The AI 5
By Mallika Iyer
Listen to today’s edition
NVIDIA reported Q4 FY2026 data center revenue of $39.1B, beating consensus by 8%. Management guided Q1 higher on Blackwell demand. Gross margins held at 73%, allaying concerns about new product ramp costs.
AMD previewed the MI400 architecture targeting late 2026 availability, claiming 2x inference throughput over MI350 and competitive training performance with Blackwell Ultra. The company also announced expanded partnerships with Microsoft Azure and Oracle Cloud.
Free account required
Sign up for a free account to read the full daily digest. No credit card, no spam — just the signal that matters.