Social•Feb 25, 2026
NVIDIA Projects Tenfold Revenue Surge by FY27
On Q1 FY27 guidance, NVIDIA TTM revenues of ~$250 billion. Three years ago (in Q1 FY24), TTM revenues were $25.9 billion. https://t.co/n7nDwriJvG
By Alex Morris (TSOH Investment Research)
Social•Feb 25, 2026
AI's Rapid Rise Validates Agents; NVDA Results Expected
AI is accelerating faster than people not using these tools can grasp. Those building with agents today are not surprised by the $NVDA results and guidance.
By Gene Munster
Social•Feb 25, 2026
Salesforce Forecasts Record FY27 Growth, AI Agent Hub
We just closed FY26, the biggest year in Salesforce history, and favor FY27 Guidance ! 🚀 FY27 Guidance: $46.2B revenue, 34.3% Non-GAAP Operating Margin, 20.9% GAAP Operating Margin - $41.5B revenue (+10% Y/Y) - 34.1% Non-GAAP (+110 bps y/y) & 20.1% GAAP operating...
By Marc Benioff
Social•Feb 25, 2026
AI Infrastructure Becomes 2026’s Competitive Edge
2026: The Year AI Infrastructure Becomes Your Competitive Strategy A recent Forbes article states that experts declare we are moving from AI curiosity to capability. The era of experimental pilots has ended. AI agents now deploy in real workflows. They plan, decide,...
By Terence Leung
Social•Feb 25, 2026
S26 Ultra Shows Significant Multicore and GPU Gains
Benchmarks support that while the chip isn’t completely different than the last Qualcomm CPU, it is faster, especially on multicore. S26Ultra on right, S25 Ultra on left. The difference is even more pronounced on the GPU side. #GalaxyUnpacked
By Lance Ulanoff
Social•Feb 25, 2026
Clinical AI's Future Hinges on Knowledge Integrity Over Architecture
AI isn’t just exposing workflow gaps in healthcare — it’s exposing content fragmentation. The future of clinical AI may depend less on model architecture and more on knowledge integrity. More from @ElsevierConnect at #ViVE2026.👇👇 https://t.co/zbay0c1z1x
By Colin Hung
Social•Feb 25, 2026
AI's Disruption Will Multiply Productivity, Reduce Workforce
The central takeaway from $NVDA's results and April guidance: The most knowledgeable companies in the world when it comes to building AI increasingly believe it will be wildly disruptive. What does "disruptive" mean? It will be messy. Productivity per knowledge worker...
By Gene Munster
Social•Feb 25, 2026
NVDA Beats Expectations, AI Infrastructure Trade Surges 79% YoY
The AI Infrastructure Trade is alive and well. The bar was high going into $NVDA earnings. Most investors were expecting the high end of the April revenue guide would imply around 70% yy growth. The actual guide high end implies...
By Gene Munster
Social•Feb 25, 2026
From Desired Memory to Full Recall: AI’s Timeline
agent request timeline 2024: we want memory 2025: we want to select what memories 2026: remember every single thing i've ever told you
By Ben Tossell
Social•Feb 25, 2026
Canadian Tire Breach Leaks 38M Emails, Personal Data
I've had a few queries on this one (which isn't unusual for a large incident), mostly to the effect of "but I've never bought tyres in Canada". So, firstly, this isn't a tyre retailer, there are a heap of other...
By Troy Hunt
Social•Feb 25, 2026
AI Webinar Shows How to Spot Catalysts and Top Stocks
I just posted my @Deepvue AI Webinar where I demo how to: ✅ Find Catalysts ✅ Find Leading Stocks ✅ Analyze Themes ✅ Analyze Market Conditions Retweet 👇 https://t.co/Aa5sIh7RUR
By Richard Moglen
Social•Feb 25, 2026
Space Data Navigator Adds Guided Tours and Shareable Charts
I added some new features to the Space Data Navigator tool, including a guided tour to show what it allows you to do and the ability to share links (like this) to custom charts you make. NRO Starshield Satellites https://t.co/LdKE7c3qtr
By Todd Harrison
Social•Feb 25, 2026
AI Everywhere
It's becoming impossible for children to avoid interacting with AI, and platforms are doing very little to give parents control. Now, Roblox now has games with AI. What can it do, and how worried should you be? I've got you...
