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Nvidia Forecast Signals Faster Growth as Vera Rubin Launches

Nvidia just reported its 11th straight quarter of revenue growth above 55% as the leading tech names keep snapping up the company’s AI chips. Already the world’s most valuable public company, growth is now reaccelerating.

In its earnings report Wednesday, Nvidia said year-over-year revenue will surge about 77% this quarter to roughly $78 billion. That would mark the fastest growth rate for any period since the quarter ending January 2025, when expansion came in slightly higher at 78%. Its forecast sailed past the $72.6 billion average analyst estimate, according to LSEG.

Revenue in the fourth quarter jumped 73%, also topping estimates, following expansion of 62% in the prior period. The data center business, home to Nvidia’s AI graphics processing units, now accounts for over 91% of sales.

The chipmaker’s optimistic outlook comes as the company ramps production of Vera Rubin, its next rack-scale system for AI that will succeed Grace Blackwell. Nvidia says the system’s 72 next-generation Rubin graphics processing units (GPUs) are expected to deliver 10 times more performance per watt, compared to their predecessors.

Finance chief Colette Kress said on the earnings call after the report that the company shipped its “first Vera Rubin samples to customers earlier this week,” and that Nvidia expects every model builder and cloud provider to eventually deploy the system. She said the company now expects growth this year to exceed what was included in the company’s projection last year for a $500 billion revenue opportunity between Blackwell and Rubin.

“We believe we have inventory and supply commitments in place to address future demand, including shipments extending into calendar 2027,” Kress said.

Nvidia’s shares were little changed in extended trading after initially popping, reflecting investors’ lofty expectations for the company, which is valued at almost $5 trillion thanks to its dominance in AI processors.

There’s competition on the horizon, as smaller rival Advanced Micro Devices is set to release Helios, its first rack-scale system for AI, later this year. Earlier this week, Meta committed to deploying up to 6 gigawatts of AMD GPUs, with Helios shipments starting in 2026.

Nvidia also faces challenges from some of its biggest customers — namely Amazon and Google — making in-house AI chips to power their data centers. In its annual filing, Nvidia said a potential risk to future results is that “customers develop their own internal solution.”

Looking beyond fiscal 2027, growth is expected to slow dramatically, from 63% this year to 30%, 11.5% and 3% in the three subsequent years, according to LSEG.

‘Compute equals revenue’

But for now, Nvidia’s growth is far outpacing any of its competitors or peers as tech giants and AI model developers race to build out their infrastructure to meet soaring demand.

“In this new world of AI, compute equals revenues,” CEO Jensen Huang said on Wednesday’s earnings call. He repeated the phrase and variations of it several times during the call, in reference to the speedy adoption of agentic AI, which goes beyond early generative AI by allowing businesses to create and run applications with text prompts.

Anthropic’s Claude Cowork has quickly taken off in the enterprise by plugging into more applications. And earlier this month, OpenAI hired OpenClaw developer Peter Steinberger after his tool surged in popularity by automating tasks such as managing emails and calendars, browsing the web and interacting with online services.

“Between Claude Cowork and OpenClaw, compute demand is skyrocketing, and the ChatGPT moment of agentic AI has arrived,” Huang said on the call.

Not included in Nvidia’s first-quarter forecast is any potential data center revenue from China. A lack of clarity around export controls has kept Nvidia from selling into the world’s second-largest economy, even after President Donald Trump said in January that his administration would approve China sales of Nvidia’s H200 chip, with the U.S. government taking 25% of sales.

Huang said in May that China’s AI market would likely reach about $50 billion within two to three years, and that missing out on it would be a “tremendous loss.” It’s an opportunity that hasn’t yet opened up.

“While small amounts of H200 products for China-based customers were approved by the U.S. government, we have yet to generate any revenue and we do not know whether any imports will be allowed into China,” Kress said on the call. “We are not assuming any data center compute revenue from China in our outlook.”

CNBC

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CEO of International Modern Hospital Dubai Dr. Kishan Pakkal: Nation-First Leadership Is Key to Advancing Healthcare Excellence

Dr. Kishan Pakkal, CEO of International Modern Hospital Dubai, believes that the words of His Highness Sheikh Mohammed bin Rashid Al Maktoum reflect a fundamental principle of responsible leadership, particularly within the healthcare sector, where the true measure of success extends beyond individual accomplishments to the wellbeing of the entire community.

According to Dr. Pakkal, the concept of responsibility as a trust carries special significance in healthcare, where every decision has a direct impact on patients, families, and society as a whole. He emphasizes that leadership in healthcare is not merely about managing institutions, but about ensuring that healthcare systems continue to deliver safe, high-quality, and sustainable care for all.

