Huang printed. Then came the rumor.

NVIDIA’s Q2 is the confirmed part: $96.2B revenue, $89.0B data center, non-GAAP $2.22, Q3 guide $108B ±2%. Huang’s line was compute is revenue. On the call he pointed to roughly 70% revenue growth in FY28, and defended financing AI labs as low-risk because the compute can be redeployed.

The unconfirmed part: The Information reported NVIDIA had agreed to buy Hugging Face for $12.9B. Neither company has confirmed. Business Insider, later the same day, said talks, no deal, still could fall apart. Treat it as a rumor until they post.

Amodei was not quiet. Salesforce and Anthropic announced Claudeforce on Wednesday: Salesforce inside Claude, 37 sales skills, open beta expected in September. Amodei: point Claude at the customer context companies have been building in Salesforce for decades.

DeepMind’s ~90-person AI-responsibility team is moving to Google global affairs from September, per WSJ. Helen King told staff they keep compute and headcount. Hassabis stays involved as chair. Some staff worry about independence from Gemini.

Altman’s TIME interview is already on the site. Karpathy, Sutskever, Musk: nothing today.