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technology2 hours ago

Huang: AI agents will amplify software firms instead of cannibalizing them

Nvidia CEO Jensen Huang argues that markets misread AI’s impact, contending that AI agents will augment rather than cannibalize enterprise software by using existing tools to boost productivity. Nvidia posted a 73% rise in quarterly revenue to $68.13 billion and issued an upbeat Q1 forecast around $78 billion, as investors weigh AI hardware spend against long‑term adoption, with analysts divided on which software players will win or lose.

via CNBC|
#ai#earnings#enterprise-software
Galaxy S26 debuts Agentic AI with familiar design and higher price
technology3 hours ago

Galaxy S26 debuts Agentic AI with familiar design and higher price

Samsung unveils the Galaxy S26 trio—S26, S26+, and S26 Ultra—with only modest exterior changes but a heavy AI push labeled Agentic AI, backed by on‑device processing and a Google partnership. Prices rise about $100 on the cheaper models ($900, $1,100, $1,300) with trade‑in deals up to $900; specs remain flagship‑level (Snapdragon 8 Elite Gen 5, up to 1TB storage, 12–16GB RAM). Batteries scale from 4,300 mAh (S26) to 5,000 mAh (Ultra), and Ultra supports 60W charging. New Privacy Display limits shoulder‑surfers via Black Matrix. AI features span Now Brief, Nudges, AI‑edited photos with watermark, and Gemini‑based multistep tasks with Google, plus app tie‑ins for food and rides. Preorders are live; ships March 11, colors include exclusive silver shadow and pink gold.

via Ars Technica|
#ai#android#privacy-display
NVIDIA Posts Record 2026 Revenue Fueled by AI and Data Center Growth
technology4 hours ago

NVIDIA Posts Record 2026 Revenue Fueled by AI and Data Center Growth

NVIDIA reported record Q4 FY2026 revenue of $68.1B (GAAP EPS $1.76, non-GAAP $1.62) and full-year revenue of $215.9B, with Data Center quarterly revenue of $62.3B. Gross margins were 75.0% GAAP (75.2% non-GAAP) for the quarter and 71.1% (71.3% non-GAAP) for FY2026. The company also announced a Q1 FY2027 revenue outlook of $78.0B ±2% (excluding any China DC compute revenue) and will begin including stock-based compensation in non-GAAP. NVIDIA returned $41.1B to shareholders in FY2026 and unveiled major AI platform advances and partnerships aimed at accelerating enterprise AI adoption.

via NVIDIA Newsroom|
#ai#data-center#earnings
Salesforce Q4 Earnings Looms: Options Traders Bet on Roughly a 9.6% Move
markets6 hours ago

Salesforce Q4 Earnings Looms: Options Traders Bet on Roughly a 9.6% Move

CRM is set to report Q4 after hours on Feb 26; current options price in an about 9.6% post-earnings move as investors weigh AI monetization, margins, and cloud spend. Analysts expect around $11.19B in revenue and $3.05 per share, with guidance of $11.13–$11.23B revenue and $3.02–$3.04 EPS. A strong beat could boost Salesforce’s AI roadmap momentum, while softer guidance could spark volatility. Street consensus remains a Moderate Buy with roughly 60% upside to about $299.

via TipRanks|
#ai#crm#earnings-preview
Galaxy Buds4 Debuts as AI-Powered Personal Audio Companion
technology7 hours ago

Galaxy Buds4 Debuts as AI-Powered Personal Audio Companion

Samsung unveiled the Galaxy Buds4 series at Galaxy Unpacked 2026 in San Francisco, highlighting precision-engineered comfort based on extensive ear-shape data, a bezel-less woofer and upgraded ANC for deeper, clearer sound, seamless Galaxy ecosystem integration with quick pairing and Head Gestures for hands-free use, and AI voice agents like Gemini and Perplexity to minimize phone interaction.

