INDUSTRY

Q3 is in the books! We’re now on a half-trillion annual revenue run rate, with Alphabet revenues growing at 25%.

- Our AI investments are driving overall Search query growth, including commercial queries - our YoY query growth rate is the highest it’s been in the last five years.
- Google Cloud revenue grew 103%, powered by extraordinary demand for our AI infrastructure and AI solutions. Our 1P model APIs now process nearly 32B tokens/min (up 40% QoQ).
- Strong momentum in model progress with Argon and Carbon leading the frontier, and Genie 4 our most advanced new world model yet.

Thanks to our partners and employees around the world. More to share on the call soon!

The next era of AI is being built, together.

AMD Helios is now running at @Meta. EPYC powers Muse. Instinct GPUs are accelerating AI workloads. From silicon to software to rack-scale systems, we're building AI infrastructure for the superintelligence era: bit.ly/4dY49jV.

Real-time AI lives or dies on latency. Find out how yours holds up before you scale.

CoreWeave ARENA gives you 14 days on production-grade AI infrastructure, a CoreWeave AI expert, and ARIA reading your traces. You leave with real performance and cost evidence.

Watch their story ↓

I was the opening act for a family of ducks.

Thank you, Berlin. What a GTC.

Europe is building its AI ecosystem and economy, from AI factories to agents to robots.

DSX POD: Vera Rubin modular factories built, cabled and tested in the factory, then delivered ready to produce intelligence.

Agents: models, harnesses, sandboxes, knowledge and tools. NVIDIA Agent Toolkit brings the pieces together so companies control what their agents know, access and do.  NVIDIA OpenShell enhances safety.

Physical AI: new customers across AI-RAN, robotaxis and robotics.

Personal AI: after four years building with Microsoft, RTX Spark brings personal agents to the Windows PC.

Thank you to President @EmmanuelMacron, Prime Minister @andyburnham and Chancellor @bundeskanzler for hosting me. Great to celebrate Sferical One with Sweden’s technology leaders. And thank you to President @TokayevKZ for the warm welcome.

And to our partners and NVIDIA teams: thank you for making it happen.

The keynote is here: youtu.be/rF1EsryCAwc

After a breast cancer diagnosis, one of the hardest questions is whether it will come back.

@SimBioSys is helping doctors and patients better understand that risk. Powered by NVIDIA technology, its FDA-cleared TumorSight Risk analyzes an existing breast MRI alongside pathology and clinical information to estimate the risk of cancer returning at five and ten years.

For women with HR-positive, HER2-negative early-stage breast cancer, those insights can be available before surgery, giving them and their doctors more information as they talk through treatment options.

AI can help give patients and their doctors more information when the decisions ahead feel most difficult.

paris, see you tuesday!

nov 3: @stateofai meetup with @airstreet, @gui_penedo & @JulesGiraud on robotics data & autonomous air defense.

join ai friends from @mistralai, @googledeepmind, @Meta, @elevenlabs, @bfl_ai & @nvidia!

luma.com/soai-paris pic.x.com/zxtPk2SY4u

How would Meta deploy its networking clusters? How would that be different at Oracle, Nebius or Crusoe?

Clara Ee on the SemiAnalysis AI Networking Model: a bottoms-up build of every buyer's clusters that gives the BOM of each one and the networking equipment TAM. pic.x.com/xMJHG1NPc2

Throttled GPUs waste money. Catastrophic leaks kill clusters.

At #FullyConnected26, Jacob Yundt (VP of Engineering, Compute Architecture at CoreWeave) broke down Valvey – programmable liquid cooling built to safeguard next-gen AI compute:
🔹 10-second automatic rack shutoff to stop leaks before damage occurs
🔹 Software-driven telemetry monitoring flow rate, pressure, and temp continuously
🔹 Zero thermal throttling for 100% liquid-cooled Vera Rubin NVL72 architectures

Watch the full breakout session: crwv.co/utP2v