Markets
142 analyses
Revenue of $772 million exceeds consensus, RPO grows 91%, and MongoDB presents the next generation of Voyage AI models. Market priced the next quarterly report with a 14% decline.
Revenue grows 58% this quarter to $47 billion, and Dell raises annual guidance by $25 billion. The AI server backlog suggests that the peak of the cycle has yet to come.
FSB Chair and Bank of England Governor opens G20 meeting in Asheville with a letter categorizing cyber risks fueled by frontier models as an immediate threat to financial stability.
The 1% decline in annual revenue for KPMG UK and coordinated layoffs among the Big Four auditing firms mark a moment when the sector analysis series reaches its most exposed level: the number-crunching floor.
HR SaaS reports revenue of $2.64 billion, +12.8%, stating that AI drives a quarter of new contracts, but the backlog of $27.4 billion grew less than expected by Wall Street.
Salesforce's revenue reaches $11.35 billion, Agentforce hits $1.5 billion ARR, and a $2.6 billion gain in Anthropic doubles net income to $3.53 billion for the quarter.
Nvidia's revenue doubles to $96.2 billion in the quarter, Data Center surges 117%, and Jensen Huang states that the company does not have enough chips to meet demand for Blackwell Ultra.
Anthropic may file its S-1 by the end of August, with projected annual revenue nearing $65 billion and a valuation of $965 billion. Four banks are advising; the prospectus will list AI backlash as a risk.
The Information reveals negotiations for a new round that would raise the AI search startup from $20 billion to over $30 billion in less than a year. None of the parties involved have confirmed.
Jensen Huang visited the South Korean startup Rebellions to explore a partnership or acquisition, in negotiations that intersect Korea's industrial policy with Nvidia's inference chip strategy.
The American startup specializing in dedicated ASIC chips for transformer models raised $700 million led by the quantitative desk that transitioned from investor to first client, signaling the next move in the competition against Nvidia in inference.
Analyst note by Christopher McGratty published this Monday interprets infrastructure initiatives from both banks as a sign of longevity for the data center investment cycle.