Nvidia's four-year guidance signals sustained demand growth beyond fiscal 2028, with supply constraints as the only bottleneck; demand broadening beyond hyperscalers to enterprise…

Anthropic's massive infrastructure investment and partnership with Salesforce indicate the model layer will coexist with applications rather than replace them, but no direct inves…

Salesforce's deepening ties with Anthropic show a nonaggression treaty between application and model layers, easing AI disruption fears; customers aren't leaving the platform, ena…

The $17.5B settlement over 10 years is a pittance relative to Meta's $50B quarterly revenue, but the agreed age-verification and parental-control mechanisms are ineffective, leavi…

Nvidia's 70% revenue guidance for next fiscal year, with potential to double if supply constraints ease, overwhelms margin compression from memory costs; integrated AI platform pr…

Nvidia's equity surge hasn't tightened credit spreads because its revenue depends on debt-financed hyperscaler capex; non-investment-grade neoclouds need Nvidia's balance-sheet su…