame Sarr and Patrick Ngongba, who all return from last year's team, along with transfers John Blackwell and Drew Scharnowski and incoming 5-star freshman Cam Williams plus others, the Blue Devils are already among the favorites to bring home the trophy next March, according to Vegas.
Scheyer's squad and Florida, who won the national ****** le two years ago, are co-favorites to run through March Madness next season with +600 odds.
Fans of both teams won't have to wait to see if the Blue Devils and Gators meet up in the Final Four in Detroit next season as they meet in the ACC/SEC Challenge on Dec. 1, a rematch of last season's game in Cameron Indoor Stadium in which Duke pulled out a thrilling 67-66 win over Florida.
#Florida
That will be the case again for the 2026-27 season as Jon Scheyer enters his fifth year in charge and looks for his first national ****** le as a head coach. The Blue Devils fell short two years ago with a loss to Houston in the Final Four and again this past March after a heartbreaking loss to UConn in the Elite Eight.
With a loaded roster that includes Caleb Foster, Cayden Boozer, Dame Sarr and Patrick Ngongba, who all return from last year's team, along with transfers John Blackwell and Drew Scharnowski and incoming 5-star freshman Cam Williams plus others, the Blue Devils are already among the favorites to bring home the trophy next March, according to Vegas.
Scheyer's squad and Florida, who won the national ****** le two years ago, are co-favorites to run through March Madness next season with +600 odds.
Fans of both teams won't have to wait to see if the Blue Devils and Gators meet up in the Final Four in Detroit next season as they meet in the ACC/SEC Challenge on Dec. 1, a rematch of last season's game in Cameron Indoor Stadium in which Duke pulled out a thrilling 67-66 win over Florida.
#Florida
2 months ago
Corvex (NASDAQ:MOVE) secured a multi-year agreement to provide NVIDIA Blackwell GPU infrastructure, funding the expansion through debt, customer prepayments, and existing cash rather than issuing new shares.
Corvex (NASDAQ:MOVE) signed a multi-year agreement to provide NVIDIA Blackwell GPU clusters to a leading AI company.
The expansion is being funded without issuing additional equity, relying instead on debt financing, customer prepayments, and cash on hand.
The company deployed high-density, liquid-cooled GPU infrastructure in approximately two weeks within an existing air-cooled facility.
Revenue from the agreement has already been recognized as cluster deliveries progressed, with full run-rate revenue expected to begin midway through the current quarter.
#corvex #NVIDIA #multi #year
Corvex (NASDAQ:MOVE) signed a multi-year agreement to provide NVIDIA Blackwell GPU clusters to a leading AI company.
The expansion is being funded without issuing additional equity, relying instead on debt financing, customer prepayments, and cash on hand.
The company deployed high-density, liquid-cooled GPU infrastructure in approximately two weeks within an existing air-cooled facility.
Revenue from the agreement has already been recognized as cluster deliveries progressed, with full run-rate revenue expected to begin midway through the current quarter.
#corvex #NVIDIA #multi #year
2 months ago
It's been well documented that Duke head coach Jon Scheyer has produced more NBA talent from college since taking over for previous head coach Mike Krzyzewski than any other school. Those NBA alumni include three recent draft picks, Cameron Boozer, Isaiah Evans and Maliq Brown, who are set to begin their first NBA season this fall.
However, according to NBA Draft odds website Tankathon, there could be even more Blue Devils selected in the 2027 NBA Draft. Currently, Tankathon has four Duke players on their big board, none higher than incoming freshman Cameron Williams, who is projected to land No. 7 overall to the Atlanta Hawks.
Patrick Ngongba II is projected to land just inside the lottery at No. 15 (new draft rules beginning in 2027 expand lottery from 14 to 16 picks) with the Golden State Warriors. Then in the second-round Tankathon has Dame Sarr as the No. 44 overall selection and Cayden Boozer as the No. 55 overall pick.
This projection did not include transfer addition John Blackwell, who recently took part in the 2026 NBA Draft combine. With a solid senior campaign in Durham, Blackwell could easily earn consideration after falling just short a few months prior.
This article originally appeared on Duke Wire: 4 Duke Blue Devils included in way-too-early 2027 NBA mock draft
#overall
However, according to NBA Draft odds website Tankathon, there could be even more Blue Devils selected in the 2027 NBA Draft. Currently, Tankathon has four Duke players on their big board, none higher than incoming freshman Cameron Williams, who is projected to land No. 7 overall to the Atlanta Hawks.
Patrick Ngongba II is projected to land just inside the lottery at No. 15 (new draft rules beginning in 2027 expand lottery from 14 to 16 picks) with the Golden State Warriors. Then in the second-round Tankathon has Dame Sarr as the No. 44 overall selection and Cayden Boozer as the No. 55 overall pick.
This projection did not include transfer addition John Blackwell, who recently took part in the 2026 NBA Draft combine. With a solid senior campaign in Durham, Blackwell could easily earn consideration after falling just short a few months prior.
This article originally appeared on Duke Wire: 4 Duke Blue Devils included in way-too-early 2027 NBA mock draft
#overall
3 months ago
The Chicago Bears officially kicked off training camp with their first practice on Wednesday morning. While it was a shorter, lighter workout to open the summer, there were still plenty of notable headlines and standouts.
It wasn't an eventful first day of practice as the Bears conducted a light workout that didn't even last 90 minutes, but it's key to ramping up before pads come on next week. There wasn't a lot of notable takeaways, but there were updates amid position battles at nickel cornerback, left tackle, center and punt returner, as well as some early standouts on offense.
Let's recap Day 1 of Bears training camp:
Battle at nickel cornerback: With Kyler Gordon sidelined, Chicago rotated several players at nickel during Wednesday's practice, where it was Jaylon Jones working with the starters for most of the workout. Josh Blackwell, rookie Malik Muhammad and veteran newcomer Cam Lewis also mixed in at nickel throughout the morning.
Braxton Jones gets starting nod at left tackle: Jones will have to hold off Theo Benedet, former first-round pick Jedrick Wills Jr. and Kiran Amegadjie for the starting left tackle job, but the expectation is that the job is Jones' to lose. That certainly appeared to be the case after Jones was working with the first-team offense to kick off training camp on Wednesday, according to Michal Dwojak. Meanwhile, it was Amegadjie working with the second team and Wills following. Benedet worked at right tackle with the second team.
#bears #training #camp #workout
It wasn't an eventful first day of practice as the Bears conducted a light workout that didn't even last 90 minutes, but it's key to ramping up before pads come on next week. There wasn't a lot of notable takeaways, but there were updates amid position battles at nickel cornerback, left tackle, center and punt returner, as well as some early standouts on offense.
Let's recap Day 1 of Bears training camp:
Battle at nickel cornerback: With Kyler Gordon sidelined, Chicago rotated several players at nickel during Wednesday's practice, where it was Jaylon Jones working with the starters for most of the workout. Josh Blackwell, rookie Malik Muhammad and veteran newcomer Cam Lewis also mixed in at nickel throughout the morning.
Braxton Jones gets starting nod at left tackle: Jones will have to hold off Theo Benedet, former first-round pick Jedrick Wills Jr. and Kiran Amegadjie for the starting left tackle job, but the expectation is that the job is Jones' to lose. That certainly appeared to be the case after Jones was working with the first-team offense to kick off training camp on Wednesday, according to Michal Dwojak. Meanwhile, it was Amegadjie working with the second team and Wills following. Benedet worked at right tackle with the second team.
#bears #training #camp #workout
