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TODAY IN AI
1 Nvidia posted 106% year-over-year revenue growth, and Jensen Huang says the AI industry has reached a genuine inflection point.
During its quarterly earnings report, CEO Jensen Huang announced the AI industry has reached an inflection point: multiple labs are scaling, demand is accelerating, and AI is doing genuinely useful work rather than just impressive demos. The chipmaker is still riding the boom. Quarterly revenue hit $96.2B, up 106% year-over-year, working out to more than $1B a day, and the news sent AI-related stocks surging across the board.
2 Claude Cowork can now open its own web browser directly inside your chat, searching for information while you watch what it does in real time.
If your task involves searching the web, Claude Cowork can now open its own web browser as a side panel directly in your chat to get the information it needs. Claude navigates the website searching for the relevant information while you monitor what it is doing. It is rolling out to paid plans in the desktop app over the next week. See how it works.
3 Salesforce launched Claudeforce with 37 pre-built skills the same quarter it eased investor fears that AI would replace enterprise software.
The software giant reported $11.3B in revenue, up 11% year-over-year, driven by strong demand for its Agentforce AI platform. Salesforce's stock rose 20% on the report, dragging related stocks up with it and easing investor worries that AI agents would displace traditional enterprise software rather than run on top of it. The company also announced Claudeforce, an integration that brings Salesforce directly into Claude chats, along with 37 pre-built skills. A strong quarter and a new Claude integration landing in the same announcement is a useful signal about where Salesforce sees its own competitive edge sitting right now.
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FROM THE FRONTIER
How this week shaped AI: all the major news and releases.
The most impressive report yet, literally. The world keeps waiting for signs that AI is slowing down, but so far few have emerged. Nvidia just posted the "most impressive" earnings report in history, per The Kobeissi Letter. Not its most impressive. The most impressive. That statement is a barometer for the entire industry: revenue and usage are soaring across the board. There is one major downside, though.
The cost is landing on consumers. AI is still driving up electronics prices. Apple debuted a stronger Mac mini this week. The good news: it runs AI workflows on-device. The bad news: it is more expensive. Nvidia announced plans to raise prices starting in 2027, so expect price tags to keep inching upward on anything that requires a chip, which by now is close to everything.
This week's most useful update. ChatGPT Work got password access, letting it log into your most-used websites to run errands while keeping your password private. See how it works.
Outside the office. MIT published a call to action for higher education, urging an industry-wide overhaul now that AI exists.
What readers loved most. This tutorial on how to set up automations that run without you, a practice that is quickly becoming the norm rather than the exception.
IN THE KNOW
What people are actually watching and sharing
📝 Digital renaissance. If you want to succeed in the AI era, become a polymath. That is the argument behind viral author Dan Koe's latest essay, where he describes the mindset it will take to thrive during the digital renaissance.
🧠 Meme-ception. This video cleverly strings together the world's most famous memes in real time as you follow someone strolling down the street. It has gone mega-viral with over 17M views and 47,000 bookmarks. Watch it here.
📈 Beating Nvidia. Nvidia has been on fire, but its stock is getting outperformed by 100% when compared to a restaurant group with a cult following. The ticker is $CAKE. Can you guess which stock?
👀 Looking inside. Here is an industry secret: researchers are not entirely sure how LLMs generate specific answers or why they act a certain way. One lab just rolled out a new tool aimed at fixing this issue, letting researchers look inside AI's "black box."