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Nvidia Puts a Number on the Buildout — and the Power Bill Comes Due

Nvidia's Q2 print: $96.2B revenue, $89B data centre, guidance that skips China. Emerald AI raises $150M to flex the grid to save power.

Stav Intelligence Desk·27. august 2026

Bransjeanalyse4 min

The Agent Stack Gets a Landlord: Google Hands A2A to a Neutral Foundation as IBM Buys Inference by the Cluster

Two protocols under one neutral roof, IBM's $240M inference cluster, and the money chasing whoever can govern the agents.

Stav Intelligence Desk·25. aug. 2026

Bransjeanalyse4 min

Two Bets on Trust: OpenAI Keeps Zero Retention, Anthropic Keeps the Logs

OpenAI reaffirms zero data retention as Anthropic mandates 30-day logs on its frontier models, Europe's data centres chase power to the Nordics, and Hugging Face maps the open-model landscape.

Stav Intelligence Desk·20. aug. 2026

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