Jensen Huang says he’s found a ‘brand new’ $200B market for Nvidia

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

Intuit to lay off over 3,000 employees to refocus on AI

In a memo to employees, CEO Sasan Goodarzi said the layoffs are meant to reduce complexity, simplify the company’s corporate structure, and deliver better AI products.

Notion just turned its workspace into a hub for AI agents

Notion’s new developer platform lets teams connect AI agents, external data sources, and custom code directly into their workspace as the company pushes deeper into agentic productivity software.

Laid-off Oracle workers tried to negotiate better severance. Oracle said no. 

Some found out they didn’t qualify for WARN Act protections like two-months notice because the company had classified them as remote workers.

Intel’s comeback story is even wilder than it seems

Intel’s stock has risen a stunning 490% over the past year, a bet by Wall Street that may be running well ahead of the company’s actual turnaround.

Cloudflare says AI made 1,100 jobs obsolete, even as revenue hit a record high

CloudFlare announced its first large-scale layoff. CEO Matthew Prince says because of AI efficiency gains, the company doesn’t need as many support roles.

AI boom pushes Samsung to $1T

Samsung crossed the $1 trillion valuation mark after shares surged on AI-driven chip demand, making it only the second Asian company after TSMC to hit the milestone.

Peter Sarlin’s QuTwo reaches $380M valuation in angel round

QyTw0, the Finnish AI lab founded by former AMD Silo AI CEO Peter Sarlin, is now valued at €325 million (approximately $380 million) after raising a €25 million angel round ($29 million). It’s a sign of enduring tailwinds for AI, quantum computing, and…

SAP bets $1.16B on 18-month-old German AI lab and says yes to NemoClaw

SAP plans to buy German AI startup Prior Labs and invest heavily in it. It is also prohibiting customers’ agents use to a select few like Nvidia’s NemoClaw.