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VOICE ARCHIVE

Evan

@stockmktnewz
105 posts
2026-02-01
Nvidia $NVDA CEO Jensen Huang just told reporters: - We are going to make HUGE investments into OpenAI, the investment into OpenAI will likely be Nvidia's largest investment ever [image]
2026-02-01 View on X
Bloomberg

Jensen Huang says Nvidia's OpenAI investment will be “the largest investment we've ever made”, after a report said plans to invest $100B in OpenAI stalled

Nvidia Corp. Chief Executive Officer Jensen Huang said the company will be participating in OpenAI's latest funding round …

2026-01-31
Nvidia $NVDA CEO Jensen Huang just told reporters: - We are going to make HUGE investments into OpenAI, the investment into OpenAI will likely be Nvidia's largest investment ever [image]
2026-01-31 View on X
Bloomberg

Jensen Huang says Nvidia's OpenAI investment will be “the largest investment we've ever made”, after a report said plans to invest $100B in OpenAI stalled

Nvidia Corp. Chief Executive Officer Jensen Huang said the company will be participating in OpenAI's latest funding round …

2026-01-29
Mark Zuckerberg just said that $META's sales of AI glasses have more than tripled in the last year [image]
2026-01-29 View on X
The Verge

Snap launches a wholly-owned subsidiary called Specs Inc. for its upcoming AR glasses, in a bid to facilitate minority investment and offer distinct branding

2026-01-06
NVIDIA $NVDA CEO JENSEN HUANG JUST SAID: Autonomous vehicles are now “fully gear” and this will be the first huge mainstream robotics industry [image]
2026-01-06 View on X
The Verge

Nvidia launches the Vera Rubin platform, saying it will offer dramatic reductions in inference and training costs compared to Blackwell, across six new chips

The Rubin GPU boasts five times more AI training compute power than Blackwell. … Nvidia is kicking off 2026 …

Nvidia $NVDA CEO Jensen Huang just said the Compute chassis for the new Nvidia Rubin series of AI infrastructure chips take just 5 minutes to build compared to 2 hours (if you're lucky) for the last generation [image]
2026-01-06 View on X
The Verge

Nvidia launches the Vera Rubin platform, saying it will offer dramatic reductions in inference and training costs compared to Blackwell, across six new chips

The Rubin GPU boasts five times more AI training compute power than Blackwell. … Nvidia is kicking off 2026 …

NVIDIA $NVDA CEO JENSEN HUANG JUST ANNOUNCED THE LAUNCH OF: ALPAMAYO “the worlds first thinking, reasoning model for autonomous vehicles” [image]
2026-01-06 View on X
The Verge

Nvidia launches the Vera Rubin platform, saying it will offer dramatic reductions in inference and training costs compared to Blackwell, across six new chips

The Rubin GPU boasts five times more AI training compute power than Blackwell. … Nvidia is kicking off 2026 …

NVIDIA $NVDA CEO JENSEN HUANG JUST SAID: Autonomous vehicles are now “fully gear” and this will be the first huge mainstream robotics industry [image]
2026-01-06 View on X
Constellation Research

Nvidia announces the Alpamayo family of AI models, tools, and datasets for AVs, and details a collaboration with Mercedes-Benz on its first full-stack AV effort

NVIDIA $NVDA CEO JENSEN HUANG JUST ANNOUNCED : The first full stack autonomous vehicle from Nvidia will be on the road in Q1 2026 in the United States 🇺🇸... “there is no doubt in my mind this will be one of the biggest robotics industries” [image]
2026-01-06 View on X
The Verge

Nvidia launches the Vera Rubin platform, saying it will offer dramatic reductions in inference and training costs compared to Blackwell, across six new chips

The Rubin GPU boasts five times more AI training compute power than Blackwell. … Nvidia is kicking off 2026 …

NVIDIA $NVDA CEO JENSEN HUANG JUST ANNOUNCED THE LAUNCH OF: ALPAMAYO “the worlds first thinking, reasoning model for autonomous vehicles” [image]
2026-01-06 View on X
Constellation Research

Nvidia announces the Alpamayo family of AI models, tools, and datasets for AVs, and details a collaboration with Mercedes-Benz on its first full-stack AV effort

NVIDIA $NVDA CEO JENSEN HUANG JUST ANNOUNCED : The first full stack autonomous vehicle from Nvidia will be on the road in Q1 2026 in the United States 🇺🇸... “there is no doubt in my mind this will be one of the biggest robotics industries” [image]
2026-01-06 View on X
Constellation Research

Nvidia announces the Alpamayo family of AI models, tools, and datasets for AVs, and details a collaboration with Mercedes-Benz on its first full-stack AV effort

2025-10-31
Amazon $AMZN CEO Andy Jassy just said: “AWS is growing at a pace we haven't seen since 2022, re-accelerating to 20.2% YoY. We continue to see strong demand in AI and core infrastructure, and we've been focused on accelerating capacity - adding more than 3.8 gigawatts in the past [image]
2025-10-31 View on X
CNBC

Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B

Amazon said Thursday that revenue in its cloud computing business increased 20% in the third quarter, exceeding analysts' estimates.  —  Revenue at Amazon Web Services for the thir...

