Weekend market round-up covering Nvidia's record Q4 earnings and an OpenAI-Pentagon infrastructure partnership announcement.

This week brought significant developments across the technology and artificial intelligence sectors, marked by record financial achievements, major governmental partnerships, and critical industry analysis.

NVIDIA Corporation announced its Q4 financial results with record revenue, driven by strong demand in the data center sector as the company's customers increasingly invest in AI computing. Simultaneously, OpenAI secured a deal to implement its AI tools within the Pentagon's classified systems, an agreement reached just hours after the Trump administration blacklisted competitor Anthropic. OpenAI CEO Sam Altman revealed that the Pentagon had agreed to two key safety principles: no domestic mass surveillance and mandatory human oversight over the use of force.

On the regulatory front, major tech platforms including Meta, YouTube, and TikTok achieved a significant legal victory when a federal judge temporarily blocked Virginia's one-hour daily social media limit for minors under 16 through a preliminary injunction that halts enforcement of the 2025 law.

OpenAI's $110 billion fundraise drew scrutiny from George Noble, a hedge fund manager and former assistant to legendary investor Peter Lynch. Noble criticized the deal structure as "borderline criminal" and warned that it "can't end well." The fundraiser, announced by OpenAI CEO Sam Altman, included investments from Amazon.com Inc., Nvidia Corp., and SoftBank Group Corp.

Google secured a notable victory in the competitive AI chip market as Meta Platforms, Inc. reportedly agreed to a multi-billion-dollar deal to rent Google's Tensor Processing Units for developing advanced AI models, a development that challenges Nvidia's established dominance in the sector.