World Model · podcast knowledge graph

The Agentic Era

2026-08-27 · 20 min · 9 entities

episode page audio

Asserted relationships

  • → hosted by Morning Brew person
    0.55
    evidence rules-v5
    Feed author/publisher: Morning Brew
  • → discusses News concept
    0.40
    evidence rules-v5
    Feed category: News
  • → discusses Technology company
    0.40
    evidence rules-v5
    Feed category: Technology
  • → discusses Tech News concept
    0.40
    evidence rules-v5
    Feed category: Tech News
  • → hosted by Amalgamated Internets, LLC company
    0.40
    evidence rules-v5
    Feed author/publisher: Amalgamated Internets, LLC

Entities found in this episode

companys 4

  • mentioned Amalgamated Internets, LLC company
    0.70
    evidence rules-v5
    Feed author/publisher: Amalgamated Internets, LLC
  • mentioned Technology company
    0.50
    evidence rules-v5
    Feed category: Technology
  • discusses Technology company
    0.40
    evidence rules-v5
    Feed category: Technology
  • hosted by Amalgamated Internets, LLC company
    0.40
    evidence rules-v5
    Feed author/publisher: Amalgamated Internets, LLC

concepts 3

  • mentioned Tech News concept
    0.50
    evidence rules-v5
    Feed category: Tech News
  • discusses News concept
    0.40
    evidence rules-v5
    Feed category: News
  • discusses Tech News concept
    0.40
    evidence rules-v5
    Feed category: Tech News

persons 2

  • mentioned Morning Brew person
    0.70
    evidence rules-v5
    Feed author/publisher: Morning Brew
  • hosted by Morning Brew person
    0.55
    evidence rules-v5
    Feed author/publisher: Morning Brew
Episode description as stored
Nvidia posted $96B in quarterly revenue and guided to 70% growth next year, then agreed to buy Hugging Face for $12.9B. Trump weighed sweeping chip tariffs, cybersecurity stocks ripped on AI threats, and Instinct raised at $2.5B. Links Nvidia reports Q2 revenue up 106% YoY to $96.22B, above $92.17B est., Data Center revenue up 117% to $89B, above $85.08B est., and net income up 126% to $59.7B (Nvidia) Nvidia guides to ~70% revenue growth next fiscal year, well above the 45% analysts expected, sending shares up as much as 7.6%, though margins will bottom at 71%-72% on memory costs (Bloomberg) Source: Nvidia has agreed to acquire Hugging Face for $12.9B; the AI repository has had several potential suitors among its investors, including Salesforce (The Information) Sources: the Trump administration is weighing sweeping new tariffs on chips and other products like laptops and consoles, despite warnings from tech companies (Politico) Cybersecurity stocks surge, with Okta up 20%+ and CrowdStrike up 15%+, after earnings showed that AI adoption is driving attacks and spending on security tools (CNBC) AI assistant Instinct is raising a $250M Series B co-led by Index and Benchmark at a $2.5B valuation, taking its total funding to $350M since its 2025 founding (The Wall Street Journal) Subscribe to the ad-free feed.