NVIDIA Guides for Massive $91B Q2 as AI Factory Era Fuels Record Earnings
… Edge Computing added $6.37 billion to NVIDIA's bottom line, versus $5.81 billion in the previous quarter and $4.95 billion in same quarter a year ago. …
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Intel Recruits Senior Qualcomm Exec Katouzian to Lead Client Computing and Physical AI
… "AI is creating unprecedented opportunities at the edge, driving a sea change in client computing and physical AI systems," said Lip-Bu Tan, Intel CEO. …
Anthropic Inks Massive SpaceX Compute Deal Ahead of $2 Trillion IPO
… For investors evaluating the June 12 NASDAQ debut, the Anthropic contract is seen by some as a double-edged data point. On the positive side, the deal accounted for 76% of SpaceX's $10.1 billion in Q1 2026 capital spending, big enough to move the needle on revenue. …