earnings
30 articles about earnings in AI news
CoreWeave, Nebius Earnings Show AI Race Shifts From GPUs to Power
CoreWeave and Nebius Q1 earnings show AI infrastructure race shifting from GPU supply to power and scale, with combined capex guidance exceeding $55B.
Big Tech Earnings: Google Has the Cleanest AI Story, Says Analyst
A market analyst argues Alphabet has the strongest fundamental AI story among Big Tech earnings today, driven by Cloud and TPUv8 demand. Microsoft has the easiest beat-and-run setup due to a beaten-down stock, while Meta and Amazon face higher expectations after recent gains.
Anthropic's Claude 3.5 Sonnet Used to Build DCF Models and Earnings Reports via Prompt Engineering
A prompt engineer has shared 13 detailed prompts that guide Anthropic's Claude 3.5 Sonnet through complex financial analysis tasks, including building DCF models and generating earnings reports. The prompts demonstrate the model's ability to follow structured, multi-step reasoning for specialized professional work.
Zhipu AI and MiniMax Post 131.9% and 159% Revenue Growth in First Post-IPO Earnings
Zhipu AI and MiniMax, two leading Chinese AI startups, reported their first post-IPO financials, showing 131.9% and 159% year-on-year revenue growth respectively in 2025. This demonstrates initial commercial viability for their model-as-a-service and consumer app strategies, even as net losses continue to expand.
Nvidia's Record Earnings Mask China Dilemma: H200 Sales Frozen Amid AI Boom
Nvidia reported record quarterly revenue of $68.1 billion, up 73% year-over-year, driven by surging demand for data center processors. However, the company has generated zero revenue from its H200 chips in China and faces ongoing uncertainty about future sales in the critical market.
Hims & Hers to Launch AI Weight-Loss Agent as GLP-1 Demand Surges
Hims & Hers to launch AI weight-loss agent for GLP-1 users, announced during Q1 2026 earnings call. Revenue grew 25% to $420M.
AI Uncertainty Drives Software Stock Sell-Off, Says Altimeter's Gerstner
Altimeter Capital founder Brad Gerstner states that recent software stock drops stem from AI-induced uncertainty over 10-30 year cash flows, not poor earnings. This highlights AI's disruptive impact on traditional software valuation models.
Claude AI Masters Financial Modeling: From Chatbot to Wall Street Analyst
Anthropic's Claude AI demonstrates sophisticated financial analysis capabilities, building complex DCF models, earnings reports, and investment theses that rival professional analysts. This development signals AI's growing role in high-stakes financial decision-making.
Claude AI Transforms Financial Analysis: From Public Filings to DCF Models in Minutes
Anthropic's Claude AI can now perform complex financial analysis comparable to a Goldman Sachs analyst, building detailed DCF models, earnings breakdowns, and sector risk reports from public filings in minutes using specialized prompts.
NVIDIA Shatters Records with $68.1 Billion Quarter as AI Demand Soars
NVIDIA's Q4 2025 earnings reveal unprecedented growth, with revenue hitting $68.1 billion—73% higher than the previous year. Data center revenue drove this surge at $62.3 billion, while adjusted EPS of $1.62 exceeded expectations.
OpenAI-Microsoft Deal: Loosens Ties, Boosts Azure AI Revenue
A new deal between OpenAI and Microsoft reduces Microsoft's grip on OpenAI while significantly boosting Azure AI revenue, with no profit-sharing for Microsoft on OpenAI's earnings.
Jensen Huang Wants Zero Coding at NVIDIA — 'Purpose vs Task'
Jensen Huang wants zero coding by NVIDIA engineers, framing it as a task to minimize. The bet is AI-generated code will match human output for performance-critical software.
Claude Reaches 30M Daily Users; Anthropic Scales
Claude reportedly reaches 30 million daily users per a third-party claim, though Anthropic has not confirmed the figure. The milestone, if accurate, shows growing consumer adoption but lags behind ChatGPT.
