#382 | $18 Mrd. Meta-Vergleich, Nvidia kauft Hugging Face, Anthropic MHS, Quartalszahlen Nvidia, CrowdStrike, Salesforce

aus Zurück zur Zukunft - Tech-News und Business Models · 01.09.2026 · 55 Min.

Beschreibung

02:27 – Der große Meta-Vergleich: 18 Milliarden statt einer Billion AP über KOB 4: Meta reaches landmark $18 billion settlement with states in trial over teen social media addiction Free Speech Center: Meta reaches landmark $18 billion settlement AP über KOB 4: Details des Vergleichs Texarkana Gazette (AP): Meta reaches landmark $18 billion settlement 17:49 – Nvidia kauft Hugging Face für 13 Milliarden CNBC: Nvidia agrees to buy Hugging Face for $12.9 billion, report says TechCrunch: Nvidia closes in on Hugging Face acquisition Forbes: Nvidia Has Reportedly Agreed To Buy Hugging Face For $13 Billion 19:46 – Nvidia investiert in Perplexity The Information: Nvidia Discusses Perplexity Investment at $30 Billion-Plus Valuation Reuters über Yahoo Finance: Nvidia discusses Perplexity investment at $30 billion-plus valuation 24:30 – WSJ: Nvidias Rechenzentrums-Deals und die Wettbewerbsfrage Techstrong.ai: NVIDIA Pauses $36 Billion Revenue-Sharing Financing Model Amid Antitrust Scrutiny TNW: Nvidia has paused parts of the revenue-sharing programme it launched in July Tom's Hardware: Nvidia denies pausing AI cloud commitments initiative after reported partner backlash 27:36 – Anthropic: 30 Billionen TAM und die MHS-Ankündigung — mit Agnieszka Anthropic: Previewing the Model Hardware Standard CNBC: Anthropic pushes into physical world with new standard to help AI agents operate machines Fortune: Anthropic makes first move into physical AI with universal standard The Register: Anthropic proposes plumbing spec to link AI agents to lab kit and robots Fortune: Anthropic's $30 trillion market size estimate is outlandish. That may be the point. Quartz: Anthropic pitches IPO investors on $30 trillion market opportunity 38:23 – Nvidia-Quartalszahlen: der Ausbruch aus dem Negativstrudel CNBC: Nvidia earnings takeaways – Huang forecasts 70% fiscal 2028 revenue growth, far above estimates Kiplinger: Nvidia Earnings – Updates and Commentary August 2026 Motley Fool: Nvidia (NVDA) Q2 2027 Earnings Call Transcript CNBC: Huang forecasts 70% fiscal 2028 revenue growth 47:17 – CrowdStrike: Cybersecurity als Boom-Markt StockStory über FinancialContent: CrowdStrike Surprises With Q2 CY2026 Sales, Stock Jumps 11.7% Timothy Sykes: CrowdStrike Stock Jumps As AI Security Fuels Record Growth 49:44 – SaaS-Apokalypse? Salesforce-Zahlen und Agentforce CNBC: Salesforce stock jumps 18% on AI growth and Anthropic investment gain CNBC: Marc Benioff is getting his mojo back as Salesforce's AI strength quiets skeptics TechTimes: Salesforce Launches Claudeforce, Posts Four-Year Revenue High as AI Threat Thesis Collapses Motley Fool: Here's Why Salesforce Stock Soared Today