LIZZY: SALES MORE THAN DOUBLE AT NVIDIA WITH BULLISH OUTLOOK REASSURING INVESTORS THAT THE AI TREE HAS ROOM TO RUN. BLOOMBERG LEARNS THAT RUSSIA'S PRESIDENT PUTIN IS PREPARING TO ESCALATE ATTACKS ON UKRAINE AFTER DECIDING PEACE TALKS HIT A DEAD END. AND A DOUBLE DOWN ON FLEET RENEWAL PLANS.WE WILL SPEAK TO THE CEO OF AUSTRALIA'S CARRIER LATER IN THE SHOW. A VERY GOOD MORNING HERE. NVIDIA'S BULLISH SALES OUTLOOK BOOSTING STOCKS AND FUTURES SO WE ARE LOOKING AT THE SOUTH KOREAN KOSPI UP 1.5%.THAT BOOSTING THE ...

From a market perspective. We are posting Nvidia turning to Jackson Hole, of course. Anything you want to take stock of when it comes to the Nvidia numbers and the impact on the wider market.The underscoring of the the intact nature of the AI build out. What does it mean for global asset allocation, do you think. I think that's obsolete.And it emphasized that we are still in the AI CapEx inflation stage. It's good for chip names. It is it is good for the overall AI theme for now. Um, Nvidia is the the bank ...

Market Dynamics and Industry Skepticism - Industry reports indicate that generative AI is characterized as an expensive, unprofitable, and unreliable technology backed by massive non-consensual technological push across enterprises [2][12][27] - Major tech companies refuse to disclose actual AI revenues and rely on ambiguous annualized run rates to mislead the market [17][18][19] - Enterprise adoption metrics show that high infrastructure spending fails to correlate with sustainable profitability or proportional revenue growth per employee [16][169] Financial Performance and Capital Expenditure - OpenAI reported a net loss of 20.9% billion dollars (20.9 billion dollars) last year, highlighting severe financial deficits in leading AI labs [2][40] - Technology firms have committed over 1 trillion dollars (1.0 trillion dollars) in capital expenditures for AI infrastructure, while actual global AI software revenues remain limited to approximately 22 billion dollars (22 billion dollars) outside of key labs [20][24][54] - Nvidia generated 215.9% billion dollars (215.9 billion dollars) in GPU sales during the fiscal year, heavily driven by circular financing and subsidized tech commitments [54]

The surge in I demand is driving a global infrastructure buildout, supported by an expanding and diverse set of growth opportunities spanning hyperscalers, AI labs, AI natives, enterprises, and sovereign customers. We expect to grow revenue by approximately 70% in fiscal 2028. Nvidia's blockbuster forecast, blowing past expectations and restoring confidence in the AI trade, and the company says it could be growing even faster if it could get hold of more supplies.Live from Singapore. This is insight with Ha ...

The US government is investigating Singapore-based Apex Logistics for its suspected role in smuggling Nvidia AI chips to China, sources said https://t.co/XbZlvCyaPf ...

Strategic Acquisition - Nvidia has agreed to acquire the open-source AI hub Hugging Face for 12.9 billion dollars [1] Market Dynamics and Business Impact - The acquisition enables Nvidia to protect its chip empire and re-enter the cloud business [1]

>> GOOD MORNING. THIS IS "HORIZONS: MIDDLE EAST & AFRICA." OUR TOP STORIES THIS MORNING BULLISH OUTLOOK. NVIDIA SEES ITS SALES GROWING THROUGH 2028.BOOSTING STOCKS AND FUTURES AS CONCERNS EASE THAT AI SPENDING IS POISED TO LOSE MOMENTUM. OIL LOWER AFTER A CHOPPY SESSION AS PROGRESS ON HORMUZ SHIPPING TALKS WEIGHS AGAINST THE RISK OF ESCALATING ATTACKS ON UKRAINE. AND GLOBAL CENTRAL BANKERS HEAD TO JACKSON HOLE WITH WAR-DRIVEN SUPPLY SHOCKS RESHAPING THE POLICY DEBATE AND RAISING THE STAKES FOR INTEREST RATE ...

The surge in eye demand is driving a global infrastructure buildout, supported by an expanding and diverse set of growth opportunities spanning hyperscalers and ABS, AI, natives, enterprises and sovereign customers. We expect to grow revenue by approximately 70% in fiscal 2028. Well, let's get more now with Bloomberg Tech Europe and opening trade anchor Tom Mackenzie.Tom, just put these earnings into context for us because we get that that good. But for anyone who didn't stay up late to to listen to them, i ...

Trading Post August 26, 2026 - Nvidia, Friends, and the Rebel Alliancehttps://t.co/PNTjrHQzJRAdded to Longs and Shorts, with One New Position https://t.co/ap6ol7FR7i ...

Semiconductor Industry & Corporate Performance - Nvidia expects fiscal 2028 revenue to grow by approximately 70%, driven by insatiable global AI infrastructure demand and supply chain constraints [15][16][18] - Nvidia projects fiscal fourth-quarter gross margins to bottom out at 71% to 72% before raising product prices starting early next fiscal year [18] - Nvidia reports total revenue reaching 96 to 97 billion USD, with the data center business doubling and AI cloud enterprises growing by 134% [14][23] - Nvidia's China-related semiconductor sales recovered to contribute roughly 8%, translating to high 7 billion USD out of total quarterly revenue [23] Artificial Intelligence & Technology Sector - Minimax reports a nearly 300% or 280-plus percent surge in first-half revenue with narrowing current losses, though analysts project full-year losses to double year-on-year [2][28][29] - In Silico Medicine posts a nearly 300% jump in first-half revenue to over 106 million USD, booking over 35 million USD in profit and establishing 33 developmental candidates [187][189][190][210] - Z. AI releases its frontier AI model officially named GLN 5.3 Flash, which experienced a massive surge in token usage on the open router leaderboard [27] - Alibaba unveils a lower-priced, more efficient AI platform and flash model with 125 billion parameters to increase adoption among small and medium-sized enterprises [26][130][131] Macroeconomics & Financial Markets - The Bank of Korea implements back-to-back interest rate hikes with the policy rate currently at 3% and dot plot projections pointing toward 3.25% or up to 3.5% by early next year [6][72][118][119] - China reports a year-on-year industrial profit increase of 11.2% for July and roughly 18% for the year-to-date period [71]