Amazon $AMZN CEO Andy Jassy just said when asked about Amazon's recent corporate layoffs: “The announcement that we made a few days ago was not really financially driven. And it's not even really AI driven, not right now at least. It really. It's culture. And if you grow as [image]
2025-10-31 View on X
CNBC

Amazon reports Q3 AWS revenue up 20% YoY to $33B, vs. $32.42B est., and AWS operating income up 9.5% YoY to $11.4B

Amazon said Thursday that revenue in its cloud computing business increased 20% in the third quarter, exceeding analysts' estimates.  —  Revenue at Amazon Web Services for the thir...

Amazon $AMZN CEO Andy Jassy just said when asked about Amazon's recent corporate layoffs: “The announcement that we made a few days ago was not really financially driven. And it's not even really AI driven, not right now at least. It really. It's culture. And if you grow as [image]
2025-10-31 View on X
GeekWire

Amazon CEO Andy Jassy says the 14,000-person layoffs were due to “culture” and “removing layers” from its internal structure, not really AI or financial factors

And It's Not Because of AI or Cost Cutting Surbhi Jain / Benzinga : Andy Jassy Is Turning Amazon Into The 'World's Largest Startup' — One Layer At A Time Eugene Kim / Business Insi...

2025-10-30
3.54 Billion people use at least one of Facebook, Instagram or WhatsApp EVERY SINGLE DAY There are estimated to be ~8.2B people on Earth That means ~43% of the population of the ENTIRE world uses a $META owned product every day 🤯 [image]
2025-10-30 View on X
Meta

Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 12%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.

FACEBOOK $META JUST REPORTED EARNINGS EPS of $1.05 missing expectations of $6.66🔴 Revenue of $51.2B beating expectations of $49.4B🟢 Meta said it had a $15.9 Billion one time expense which without that their EPS woulf have been $7.25 which would have been a beat “We expect a [image]
2025-10-30 View on X
Meta

Meta reports Q3 revenue up 26% YoY to $51.2B, vs. $49.4B est., net income down 83% YoY to $2.7B, and family DAP up 8% to 3.54B for September; META drops 12%+

Meta Platforms, Inc. (Nasdaq: META) today reported financial results for the quarter ended September 30, 2025.

2025-10-22
Microsoft $MSFT CEO Satya Nadella received a total pay package worth $96.5 Million for its fiscal year 2025 This is the highest annual compensation he has received since becoming CEO more than a decade ago The results “demonstrate that Satya Nadella and his leadership team [image]
2025-10-22 View on X
GeekWire

Filing: Satya Nadella's total pay for fiscal 2025 rose nearly 22% YoY from $79.1M to $96.5M, including $84.2M in stock awards; MSFT is up ~23% so far in 2025

he got a 22% pay raise mirroring the $4 trillion tech giant's skyrocketing shares Cale Hunt / Windows Central : $96.5 million for Nadella | Microsoft's CEO receives record pay in a...

Meta Platforms $META announced today that it formed a joint venture with Blue Owl Capital in a deal worth $27 billion to fund and develop Meta's Hyperion data center in rural Louisiana As part of the deal, the asset management firm will own 80% of the joint venture, while Meta [image]
2025-10-22 View on X
Reuters

Meta forms a JV with Blue Owl to fund the $27B, 2GW Hyperion data center in Louisiana, its largest ever private capital deal; Meta will retain a ~20% equity

Meta (META.O) has struck a $27 billion financing deal with Blue Owl Capital to fund its biggest data center project globally …

2025-08-28
Nvidia $NVDA said sales to just one customer represented 23% of its total $46.7 Billion of revenue from the quarter Someone spent $10.75 Billion with Nvidia during the quarter 🤯 [image]
2025-08-28 View on X
CNBC

Nvidia reports Q2 revenue up 56% YoY to $46.74B, Data Center revenue up 56% to $41.1B, below $41.34B est., and approves an additional $60B in share buybacks

Nvidia reported better-than-expected earnings and revenue on Wednesday, and said sales growth this quarter will remain above 50% …

2025-08-07
SOUTH KOREA 🇰🇷 SAYS 🇺🇸 100% CHIP TARIFFS WILL NOT APPLY TO SAMSUNG, SK HYNIX
2025-08-07 View on X
Bloomberg

President Trump says he will impose a “tariff of approximately 100% on chips and semiconductors”, exempting firms like Apple that “committed to build” in the US

Donald Trump declared plans to slap a 100% tariff on semiconductor imports yet promised to exempt companies …

2025-07-08
So you're saying Apple does have some AI talent 😅
2025-07-08 View on X
Bloomberg

Sources: Ruoming Pang, the head of Apple's foundation models team, is leaving to join Meta, which offered a package worth tens of millions of dollars per year

Ruoming Pang, a distinguished engineer and manager in charge of the company's Apple foundation models team, is departing, according to people with knowledge of the matter.