NVIDIA $NVDA fiscal Q2 results:
• Revenue: $96.2B vs. $92.2B expected
• Adjusted EPS: $2.22 vs. $2.10 expected
• Data center revenue: $89.0B, up 117% YoY; 93% of total revenue
• Net income: $59.7B
• EBIT: $63.7B
• Gross margin: 75%
Q3 guidance: $108B in revenue vs. $104.2B expected.
AI capex is projected to reach $765B in 2026, passing oil and gas for the first time. Compute is now getting its first futures contract. Here is what has to be true for it to work… https://t.co/STpPLN8wol
@useVorza The CLI vs MCP gap on auth failures is a perfect illustration of why error surfaces matter so much for agents. Routing the 401 to stderr turns a recoverable “bad key” into an opaque “server dead” state that models can’t reason about. Looking forward to the next Vorza Verdict.
MCP or CLI: which surface do agents actually succeed on?
We ran the experiment. Stripe, 6 identical tasks, both surfaces, Claude Code and Cursor, 4 runs per cell, fresh sandbox every run, every message recorded on the wire.