Wednesday, October 29, 2025

After Nvidia GTC, Jensen Huang says "I don't believe we're in an AI bubble" and that Nvidia expects to sell 20M Blackwell chips, up from 4M Hopper chips (Bloomberg)

Bloomberg:
After Nvidia GTC, Jensen Huang says “I don't believe we're in an AI bubble” and that Nvidia expects to sell 20M Blackwell chips, up from 4M Hopper chips  —  Nvidia Corp. Chief Executive Officer Jensen Huang announced a flurry of new partnerships and dismissed concerns about an AI bubble …



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London-based Agon, which is developing sovereign AI training infrastructure for European defense, emerges from stealth with a $7M pre-seed and a $23M seed (Ingrid Lunden/Resilience Media)

Ingrid Lunden / Resilience Media : London-based Agon, which is developing sovereign AI training infrastructure for European defense, emer...