“even though our demand is much greater than 70%, our supply allows us to confidently deliver 70%”
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NVIDIA reports year-over-year revenue or unit growth of approximately 70% in the next fiscal period.
Thibault from OpenAI predicts that Astra will enable OpenAI to ship products six months ahead of schedule at dev day instead of mid-2027.
Host reports that Fable 5.1 is coming shortly and OpenAI's Astra has been delayed until September 2026.
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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