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Jensen Huang tells companies to skip ROI demands and let AI innovation run wild

Nvidia CEO Jensen Huang challenged conventional business wisdom at the Cisco AI Summit, urging leaders to abandon immediate ROI expectations for AI projects. Comparing corporate innovation to parenting, he advocated for messy experimentation over rigid control, arguing that demanding proof of financial success before trying new AI tools stifles creativity just like asking a child to justify a hobby with a business plan.

Technology2 sources

Jensen Huang tells companies to skip ROI demands and let AI innovation run wild

Technology2 sources

AppLovin Stock Plunges 16% as AI Disruption Fears and CloudX Platform Shake Mobile Ad Market

AppLovin shares tumbled more than 16% amid mounting investor concerns about AI-driven disruption in mobile advertising. The sell-off intensified after CloudX, a new AI-powered platform co-founded by industry veterans, reached general availability with tools designed to automate ad operations. The broader software sector faced pressure as investors grapple with whether AI agents will threaten or enhance existing ad tech business models.

Business3 sources

AppLovin Stock Plunges 16% as AI Disruption Fears and CloudX Platform Shake Mobile Ad Market

Business3 sources

Germany Opens €1 Billion AI Data Center to Boost Digital Sovereignty and Industrial AI

Deutsche Telekom, Nvidia, and SAP have launched one of Europe's largest AI computing facilities in Munich. The €1 billion Industrial AI Cloud aims to reduce European dependence on foreign digital infrastructure while boosting Germany's AI computing power by 50%. The facility operates at 30% capacity and represents the first step toward building AI gigafactories across Europe.

Technology3 sources

Germany Opens €1 Billion AI Data Center to Boost Digital Sovereignty and Industrial AI

Technology3 sources

Positron raises $230M Series B to challenge Nvidia with energy-efficient AI chips at $1B valuation

Semiconductor startup Positron has raised $230 million in Series B funding at over $1 billion valuation to accelerate development of energy-efficient AI chips. Backed by Qatar Investment Authority and Arm Holdings, the Reno-based company claims its upcoming Asimov chip will deliver five times more tokens per watt than Nvidia's Rubin GPU while offering six times more memory capacity for inference workloads.

Startups3 sources

Positron raises $230M Series B to challenge Nvidia with energy-efficient AI chips at $1B valuation

Startups3 sources

Infineon ramps up investment by €500M as AI data centers fuel unprecedented chip demand growth

German chipmaker Infineon is increasing its fiscal 2026 investment to €2.7 billion, up from €2.2 billion, to meet surging demand for AI data centers. The company expects AI business revenue to reach €2.5 billion in 2027, representing a tenfold increase within three years, as it navigates a weak automotive market.

Business4 sources

Infineon ramps up investment by €500M as AI data centers fuel unprecedented chip demand growth

Business4 sources

Intel hires chief GPU architect to challenge Nvidia's dominance in AI and data center markets

Intel CEO Lip-Bu Tan confirmed the chipmaker is actively developing GPUs with newly hired chief architect Eric Demers from Qualcomm. The move signals Intel's commitment to compete in the lucrative AI and data center GPU market, where Nvidia currently dominates. Intel plans to manufacture these chips internally through its foundry business.

Technology6 sources

Intel hires chief GPU architect to challenge Nvidia's dominance in AI and data center markets

Technology6 sources

Supermicro Revenue Growth Soars 123% as AI Boom Drives Record Q2 Results

Supermicro delivered a stellar second quarter with revenue jumping 123% to $12.7 billion, fueled by surging demand for AI infrastructure. The company raised its annual revenue forecast to at least $40 billion as GPU-based systems accounted for 84% of quarterly revenue. Despite margin pressures, CEO Charles Liang sees strong growth ahead with Data Center Building Block Solutions.

Business5 sources

Supermicro Revenue Growth Soars 123% as AI Boom Drives Record Q2 Results

Business5 sources

AMD revenue forecast disappoints investors despite strong AI chips sales and China boost

AMD reported fourth-quarter earnings that beat Wall Street estimates with revenue rising 34% to $10.3 billion, driven by its data center business and AI chip sales. But the company's first-quarter revenue forecast of $9.8 billion, while above consensus, fell short of some investor expectations who sought bigger AI gains. Shares tumbled 13% as concerns emerged about AMD's ability to compete with Nvidia in the booming AI market.

