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- 🚀 Nvidia Prints an AI Money Season
In partnership with
AI crossed a strange turning point. GPUs are sold out, AI agents are learning from videos, and big labs are truly reshaping the future of compute behind the scenes.
What's on FIRE 🔥
IN PARTNERSHIP WITH HALTSTATE
Moltbook has 2.8M+ AI agents and zero governance. We deployed two agents into the chaos - each running through HaltState, a runtime governance layer that evaluates every action against policy before it executes.
Governance overhead? Under 40 milliseconds.
From inside, our agents documented credential-stealing plugins, vote manipulation exploits, cult recruitment bots, and prompt injection attempts - all backed by cryptographic Proof Packs that can't be altered after the fact.
AI INSIGHTS
Nvidia posted another record-breaking quarter. Global demand for AI compute has gone “completely exponential,” with even six-year-old GPUs now fully booked in cloud environments and prices rising across the stack. Nvidia reported:
$68B quarterly revenue (↑ 73% YoY)
$62B from data centers alone
$51B from AI compute (GPUs)
$11B from networking tech like NVLink
$215B total annual revenue
And Nvidia is now valued at over $4.7 trillion, remaining the world’s most valuable public company. Almost all growth is coming from AI.
Every AI interaction generates tokens. Every token requires compute. So more AI usage → more GPUs → more data centers → more Nvidia revenue. Even legacy GPUs are being reused because demand exceeds supply.
Despite partial export approvals, Nvidia reported essentially zero revenue from China. Executives openly acknowledged rising Chinese competitors backed by new IPO funding.
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AI SOURCES FROM AI FIRE
1. Kling 3.0 vs Sora 2 vs Google Veo 3.1: Which AI Video Actually Wins in 2026? If you’re tired of stitching 5-second clips, this is your life-saver.
2. Save These ONLY 3 Master Gemini 3 Pro Prompts to Build & Own Any Pro Webs. Just copy these 3 Gemini 3 Pro prompts or save the file and launch your own live website, no coding needed.
3. Build Your First Real AI Agent In 15 Mins (No Coding, Simpler than n8n, Zapier, or Make). How to deploy a 24/7 AI agent on your website or other places to respond instantly, capture leads, and automate support.
TODAY IN AI
AI HIGHLIGHTS
🎬 Gemini rolled out new video templates for Veo 3.1. You can now create structured AI videos from a single prompt, no complex setup needed. Try it for free here.
🎮 A new viral game called “Data Center” lets you build and manage your own data centers. It’s “edu-tainment” preparing for the AI era. Here's this lowkey genius.
💳 OpenAI is testing a $100/mo ChatGPT Pro Lite tier to bridge Plus ($20) & Pro ($200). It was spotted in the app’s code & may link to always-on agent features.
🖥️ Anthropic launched Remote Control for Claude Code. It lets you run your Mac terminal from your phone or browser, with full local access. See how to use it here.
⚠️ DeepSeek reportedly froze out Nvidia from its next AI model… yet reportedly trained it on Nvidia’s Blackwell chips inside China. Huawei got early access instead.
🤝 Anthropic scooped up Vercept, a $50M computer-use AI startup, after Meta poached one of its founder. Some other founders join Claude. Others aren’t.
💰 Big AI Fundraising: MatX, AI chip startup, raised $500M, challenging Nvidia. It signals big interest in AI hardware, with MatX potentially shaking up the market.
Many small businesses don't have a CFO - or theirs is stretched too thin for daily monitoring. Nume changes that.
The world's first AI CFO onboards in 5 minutes and delivers proactive insights via Slack and email:
Monitors finances 24/7, identifies risks before they impact your business
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Integrates with Xero, QuickBooks, Slack and your bank accounts
NEW EMPOWERED AI TOOLS
☁️ KiloClaw is a fully managed, hosted version of OpenClaw. We handle the infrastructure, security, updates,... No Mac mini required
🤖 Notion Custom Agents are your always-on AI teammates. Assign a task, set a trigger or schedule and they handle it all
🧠 Google Opal 2.0 analyzes your goal, determines the best approach, auto calls the right tools, such as Veo for video to complete the task
🤝 Arzule turns partnerships into a predictable, scalable revenue channel by analyzing your ecosystem to identify real revenue opportunities
AI BREAKTHROUGH
Standard Intelligence just introduced FDM-1, a new kind of “computer action” model that doesn’t learn from text prompts, it learns by watching videos of people using computers.
Instead of labeling actions manually, an AI system analyzes video frames and reverse-engineers:
what action happened, what input caused it, how workflows unfold over time
So rather than being told what to do, the model learns how people actually do things. FDM-1 can follow nearly 2 hours of continuous screen activity at once. The demos are surprisingly practical:
Building mechanical gears inside Blender
Finding bugs across software workflows
Following long desktop sessions step-by-step
Driving a real car through San Francisco using keyboard inputs and live feeds
And some tasks required less than one hour of training footage. If AI can absorb that data effectively, computer-use agents suddenly scale much faster.
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