By Patrick Klepek
Social•Feb 25, 2026
PlanSource Partners with SAVVI to Personalize Enrollment Decisions
.@PlanSource's partnership with SAVVI Financial integrates actuarially validated decision support to enable personalized recommendations within enrollment workflows. A new #NelsonHall vendor assessment analyzes its #BenAdmin offerings and capabilities: https://t.co/tTvF7gkmXr https://t.co/A4OrbWFrWf
By DeeAnna Warrington
Social•Feb 25, 2026
Managed Iceberg Lets Providers Own the Metadata Control Plane
Why are hyperscalers racing to offer managed Iceberg? Because whoever controls the catalog controls the ecosystem. If your tables are in a managed Iceberg service, you can query them from any engine - Spark, Trino, DuckDB, whatever. But your metadata stays with...
By SSP Data
Social•Feb 25, 2026
LLM Tutors Should Question, Not Just Answer
.@MIT's Justin Reich on the essential problem of LLM tutor bots: "If you're using LLMs, they're trained on the web, and most of the text on the web is about answering questions. But actually what tutors do is they question...
By Greg Toppo
Social•Feb 25, 2026
Net‑Zero Path Turns Steeper, Emissions Curve Cliffs
CHART OF THE DAY: Global energy-related CO2 emissions, with historical path, plus different scenarios: current policies, stated policies and net-zero by 2050. The later curve is getting more cliff-like by the day. My @Opinion column on net zero is here:...
By Javier Blas
Social•Feb 25, 2026
Bridge Marketing & Sales: Align Mindsets for Growth
The misalignment between marketing and sales often stems from the different mindsets that each team brings to the table. Although both teams share the same overarching goal of driving business success, their approaches to engaging prospects can differ significantly. If you’re interested...
By Pam Didner
Social•Feb 25, 2026
GLM‑5 Shows Regression in Python Coding Tasks
Alright, I'm calling it: GLM-5 is a regression from GLM 4.7 for Python coding. 🫠 Subscribed to Z(.)ai on the basis of 4.7 as it reliably took over all my devops too, and been using GLM 5 since launch. But with...
By Alex J. Champandard
Social•Feb 25, 2026
Targeted Cold Emails Tap Existing Mindset, Feel Warm
Cold email that's super-targeted, enters the conversation already taking place in their mind, and simply works to get them to continue that conversation with you, is much warmer than you think.
By Lincoln Murphy
Social•Feb 25, 2026
AI Economics, Not Just Strategy, Drives Future Advantage
At the Outthinker Miami Summit, one insight stood out: AI won’t just change strategy. AI economics will. When token costs drop, competitive advantage shifts. Strategy = economics + alignment + positioning. More insights soon. #strategy #AI #leadership #Innovation https://t.co/PG70GV7Ifb
By Kaihan Krippendorff
Social•Feb 25, 2026
Launch Still On Track, New Payload Added to Blue Ring
Tory told me yesterday this is still on track for launch later this year. He has the team working on adding a new payload to Blue Ring for the first test flight, but wasn't ready to offer specifics.
By Stephen Clark
Social•Feb 25, 2026
Separate Storage and Compute Redefines Modern Databases
Why we're excited about Lakebase GA: most database services are based on outdated assumptions leading to poor operability, scalability and devex.
By Matei Zaharia
Social•Feb 25, 2026
Beyond Crawl‑Walk‑Run: A More Realistic Implementation Framework
Having sat through thousands of crawl-walk-run presentations in my life, I thought it might be helpful to expand the model a bit to cover more, um, realistic implementation paths. https://t.co/fGXlclB0Qi
By Scott Brinker
Social•Feb 25, 2026
Shoals Posts Record $148M Q4, 19% Annual Growth
Shoals reports record $148 million Q4 revenue, full-year growth of 19% #energysky -- via pv magazine usa: https://t.co/bo7p0b9Z7D
By Tor “SolarFred” Valenza
Social•Feb 25, 2026
Pentagon Forces Anthropic to Sacrifice Safety, Redefining AI Governance
Top AI stories of the day from @blevlabs and the system I built to analyze all of the 50,000 accounts in my AI lists here on X. Brayden and I are working on making an AI news page that's dope....