via samsung.com|
#active-noise-cancelling#ai#galaxy-buds4
Adobe Firefly’s Quick Cut speeds up first-draft video edits
tech8 hours ago

Adobe Firefly’s Quick Cut speeds up first-draft video edits

Adobe is beta-launching Quick Cut for Firefly’s video editor, which automatically stitches uploaded footage or AI-generated clips into a structured first cut from text prompts and simple inputs. It offers a transcription timeline and controls over aspect ratio and length to speed creation, aiming to reduce tedious manual assembly—though the result still requires refinement before final polish.

via The Verge|
#adobe#ai#creative-tools
Disney's Next Chapter: AI Bets, Franchise Reboots, and the Streaming Pivot
business9 hours ago

Disney's Next Chapter: AI Bets, Franchise Reboots, and the Streaming Pivot

Variety profiles Josh D’Amaro on becoming Disney’s CEO, detailing how his people‑first, risk‑taking leadership aims to steer the company through an AI‑driven content era, revived attention to Star Wars and Marvel franchises, and a streaming world where cable profits fade. The piece also weighs the financial headwinds (debt and a heavy emphasis on Parks/Experiences), the role of Dana Walden and Alan Bergman in the creative side, and the strategic moves—gaming, international expansion, and price considerations—needed to sustain Disney’s brands while navigating a shifting media landscape.

via Variety|
#ai#business#disney
politics12 hours ago

AI’s power bill looms larger than Trump’s pledge

Trump’s pledge that tech firms should fund their own power generation for AI data centers would only partially shield Americans from rising electricity costs. Experts say the data-center boom requires extensive grid upgrades and infrastructure, and with hundreds of planned centers and vague details on how costs will be shared, ratepayers could still bear a significant portion of the bill.

via Politico|
#ai#data-centers#energy-costs
Taleb Warns AI Shake-Up Could Bankrupt Software Firms and Reset Market Leaders
business14 hours ago

Taleb Warns AI Shake-Up Could Bankrupt Software Firms and Reset Market Leaders

Nassim Taleb argues that AI-driven disruption will lead to bankruptcies among software firms and erase gains accrued by the market leaders of the last several years, as a broader set of winners emerges. He also warns that tail risks are underpriced and that tech-related pain could spread to other sectors as investors reassess the risk landscape.

via Business Insider|
#ai#business#disruption
markets16 hours ago

NVIDIA Earnings in Focus as U.S. Futures Edge Higher

U.S. stock index futures edged higher as investors awaited Nvidia's quarterly results, seen as a key read on AI demand, with Salesforce and Snowflake due after the bell. A Meta-AMD deal lifted sentiment, but tariff headlines and broader macro risks still loom. At 05:20 ET, Dow futures were up about 68 points, S&P 500 futures rose ~0.2%, and Nasdaq-100 futures gained ~0.2%, while crude oil hovered near seven-month highs ahead of Iran talks.

via Investing.com|
#ai#earnings#markets
Teens Tap AI Chatbots for Schoolwork, Entertainment, and Personal Use while Weighing Risks
technology16 hours ago

Teens Tap AI Chatbots for Schoolwork, Entertainment, and Personal Use while Weighing Risks

A Pew Research Center survey of 1,458 U.S. teens (and parents) finds most teens have heard of and use AI chatbots, with 57% using them to search for information, 54% for schoolwork help, and 47% for fun; about 16% chat casually and 12% seek emotional support, while 10% do all or most schoolwork with chatbot help. About 59% say AI-enabled cheating is a regular occurrence at their school. Teens view AI’s impact as more positive for themselves (36% positive, 15% negative) than for society (31% positive, 26% negative). Parents’ reports lag teens’ use (roughly 50% of parents say their teen uses chatbots vs. 64% of teens). Confidence in using chatbots varies, with about a quarter very/extremely confident and roughly 30% somewhat confident.

via Pew Research Center|
#ai#chatbots#education