Jensen Huang is apparently grappling with the power of his own opinions, an indication that he's still adjusting to his new role as "the godfather of AI."
Why it matters: The Nvidia CEO unintentionally tanked quantum stocks in January after saying useful quantum computers could be decades away.
Boeing will spearhead development of the U.S. Air Force's futuristic fighter and drone coordinator, the F-47, following a secretive competition and fits and starts within the service.
Why it matters: The Next Generation Air Dominance (NGAD) effort is meant to succeed the F-22 and be a linchpin for collaborative combat aircraft (CCA). President Trump, the 47th president, claimed "the generals" picked the F-47 designation, calling it "a beautiful number."
Kyivstar, the Ukrainian mobile operator that just agreed to list on the Nasdaq via a reverse merger, has agreed to buy local ride-hail and delivery firm Uklon for $155 million.
Why it matters: This suggests some level of economic optimism for the besieged country, even as that giant minerals deal with the U.S. remains in limbo.
Chipmakers, cloud providers, energy producers and AI companies are all flooring the pedal on infrastructure spending to support an AI-driven world that doesn't yet exist.
Why it matters: Investors are placing hundred-billion-dollar bets that demand for AI is about to explode, while the technology has yet to persuasively demonstrate its mass consumer appeal or its business-efficiency benefits.