By Robert Scoble
Social•Feb 25, 2026
Blue Ring 1 Spotted Undergoing Factory Testing
Ok, by popular demand, here is shot of Blue Ring 1 in the factory under going testing. https://t.co/hyk05AdF4X
By Tory Bruno
Social•Feb 25, 2026
Self-Generated Power
Bring Your Own Generation Comes With Its Own Risks #energysky -- via Heatmap News https://t.co/3GKbb5kFF7 https://t.co/rYlt6Su0pH
By Tor “SolarFred” Valenza
Social•Feb 25, 2026
NASA Veteran Ken Bowersox Retires After Starliner Report
Ken Bowersox just announced he is retiring from NASA. This comes a week after the release of the Starliner report.
By Eric Berger
Social•Feb 25, 2026
Modular Reconfigurable Robots Enable Versatile Locomotion, Manipulation, Construction
A new Science #Robotics Review examines the design and potential applications of modular reconfigurable robot systems in locomotion, manipulation, and construction operations. @tinlunlam https://t.co/hbThAkuHZE https://t.co/72lVUrgcYh
By Science Robotics
Social•Feb 25, 2026
US IT Budget Wasted on Maintenance, Not Innovation
The US spends $100B annually on IT, and nearly 80% of that goes to maintenance instead of building new things. @cognition is ushering in an era of software abundance to the public sector 🇺🇸
By Gaby Goldberg
Social•Feb 25, 2026
On‑Demand Tools Personalize Professional Development for Educators
📚 A bonus episode all about simplifying professional development with on demand tools. 💬 Naomi Church shares practical ways to meet educators where they are instead of relying on one size fits all sessions. 🤝 I’m excited to partner with @jotform to...
By Monica Burns
Social•Feb 25, 2026
AI Sparked No Major Corporate Shifts in 2025
As someone who has spent a lot of time with large companies talking about AI, I can say fairly confidently that no big organizational changes happened as a result of AI in 2025 I don’t think that tells us...
By Ethan Mollick
Social•Feb 25, 2026
SaaS Evolves Into AI‑Driven Middleware for New UX
Will most of SaaS turn out to be middleware for AI based UX/Interfaces? Parts of SaaS sure will, the ones who don’t change fast enough to reality of changing UX in AI era. Ref: @AnthropicAI announced new AI tools yesterday...
By Sarbjeet Johal
Social•Feb 25, 2026
OpenAI's $100B Raise Defies Profit Logic
OpenAI is closing a ~$100B funding round despite being unprofitable. On paper, it makes no sense... But here’s what everyone’s missing:
By Ryan Allis
Social•Feb 25, 2026
Jensen Huang Discusses VAST Data at SLC Conference
NVIDIA CEO Jensen Huang on VAST Data today at VAST FWD in SLC - https://t.co/5VYAhyx8RC
By Nicole Hemsoth
Social•Feb 25, 2026
Psychedelic Stocks Overhyped as Nominee Warns Caution
Psychedelic tape still trades on vibes > policy. Surgeon General nominee Casey Means says she “would not recommend” psilocybin to the American people today. Yes, she nods to “exciting work” in PTSD and veterans. But that is a far cry from...
By BowTiedBiotech
Social•Feb 25, 2026
Navigating Nvidia’s AI Earnings and the Software ‘Ghost Trade’
Great to be on @CNBCTheExchange with @KellyCNBC discussing what to expect from Nvidia and the Godfather of AI Jensen and Nvidia with tonight’s key earnings. Also walking thru the “AI Ghost Trade” black cloud over the software sector and how...
