Welcome to the Tech Brew Ride Home for Thursday, August 28th, 2025. I'm Brian McCullough today.

Invidia's earnings are okay, but maybe showing signs of normalizing.

Co-pilot for your TV, a blockchain for your cloud. I catch you up on that whole

nano-banana image AI craze sweeping the internet and a summary of

the pixel phone reviews. Here's what you miss today in the world of tech.

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Go to Mizanandmain.com slash tech brew and use promo code Brew 15 to get 15% off your first purchase. That's

Mizn and Main.com slash tech brew promo code brew 15. Although in video's Q2 earnings came in

above many analysts' expectations, warning signs of a potential slowdown in

AI spending unsettled some investors nudging Nvidia's stock down roughly 3% in after-hours

trading, though as I write this, I see the stock is nudging into positive territory as trading

begins this morning. Invita delivered strong quarterly growth, revenue and profits beat estimates and

net income surged about 59% reinforcing the company's vital role in AI hardware supply chains.

Yet, caution also weighed heavily on sentiment. Its data center revenue, despite climbing around

56% year over year and making up around 88% of total sales fell slightly short of the anticipated

$41.3 billion at $41.1 billion. Meanwhile, China-related challenges persisted. Invita didn't ship any

H-20 chips, tailored again specifically for the Chinese market last quarter, due to tighter

...