AI Sheet Reporthttps://aisheetreport.com/Markets news desk for the AI economy — equities, enterprise, vendors, banking, data infrastructure.en-usWed, 27 May 2026 09:22:01 GMTNVDA prints record $81.6B Q1, Data Center hits $75.2B as Blackwell 300 rampshttps://aisheetreport.com/articles/nvidia-q1-fy27-record-data-center/https://aisheetreport.com/articles/nvidia-q1-fy27-record-data-center/Wed, 20 May 2026 12:00:00 GMTMarketsHenley Marrast[NVDA] Data Center segment up 92% YoY; Hyperscale at ~50% of mix; Q1 FY27 adjusted EPS of $1.87 beats consensus $1.76.KPMG, PwC commit Big Four consulting practices to Anthropic in two-week stretchhttps://aisheetreport.com/articles/kpmg-pwc-anthropic-big-four/https://aisheetreport.com/articles/kpmg-pwc-anthropic-big-four/Tue, 19 May 2026 12:00:00 GMTEnterpriseGreta ReinhartCombined deployment covers approximately half a million professional-services employees globally. Procurement clock starts for Deloitte and EY.META lifts 2026 capex guidance to $125–$145B, cuts ~8,000 jobshttps://aisheetreport.com/articles/meta-capex-2026-guidance-layoffs/https://aisheetreport.com/articles/meta-capex-2026-guidance-layoffs/Thu, 14 May 2026 12:00:00 GMTMacroKai Truscott[META] Capital intensity at the closed-frontier envelope; headcount reduction concentrated in layers the new infrastructure does not replace.Anthropic targets SMB with Claude for Small Business, opens new self-serve tierhttps://aisheetreport.com/articles/anthropic-claude-for-small-business/https://aisheetreport.com/articles/anthropic-claude-for-small-business/Tue, 12 May 2026 12:00:00 GMTVendorsElin BjorklundPackaged workflows and pre-built SaaS connectors take Anthropic into a segment dominated by bundled Microsoft and Google productivity-AI.Anthropic discloses Claude in production at JPM, GS, C, AIG, V; debuts Opus 4.7https://aisheetreport.com/articles/anthropic-wall-street-jpmorgan-goldman/https://aisheetreport.com/articles/anthropic-wall-street-jpmorgan-goldman/Tue, 05 May 2026 12:00:00 GMTBankingSebastian Pham[ANTHROPIC (PRIVATE)] May 5 invite-only NYC briefing names five of the largest financial institutions as customers. Claude Opus 4.7 leads Vals AI Finance Agent at 64.4%.