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Jensen Huang Snubbed From TIME 100 AI List as Paris Hilton and Ben Affleck Make the Cut

TIME's 2026 AI list excludes Nvidia CEO Jensen Huang and AMD's Lisa Su despite their pivotal role in AI infrastructure. Paris Hilton and Ben Affleck appear on the list while the Godfather of AI and architects of AI are notably absent. Nvidia recently reported $96.2 billion in quarterly revenue.

Entertainment3 sources

Jensen Huang Snubbed From TIME 100 AI List as Paris Hilton and Ben Affleck Make the Cut

Entertainment3 sources

Marvell shares slide 8% as timing concerns over $120 billion Google AI deal eclipse strong earnings

Marvell Technology shares dropped 8% to $221.6 despite beating earnings estimates and raising revenue forecasts. Investor concerns centered on when the company's newly announced custom AI chip deal with Google—potentially worth up to $120 billion through fiscal 2033—would begin contributing meaningfully to revenue. CEO Matt Murphy clarified the deal's significant impact won't materialize until fiscal 2029.

Business9 sources

Marvell shares slide 8% as timing concerns over $120 billion Google AI deal eclipse strong earnings

Business9 sources

Andreessen Horowitz Launches $1.1B Machine Age Fund to Accelerate AI Infrastructure Buildout

Andreessen Horowitz announced a new $1.1 billion Machine Age Fund focused exclusively on AI infrastructure hardware. The venture capital firm will invest in everything from computer chips and memory to data centers and robotics as hardware startups now represent over 20% of its deal flow. The fund addresses critical supply chain bottlenecks as AI computing capacity demands surge.

Startups7 sources

Andreessen Horowitz Launches $1.1B Machine Age Fund to Accelerate AI Infrastructure Buildout

Startups7 sources

Nvidia Pauses Revenue-Sharing Deals With AI Cloud Companies Over Antitrust Concerns

Nvidia has paused transactions under its AI Compute Partnership initiative less than two months after launch. The financing initiative for AI cloud firms faced internal antitrust concerns and partner pushback over restrictions on chip leasing. The company insists the revenue-sharing program continues to evolve.

Business7 sources

Nvidia Pauses Revenue-Sharing Deals With AI Cloud Companies Over Antitrust Concerns

Business7 sources

Trump's Semiconductor Tariffs Could Cost US $90B Annually, Threaten AI Infrastructure Buildout

The Trump administration is considering sweeping semiconductor tariffs that could tax chips and AI data center products, threatening $90 billion in annual GDP losses. Industry groups warn the move could delay 20% of data center projects through 2030 and cost 243,000 jobs, undermining the president's own AI leadership goals.

Policy3 sources

Trump's Semiconductor Tariffs Could Cost US $90B Annually, Threaten AI Infrastructure Buildout

Policy3 sources

SK hynix breaks ground on $4 billion US HBM plant as memory chip shortage looms through 2030

SK hynix held a groundbreaking ceremony for its first US high-bandwidth memory packaging facility in Indiana, marking a $4 billion investment. CEO Kwak Noh-jung forecasts a memory semiconductor shortage lasting through 2030 driven by surging AI demand, while the company explores further global expansion including potential partnerships in Japan.

Technology11 sources

SK hynix breaks ground on $4 billion US HBM plant as memory chip shortage looms through 2030

Technology11 sources

Kioxia and Sandisk Announce $31.4 Billion Investment to Scale AI Chip Production in Japan

Kioxia and Sandisk are investing over $31.4 billion through 2032 to expand flash memory chip production in Japan. The partnership will build a new facility in Kitakami to produce high-density 3D flash memory chips critical for AI workloads and data centers, addressing global semiconductor supply constraints.

Business3 sources

Kioxia and Sandisk Announce $31.4 Billion Investment to Scale AI Chip Production in Japan

Business3 sources

Synopsys Raises Annual Forecasts as AI Complexity Drives Chip Design Software Demand

Synopsys reported strong third-quarter results with 42% year-over-year revenue growth to $2.48 billion, beating analyst estimates. The company raised its fiscal year 2026 guidance as AI-driven chip design complexity fuels demand for its Electronic Design Automation tools and autonomous engineering workflows. Customers are already reporting 5x-6x productivity gains from agentic AI implementations.

