Friday, February 27 · ~45s read

The AI economy is reporting for duty — and the numbers don't lie.

📈 Nvidia Just Posted $68 Billion in a Single Quarter

Decoded: Nvidia's Q4 results came in at $68.13 billion in revenue — up 73% year over year — crushing analyst expectations. CEO Jensen Huang declared the agentic AI era officially underway, with supply commitments already extending into 2027.

Why it matters: At $68B per quarter, Nvidia is running at a $272B annual revenue pace. The AI bubble narrative is dead. Agentic AI is the next spending wave and Nvidia has locked up its infrastructure position well ahead of the curve.

🤖 Google Acquires Intrinsic to Build Physical AI at Scale

Decoded: Google folded Intrinsic — its robotics software spinout — back into its AI and cloud ecosystem. The platform simplifies how developers design, build, and operate industrial robots, now integrated directly into Google Cloud.

Why it matters: Physical AI is the next frontier after language models. Google just consolidated its stack to compete with Amazon and Microsoft for dominance in industrial automation.

🏛️ Lockheed's F-35 Gets an AI Combat Identification System

Decoded: During Project Overwatch testing at Nellis Air Force Base, Lockheed Martin integrated an AI-enhanced Combat ID capability into the F-35's information fusion layer — resolving targeting ambiguities in real time during live flight testing.

Why it matters: AI in active combat systems is no longer theoretical — it's operational. This sets a concrete precedent for AI-assisted decision-making in the highest-stakes environments on earth.

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That's your Friday signal. See you tomorrow.
— The AI Decoded Team

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