DeepSeek v4 Pricing Cuts 75%: $0.43/M Tokens In
DeepSeek v4 API pricing permanently cut 75% to $0.43/M input, $0.87/M output, enabled by 27% compute and 10% cache vs v3.2.
Claude Code Digest — May 18–May 21
Anthropic's $300M Stainless acquisition signals a shift towards integration-layer dominance.
Compute Shortage to Split AI Market: Rich Get Agents, Poor Get Chatbots
Mollick warns compute shortage makes agents expensive while chatbots cheapen, splitting AI market by company resources.
Nvidia Networking Revenue Hits $14.8B, Up 199% as AI Spending Shifts Beyond GPUs
Nvidia's Q1 FY2027 networking revenue surged 199% to $14.8B, signaling AI infrastructure spending is moving beyond GPUs into full-system networking. New reporting splits into Hyperscale and ACIE segments reflect a broadening customer base beyond hyperscalers.
Meta Trains Coding AI on Engineers' Work Traces as 8K Jobs Cut
Meta trains coding AI on engineers' work traces while cutting 8,000 jobs, per leaked audio. The behavior cloning strategy uses internal problem-solving steps as training data.
Vibe-Coding Bottleneck: CPU Box Rental Gets Harder
SemiAnalysis flags that vibe-coding wave makes cheap CPU box rentals less routine, bottlenecking developers who need quick cloud compute for AI prototyping.
Cerebras Challenges Nvidia Inference Monopoly with Wafer-Scale Edge
Cerebras is challenging Nvidia's inference dominance with wafer-scale chips, as inference workloads surpass training in AI compute spend.
US Clears Nvidia H200 Sales to 10 China Firms, Reversing Ban
US cleared Nvidia H200 sales to 10 China firms on May 14, 2026, reversing a ban that had reduced Nvidia's China share to zero.
Cerebras Shares Open at $385, 108% Above $185 IPO Price
Cerebras opened at $385, 108% above the $185 IPO price, raising $5.5B. The $68B market cap prices in aggressive growth against Nvidia's dominance.
Nuclear Supplier Boosts Outlook on AI Data Center Demand
A nuclear supplier raised its outlook after AI data center operators increased orders for nuclear power, signaling a structural shift in energy procurement for AI infrastructure.
Cerebra's Tokenomics Bet: AWS, OpenAI Deals and Wafer-Scale Edge
Cerebra's tokenomics pricing and AWS/OpenAI partnerships challenge NVIDIA's inference dominance, offering a 5x cost reduction per token via its wafer-scale architecture.
Amazon Launches 'Alexa for Shopping' AI Agent
Amazon launches 'Alexa for Shopping' AI agent for autonomous product research and purchase completion, rolling to select U.S. users.
Albertsons Launches AI Supply Chain Tool With Computer Vision
Albertsons launched a patent-pending AI supply chain tool using computer vision to reduce food waste and improve inventory across 2,200+ stores.
Hermes Agent Hits 140K GitHub Stars, Nvidia RTX as Local Inference Bedrock
Hermes Agent hit 140K GitHub stars, most-used on OpenRouter. Runs locally on Nvidia RTX with self-evolving skills and Qwen 3.6 models that beat prior 120B-parameter models.
AMD Gives OSS Maintainers $3.6M MI355X Cluster Access
AMD gives vLLM/SGLang maintainers $3.6M MI355X cluster access, ending NVIDIA's monopoly on OSS inference hardware access.
Nebius Breaks Ground on 1GW Missouri AI Campus Despite Local Opposition
Nebius broke ground on a 1GW AI data center campus in Missouri despite local opposition. The project is the company's first US gigawatt-scale facility.
Meta's $27B Louisiana Data Center: Rural Economics vs AI Scale
Meta invests $27B in rural Louisiana AI data center, creating 2,000 construction jobs. Part of $60B+ 2025 infrastructure spend.