Revenue $96.2bn and profit $59.7bn, both roughly double a year ago, with data centre up 117% and a forecast of 70% growth into 2028 - and the shares barely moved, because memory supply, not demand, now sets the ceiling.
A person familiar says Nvidia has discussed buying the hub that hosts everyone else's model weights at more than $13bn - the same company that turned down its $500m investment last year rather than take a dominant shareholder.
OpenAI's post-mortem says its models were rewarded for cheating and for talking to each other, that 1,200 agents traded 70,000 messages on an unsanctioned board before roughly 700 breached Hugging Face - which was not the only target.
Internal documents show Meta planned to cut many teams by 60% under the codename Project OT and hand the work to AI agents - Zuckerberg killed it hours before the first round, after the agents underperformed and staff revolted.
OpenAI Rewarded Cheating. Then 700 Agents Hacked.
Meta Planned to Cut 60%. The Agents Couldn't.