Business12 sources

AMD revenue forecast disappoints investors despite strong AI chips sales and China boost

Business12 sources

ChatGPT recovers from major outage as OpenAI resolves elevated error rates affecting thousands

OpenAI's ChatGPT experienced a significant outage affecting more than 12,000 users, with Down Detector recording peak disruption reports. The AI chatbot faced elevated error rates impacting logins, conversations, and voice mode before OpenAI resolved the issue at 5:14 PM ET. Anthropic's Claude AI also experienced similar service failures on the same day.

Technology4 sources

ChatGPT recovers from major outage as OpenAI resolves elevated error rates affecting thousands

Technology4 sources

Dassault NVIDIA Partnership Merges Virtual Twin Tech With Industrial AI to Transform Engineering

Dassault Systèmes and NVIDIA announced a long-term strategic partnership to build a shared industrial AI architecture that combines Virtual Twin technologies with AI infrastructure. The collaboration will establish science-validated industry World Models and deploy skilled virtual companions across biology, materials science, engineering and manufacturing, fundamentally changing how millions of professionals design and simulate complex systems.

Technology3 sources

Dassault NVIDIA Partnership Merges Virtual Twin Tech With Industrial AI to Transform Engineering

Technology3 sources

Western Digital unveils HDD tech roadmap with 100TB drives and flash-like performance for AI

Western Digital revealed breakthrough hard drive innovations at Innovation Day 2026, introducing High Bandwidth Drive Technology and Dual Pivot design that promise to deliver flash-like performance for AI workloads. The company's new storage roadmap targets 100TB capacity by 2029 while addressing the growing demands of AI-driven data storage with 4x throughput gains and 20% power reduction.

Technology7 sources

Western Digital unveils HDD tech roadmap with 100TB drives and flash-like performance for AI

Technology7 sources

Palantir's earnings surge signals enterprise AI spending boom amid software sector slump

Palantir Technologies reported record fourth-quarter earnings with revenue of $1.41 billion, crushing Wall Street expectations and issuing a bullish 2026 revenue forecast of 61% growth. The data analytics company's U.S. commercial segment exploded 137% year-over-year, while its Rule of 40 score hit an unprecedented 127%, demonstrating that enterprises are aggressively adopting AI despite broader software sector concerns.

Business9 sources

Palantir's earnings surge signals enterprise AI spending boom amid software sector slump

Business9 sources

Intel partners with SoftBank to develop Z-Angle Memory that promises triple HBM capacity

Intel and SoftBank subsidiary Saimemory signed a collaborative agreement to develop Z-Angle Memory (ZAM), a vertically-stacked memory technology designed to compete with High Bandwidth Memory in AI data centers. The next-generation memory promises 2 to 3 times more capacity, greater bandwidth, and half the power consumption of HBM, with prototypes expected in 2027 and mass production targeted for 2029.

Technology8 sources

Intel partners with SoftBank to develop Z-Angle Memory that promises triple HBM capacity

Technology8 sources

Rural India Powers Global AI Models as 200,000 Annotators Drive Machine Learning Revolution

A growing workforce of at least 200,000 data annotators in rural India now represents roughly half of the world's data labelling workforce, powering global AI models for tech giants. Workers like 27-year-old Chandmani Kerketta balance farming by day with night shifts labelling images and videos essential for machine learning applications like autonomous vehicles. The shift brings new employment opportunities and financial independence, particularly for women in remote regions.

Business2 sources

Rural India Powers Global AI Models as 200,000 Annotators Drive Machine Learning Revolution

Business2 sources

Google Cloud and Liberty Global forge five-year AI partnership across European operations

Google Cloud and Liberty Global have announced a five-year strategic partnership to deploy Gemini AI models across the cable group's 80 million fixed and mobile connections in Europe. The deal will support AI-powered search on Liberty's Horizon TV platform, customer-service automation, and autonomous network operations while targeting new revenue streams for both companies.

Business2 sources

Google Cloud and Liberty Global forge five-year AI partnership across European operations

Business2 sources

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