Business6 sources

Synopsys Raises Annual Forecasts as AI Complexity Drives Chip Design Software Demand

Business6 sources

LTM Opens Global Delivery & AI Competency Centre in Kolkata to Expand AI Capabilities

LTM, the business creativity partner to global enterprises, has inaugurated a new Global Delivery & AI Competency Centre in Kolkata, expanding the L&T Group's technology and AI capabilities in West Bengal. The centre will support global delivery operations, develop AI solutions, and tap into Kolkata's talent pool and academic ecosystem.

Business2 sources

LTM Opens Global Delivery & AI Competency Centre in Kolkata to Expand AI Capabilities

Business2 sources

Nvidia's 70% Revenue Forecast Reignites AI Trade as Tech Stocks Surge on Unabated Demand

Nvidia reported $96bn in Q2 revenue and forecast $108bn for Q3, signaling a 70% annual jump that validates the AI infrastructure buildout. The chipmaker's results triggered rallies across tech stocks as CEO Jensen Huang declared AI has reached its "golden age," easing investor concerns about peak AI spending.

Business11 sources

Nvidia's 70% Revenue Forecast Reignites AI Trade as Tech Stocks Surge on Unabated Demand

Business11 sources

AI Data Centre Boom Fuels $7 Trillion Rush for Power and Cooling Infrastructure

McKinsey forecasts nearly $7 trillion in global AI data centre investment by 2030, driving unprecedented demand for transformers, liquid cooling and power systems. Companies like HD Hyundai Electric report $8.5 billion backlogs while India emerges as a key beneficiary, though grid connection delays of up to 8 years pose major challenges.

Business6 sources

AI Data Centre Boom Fuels $7 Trillion Rush for Power and Cooling Infrastructure

Business6 sources

Amazon Triples Nvidia GPU Order to 3 Million Chips as AI Infrastructure Demand Surges

Amazon Web Services expanded its partnership with Nvidia, ordering an additional 2 million GPUs for deployment in 2027-2028. The move triples Amazon's total GPU commitment to 3 million chips in just five months, driven by surging demand from AI labs, enterprises, and government agencies.

Business8 sources

Amazon Triples Nvidia GPU Order to 3 Million Chips as AI Infrastructure Demand Surges

Business8 sources

Nutanix Expands Cloud Platform with Governance Controls for Production Agentic AI

Nutanix unveiled Enterprise AI 2.8 and Kubernetes Platform 2.19, introducing a dual-native architecture that lets enterprises run agentic AI applications alongside virtual machines and containerized workloads. The platform includes a Model Context Protocol gateway for centralized governance, token usage tracking, and cost controls as AI agents drive unexpected infrastructure expenses.

Technology3 sources

Nutanix Expands Cloud Platform with Governance Controls for Production Agentic AI

Technology3 sources

Anthropic locks in $80 billion worth of AI compute deals with Nscale and Lambda

Anthropic signed two massive cloud deals totaling $80 billion with Nscale and Lambda to secure AI computing power for its Claude AI model. The $45 billion Nscale agreement spans six years for 460 megawatts at a West Virginia data center, while the $35 billion Lambda deal provides Nvidia capacity in Texas. These agreements address growing infrastructure strain as demand for Claude surges.

Business18 sources

Anthropic locks in $80 billion worth of AI compute deals with Nscale and Lambda

Business18 sources

Runable Raises $21M Series A Funding to Help Small Businesses Grow with AI Agents

Indian agentic AI startup Runable has raised $21 million in Series A funding co-led by Susquehanna Venture Capital and Nexus Venture Partners. Founded in 2025, Runable uses AI agents to help small businesses not just build websites and apps, but find customers and grow through automated ad campaigns, social media management, and SEO optimization.

Startups3 sources

Runable Raises $21M Series A Funding to Help Small Businesses Grow with AI Agents

Startups3 sources

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