Keep pulling the thread on Patrick Moorhead.
Anthropic projects it will have its first-ever profitable quarter, which would also be the first for any major AI lab.
NVIDIA reported a massive quarter, surpassing nearly all analyst expectations.
Patrick Moorhead stated that based on Jensen Huang's $1 trillion forward demand pipeline, NVIDIA could be valued as an $8 to $9 trillion company.
Cursor's Composer 2.5 model is reported to be 10 to 60 times less expensive than comparable models like Opus 4.7 and GPT-5.5.
Elon Musk announced that SpaceX is offering AI compute as a service at a significant scale and is in discussions with multiple companies.
Elon Musk predicts that SpaceX will eventually serve AI at an extremely high scale, particularly through the use of orbital data centers.
Anthropic is expanding its partnership with SpaceX and will begin scaling up its compute on both the Colossus 1 and Colossus 2 data centers.
The Google Gemini app has reached 900 million monthly active users, effectively closing the user gap with ChatGPT.
Google's total monthly processed tokens increased by 700%, from 480 trillion in May of the previous year to 3.2 quadrillion this year.
Google announced it will soon integrate AI agents into Search, allowing users to create and manage persistent information-gathering tasks.
An internal, general-purpose AI model at OpenAI made a breakthrough in an 80-year-old mathematics problem posed by Paul Erdős in 1946.
Fields Medalist Tim Gowers stated that OpenAI's solution to the Erdős problem is the first clear example of AI solving a well-known, unsolved mathematics problem.