2026-02-26
$NVDA says AI-driven data center capex could reach ~$4T by 2030 because software is becoming token-based, real-time & massively more compute-intensive. In an Agentic AI world, inference will mean revenue and compute directly scales business output which is why he frames data [image]
Bloomberg
Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates
Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …
$NVDA delivered 😏 • Revenue $68B vs Est. $66B • EPS $1.62 vs Est. $1.54 • Data Center $62B vs Est. $60B • Gross Margins 75% vs. Est. 75% Q1 Guidance • Revenue $78B vs Est. $72B Not assuming any Data Center compute revenue from China [image]
Bloomberg
Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates
Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …
$NVDA CEO Jensen Huang says the “SaaSpocalypse” narrative is wrong since AI agents won't replace software tools but they'll sit on top of them. The value accrues to the platforms and workflows agents plug into rather than some clean wipeout of SaaS. [video]
Financial Times
Salesforce CEO Marc Benioff dismisses concerns of a “SaaS-pocalypse”, saying companies like Anthropic use “a lot of SaaS because it just got better with agents”
Financial Times:
$NVDA says “space data centers” aren't economical yet but AI compute in orbit will become viable over time as energy & cooling challenges get solved. Nvidia is already flying GPUs in space with imaging & real-time onboard AI processing emerging as early, high-value use cases.
Bloomberg
Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates
Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …
$NVDA CEO Jensen Huang says AI has reached an inflection point where tokens are now productive for customers and profitable for cloud providers. “The ChatGPT moment for agentic AI has arrived” as compute demand continues to skyrocket. [image]
Bloomberg
Nvidia reports Q4 revenue up 73% YoY to $68.13B, above $66.21B est., Data Center revenue up 75% YoY to $62.3B, and forecasts Q1 revenue above estimates
Nvidia Corp., the dominant maker of artificial intelligence processors, failed to impress investors with its latest sales forecast …
$NVDA says AI-driven data center capex could reach ~$4T by 2030 because software is becoming token-based, real-time & massively more compute-intensive. In an Agentic AI world, inference will mean revenue and compute directly scales business output which is why he frames data [image]
CNBC
Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings
Kai Nicol-Schwarz /CNBC:
$NVDA delivered 😏 • Revenue $68B vs Est. $66B • EPS $1.62 vs Est. $1.54 • Data Center $62B vs Est. $60B • Gross Margins 75% vs. Est. 75% Q1 Guidance • Revenue $78B vs Est. $72B Not assuming any Data Center compute revenue from China [image]
CNBC
Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings
Kai Nicol-Schwarz /CNBC:
$NVDA CEO Jensen Huang says the “SaaSpocalypse” narrative is wrong since AI agents won't replace software tools but they'll sit on top of them. The value accrues to the platforms and workflows agents plug into rather than some clean wipeout of SaaS. [video]
Citadel Securities
Citadel rebuts Citrini's viral article, arguing that AI deployment is constrained by the marginal cost of compute vs. human labor, and needs far more compute
Copyright © Citadel Enterprise Americas LLC or one of its affiliates. All rights reserved.
$NVDA CEO Jensen Huang says AI has reached an inflection point where tokens are now productive for customers and profitable for cloud providers. “The ChatGPT moment for agentic AI has arrived” as compute demand continues to skyrocket. [image]
CNBC
Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings
Kai Nicol-Schwarz /CNBC:
$NVDA says “space data centers” aren't economical yet but AI compute in orbit will become viable over time as energy & cooling challenges get solved. Nvidia is already flying GPUs in space with imaging & real-time onboard AI processing emerging as early, high-value use cases.
