F5 warned shareholders Monday that it expects its revenue growth to slow over the next two quarters as many of its customers pause or slow down their buying decisions while responding to a recent major cyberattack.
Why it matters: The comments are the first from F5 about how much the nation-state attack — which was disclosed about two weeks ago — is likely going to impact the company's bottom line.
Let's gauge early fallout from DOE boss Chris Wright pushing FERC to quickly craft formal rules that speed data centers' connection to power grids.
Why it matters: It's Trump officials' most direct move yet to smooth the bureaucratic path for AI data centers — and power sources serving them — to come online.
AI isn't a job killer for bankers, Goldman Sachs CEO David Solomon says.
Why it matters: As concerns mount about the role of junior bankers in an AI-powered Wall Street of the future, Solomon tells Axios he is optimistic about the technology.
Hiring is under pressure, prices are still rising and tariff uncertainty remains. Goldman Sachs hopes to address these challenges this week during its 10,000 Small Businesses Summit in Washington, D.C., a mini-MBA for small-business owners.
Why it matters: Small businesses are the largest employers in the country, and Goldman hopes that its program can keep them on track amid a murky macro backdrop.
Nvidia founder and CEO Jensen Huang is bringing Silicon Valley to D.C. this week with the company's first-ever developers conference in the nation's capital, signaling how central Washington has become to the chip giant's ambitions.
Why it matters: The annual Nvidia GTC (GPU Technology Conference)in San Jose is known as the "Super Bowl of AI." The new Washington edition showcases Nvidia's deepening ties with the federal government.
Investing in AI infrastructure will result in significant GDP growth in the next few years, OpenAI predicts in a new regulatory filing shared first with Axios.
The big picture: OpenAI's big idea is that this isn't just about AI — it's America's shot at reindustrialization.
The pipeline for Ph.D.s out of U.S. universities is shrinking at an unprecedented rate: Spots are disappearing, interest is fading and other countries are eager to fill the void.
Why it matters: America graduates more Ph.D.s than any other country. They go on to invent things, cure diseases and win Nobel Prizes.
