Alphabet's ( GOOG ) Google announced a $15B investment to build a new data center in New Florence, Missouri, marking one of the state’s largest tech projects as AI-driven demand for cloud and computing capacity grows. The company has contracted more than 1 gigawatt of new power generation capacity in Missouri and is supporting development of over 500 megawatts of additional capacity through partnerships with utility provider Ameren ( AEE ). " Through our Capacity Commitment Framework agreement with Ameren, we’re supporting the development of more than 500 megawatts of additional capacity, helping to ensure we cover our own operational and infrastructure costs. We’re also establishing a $20M Energy Impact Fund to help lower utility bills for families through targeted home weatherization and efficiency initiatives.” Google said . The project in Montgomery County is expected to create thousands of construction jobs and hundreds of long-term operational roles once completed, according to Missouri Governor Mike Kehoe and company officials. The site is located next to a previously approved $35B Amazon ( AMZN ) data center project. The announcement comes as Google parent Alphabet ( GOOG ) continues ramping up capital spending to meet rising AI infrastructure demand. More on Alphabet Alphabet Just Disrupted Itself, Completely (Rating Upgrade) Alphabet Owns The Entire AI Stack And Is The Largest Pure Play Option For Investors Alphabet: FQ1's Record Operating Margin Marks A New Growth Curve Leading AI chatbots produce inaccurate or biased results 90% of time on election topics: study Google DeepMind workers to enter union recognition talks, CWU says

空客 防务部门负责人表示，他仍对欧洲进展不顺的下一代防空项目采用双型战斗机方案持开放态度，并指出该项目是在俄乌冲突爆发前、军事预算更为紧张的时期构想的。 空客防务与航天公司首席执行官迈克尔·朔尔霍恩（ Mike Schoellhorn） 表示，虽然该项目将战斗机、传感器和无人机元素连接成“网络化系统”的“基本理念”在当今国防环境中仍然非常重要，但俄乌冲突已经改变了对核心战机要素的考量。 朔尔霍恩表示，当法国和德国于2017年启动“未来空战系统”项目时，各国更愿意在战机的技术要求上做出妥协。 “然而，即使在那个时候，要在一款同时满足法国所需的航母适配能力和核打击能力、以及德国和西班牙所需的空中优势能力的战机上达成妥协，其难度之大也并非秘密，”朔尔霍恩在德国慕尼黑附近的一次空客防务活动上告诉记者。 他补充说，从工程角度来看，这一直被认为“非常困难”。 朔尔霍恩发表上述言论之际，法国和德国仍在紧张磋商，以挽救这个耗资1000亿欧元的庞大项目。该项目一直受到空客德国防务部门与法国达索航空公司之间在战机工作份额和领导权上的权力斗争所困扰。 该战机是项目的核心，参与方还包括西班牙的英德拉系统公司。该项目被视为欧洲最重要的防务倡议之一，旨在从2040年起取代目前正在服役的“台风”战斗机和“阵风”战斗机。项目还包括其他要素，如先进发动机、无人机、先进传感器和通信系统，全部通过被称为“作战云”的网络化系统连接。 朔尔霍恩的言论与德国总理弗里德里希·默茨今年早些时候的表态相呼应。默茨曾在二月份质疑这款计划中的战机是否能满足德国军队的要求。 朔尔霍恩周三表示，他“支持为双方目前的僵局找到解决方案”。 他补充说，如果解决之道不是坚持“单一战斗机方案，那么我支持双型战斗机方案”，同时他强调，决定最佳前进道路的权力在各国政府手中。 责任编辑：陈钰嘉

China and Russia released a joint statement on Thursday in the wake of Chinese President Xi Jinping’s summit with Russian President Vladimir Putin a day earlier, during which the two leaders signed an agreement to boost strategic ties and a separate declaration to push for a multipolar global order and witnessed the sealing of more than 20 agreements on cooperation in areas including energy, trade and science and technology. China-Russia Joint Statement by scmp

