Evan
Nvidia $NVDA just said:
"We have more than enough H100/H200 to satisfy every order without delay."
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Nvidia $NVDA just said:
"We have more than enough H100/H200 to satisfy every order without delay."
We've seen erroneous chatter in the media claiming that NVIDIA is supply constrained and "sold out" of H100/H200.
As we noted at earnings, our cloud partners can rent every H100/H200 they have online — but that doesn't mean we're unable to fulfill new orders.
We have more than enough H100/H200 to satisfy every order without delay.
The rumor that H20 reduced our supply of either H100/H200 or Blackwell is also categorically false — selling H20 has no impact on our ability to supply other NVIDIA products. tweet
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NVIDIA Newsroom (@nvidianewsroom) on X
We've seen erroneous chatter in the media claiming that NVIDIA is supply constrained and "sold out" of H100/H200.
As we noted at earnings, our cloud partners can rent every H100/H200 they have online — but that doesn't mean we're unable to fulfill new orders.…
As we noted at earnings, our cloud partners can rent every H100/H200 they have online — but that doesn't mean we're unable to fulfill new orders.…
Offshore
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Aadit Sheth
RT @aaditsh: This prompt literally rewires your brain to stop procrastinating https://t.co/ojT2NpMD6c
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RT @aaditsh: This prompt literally rewires your brain to stop procrastinating https://t.co/ojT2NpMD6c
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Offshore
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Quiver Quantitative
Our net worth estimate for Ilhan Omar jumped to $18M after her new financial disclosure.
The increase comes from her spouse's firm now having a disclosed value of up to $25M.
Screenshot from Quiver: https://t.co/j5CC6vOpky
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Our net worth estimate for Ilhan Omar jumped to $18M after her new financial disclosure.
The increase comes from her spouse's firm now having a disclosed value of up to $25M.
Screenshot from Quiver: https://t.co/j5CC6vOpky
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Evan
Anthropic AI just said it brought in more than $416.6 Million of Revenue in August up from ~$83M per month run rate at the start of the year
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Anthropic AI just said it brought in more than $416.6 Million of Revenue in August up from ~$83M per month run rate at the start of the year
We started 2025 at $1 billion in run-rate revenue and passed $5 billion just eight months later.
This makes Anthropic one of the fastest-growing technology companies in history. tweet
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Anthropic (@AnthropicAI) on X
We started 2025 at $1 billion in run-rate revenue and passed $5 billion just eight months later.
This makes Anthropic one of the fastest-growing technology companies in history.
This makes Anthropic one of the fastest-growing technology companies in history.