Nvidia’s record quarter shows AI demand is still surging as the infrastructure race expands into CPUs, networking, robotics and edge computing.
August 28, 2026
Editor’s Note: Welcome to Prompt, your weekly briefing on the shifting AI landscape. We provide an analytical look at the week’s biggest developments, paired with a curated roundup of the stories that matter.
For years, the AI infrastructure race has been defined largely by one thing: GPUs.
Nvidia's latest earnings suggest that the race isn't slowing down. It's getting bigger.