“Responsibility as a trust means placing people at the center of every decision,” said Dr. Pakkal. “In healthcare, our duty goes beyond providing treatment. It involves continuously improving the quality of care, investing in our medical professionals, and creating an environment that empowers them to perform at their very best.”

He added that one of the defining characteristics of successful leadership is the ability to create opportunities for others to succeed. In his view, a strong healthcare organization is built on collaboration, transparency, mutual respect, and shared accountability, where every member of the team contributes to a common purpose.

“A truly successful leader is one who enables others to achieve success as well,” he noted. “When healthcare professionals are supported, valued, and empowered, patients ultimately benefit from higher standards of care and better health outcomes.”

Dr. Pakkal further stressed that putting the nation’s interests above personal gain is particularly important in the healthcare sector, where decisions must always prioritize patient wellbeing, public health, and the long-term sustainability of healthcare services.

He explained that this principle aligns closely with the UAE’s vision of becoming a global leader in healthcare excellence, innovation, and quality of life. By focusing on the needs of patients and communities, healthcare institutions can play a vital role in supporting national development and strengthening the country’s position as a destination for world-class healthcare.

“The UAE has demonstrated that sustainable progress is achieved when leadership is guided by service, responsibility, and a commitment to the greater good,” said Dr. Pakkal. “As healthcare leaders, we have a responsibility to uphold these values by continuously striving for excellence, supporting our healthcare workforce, and ensuring that every decision contributes positively to the lives of those we serve.”

He concluded that nation-first leadership remains one of the most important drivers of progress in healthcare, helping organizations build trust, improve patient outcomes, and contribute meaningfully to the continued advancement of the UAE’s healthcare sector.

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Sickle Cell Disease in Newborns: Why Early Detection Can Save Lives

 Dr Mamata Bothra, specialist pediatrics and neonatologist, International Modern Hospital Dubai Pedia IMH

Sickle cell disease is one of the most common inherited blood disorders worldwide and remains a significant public health concern in many regions, including the Middle East. Although affected babies often appear healthy at birth, the disease can begin causing serious complications during infancy if it is not detected and managed early.

Healthcare professionals emphasize that early screening, parental awareness, and timely medical intervention can dramatically improve outcomes and help children with sickle cell disease live healthier and more fulfilling lives.

Understanding Sickle Cell Disease

Sickle cell disease is a genetic blood disorder that affects hemoglobin, the protein inside red blood cells responsible for carrying oxygen throughout the body. In healthy individuals, red blood cells are round and flexible, allowing them to move easily through blood vessels. In children born with sickle cell disease, however, red blood cells become rigid and crescent- or sickle-shaped.

These abnormal cells can block small blood vessels, reducing blood flow and oxygen delivery to organs and tissues. As a result, affected children may experience painful episodes, chronic anemia, increased susceptibility to infections, delayed growth, and, in some cases, serious organ complications.

Because the disease is inherited, it is present from birth even if symptoms are not immediately visible.

The Critical Importance of Newborn Screening

One of the greatest challenges in managing sickle cell disease is that newborns often show no obvious signs of illness during the first months of life. This can create a false sense of reassurance for families while the disease remains undetected.

Newborn screening programs play a crucial role in identifying affected infants before symptoms develop. Early diagnosis allows healthcare providers to begin preventive care measures, closely monitor the child’s health, and educate parents about potential warning signs and complications.

Early detection also enables doctors to ensure that children receive appropriate vaccinations, preventive medications when necessary, and regular medical follow-up. Studies have consistently shown that children diagnosed through newborn screening have better survival rates and experience fewer severe complications than those diagnosed later in childhood.

Can Children with Sickle Cell Disease Live Normal Lives?

Advances in medical care have significantly improved the outlook for children born with sickle cell disease. Today, many patients grow up to lead active, productive, and successful lives.

The key lies in ongoing medical supervision and preventive care. Regular health check-ups, infection prevention strategies, adequate hydration, balanced nutrition, and prompt treatment of illnesses all contribute to better health outcomes.

Families who work closely with healthcare providers and follow recommended care plans can help reduce complications and improve their child’s quality of life.

Why Family Screening Matters

Prevention begins even before a baby is born. Since sickle cell disease is inherited, parental screening is an essential step in identifying potential risks.

A simple blood test can determine whether an individual carries the sickle cell trait. If both parents are carriers, there is a significant chance that their child may inherit sickle cell disease.

Knowing this information before or during pregnancy allows families to seek genetic counseling, better understand the risks involved, and make informed healthcare decisions. It also provides an opportunity for early planning and preparation should the baby be diagnosed with the condition.

