Nvidia's $108bn Forecast Shows the AI Infrastructure Cycle Is Still Expanding
Nvidia's latest results show AI infrastructure spending remains exceptionally strong, with data-center revenue up 117% year on year and a $108bn quarterly forecast.
AI
American AI news and analysis focused on what is being built, bought and regulated: foundational models, compute, enterprise adoption, investment, productivity and the policy framework around them.
Start here
Nvidia's $108bn Forecast Shows the AI Infrastructure Cycle Is Still Expanding
Nvidia's latest results show AI infrastructure spending remains exceptionally strong, with data-center revenue up 117% year on year and a $108bn quarterly forecast.
US Business AI Adoption Is Growing, but Firm Size Still Determines Who Can Deploy It
Census data show US business AI use remains concentrated among larger firms, with 37% of companies employing 250 or more people reporting use in spring 2026.