Daily Tech: moon launch, NVDA beat and AI developments

FutureGate | February 27 2025

LUNR: Intuitive Machines’ Athena Lander to Explore Lunar Water Ice

Intuitive Machines’ Athena lunar lander is set to launch on a mission to explore water ice deposits on the Moon. This effort aligns with NASA’s Artemis program, which aims to establish a sustainable human presence on the Moon. Water ice is a crucial resource for fuel production and life support, making this mission a key milestone in lunar resource utilization and future deep-space exploration.

SMCI Surges After Timely SEC Filings

Shares of Super Micro Computer (SMCI) rallied after the company successfully filed its regulatory reports on time, easing investor concerns following previous delays. SMCI remains a major beneficiary of the ongoing AI infrastructure boom, with demand for its high-performance computing and server solutions continuing to drive strong revenue growth.

Nvidia (NVDA) Posts Record Earnings, Strong Guidance

Nvidia (NVDA) reported record quarterly revenue of $39.3 billion, a 78% year-over-year increase, fueled by unprecedented AI chip demand. The company issued strong Q1 FY26 guidance, projecting $43 billion in revenue, as AI investment accelerates across data centers, cloud computing, and enterprise applications. Nvidia continues to dominate the data center GPU market, with supply chain expansions in place to meet escalating global demand.

Cisco (CSCO) & Nvidia (NVDA) Expand AI Partnership, Secure U.S. Security Approval

Cisco (CSCO) and Nvidia (NVDA) are strengthening their AI partnership, securing U.S. government authorization for cloud security measures. This collaboration will integrate Nvidia’s AI computing technology with Cisco’s networking and cybersecurity solutions, enhancing AI-driven enterprise applications. The approval ensures compliance with national security concerns and positions both companies to compete more aggressively in the AI and cybersecurity markets.