Investors treating Nvidia as a pure AI-training bet are missing a third of the company that Huang says compounds 30% to 40% a year on ordinary workloads like fraud detection.
$NVDA CEO Jensen Huang says classical computing, including fraud detection and recommendation systems, accounts for roughly a third of NVIDIA’s business and is growing 30 to 40% a year. https://t.co/5ULFu1RKVF
The fight is over where the compute line sits: models above 10²⁵ FLOPs get policed as frontier, and Sacks says the draft would eventually pull in far smaller AI startups too.
Is 10²⁵ FLOPs Still the Frontier? A new Anthropic-written safety bill is circulating on Capitol Hill. Some of its ideas could be reasonable if limited to true frontier companies. As written, however, it will eventually sweep in most of Silicon Valley, damaging the startup
Amazon's robot count is now closing in on its 1.5 million human headcount, the clearest sign yet that fulfillment labor costs are headed down. Margin watchers should keep an eye on the stock.
JUST IN: Amazon has now deployed over 1 million robots across its operations, raising concerns about the future of its 1.5 million human workers.
Musk is now pitching humanoid robots and AI as the fix for the national debt, the broadest framing yet of the bet Tesla investors are already paying for. The full Walter Isaacson interview lands Tuesday.
Elon Musk in new upcoming interview says AI and robots will need to fix the deficit: "There's no way we were gonna solve the deficit from within the government. The only way we're going to solve the national debt is with AI and robots. We're not gonna solve it by trying to save https://t.co/Q6H7pydVdv https://t.co/33fM1QvjFJ [Quoted @SawyerMerritt]: Walter Isaacson will be releasing a new podcast interview with Elon Musk on Tuesday. https://t.co/jEXSkaAU9L
Software-grade profitability out of a capital-intensive foundry is the whole bull case for TSMC, and advanced-node pricing power is what keeps it there.
What other manufacturing business has 58% operating margins? $TSM https://t.co/wM7TE7cBkZ
A signature scrawled on move-in night can quietly move a negligence case out of a courtroom before anyone realizes it happened. Families have a narrow window to undo that, but most never know it exists.
Martin Shkreli just named three private startups he believes could threaten Nvidia’s dominance in AI chips, and his reasoning involves a technology that computes at the speed of light. The catch is that Nvidia may already be one step ahead.
A buyer shortage that wide hands pricing power to purchasers, which squeezes homebuilder margins and mortgage volumes before it ever shows up in sales data.
US home sellers are now estimated to outnumber homebuyers by over 580k (63%), the largest gap on record with data going back to 2013. https://t.co/8obqGOnbsz
Picking which shares to gift matters more than most donors realize, and choosing the wrong lot can leave a sixteen-year gain sitting on the wrong tax return entirely.
A $2 trillion fiscal 2026 shortfall means Treasury keeps flooding the market with supply, which is what pins long-end yields high no matter what the Fed does with short rates.
RT @charliebilello: During the 2026 Fiscal Year the US Federal Government took in $5.4 trillion and spent $7.4 trillion. Don’t try this at…
The scramble to power AI data centers with reactors now has a Moscow angle, which puts sanctions and export-control risk squarely into nuclear infrastructure deals.
JUST IN: Putin’s envoy says Russia and US will announce new joint initiatives, including data center projects that could use "nuclear power"