PhonlamaiPhoto/iStock via Getty Images Until recently, most people saw MaxLinear, Inc. ( MXL ) as an old-school, cyclical broadband hardware company that did not offer much excitement. The company 's performance over the last several years has been abysmal. Its annual revenue collapsed from $1.12 billion in 2022 to $361 million in 2024 as a result of a slowdown in the broadband and telecom industry, which was its main source of revenue at the time. Data by YCharts This company 's performance put it totally off my radar. I only became aware of it through a May 14, 2026, Seeking Alpha article that listed it as the third-best semiconductor company. If you looked at the company 's price performance over the last year, up until April 2026, it didn 't look like it would ever make anyone 's "best " semiconductor list. The stock price pretty much flatlined from May 15, 2025, until the beginning of April 2026. Most of the stock's almost 600% gains since May 15, 2025, have occurred since the beginning of April 2026. Data by YCharts I was curious about what caused the market to increase the stock's valuation multiple so much in April. I initially thought the massive jump in stock price was due to a reaction to earnings. However, much of the stock price rise occurred before the company released first-quarter FY 2026 earnings on April 23. I quickly learned that the company is in the middle of a transition from a broadband/telecom-centric company to an AI infrastructure provider, and the market was reacting to pre-earnings rumors that the company was about to announce an Artificial Intelligence ("AI") infrastructure design win with a hyperscaler. Chief Executive Officer ("CEO") Kishore Seendripu confirmed those rumors when he announced three design wins with unnamed hyperscalers, two of which were for a component used in rack-level AI system management. After the company confirmed the hyperscaler rumors with several wins and announced the ramp-up of several products with hypersca...

格隆汇5月21日｜随着投资者大量买入为AI提供基础设施的企业，欧洲部分科技股今年大幅飙升。芯片制造设备公司爱思强（Aixtron）年内已上涨189%；同样生产芯片制造设备的Technoprobe上涨129%；意法半导体上涨133%。曾经的手机巨头诺基亚如今转向AI业务，其股价今年也已上涨108%。摩根大通跨资产策略主管Fabio Bassi表示，随着算力需求上升，投资者正将目光扩展至开发数据中心、网络设备和芯片设备的企业，以及电力、散热和软件工具相关公司。“在欧洲，稀缺性进一步放大了这一趋势。大型、流动性好的纯AI概念股非常少，因此资金集中流向少数被视为AI代理标的的公司，这些公司同时具备真实AI需求以及拥挤仓位特征。”欧洲斯托克全市场半导体指数今年以来已上涨84%，而斯托克600指数同期仅上涨3%。

中芯國際(00981)出現大手買入12.65萬股，成交價$73.75，涉資932.938萬 AASTOCKS.com

Astera Labs Insider Sold Shares Worth $21,476,949, According to a Recent SEC Filing Moomoo

Wells Fargo Maintains Microsoft(MSFT.US) With Buy Rating, Maintains Target Price $625 富途牛牛

【有線新聞】法國上訴法院裁定法航及空中巴士，要就2009年造成228人喪生的法航AF-447空難負上刑責，企業過失殺人罪成，要各自繳付折合約200萬港元罰款。 2009年6月1日，法航AF-447客機由巴西里約熱內盧起飛前往法國巴黎，但這架A330空中巴士在飛越大西洋時遇上風暴墜毀。機上來自33個國家的228名乘客及機組人員罹難，屬法航歷來最嚴重空難。 調查後來發現，客機墜機前一刻機頭異常向上爬升，隨後引擎在38,000呎高空失去動力，導致客機失控向下旋轉超過3分鐘，最終墮進大海。兩年後才從大西洋海底尋回客機黑盒，法國調查人員分析黑盒數據後，指客機用來量度氣壓的皮託管因結冰失效，導致客機無法偵測速度，自動駕駛因此關閉，機師人手操作錯誤，導致客機失速直插大海。 調查報告總結，機師沒有受到足夠訓練應對客機一連串原本屬輕微的機械問題，加上正副機師溝通不足，最終釀成空難。 2022年巴黎一名檢察官控告法航及空中巴士企業過失殺人罪，但獲判無罪，檢察部門隨即提出上訴。上訴法院去年9月開庭審理，最終在周四裁定法航及空中巴士企業過失殺人罪成，要各自繳付折合約200萬港元的最高罰款，但法律界人士預計法航及空中巴士會提出上訴。

querbeet Germany's S&P Global Manufacturing PMI fell to 49.9 in May 2026, down from 51.4 the month before and below market expectations of 51.0, a preliminary estimate showed. The S&P Global Germany Services PMI rose to 47.8 in May 2026 from 46.9 in April, above market expectations of 47.0, flash estimates showed. The S&P Global Germany Composite PMI edged up to 48.6 in May 2026 from 48.4 in April, compared to forecasts of 48.4, preliminary estimates showed. More on Germany EUFN: European Financials Remain Attractively Valued Ahead Of Potential Rate Hikes CEF Insights: New Germany Fund For European Growth Opportunities U.S. Tariffs: A New Trade War? Euro Area inflation rises to 3% as expected European equities ease as Middle East tensions persist

