Nvidia, Mythos, CrowdStrike Reshape AI Landscape

Nvidia posted another record quarter, announcing a $12.9 billion Hugging Face acquisition, a Perplexity investment, and an expanded Cisco partnership building rack-scale AI factories. Analysts say Nvidia's story has grown far beyond GPUs, now encompassing AI infrastructure, inference, agents, robotics, and security. Fears of a SaaSpocalypse proved overblown as Salesforce surged 23% on strong earnings, while Anthropic's Claude Mythos rattled cybersecurity by rapidly identifying vulnerabilities. CrowdStrike benefited from the disruption, delivering $333 million in net new ARR, beating guidance by $45 million.