Weekly edition ·

Nvidia projects 70% growth in 2028 while Salesforce doubles profit

Nvidia’s forecast of 70% growth in 2028 and the demand surpassing chip capacity put the company at the center of the week. Elsewhere, Salesforce saw its net profit double, while CISA maintained pressure for swift fixes after disclosing active exploitation of critical vulnerabilities in Gitea and Oracle.

In this edition

  1. Markets · High

    Nvidia Projects 70% Growth by 2028 and Admits Demand Exceeds Capacity

    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.

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  2. Security & Risk · High

    CISA Confirms Active Exploitation of CVE 9.8 in Gitea, with Miners Entering via Diffpatch Endpoint

    CVSS 9.8 vulnerability in Gitea allows an attacker with write permission to execute commands as the service user. CISA placed the flaw in the KEV and set a deadline of August 28 for federal agencies to patch.

    Read full analysis
  3. Strategy · High

    Z.ai Releases GLM-5.3-Flash Under MIT License, Pressures Pricing for Claude and GPT

    Chinese company Z.ai reveals that the stealth model Ox Alpha is GLM-5.3-Flash, an MoE with 320 billion parameters and 1 million context tokens, under MIT license and approximately 10 times cheaper than GLM 5.2.

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  4. Markets · High

    Salesforce Transforms into Agentforce and Sees Stock Rise 14% After AI ARR Surges 240% in the Quarter

    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.

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  5. Security & Risk · High

    CISA Gives 72 Hours to Fix Oracle's 10.0 Vulnerability Exploited Since January by China-linked Group

    CVE-2026-21962 allows unauthenticated access to Oracle HTTP Server and WebLogic. U.S. federal agencies have until August 27 to apply the patch. The vulnerability has been actively exploited for eight months.

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