Raymond James analyst Simon Leopold says Nvidia could make $1 trillion in revenue for the fiscal year that ends in January 2029. At yesterdays earnings call, Nvidia guided to 70% revenue growth for 2027. Nvidia is likely to make 403 billion in revenue in 2027. 70% growth would hit almost $700 billion in 2028. They …
Today, NVIDIA reported revenue for the second quarter ended July 26, 2026, of $96.2 billion, up 18% from the previous quarter and up 106% from a year ago. For the quarter, GAAP and non-GAAP gross margins were both 75.0%. GAAP and non-GAAP earnings per diluted share were $2.46 and $2.22, respectively. 🔹 Revenue $96.2B (Est. …
The $100B Starbase Louisiana will have 10 pads (5 complexes × 2) and will start building in 2027 with a first launch targeted 2029. The new launch facilities will not have a positive revenue impact until 2029 and only if the work stays on schedule. SpaceX now has 17 Starship launch pads under development. Those …
Semianalysis reports Mythos 2 is done training and Anthropic are not releasing the model. Anthropic’s August 2026 Risk Report describes an unreleased internal model it calls Model 2. It is more capable than Mythos 5, with no current plan to release it externally and the normal external-release evaluation suite not completed. They describe Model 2 …
SemiAnalysis talk about SpaceX’s 10 GW AI compute ambitions. SpaceX can fund the build, they have the power for it, they have the sites and they will get the chips. The Frontier labs [Anthropic, OpenAI and Microsoft] can generate ~$100 million of revenue per megawatt per year today on API inference with GB300-class systems. Cost …
AI Data Centers are at the center of controversy and there many fights over what can and cannot be built. How can we solve the energy, water and other problems ? Brian WangBrian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked …
Tesla Cybercab will launch in 12 days. They will start putting the Cybercabs into the robotaxi fleets in Austin and elsewhere. We will see what other announcements will be made on the rollout schedules and plans. pic.twitter.com/yChZnEzwZf — Tesla (@Tesla) August 22, 2026 Brian WangBrian Wang is a Futurist Thought Leader and a popular Science …
Elon indicates the will catch of the SpaceX Starship with the tower will be in a few months. First reflight of the ship will be either end of this year or early next. That will be a fork in the road of history for consciousness reaching the stars. Looks like we will probably catch the …
Everything about SpaceX are the AI releases coming out every week. Grok Bot released and it is huge. Easier and more useful than OpenClaw. Productivity will mean super users at companies will use it. You can also get Grok Bot for less than $100 per month. Cursor teams. Grok Bot will become part of Macrohard …
Tesla will be inviting people to a September Cybercab launch day. Ride in Robotaxi through 8/23 for a shot to attend our Cybercab launch event. More rides = better odds. This will be no steering wheel Cybercab for robotaxi and they will sell Cybercabs as well. Ride in Robotaxi through 8/23 for a shot to …
SpaceXAI Grok 4.6 is roughly the same performance as Fable 5 Max at an 85% discount. 80% cheaper for input tokens and 88% cheaper for output tokens. It is pareto dominant. Grok 4.7 will be significantly better as is a much larger model with the Cursor and SpaceX data included in pretraining. Grok 4.6 is …