💰 Nvidia’s $68B Quarter

What we’ll cover today:

🐝 Bumble Adds AI to Dating

💰 Nvidia’s $68B AI Quarter

🤖 Anthropic Buys an Agent Startup

🦞 An agent that runs 24/7 on your laptop

Bumble adds AI to fix dating friction 🐝

• Bumble launched AI tools that give feedback on your bio, prompts, and photos to improve your profile.

• The advice is basic, like clearer photos and better prompts, but now it is built directly into the app.

• They are also testing a “Suggest a Date” feature in Canada that lets users signal they want to meet offline.

• The real goal is to push users from matching to actually meeting, because stalled chats kill engagement.

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Nvidia prints record AI revenue 💰

• Nvidia reported $68 billion in quarterly revenue, up 73 percent year over year.

• $62 billion came from data center, which shows AI infrastructure is driving almost the entire business.

• Jensen Huang said compute equals revenue, meaning more AI usage directly increases demand for GPUs.

• Nvidia is assuming zero data center revenue from China in its forward outlook, which highlights ongoing geopolitical risk.

Anthropic buys Vercept for AI agents 🤖

• Anthropic acquired Vercept, a startup building AI agents that can operate computers.

• Vercept’s product will shut down, and the team will join Anthropic.

• The focus is on improving Claude’s ability to perform real tasks inside software, not just chat.

• This move shows frontier labs are racing to own the agent layer, not just the model layer.

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🔁 ICYMI

1. G42 and Cerebras are deploying an 8 exaflop AI supercomputer in India 🇮🇳 - giving the country sovereign compute under local data laws.
   

2. Google warned thin LLM wrappers are not defensible businesses 🚨 - if OpenAI can copy your feature fast, your moat is weak.
   

3. India earmarked $1.1 billion for a state-backed AI venture fund 💰 - backing AI and advanced manufacturing startups.
   

4. Blackstone invested $600 million in Neysa to deploy 20,000 GPUs 🖥️ - accelerating India’s AI infrastructure buildout.
   

5. Anthropic is opening an office in Bengaluru and partnering with Infosys 🏢 - expanding Claude into Indian enterprises.