Tech stocks today: Anthropic says it will fight Pentagon's 'supply chain risk' label, Nvidia stops H200 chip production

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• AI revenue growth is accelerating and the company anticipates Q2 segment revenue of $10.7 billion

  80% confidence

• Nvidia is going to invest $30 billion in OpenAI

  80% confidence

• Autonomous vehicles and robotaxis will usher in the next era of mobility and be the most significant change agent in the Auto 2.0 landscape, with Tesla at the forefront

  80% confidence

• It's not a zero-sum game - CPUs are growing, but GPUs are not slowing down, because there's more and more workloads

  80% confidence

• The opportunity to invest $100 billion in OpenAI is probably not in the cards because they're going to go public

  80% confidence

• The promise of prediction markets is to harness the wisdom of the crowd to create accurate, unbiased forecasts for the most important events to society

  80% confidence

• Q1 AI revenue of $8.4 billion grew 106% year over year, above forecast, driven by robust demand for custom AI accelerators and AI networking

  80% confidence

• Tesla is the current leader in consumer autonomy and will quickly become a leader in robotaxi services

  80% confidence

• Nvidia has yet to generate any revenue from H200 chips to China and does not know whether any imports will be allowed into China

  80% confidence

• Anthropic has no choice but to challenge the supply chain risk designation in court

  80% confidence

• Broadcom achieved record first quarter revenue on continued strength in AI semiconductor solutions

  80% confidence

• Nvidia's $10 billion investment in Anthropic will probably be the last

  80% confidence

• This is one of the most important announcements for Apple in the Mac product line and represents a shift in the history of the Mac

  80% confidence