CNBC
Nvidia stock is down 5%+, as investor concerns around the AI infrastructure boom dampen enthusiasm about its better-than-expected earnings
Kai Nicol-Schwarz /CNBC:
$NVDA CEO Jensen Huang says the “SaaSpocalypse” narrative is wrong since AI agents won't replace software tools but they'll sit on top of them. The value accrues to the platforms and workflows agents plug into rather than some clean wipeout of SaaS. [video]
Reuters
Salesforce reports Q4 revenue up 12% YoY to $11.2B, above $11.18B est., forecasts Q1 revenue above estimates, and announces a $50B share repurchase program
Salesforce (CRM.N) forecast first-quarter revenue above Wall Street expectations on Wednesday, betting on strong demand …
$PATH is down after Anthropic acquired Vercept to accelerate Claude's “computer use,” enabling multi-step task execution inside live applications. The market is reading this as incremental pressure on RPA/workflow automation as agentic AI pushes deeper into enterprise tooling. [image]
GeekWire
Anthropic acquires Vercept, whose Vy desktop agent lets users control a Mac or PC with natural language, to “advance Claude's computer use capabilities”
Anthropic is acquiring Vercept, a Seattle startup founded by alumni of the Allen Institute for AI, in a move that illustrates …
2026-02-25
$PATH is down after Anthropic acquired Vercept to accelerate Claude's “computer use,” enabling multi-step task execution inside live applications. The market is reading this as incremental pressure on RPA/workflow automation as agentic AI pushes deeper into enterprise tooling. [image]
GeekWire
Anthropic acquires Vercept, whose Vy desktop agent lets users control a Mac or PC with natural language, to “advance Claude's computer use capabilities”
Anthropic is acquiring Vercept, a Seattle startup founded by alumni of the Allen Institute for AI, in a move that illustrates …
Anthropic clearly trying to become the default AI layer inside enterprise workflows by using plugins as wedges to embed Claude across HR, finance, engineering & ops until it becomes infrastructure. [video]
Bloomberg
Anthropic unveils Claude Cowork updates, including new plugins for HR, investment banking, design, and other fields, plus tools to help companies customize them
Anthropic PBC is expanding the reach of its Claude chatbot into new sectors, weeks after the startup sparked a market meltdown …
$ASML is upgrading EUV source power to 1,000W lifting throughput to ~330 wafers/hour. That's a path to ~50% more chip output per tool by 2030. [video]
Reuters
ASML researchers unveil a breakthrough in EUV light source power, increasing output from 600W to 1,000W, a jump that could yield 50% more chips by 2030
2026-02-24
$AMZN drops $12B on Louisiana data center campuses with 500+ data center jobs and major local water upgrades. Hyperscalers are now funding water infrastructure because capacity buildouts don't happen without it. [image]
CNBC
Amazon plans to invest $12B in new data centers in Louisiana and says it worked with the local utility “to ensure we pay 100% of the costs” tied to the campus
SOFTWARE IS OFFICIALLY IN ITS BIGGEST PULLBACK IN 4 YEARS [image]
Wall Street Journal
Software stocks like AppLovin and CrowdStrike extended their weeks-long selloff; several of the biggest decliners were discussed in Citrini Research's post
The weeks-long selloff in software stocks deepened Monday amid general unease about the threat posed by AI. — Software-makers AppLovin, CrowdStrike …
SOFTWARE IS OFFICIALLY IN ITS BIGGEST PULLBACK IN 4 YEARS [image]
CNBC
IBM shares closed down 13.15% after Anthropic outlined in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization
International Business Machines stock is getting slammed Monday, becoming the latest perceived victim of rapidly developing AI technology …
Anthropic clearly trying to become the default AI layer inside enterprise workflows by using plugins as wedges to embed Claude across HR, finance, engineering & ops until it becomes infrastructure. [video]
Bloomberg
Anthropic launches Claude Cowork agent tools for investment banking, HR, design, and more, including a specialized financial plugin developed alongside FactSet
Anthropic PBC is expanding the reach of its Claude chatbot into new sectors, weeks after the startup sparked a market meltdown …
$ASML is upgrading EUV source power to 1,000W lifting throughput to ~330 wafers/hour. That's a path to ~50% more chip output per tool by 2030. [video]
Reuters
ASML researchers unveil a breakthrough in EUV light source power, increasing output from 600W to 1,000W, a jump that could yield 50% more chips by 2030
Researchers at ASML Holding say they have found a way to boost the power of the light source in a key chip making machine to turn …