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Jensen Huang explains why Nvidia will grow an astounding 70% next year

Nvidia CEO Jensen Huang reiterated at a Goldman Sachs conference that revenue could grow 70% year-over-year next year, reaching roughly $680 billion.

Speaking at the Goldman Sachs Communicopia + Technology conference, Huang reaffirmed guidance of about 70% revenue growth next year, implying roughly $680 billion after an expected ~$400 billion this fiscal year. He cited the Grace-Blackwell system (36 Grace CPUs with 72 Blackwell GPUs) experiencing 27% month-over-month order growth and claimed $100 billion in revenue-generating contracts at companies Nvidia invests in. Huang argued Nvidia underpins models from OpenAI, Anthropic, and Google and tracks global data center capacity, while dismissing concerns about circular deals and competition from hyperscalers, Cerebras, and Etched.

TechCrunch · AI · 5d agoAI industry

Cognition hits $48B valuation, signaling investors believe AI coding is far from a winner-take-all market

Cognition, maker of Devin, raised $2 billion at a $48 billion valuation led by a16z, Accel, and Founders Fund, with revenue at $900M annualized.

Cognition raised $2 billion at a $48 billion valuation, four months after a $26 billion round, led by Andreessen Horowitz, Accel, Founders Fund, General Catalyst, and Avenir. Its annualized run-rate revenue grew from $492 million to $900 million since May, with projected $4-5 billion by end of 2026, while compute costs could push 2026 burn to $800 million. The startup, founded by Scott Wu, counts Mercedes-Benz, NASA, Goldman Sachs, and Citi as customers and is training its own model to cut reliance on OpenAI and Anthropic.

TechCrunch · AI · 7d agoAI industry

Crusoe reportedly raises $3B at a $30B valuation

AI data center developer Crusoe raised $3 billion at a $30 billion valuation, plus a $13 billion five-year GPU contract with Jane Street.

Crusoe, which builds hyperscale data centers for customers including Meta, Microsoft, OpenAI, and Oracle, raised a $3 billion round at a $30 billion valuation, Bloomberg reported. The round was co-led by Atreides Management and Valor Equity Partners with participation from Mubadala Capital. It comes 10 months after a $1.38 billion raise at a $10 billion valuation and follows a $13 billion, five-year cloud contract supplying GPUs and AI infrastructure to trading firm Jane Street. The company has met with Goldman Sachs and Morgan Stanley about a potential near-term IPO.

TechCrunch · AI · 12d agoAI industry

Anthropic's Enterprise Frontier Safeguards lets your Claude logs stay in your cloud

Anthropic launches Enterprise Frontier Safeguards, letting regulated customers keep Claude usage logs in their own cloud storage under their own keys with automated misuse detection.

Anthropic unveiled Enterprise Frontier Safeguards, co-designed with eight members of the Analysis and Resilience Center for Systemic Risk and more than 100 customers including Wells Fargo, Goldman Sachs, Visa, Mastercard, Comcast, KPMG, and Salesforce. Misuse-detection activity data can live in the customer's Amazon S3, Azure Blob Storage, or Google Cloud Storage under customer-managed keys, with fully automated review and no human inspection by Anthropic; automated systems watch for offensive cyber or biological capability development and signs of stolen credentials. The offering replaces the friction around Fable 5's 30-day retention policy, costs nothing extra, spans Claude Enterprise, Claude Platform, Amazon Bedrock, Google's Agent Platform, and Microsoft Foundry, with broad availability targeted for later this fall.

Help Net Security · 14d agoAI industry1

NVIDIA AI Factory Compute Is Becoming an Investable Asset Class

NVIDIA partners with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to mobilize over $500 billion of third-party capital for AI infrastructure financing.

NVIDIA announced partnerships with major financial firms including Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR. The independent financing platforms are designed to mobilize more than $500 billion of third-party capital to support AI infrastructure buildout. NVIDIA frames the move as positioning AI factory compute as an investable asset class.

NVIDIA Blog · Aug 12, 2026AI industry

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vendor Nvidia 3vendor Anthropic 2organization Citi 2organization Accel 1organization Atreides Management 1organization Avenir 1organization Apollo 1organization BlackRock 1organization Blackstone 1organization Bloomberg 1organization Brookfield 1organization Founders Fund 1organization Cognition 1organization Comcast 1organization Bank of America 1organization Andreessen Horowitz 1
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