Nvidia shares surge 8% after revenue beats forecasts and Amazon orders 2 million GPUs
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8 days · 3 summary articles
Nvidia shares surge 8% after revenue beats forecasts and Amazon orders 2 million GPUs
Nvidia revenue more than doubles to 96.2 billion as AI demand surges: CEO declares inflection point
Anthropic overtakes OpenAI in quarterly revenue with 11.6 billion: AI startup posts profit as rival expands ads in Europe
Continuation
Nvidia reported revenue of $96.2 billion for the quarter ending in July, surpassing analyst expectations of $92.4 billion, and projected $108 billion in sales for the current quarter, above the $105 billion consensus. The company also forecast a 70% revenue increase for fiscal 2028, exceeding Wall Street’s 45% estimate, with Chief Financial Officer Colette Kress stating that demand could support over 100% growth if not for supply constraints .
Shares rose nearly 8% on Wall Street following the earnings report, which included Amazon Web Services’ agreement to deploy 2 million additional Nvidia GPUs this quarter. Kress defended the company’s financing agreements with clients, including a $500 billion chip-financing consortium and a $100 billion data center deal with OpenAI, calling them “excellent” investments with limited risk due to high demand .
Nvidia is in advanced talks to acquire Hugging Face for $12.9 billion, according to The Information, while Business Insider reported discussions at a valuation above $13 billion. The deal follows reports that Hugging Face was exploring a sale at a similar figure .
Meanwhile, OpenAI researchers warned that ultrafast AI inference could outpace human security teams, with an OpenAI researcher under the pseudonym "roon" stating that a misaligned model running 50 times faster than current systems could infiltrate systems before humans could respond. Roon emphasized the need for autonomous detection and shutdown mechanisms, not just monitoring .
Anthropic secured a $45 billion compute deal with British cloud startup Nscale ahead of its IPO, Bloomberg reported .
Bill Gates issued warnings about AI risks, including potential job losses and bioterrorism threats, in a blog post and subsequent media appearances .
Google’s AI search tool, Gemini, faced accusations of racial bias after providing different responses based on nationality in user queries, according to Euronews .
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Articles
Morning Bid: Nvidia vaults over high bar reut.rs/3UkUVau
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