Jensen Huang says Nvidia's Vera Rubin chips are in "full production"; Nvidia says Rubin can train some LLMs with roughly one-fourth the chips Blackwell needs (Lauren Goode/Wired)
https://www.wired.com/story/nvidias-rubin-chips-are-going-into-productio…
Sony Pictures reports Q3 revenue down 11% YoY to $2.32B, operating income down 9% to $197M; Sony Music's operating income grew 9% YoY to $690M on $3.5B revenue (Todd Spangler/Variety)
https://variety.com/2026/film/news/sony-pictures-revenu…
Strategy for Identifying Vera C. #Rubin Observatory #Kilonova Candidates for Targeted #GravitationalWave Searches: https://iopscience.iop.org/article/10.3847/1538-4357/ae244e -> How Many Kilonovae Will Rubin Observatory Help Us Spot? https://aasnova.org/2026/02/04/how-many-kilonovae-will-rubin-observatory-help-us-spot/
Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue surpassed $60B across ads and subscriptions (Todd Spangler/Variety)
https://variety.com/2026/digital/news/youtube-q4-2…
Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue surpassed $60B across ads and subscriptions (Todd Spangler/Variety)
https://variety.com/2026/digital/news/youtube-q4-2…
HPE reports Q4 revenue up 14% YoY to $9.68B, vs. $9.94B est., Server revenue down 5% to $4.5B, and forecasts Q1 revenue below est.; HPE drops 5% after hours (Juby Babu/Reuters)
https://www.reuters.com/business/hpe-forecasts-weak-quarterly-revenue-2025-12-04…
Nvidia launches the Vera Rubin platform, saying it will offer dramatic reductions in inference and training costs compared to Blackwell, across six new chips (Stevie Bonifield/The Verge)
https://www.theverge.com/tech/855412/nvidia-launches-ve…
Foxconn reports Q4 revenue up 22% YoY to ~$82.7B, above ~$77B est., and record December revenue up 31.8% YoY to ~$27.5B, driven by AI and networking demand (Reuters)
https://www.reuters.com/world/china/foxconns-q4-revenue-surges-2207-yea…
Affirm reports Q2 revenue up 30% YoY to $1.12B, vs. $1.06B est., GMV up 36% to $13.8B, and forecasts Q3 revenue slightly above est.; AFRM drops 6% after hours (Reinhardt Krause/Investor's Business Daily)
https://www.investors.com/news/technology/affir…
Alphabet reports Q4 revenue up 18% YoY to $113.8B, Google Cloud revenue up 48% to $17.7B, Google Services revenue up 14% to $95.9B, net income up 30% to $34.46B (Alphabet)
https://s206.q4cdn.com/479360582/files/doc_financials/2025/q4/2025q4-…