Shared some thoughts on the roller coaster ride of @Nvidia selling chips to China in this piece by @DanielHowley for @YahooFinance: Trump says Nvidia can sell H200 chips to China, but nothing is guaranteed

Jensen Huang is basically shooting down the claims around an AI bubble at this point.

Jensen begins remarks by addressing the AI bubble chatter.

Kress says Nvidia's accelerators have a long useful life thanks to its CUDA software and that it's A100 GPUs from 6 years ago are still running because of it.

Colette Kress pushing back against Michael Burry

Nvidia says Rubin will ramp in the second half of 2026.

Nvidia announced projects amounting to 5 million GPUs in Q3.

Cloud service providers are now expected to spend $600 billion in cap-ex in 2026.

Nvidia says it sees half a trillion in revenue in Blackwell and Rubin revenue through calendar 2026.

DC Federal District Court Judge James Boasberg shot down the @FTC's long-running attempt to hold @Meta liable for monopolizing the social media market. In an opinion issued today Judge Boasberg wrote, "Whether or not Meta enjoyed monopoly power in the past...the agency must show

https://t.co/r9OAhH2LS8

SHELBY OAKS is out tonight. Read my big interview with YouTuber-turned-director Chris Stuckmann all about how he made the movie on a tiny Kickstarter budget, how @neonrated helped him "ramp up the gore," and what he plans to do next

Yep, here's your problem. Someone set this thing to 'evil'.

Anthropic says it $13B at $183B valuation with new investor ICONIQ leading the round.

A job update: After 4.5 great years, today is my last day @yahoofinance. I’ll still be covering markets but will be joining the team over at @barronsonline. I’m super excited to help build out a new initiative that you’ll hear more about in the coming weeks…

Offered some commentary in this piece by @DanielHowley for @YahooFinance on @Apple's potential robotics plans and their dependence on high-quality voice-based AI: An Apple robot will need a lot of AI help

Do they have Krusty Partially Gelatinated Non-Dairy Gum-Based Beverages?

Traffic to "websites" (designed to be navigable by humans) is already collapsing. As more and more people start and end their journeys within an AI chat window, why bother even maintaining them?

Personal news time: As of this week, I’ve started a new job as the Deputy Entertainment Editor of Polygon dot com! I’m excited to work with some great writers and editors — including Tasha Robinson and Matt Patches — to plan and pull off ambitious and awesome features and story

The Galaxy Z Flip 7 is the most fully realized version of Samsung's ideal of a flip phone since the launch of the original Galaxy Z Flip in 2020. #galaxyzflip7 #samsung https://t.co/wW2cIcYiYK