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Pacing the frontier may be sincere, but it would also be strategically useful for frontier AI labs to have time to reduce overhangs caused by model advancement (Ben Thompson/Stratechery)

Ben Thompson / Stratechery : Pacing the frontier may be sincere, but it would also be strategically useful for frontier AI labs to have t...

26 August 2026

Nvidia forecasts Q3 revenue of $108B, above a $104B estimate, and expects FY 2028 revenue to grow by about 70%; NVDA jumps 4%+ after hours (Deborah Mary Sophia/Reuters)

Deborah Mary Sophia / Reuters:
Nvidia forecasts Q3 revenue of $108B, above a $104B estimate, and expects FY 2028 revenue to grow by about 70%; NVDA jumps 4%+ after hours  —  Nvidia's (NVDA.O) quarterly revenue more than doubled and the chipmaker forecast third-quarter revenue above Wall Street estimates on Wednesday, signaling persistent demand for its AI chips.

Posted from: this blog via Microsoft Power Automate.

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