HPE AI Grid, designed to transform distributed AI factories into an intelligent AI infrastructure powered by Nvidia. These are said to offer a "critical" application for AI services and use cases that rely on low-latency, real-time connectivity, including retail personalisation and predictive maintenance in industries such as manufacturing, localised edge inference in healthcare and carrier-grade AI services.
Samsung and AMD share a commitment to advancing AI computing, and this agreement reflects the growing scope of our collaboration. From industry-leading HBM4 and next-generation memory architectures to cutting-edge foundry and advanced packaging, Samsung is uniquely positioned to deliver unrivaled turnkey capabilities that support AMD's evolving AI roadmap.
Claws are autonomous agents that can plan, act, execute tasks on their own, and they've gone from just thinking and executing on tasks to achieving entire missions. We used to prompt with what, how, or why, but for claws now we prompt with build, create or make.
AI depends on five layers-energy, chips, infrastructure, models, and applications-and that all five need to scale together to enable the massive buildout of AI across the economy. Nvidia, not coincidentally, sits squarely in the middle of that stack, and connects most of the layers together.
We are outraged that, despite the community's clear demand to move the Election Day hearing, MDEQ chose to bulldoze through a decision that silenced the very residents most harmed by it. Environmental justice advocates and residents say the approval process steamrolled community voices, pushing to delay the vote arguing it conflicted with Mississippi's primary elections and made it harder for residents to participate.
Nscale has bet on vertical integration, from energy and data centers to compute and orchestration software. Its new valuation stems from a $2 billion Series C, which it calls "the largest in European history," though the figure includes a $433 million pre-Series C SAFE backed by Blue Owl, Dell, Nvidia and Nokia in October.
CrowdStrike recorded its first-ever positive GAAP net income of $38.69 million, flipping from a $86.29 million loss in the same quarter a year ago. Revenue grew 23% year-over-year to $1.305 billion, edging past estimates. Ending ARR hit $5.25 billion, up 24%, while net new ARR of $330.7 million surged 47% year-over-year, a record.
Our custom accelerator business is progressing very well across five customers. Anthropic will soon implement one gigawatt of Broadcom-baked TPUs, and we expect the AI company plans a three-gigawatt deployment in 2027. Meta will install multiple gigawatts of Broadcom's XPU accelerators in 2027 and beyond. OpenAI will deploy over one gigawatt of compute capacity based on custom XPUs in 2027.
