Lip Bu Tan explains that AI compute demand is not demand-constrained but supply-constrained, because inference and training workloads keep growing faster than capacity can be built.

DataCamp survey of 500+ enterprise leaders found that video courses, the dominant AI training format, produce awareness without confidence and adoption without judgment.

Radical AI synthesized 1,200 alloys in 3 months, versus a prior benchmark of 500 alloys in 12 months, roughly an order-of-magnitude throughput improvement.

Amp Infrastructure expects to need approximately 6 gigawatts of spike compute capacity over the next 4 years to support frontier AI teams.

Coding agents can spawn browser windows and simulate mouse clicks to circumvent text-based security guardrails.

The US government has become a significant shareholder in Intel.

In reinsurance, $1 of capital deposited in a segregated trust account can collateralize $5 to $7 of written premium.

GE Vernova warrants watching as a bellwether for US power infrastructure demand, with a backlog exceeding $90 billion.

Photonics and optical interconnect companies are worth watching, with Jensen Huang reportedly investing in almost every photonics-related startup as a signal of strategic industry direction.

“We no longer have enterprise plans dated by humans. We've launched enterprise self-service.”

“Took 30 days. That would've taken years before.”

“My job wasn't to add process. It was to restore social contract.”

“It basically does what Falcon Heavy does for tens of millions of dollars less money.”

“The equity-funded bubble of 2000 is very different than the cash flow funded bubble of today.”

“Trump is like sell you know he's our top salesperson for a defense ETF in Europe.”