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#382 | $18 Mrd. Meta-Vergleich, Nvidia kauft Hugging Face, Anthropic MHS, Quartalszahlen Nvidia, CrowdStrike, Salesforce
01.09., 02:2901.09.2026, 02:2900:55:27
Beschreibung der Episode
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
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
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