5月21日，外交部发言人郭嘉昆主持例行记者会。有记者就朝鲜半岛无核化相关内容提问。郭嘉昆表示，中方在半岛问题上的立场和政策保持连续性、稳定性，将以自己的方式为推动半岛问题政治解决进程发挥建设性作用。（央视新闻）

Walter Cicchetti/iStock Editorial via Getty Images If it's true that on solutions like YieldMax TSLA Option Income Strategy ETF ( TSLY ) you get good results, when the underlying TSLA is sideways bullish, and with a competitive IV ... it can also be true that what will come in June should in my opinion please an income investor. And I know, despite an average distribution above 50% YoY, an attentive income investor who reads the data related to IV, doesn't see great prospects on this ticker, with TSLA far from the "golden times" when Musk always made people talk about him. But in perspective something could change, and it's worth analyzing. But first ... What is TSLY? YieldMax proposes this actively managed ETF with the objective of current income generation exposing itself to share price returns of TSLA with a TER of 0.99%. TSLY: 1Y performance (Seeking Alpha) It does it with a synthetic long exposure (call+put ATM) with expiration 1-6 months and variable rolling to which it applies a covered call layer with expiration ≤1 month and minimum monthly rolling. In this way the fund operates with weekly/monthly frequency to maintain continuous synthetic exposure; this generates. TSLY: Dividend Grade (Seeking Alpha) The distribution is weekly and composed of income (option premium and T-bill interest) and capital gain /realized on TSLA options), resulting anyway in ROC, the predominant component of distributions for a forward distribution Yield of 84%. With an average distribution of ~$0.30 that annualized: $0.30 × 52 = $15.60 and therefore resulted in an implicit Yield: $15.60 / $29.63 = 52.65%. Composition The TSLA exposure is 100% synthetic with collateral U.S. Treasury Securities (short-term, 6-month to 2-year maturities). It does it with a Synthetic long meaning long Call ATM + Short Put ATM (Put-Call Parity) that in theory replicates 100% of price movements of TSLA. Then it has an income overlay built from a Short Call 0-15% OTM (expiration ≤1 month), which generate...

格隆汇5月21日丨沙特3月石油出口收入跃升至247亿美元，创三年多新高。得益于红海转运能力及油价上涨，沙特成功对冲了霍尔木兹海峡关闭的影响。沙特统计总局数据显示，3月沙特原油与成品油出口同比增长37%，为2022年10月以来最高。伦敦基准油价当月飙升43%，因海峡近乎关闭重创了全球供应及部分海湾经济体。但沙特迅速启用横贯全国的输油管道，到3月底产能已恢复至战前约70%。高盛4月底报告称，沙特每周石油收入较战前高出10%。

李在明批傳媒發布中國人炒樓假新聞 電視台發聲明致歉 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】南韓總統李在明批評電視台「首爾經濟TV」發布中國人在當地炒樓的假新聞，煽動排華情緒，電視台發聲明道歉。 李在明在社交平台發文，稱「首爾經濟TV」曾發佈有關中國人大舉買入首爾江南944套公寓的假影片新聞。李在明稱經核實，今年1月至4月在江南區購買單位的中國人只有5人，傳媒煽動排華情緒，對國家和國民沒有任何益處，認為要嚴肅追究責任。 「首爾經濟TV」發聲明致歉，稱數日前已刪除相關報道，強調沒有針對特定國家，製作團隊過度在意點擊率，導致判斷失當。

北京时间5月21日，随着最后一批特斯拉ModelS/X在美国加州弗里蒙特工厂下线，这两款开启全球电动化浪潮的传奇车型正式退役。这里的ModelS/X生产线将在4个月内完成拆除与重构，转型为特斯拉人形机器人的专用生产线，规划年产能达100万台；得州工厂正在筹备的第二代产线，目标产能直指千万台级别。(上海证券报)

中芯國際(00981)出現大手買入8.55萬股，成交價$73.7，涉資630.135萬 AASTOCKS.com

格隆汇5月21日｜花旗发布研报称，对黄金短期走势保持谨慎，因为霍尔木兹海峡持续关闭以及能源价格高涨，导致投资者买盘减少，原因在于市场担忧避险情绪引发的抛售(这与黄金的历史先例一致)。

