“NVIDIA is still flagging that growth will slow slightly to 89.5% for q three. CFO, Colette Kress, said that supply chain snarls would continue to weigh on growth, limiting NVIDIA to 70% for fiscal year twenty twenty seven.”
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NVIDIA's actual revenue growth rate for fiscal year 2027 (ending January 2027) compared to the stated 70% forecast.
Host reports that Fable 5.1 is coming shortly and OpenAI's Astra has been delayed until September 2026.
Thibault from OpenAI predicts that Astra will enable OpenAI to ship products six months ahead of schedule at dev day instead of mid-2027.
Dario Amodei predicts Anthropic will have early results in biology and medicine in the coming months.
Dario Amodei predicts that within 6-12 months, a misaligned AI swarm could take over the internet and cause hundreds of billions in damage.
Google will release Gemini Enterprise products for additional professional verticals beyond legal and finance.
Microsoft plans to triple data center capacity from 12 GW to 38 GW by 2032.
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