By Dan Ives
Social•Feb 25, 2026
Smart Metrics Need Guardrails to Prevent AI Gaming
Smart metrics don’t just measure performance, they shape behavior. If we’re deploying #AI across the enterprise, we need guardrails against metric gaming from day one. Governance isn’t a brake on innovation, it’s what makes transformation durable. Especially as agentic systems enter ops. https://t.co/r792RxQbTa...
By Harold Sinnott
Social•Feb 25, 2026
AI Expands Beyond Scribes to Entire Healthcare Practice
The future isn’t just AI scribes — it’s AI across the whole practice. Front desk to billing. Hear Venky Chellappa share @charmhealth's approach at #ViVE2026 👇 https://t.co/Fu8iReWUAZ
By Colin Hung
Social•Feb 25, 2026
Samsung's Narrow-Pixel Display Adds App‑Level Privacy
this is cool as hell. new Samsung display tech uses narrow pixels to give privacy screen to certain apps and even smaller elements like notifications, making it so people around you can't see private info https://t.co/IpQYd5od6I
By Graham Starr
Social•Feb 25, 2026
IBM Poised to Cut Labor Costs with Upgrade Tools
“Why don’t people recognize that @IBM is likely to adopt these tools and be able to reduce their labor cost by making it easier to do upgrades”, brilliant commentary on IBM from @ACMJoAnneFeeney of Advisors Capital Mgmt, moments ago. Same...
By Sarbjeet Johal
Social•Feb 25, 2026
Regulatory Pressure Forces Hospitals Back to Fax
When government requirements increase data sharing but systems aren’t connected, the fax machine fills the gap. Jess Czelusniak shares what that reality looked like at VHC Health.👇 Hear more about their experience: https://t.co/D7oXKCb2Kg @VyneMedical @VHCHealth #eFax #HITSM https://t.co/mvrhQyx04R
By Colin Hung
Social•Feb 25, 2026
AI Restores Power to Veteran Engineering Leaders
AI saved the non-technical engineering leader. For years, losing hands-on skills felt like decline. Now? Architecture experience plus AI equals leverage. Typing speed doesn’t win anymore. Judgment does. And the people with 20 years of it just became dangerous again.
By Matt Watson
Social•Feb 25, 2026
Fintech Charters Once Unlikely, Now Industry Standard
About 3 years ago @aleximm said to me, he believes long term fintech companies would apply for charters. At the height of ZIRP, I disagreed. It seemed all downside. Now the world is upside down. Every tech company wants a charter. How times have...
By Simon Taylor
Social•Feb 25, 2026
Scale Hreflang Mapping with Embeddings via Screaming Frog
🌍 How to use embeddings to map hreflang tags at scale - A clever use of @screamingfrog's Open AI API integration to implement hreflang by @pelogia - Check it out: https://t.co/mFnuuMojaD https://t.co/h9OLRjWQIR
By Aleyda Solis
Social•Feb 25, 2026
Master One Skill Deeply, Don't Skim Through Ads
I have hour-long Facebook ads tutorials online for free. They have 90% of the information you need to start running ads tomorrow. And yet less than 1% of people finish them. I’ll see new founders commit to learning Facebook ads, then 2...
By Davie Fogarty
Social•Feb 25, 2026
NASA Rolls Back SLS Booster, Removing Rocket From Artemis
SLS booster now rolling back from launch pad in Florida as Isaacman-led NASA puts "best part is no part" into practice by removing rocket from Artemis. https://t.co/32nwXLbUKG
By Eric Berger
Social•Feb 25, 2026
Oracle Health Sets New Standard for Healthcare Interoperability
The @OracleHealth team isn't waiting for the future of healthcare connectivity—we’re setting the standard: https://t.co/Gw7WFnvODg Through this validation program, we’re building trusted relationships with device vendors, streamlining interoperability, and opening the door for continued collaboration and innovation.
By Seema Verma
Social•Feb 25, 2026
AI Delivers Value when Embedded, Governed Like Core Systems
RT AI value doesn't live in slideware or labs. It shows up when agents are embedded in day-to-day work, governed like core systems, and held to the same standards as any critical operation. #AgenticAI #EnterpriseAI @Star_CIO https://t.co/VtuS5rQ0ZG
By Isaac Sacolick