格隆汇5月21日｜有投资者在互动平台向晶科能源提问：既然现在做光伏不断亏损，公司为什么不将光伏业务全部停产，等待光伏行业变好转有利润后再重新开工呢？ 晶科能源回复称，2025年至今行业在产能出清过程中，组件价格承压，叠加国际贸易政策变动、大宗商品价格上涨、汇率波动等因素，行业盈利能力承压。对此公司积极推进高功率产品升级改造，一季度高功率产品出货占比提升至近1/4，毛利率同比提升9.45个百分点，全年预计高功率产品出货占比超6成。同时公司储能业务快速发展，今年全年储能系统出货目标翻倍，加速向光储一体化综合能源解决方案提供商转型。

Former British ⁠health minister Wes Streeting, a ⁠potential candidate for the leadership of the Labour Party, said he backed the introduction of tax changes which would equalise capital gains tax with income tax to make the system “fairer”. Streeting ‌said on Saturday that he wanted to challenge embattled Prime Minister Keir Starmer if there is a contest, days after he stepped down and urged Starmer to set a timetable for his departure. The former health minister, who has already said he believes Britain should seek to ⁠rejoin the European Union, said on Thursday that another of his proposals ‌would be changes to capital gains tax. Advertisement Capital gains tax is paid on profits of more than £3,000 (US$3,900) made ‌when an asset is sold, and rates depend on how ⁠much the ⁠seller usually pays in income tax, and how large the gain is. Streeting would raise ‌the rates of the tax from 18 per cent-24 per cent currently to as much as 40 per cent and 45 per cent depending ‌on a person’s ‌income tax bracket. According to one study, the change would ‌raise £12 billion a year. Advertisement “We need a wealth tax that works. A ⁠pound made from simply owning assets should not be taxed less than ⁠a pound made from a hard day’s work,” Streeting said in a press release.

‍人形机器人的资本浪潮，正在以前所未有的速度涌向二级市场。 2026年开年以来，这个赛道接连迎来重磅消息。 3月20日， 宇树科技 科创板IPO申请获受理，拟募资42.02亿元，发行后估值约420亿元。4月前后，云深处完成股改后启动科创板上市流程。 5月19日， 乐聚机器人 创业板IPO申请获受理，成为首家使用创业板第四套上市标准的企业。 加上 智元机器人 被市场视为随时可能递表、 傅利叶智能 完成E轮融资后进入上市筹备阶段、 星动纪元 两个月完成近25亿元融资估值破百亿，人形机器人赛道头部六家企业的“集体冲刺”，正在被市场冠以“六小龙”IPO的标签。 这场IPO热潮并非凭空而来 。仅2026年前4个月，中国机器人公司融资事件332起，规模达613.07亿元，其中人形机器人融资55起，规模259.22亿元。 仅4月一个月，星动纪元、无界动力、它石智航、众擎机器人等企业接连完成亿美元级融资，单月资金规模达数十亿美元。 从一级市场到二级市场，资本的竞速正在加速。 01 不是所有机器人，都走到了同一条起跑线 在同一波IPO热潮中，六家公司的财务处境天差地别。这是一条截然分化的赛道——宇树科技领跑，智元和优必选紧跟，其余几家仍在商业化初期苦苦追赶。 宇树科技 ：相对全面盈利的优等生。宇树科技2025年营收17.08亿元，同比增长335%，扣非净利润6亿元，毛利率高达60.27%。 2024年已经扭亏为盈，2025年净利润近3亿元。人形机器人出货量超过5500台，全球第一。 它的赚钱逻辑并不复杂： 客户主要是科研机构和高等院校，对价格不敏感 ，且产品本身是通用机器人硬件平台而非定制化解决方案，客户买回去做二次开发和算法训练。 供应链端，宇树自研电机、减速器等核心部件，硬件成本控制在6到7万元一台，但终端售价却在16.76万元左右（2025年前三季度平均售价），利润空间相当可观。 智元机器人 ：量产破局的追赶者。智元机器人是“量产派”的代表。2026年3月，其第一万台通用具身机器人远征A3下线，从5000台到10000台仅用了3个月。 智元董事长邓泰华透露，2025年营收突破10.5亿元，是“中国实现10亿营收最快的机器人公司”。 在融资方面，智元已累计完成11轮融资，2025年3月B轮融资投后估值达150亿元，腾讯领投。市场预期智元可能于2026年赴港IPO，目标估值400—...

