Nvidia posts strong earnings, boosts Bitcoin miners’ outlook

Nvidia's dominance in AI hardware could stifle competition, impacting decentralized networks and challenging rivals like AMD and Intel. The post Nvidia CEO Jensen Huang predicts $200B market for Vera CPU in AI agents appeared first on Crypto Briefing.

Nvidia's dominance in AI inference is crucial as the market grows, but competition and diverse workloads pose risks to its sustained leadership. The post Analysts focus on Nvidia’s inference market share after earnings win appeared first on Crypto Briefing.

Anthropic's strategic infrastructure investments highlight the growing profitability and competitive edge in AI data center operations. The post SPCX S-1 reveals Anthropic deal has highest monetization density in AI infrastructure appeared first on Crypto Briefing.

The merger's impact on consumer electricity costs and regulatory conditions could reshape utility market dynamics and influence AI infrastructure growth. The post NextEra’s $67 billion Dominion Energy merger hinges on power bills amid AI demand surge appeared first on Crypto Briefing.

SharonAI's funding move highlights growing institutional interest in AI infrastructure, potentially accelerating AI cloud advancements and market dynamics. The post Sharon AI closes $350M private offering of convertible notes to fuel GPU buildout appeared first on Crypto Briefing.

Nvidia's CPU ambitions could disrupt the data center market, intensifying competition and challenging Intel and AMD's dominance in the sector. The post Nvidia projects $20B in standalone CPU revenue for 2026 appeared first on Crypto Briefing.

Asian equities may benefit from Nvidia's mixed results, but sustained AI demand and easing US yields are crucial for long-term growth. The post Asian equities expected to rise as Nvidia shares fluctuate on mixed data center results appeared first on Crypto Briefing.

The next big thing for Nvidia will be CPUs for AI agents, $200 billion worth, CEO Jensen Huang predicts.