Nvidia CEO Jensen Huang is navigating the company through the AI boom, focusing on practical applications rather than philosophical musings about AI's future. Unlike many of his peers in the tech industry, Huang's approach is grounded in extending Nvidia's success in the AI market, with innovations like Blackwell and AI Factories reshaping the future of robotics. Meanwhile, Oracle Corp. is facing significant pressure to complete its data center in Abilene, Texas, for OpenAI. The project, part of the $500 billion 'Stargate' venture, has encountered timeline issues, and Oracle's future involvement in similar projects remains uncertain. Additionally, Oracle is concerned about the impact of tariffs on the costs of building these data centers, which could affect one of President Trump's key tech priorities. Nvidia-backed Rescale has raised $115 million in a Series D round, bringing its total funding to $260 million. Early investors include Sam Altman, Jeff Bezos, Paul Graham, and Peter Thiel. Rescale, led by CEO Joris Poort, aims to empower engineers and R&D teams with advanced computing, intelligent data, and applied AI. Applied Materials, with CTO Dr. Om Nalamasu, has experienced the benefits of Rescale's platform in accelerating AI physics simulation capabilities.