Nvidia reported a record $57 billion in quarterly revenue, driven by surging demand for AI data-center GPUs. The company projects further growth, forecasting $65 billion in revenue for the next quarter. CEO Jensen Huang dismissed concerns of an AI bubble, highlighting "off-the-charts" demand for the company's Blackwell chips amid a $500 billion sales pipeline. Despite strong results, Nvidia's shares did not return to previous highs, reflecting investor caution. Analysts continue to monitor Nvidia's ability to sustain its market dominance as a bellwether for the AI industry. CNBC Financial Times USA Today Tom's Hardware

Alphabet's stock reached a historic peak following the launch of its Gemini 3 AI model, which enhances complex question-answering capabilities with reduced user prompting. Market analysts attribute the surge to increased confidence in Alphabet's AI innovation, though questions remain about the broader market's valuation of generative AI technologies. CNBC New Scientist

Adobe announced the acquisition of digital marketing platform Semrush for $1.9 billion. This move aims to expand Adobe's marketing tools, particularly in search engine optimization and AI-generated content for advertising. The deal follows Adobe's failed $20 billion attempt to acquire Figma in 2023 and reflects its pivot towards enhancing AI-driven marketing solutions. CNBC The Verge bostonglobe.com

OpenAI has launched "ChatGPT for Teachers," offering K-12 educators in the U.S. free, secure access to AI tools until 2027. The platform aims to streamline lesson planning and administrative tasks while fostering adaptability in teaching practices. The initiative highlights the growing integration of AI in education, despite ongoing debates over its ethical implications. CNBC Zdnet

Luma AI, a startup focused on video and AI technology, raised $900 million in a funding round led by Saudi Arabia's Humain unit. The funds will be used to develop a "supercluster" in Saudi Arabia, underscoring the kingdom's ambitions to become a global AI powerhouse. The move also reflects increasing geopolitical competition in generative AI development. CNBC Financial Times Deadline

The European Commission has proposed delaying strict AI Act rules until 2027 and easing privacy regulations to boost competitiveness. While tech companies welcomed the changes, consumer advocacy groups criticized the proposal, arguing it sacrifices privacy for economic gains. The revisions aim to balance Europe's regulatory leadership with the industry's need for flexibility. The Guardian Boursier.com Boursier.com

Nvidia's earnings lifted global tech stocks, with markets in Asia and Europe rebounding after CEO Jensen Huang's assurances against an AI bubble. Analysts viewed Nvidia's results as a stabilizing factor in volatile markets, reinforcing its role as a key player in the AI-driven economic landscape. CNBC Financial Times Les Echos (finances)

Microsoft and Nvidia have invested $15 billion in AI firm Anthropic, supporting the deployment of its Claude AI across major cloud platforms, including Azure and AWS. This collaboration reflects the growing trend of circular investments in AI and raises questions about market saturation in the sector. Tom's Hardware Presse Citron

Industry leaders, including Hugging Face CEO Clem Delangue, suggest a potential bubble in large language models (LLMs) but not in AI overall. Delangue emphasized that broader applications of AI in fields like biology and chemistry remain in early stages, with significant potential for future growth. Ars Technica Siècle Digital

The rising energy demands of AI-driven data centers raise sustainability concerns. Experts highlight the need for advanced technologies like liquid cooling and microgrids to enhance energy efficiency. These developments are crucial to managing the environmental impact of AI expansion. Harvard Business Review

French authorities are investigating antisemitic remarks allegedly generated by Elon Musk's AI platform, Grok, as part of a broader probe into algorithmic abuses. The case underscores the ethical challenges associated with deploying politically incorrect AI systems. Le Progrès Politico Europe