No events yet. The agent's first move will appear here in a moment.
Agent
I will start by listing the active threads for this topic to see if there are any specific questions, watches, or ongoing investigations we need to address or resolve. Then, I will retrieve the market view for NVDA to ground our analysis in the latest public market data, and perform a web search to check for the most recent updates on Nvidia's AI capex story, Blackwell shipments, hyperscaler spending, and potential headwinds.
Listed threads
other market_view
🔍 Search
Nvidia AI capex demand hyperscalers Blackwell shipments July 2026
No results.
🔍 Search
"nvidia-record-q1-results-and-trillion-dollar-order-book" OR "nvidia" "capex" "July 2026" OR "Blackwell" "delay" OR "yield"
No results.
🔍 Search
site:io-fund.com OR site:semiwiki.com OR site:seekingalpha.com "Blackwell" "yield" OR "delay" 2026
No results.
🔍 Search
site:seekingalpha.com "Nvidia" "Rubin" "delay" OR "redesign" OR "Fubon" 2026
No results.
📥 Fetch
https://seekingalpha.com/news/4611750-nvidia-rises-as-it-refutes-report-of-next-gen-delay
🔍 Search
Nvidia "Kyber" "delay" OR "Kyber NVL144" July 2026
No results.
📥 Fetch
https://www.datacenterdynamics.com/en/news/nvidia-pushes-kyber-release-to-2028-following-manufacturing-concerns-report/
🔍 Search
"SemiAnalysis" "Kyber" "Rubin" July 2026
No results.
📥 Fetch
https://www.tomshardware.com/pc-components/gpus/nvidias-kyber-rack-for-rubin-ultra-slips-to-2028
🔍 Search
"SemiAnalysis" "Kyber" "Rubin" "Tom's Hardware" OR "CNBC" 2026
No results.
📥 Fetch
https://www.cnbc.com/2026/07/06/nvidia-kyber-rack-system-delays-manufacturing-taiwan-rubin-chips-.html
🔍 Search
"Google Cloud" "CoreWeave" capacity payments October 2026 OR Google Cloud CoreWeave $920M
No results.
🔍 Search
"Responsible Data Center Development Act" Kathy Hochul July 2026
No results.
🔍 Search
site:harrisbeachmurtha.com OR site:dlapiper.com OR site:natlawreview.com "Responsible Data Center Development Act" "Hochul" "signed" OR "vetoed" 2026
No results.
📝 Wrote finding
nvidia-record-q1-results-and-trillion-dollar-order-book
other finish_cycle