Warning Signs Parents Should Never Ignore

Although symptoms can vary from one child to another, parents should seek immediate medical attention if their infant develops any of the following signs:

  • Fever
  • Swelling of the hands or feet
  • Unusual paleness
  • Poor feeding or refusal to feed
  • Excessive sleepiness
  • Breathing difficulties
  • Jaundice (yellowing of the skin or eyes)
  • Persistent crying or signs of unexplained pain

Prompt medical evaluation can prevent complications and ensure that appropriate treatment is provided as early as possible.

Protecting Children Through Awareness

Beyond medical treatment, awareness remains one of the most powerful tools in combating the impact of sickle cell disease. Educating parents about the condition, encouraging participation in screening programs, and promoting genetic counseling can help reduce the burden of the disease on families and communities.

Healthcare professionals stress that while sickle cell disease can be a serious condition, it is no longer the life-limiting diagnosis it once was. Advances in screening, treatment, and supportive care have transformed outcomes for many children.

A Shared Responsibility

The fight against sickle cell disease begins with awareness and early action. Newborn screening programs, parental education, and access to specialized medical care are essential components of protecting affected children.

Every family should understand the importance of carrier screening before pregnancy, recognize the value of newborn testing, and remain alert to early symptoms during infancy. Through timely diagnosis and continuous care, children with sickle cell disease can thrive, achieve their potential, and enjoy a better quality of life.

Early screening saves lives. Family screening prevents surprises. And ongoing medical care gives children the best possible start for a healthier future.

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Naomi Watts urges women to own menopause

Oscar-nominated actress Naomi Watts has continued to have fame on the screen into her 50s, but she is building more of her life story around navigating deeply personal and often unspoken health and aging issues.She has become increasingly open about topics many public figures, and Hollywood actresses in particular, avoid, using her platform to normalize conversations regarding fertility, aging, and physical changes, with the goal of helping women feel confident in their body no matter their age.

“I am trying to put forward the messaging that we can be okay with how we look,” Watts told CNBC’s Julia Boorstin at the CNBC Changemakers Summit in New York City on Thursday. “It’s okay to be 57 and look 57.”

Watts launched Stripes Beauty in 2022, a company focused on helping women navigate the challenges associated with perimenopause and menopause, while aiming to address everything from skin to hair changes to overall wellness.

Menopause was considered very taboo to talk about in many cultures mainly because of the age-fertility link and generational gatekeeping. In many societies a woman’s “value” was tied to her youth and ability to bear children. Talking about menopause meant admitting those stages were over. Many women in different generations were taught to silence it and view it as a private burden and not share it.

At the Changemakers Summit, Watts said searched for reasons to help explain why no one talked about it, and even used an anonymous Instagram to search for clues. “Why isn’t there any information? Why is it so hard? Why is it so taboo when we are half the population?” she said. “It is just biology.”

Founder and chief creative officer at Stripes Beauty, Watts was featured on the 2025 CNBC Changemakers list.

Menopause typically occurs around ages 45 to 55 and gets diagnosed after a woman does not get her period for 12 months. According to information from Midi Health, whose CEO Joanna Strober was also named to the 2025 CNBC Changemakers list, 6,000 women hit menopause every day in the U.S., which equates to 1.3 million women annually, while four in five midlife women experience symptoms of menopause, such as hot flashes.

Watts experienced early menopause in her mid-30s. She faced the common symptoms like night flashes and hot flashes. Watts has said in the past that she felt as if “I didn’t have control over my own body.”

Stripes Beauty has expanded into major retailers like Ulta Beauty and Sephora, with the once niche, uncomfortable category now becoming a mainstream part of women’s consumer health and beauty. The company was acquired in a deal between Watts and private investment firm L Catterton, which is backed by Louis Vuitton parent company LVMH, in 2024. It launched “National Hot Flash Day,” celebrated Sept. 9, to reinforce the message that the menopause journey is a completely natural and shared experience.

Watts says women should make “a bet on themselves” no matter what society is telling, or not telling, them.

“After 50, I have felt so much better about knowing who I am, so much more comfortable in my skin,” she said. “Stay connected to women. Women are everything. I am nothing without the community of women I have around me.”

Watts said in the past, when people came up to her in public, she often worried that requests to take selfies would follow, and she couldn’t help but think about being pictured without makeup on. But she says her menopause advocacy in recent years has changed many of these public interactions. “They’re coming up to me with tears in their eyes sometimes, or just wanting to say thank you for giving me the permission, or the dialogue, so I could speak with my husband or partner or family members and not have shame about it. … that gives me great joy. It’s so heartening to know the risk I took had a meaningful effect on others.”

CNBC

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