Scott Olson/Getty Images News The title of my last analysis on CAVA Group ( CAVA ) summarizes well how I felt about the company at that time post-Q4: “Hard To Be Bullish With The Little Growth” (check it here ). Basically, while the valuation continued to be rich and with high expectations, the results being delivered by CAVA were not the best. Well, since that period, the CAVA stock posted an 8% correction, but in the after-hours post-Q1 earnings, it practically already recovered that entire correction; the result was that good. But even so, I believe this result is more of a support for reasonable assumptions over the next years than some catalyst for us to give a substantial upgrade to the assumptions. Because of that, I still think the valuation is expensive. CAVA Group: Q1 Earnings Were Pretty Solid CAVA's Q1 is the strongest quarter seasonally speaking (EPS beat by $0.02 in this quarter). Q4 generally represents a slightly weaker quarter because of holidays, winter, and all this “routine change,” while in Q1 there is a strong recovery. But I did not think the quarter was solid because of seasonality, because the comparison base is YoY, so it is against another seasonally positive quarter. For example, in Q4 the company managed to deliver same restaurant sales (SRS) of 0.5%, and part of the explanation was that in Q4 2024 growth was very strong, something close to 20%. And in Q1 2025, CAVA had delivered 10.8% SRS, meaning that even if it managed to grow mid-single-digits, it would already be a solid enough result because the comparison base was strong. But what CAVA actually managed to deliver was another SRS of ~10%, on top of last year's 10%, showing that this quarter managed to resume that compounding we saw at the beginning of the thesis. I liked how these 9.7% SRS from Q1 were formed. Most of it, around 6.8 percentage points, was traffic growth, while the impact from price increases and better mix was low single digits. It is already well known what is hap...

Taiwanese officials are seeking to detain three individuals for forging documents in order to export Nvidia Corp. AI chips to China, the island democracy’s first such crackdown on semiconductor smuggling. The trio is accused of making fraudulent declarations about sales of AI servers manufactured by US-headquartered Super Micro Computer Inc. , so that they could ship them to China, Hong Kong and Macau in violation of US trade rules. Super Micro assembles AI chips from the likes of Nvidia into systems that are installed in data centers and used to train and run models like OpenAI’s ChatGPT. Washington has restricted sales of the hardware to China since 2022. The defendants “fully knew” that sales of the servers are “strictly regulated” by the US, the Taiwan Keelung District Prosecutors Office said in a Thursday press release. They “conspired to purchase the servers in Taiwan and export them using fraudulent documentation. They are consequently suspected of offenses including forgery of documents under the Criminal Code.” The prosecutor’s office executed search warrants at 12 locations on Wednesday, the statement said, including the defendants’ residences. The trio, along with related witnesses, were apprehended and interviewed, according to the statement. Prosecutors identified the defendants only by their surnames. Super Micro and Nvidia didn’t immediately respond to requests for comment outside of normal business hours. The two companies have both previously emphasized their commitment to abiding by US export controls and all other applicable laws. Super Micro’s servers are also the subject of the biggest chip smuggling prosecution in the US, where authorities arrested the firm’s co-founder — who has pled not guilty — for allegedly diverting billions of dollars worth of Nvidia chips to China. That case reverberated from Silicon Valley to Southeast Asia, a sign that Washington is getting serious about addressing a chip smuggling problem that Nvidia boss Jensen Huang...

Simons said he was stepping down to allow Greater Manchester Mayor Andy Burnham the opportunity to contest the seat and, if successful, make a return to Westminster as an MP.

"Bloomberg: The China Show" is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. (Source: Bloomberg)

格隆汇5月21日｜有投资者在互动平台向金宏气体提问：想问一下全椒金宏那边生产的硅基前驱体(乙硅烷和三甲基烷基胺)目前处于什么阶段，客户导入情况如何？金宏气体回复称，公司正全力推进乙硅烷、三甲硅烷基胺产品的试生产工作，同时加快产品在半导体客户端的测试与后续导入进度。

