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Lead DevelopmentFACT · 4/5•29 Aug '26•Via CNBC Technology

AI Buildout Is Not a Zero-Sum Game

Analysis of this week’s earnings shows AI investment is lifting both hardware and software companies rather than producing winners and losers. Nvidia reported better-than-expected fiscal results and strong guidance, helped by customer commitments including Amazon’s purchase of 2 million additional GPUs. Salesforce beat revenue expectations, unveiled 'Claudeforce' (integrating Anthropic’s Claude with Salesforce data), and software firms such as CrowdStrike reported revenue growth as AI-driven security demand rises. Meta reached an $18 billion settlement with multiple U.S. states, removing a major legal overhang and prompting discussion of potential funding moves. Financial markets reacted positively, with major indices gaining and traders pricing a higher chance of a September Fed rate hike after Kevin Warsh’s Jackson Hole remarks.

•Nvidia delivered better-than-expected fiscal second-quarter results and issued a strong outlook for the next fiscal year.
•Amazon will purchase an additional 2 million Nvidia GPUs in 2027 and 2028, according to the company’s earnings call.
•Salesforce reported better-than-expected revenue and unveiled 'Claudeforce', which uses Anthropic’s Claude to access customer data in Salesforce.

Entities:NVIDIA Amazon Salesforce Anthropic CrowdStrike Meta CoreWeave Nebius Palo Alto Networks Snap CME Group Thomson Reuters

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