Nvidia ($NVDA): Revenue $96.2B in Q2 — more than doubled year-over-year — sending shares up ~8.5% to fresh all-time highs above $227.
Big Tech AI Capex: Morgan Stanley analysis reveals $3 trillion in off-balance-sheet AI infrastructure commitments from Google, Microsoft, Nvidia, and others, on top of $770B in on-balance-sheet debt.
Anthropic IPO Math: AI startup claims $30 trillion TAM — exceeding SpaceX's $28.5T pitch — as revenue run rate...
