Nvidia predicts Q4 sales will beat expectations

The Trump Administration has launched "America's AI Action Plan" with three executive orders aimed at centralizing AI regulation and preempting state laws. The initiative promotes deregulation, ideologically neutral AI systems, and uniform federal standards to enhance U.S. competitiveness. Trump argues that varying state regulations would create a fragmented regulatory environment leading to excessive litigation. While acknowledging some state authority, the plan strongly favors federal oversight to prevent restrictive state laws from hindering innovation. Though immediate impacts primarily affect federal practices, these standards may influence industry norms and signal a continued push for national AI governance over state-level regulation.

Yann LeCun, Meta's chief AI scientist and Turing Award winner, is leaving to launch Advanced Machine Intelligence (AMI), a startup developing "world models" - AI systems with persistent memory, reasoning, and planning capabilities. While departing his leadership role, LeCun maintains Meta as a partner in his venture. His exit ends an influential era at Facebook AI Research (FAIR), which he directed since its creation. This move comes as Meta faces AI challenges despite recent investments, including hiring Scale AI's Alexandr Wang as Chief AI Officer for $14.5 billion.

NVIDIA forecasts record Q4 revenue of $43 billion amid surging AI demand. The company reported Q4 revenue of $39.3 billion (up 78% YoY) and full-year fiscal 2025 revenue of $130.5 billion (up 114%). NVIDIA's success is driven by high demand for AI chips, strategic partnerships including the Stargate Project, and innovations like Project DIGITS and Media2. The company continues to expand in gaming, robotics, and autonomous vehicles, positioning itself at the center of global AI infrastructure development.

Palo Alto Networks is acquiring Chronosphere, an observability platform specialized for cloud and AI workloads, for $3.35 billion. The acquisition addresses growing demands for unified observability and security as organizations increasingly rely on AI and modern applications. Chronosphere's technology offers scalable monitoring capabilities and efficient data management, having already reached $160 million in annual recurring revenue with triple-digit growth. The deal, expected to close in the second half of Palo Alto Networks' fiscal 2026, represents a strategic move in the cybersecurity sector amid accelerating AI innovation.