Wednesday night plus this morning. Nvidia printed $96.22 billion and guided about $108 billion, then the supply column jumped to $279 billion. Shein is set to price the Hong Kong listing near the midpoint at about $26.5 billion, and Brasília sued Discord for R$500 million.
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Tuesday night plus this morning. Instagram kept the teen pause tool as a toggle, OpenAI confirmed the data-centre chief is gone and split the job toward leasing, and Huawei answered a Cairo tender Washington is trying to match after the fact.
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George Volichenko testified the teen pause tool stayed a toggle because a default would have hit core metrics.
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OpenAI says its Broadcom-built inference ASIC beat GB200 or GB300 on work per watt and latency. The numbers are OpenAI’s. They were not run against Vera Rubin.
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Steve Marshall issued a consumer-protection subpoena on Monday over last month’s escaped test agent. OpenAI says it is reviewing the Hugging Face incident.
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Monday’s stack after the plumbing Brief. Export controls showed up inside Nvidia’s Taiwan unit, the supplier started shopping a customer above $30 billion, and the six-figure visa fee came back as a proposed rule.
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Keelung prosecutors charged nine people Monday, including an Nvidia Taiwan manager and two Super Micro staff, over B300 servers dressed as a local install. Seventy-four reached China. Fifty-six died at customs.
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The Information, via The Next Web: Nvidia has been discussing a stake that would put Perplexity above $30B. Talks, not a close. A supplier putting equity into its own order book.
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Monday stack from Sunday’s late coverage. The AI buildout showed up as an M&A number on the hub, a red-state governor’s warning, and a police prompt that turns plates into addresses.
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Garrett Langley is touring “compromise” while Wired reports a police AI that turns neighborhood patterns into names and home addresses.
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