Sundry Photography/iStock Editorial via Getty Images The theme propelling a significant portion of the market over the past few years has been the ascension of artificial intelligence. The tide of AI growth has lifted all companies in the AI supply chain; from memory, to CPU manufacturers, to GPU designers, and so forth. However, a curious omission from this price action has been firms like Synopsys ( SNPS ), who represent a key bottleneck in the AI value chain. Without electronic design automation tools and other ancillary items, hyperscalers may risk falling behind in each coming generation of chips. This disparity represents the crux of the thesis for Synopsys. Company Overview Synopsys is a Sunnyvale, California-based EDA company that focuses on the design and verification of silicon chips, electronic system-level design, and reusable components. Some products of the company include tools for implementation of digital and analog circuits, simulators, and debugging environments that assist in the design of chips and computer systems. Synopsys Q1 Investor Presentation This holistic integration across the EDA stack and necessity in the semiconductor supply chain, as well as generally solid operational performance, leads me to rate Synopsys a 'strong buy'. Trailing Year Performance In the TTM period, Synopsys' stock- down 4.29%- has underperformed both the utility industry, as represented by the Technology Select Sector SPDR Fund ( XLK )- up 47.72%- and the broader market, as represented by the S&P 500 ( SPY )- 23.35%. TradingView Although Synopsys generally moved with the technology industry in the beginning of the trailing 1Y price chart, poor Q3 results and regulatory barriers led to a systematic revaluation of the firm. The US had imposed restrictions on Synopsys' ability to operate in China, thus impacting potential revenue generation there, while a large chip manufacturer- believed to be Intel- scaled back its ambitions with the firm. Valuation However, I do n...

Key Points Claiming Social Security early could slash your monthly checks for life. Filing late may not work out well for you if you don't live a long life. Taking benefits after 70 is a losing proposition no matter what. The $23,760 Social Security bonus most retirees completely overlook › For the most part, the way to earn Social Security is to pay into the system throughout your career. You may be used to having your wages taxed to fund the program, but that doesn't mean you need to be happy about it. Still, the upside is that come retirement, it gets to be your turn to collect those benefits. And it's important to make sure you're getting every dollar in Social Security you're eligible for. If any of these signs apply to you, though, then you may not be getting as much Social Security as you could. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » 1. You're planning to file for benefits early The earliest age to sign up for Social Security is 62. And you may be inclined to take benefits as soon as possible since, well, you can. In some cases, an early Social Security claim isn't a bad idea. But you should know that for each month you take benefits ahead of full retirement age, your monthly checks are reduced permanently. Social Security's full retirement age is 67 for anyone born in 1960 or later. If you fall into that category and claim benefits at 62, you'll reduce your monthly checks by about 30% -- for life. So unless you have a specific reason to take benefits early, you may want to hold off. 2. You're delaying your claim without considering your health Just as claiming Social Security before full retirement age results in reduced monthly checks, filing for benefits after full retirement age boosts those payments by 8% per year. But a delayed claim isn't always a savvy move, even though you...

中芯國際(00981)出現大手賣出9.6萬股，成交價$73.7，涉資707.52萬 AASTOCKS.com

Malaysian palm oil groups worried Indonesian export revamp could cause short-term disruption Reuters

Nvidia Says AI Inference Business Is Growing Rapidly Speaking during Nvidia's first-quarter earnings call, Huang said the company is "growing share in inference very, very quickly," pointing to the rising number of frontier AI companies entering the market and increasingly relying on Nvidia infrastructure. Inference refers to the stage where trained AI models generate responses, power chatbots, process searches and handle real-world applications. Huang said Nvidia's customer base has expanded beyond traditional hyperscalers, citing companies such as Anthropic, Perplexity AI and AI coding startup Cursor. "The number of frontier model companies has grown," Huang said during the call. Anthropic Partnership Boosts Nvidia's AI Expansion "The amount of capacity that we are going to bring online for Anthropic this year and next year is going to be quite significant," Huang said. He added that Nvidia previously had limited exposure to Anthropic workloads, making the expansion especially meaningful for its inference business. Vera Rubin Could Surpass Blackwell, Huang Says Huang also projected strong demand for Nvidia's next-generation Vera Rubin AI architecture, which is expected to succeed the Blackwell platform. "VeraRubin is going to be even more successful than Grace Blackwell at this point." "Every single frontier model company will jump on Vera Rubin from the get-go," Huang said, adding that the platform is already off to a "tremendous start." The Nvidia CEO also said the company remains dominant in "physical AI," including robotics and autonomous systems, a market he said Nvidia serves "practically" alone today. Nvidia Q1 Revenue Jumps 85%, Q2 Outlook Beats Estimates Nvidia posted first-quarter revenue of $81.615 billion, marking an 85% increase from a year earlier and surpassing analysts' expectations of $78.796 billion. The AI chip giant also reported adjusted earnings of $1.87 per share, ahead of Wall Street estimates of $1.76 per share. For the second quarter, Nvi...