Nvidia just dropped another blockbuster quarter, giving jittery investors a much-needed breather as AI-bubble chatter gets louder. The company smashed revenue expectations yet again, reminding Wall Street that demand for AI infrastructure is still very real—even if the markets have been feeling a little wobbly. At this point, Nvidia earnings have basically become the “financial Super Bowl” of the AI era, and this week’s game came with extra tension after a month of tech-sector nerves.

Nvidia’s quarter was fueled by red-hot demand for its most advanced AI chips—especially the Blackwell lineup, which Jensen Huang says is performing “off the charts.” Data-center revenue stole the show yet again as hyperscalers keep racing to bulk up their AI compute.

And while U.S. rules are blocking Blackwell sales to China, fresh export approvals in the Middle East are helping balance things out. Even with some Hopper delays tied to geopolitics, Nvidia appears unfazed, betting big that accelerated computing and generative AI will keep the growth engine running for a long time.

The strong quarter arrives just as market skepticism is heating up. Investors have been dipping out of big tech, spooked by sky-high AI infrastructure bills, increasingly “circular” funding deals, and a parade of high-profile bears—SoftBank and Peter Thiel’s fund dumped their Nvidia stakes, and Michael Burry is shorting the stock. Nearly half of global fund managers now call an AI bubble one of the market’s biggest risks, and many say cracks are starting to show in both public valuations and private AI deals.

Despite all this, Nvidia remains the biggest beneficiary of the AI build-out, but also the most visible pressure point in the debate over whether the sector is expanding too fast. This quarter’s strong results show that, at least for now, AI demand is translating into real revenue for hardware providers, offering a brief moment of relief amid the uncertainty.

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Jeff Bezos is jumping back into the operator seat, signing on as co–CEO of a new AI startup called Project Prometheus, which just raised a casual $6.2 billion. He’ll run it alongside Vik Bajaj, a biotech/AI heavyweight and former Google life sciences leader. The company’s mission? Build “AI for the physical economy”—think aerospace, autos, and advanced engineering tools powered by world-simulation tech. With nearly 100 researchers already poached from Meta, OpenAI, and DeepMind, Prometheus marks Bezos’ most hands-on tech comeback since stepping away from Amazon in 2021.

It’s been a busy week for the White House on AI. The Trump administration floated an executive order to block state-level AI rules, arguing that 50 different standards would create chaos for startups and slow innovation. At the same time, it approved exports of advanced Nvidia chips to Saudi Arabia’s HUMAIN and the UAE’s G42, a sharp reversal that greenlights major Gulf-backed AI expansion. Together, the moves show a push to centralize AI policy at home while widening America’s footprint abroad.

A history professor, fed up with AI-written essays, planted a hidden “Trojan horse” prompt in an assignment (text that students couldn’t see but ChatGPT could), to see how many were pasting the instructions straight into an AI tool. The result: nearly 39% of papers came back with the secret instructions included, and many students couldn’t explain concepts the AI had added (one approved a Marxism angle simply because “it sounded smart”). Reactions ranged from apologies to arguments, underscoring just how hard it’s becoming to get students to actually learn to think for themselves.

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Google officially kicked off the Gemini 3 era, and the big story isn’t just how far the model has evolved (Gemini 3 outperformed rival models on 20 independent benchmark tests) — it’s how fast it got here. Gemini 3 took only seven months to develop after Gemini 2, compared with the two-and-a-half years it took to move from GPT-4 to GPT-5. What began as a multimodal model is now a full-blown reasoning engine that can “read the room,” grasp nuance, and power everything from Search to developer tools on day one

If it feels like Google has been unleashing an endless wave of AI updates, you’re not imagining it. And with Google now pushing smarter models directly into everyday tools like Search and the Gemini app, all those rapid-fire product releases are getting a serious boost.