Welcome to P3 Media’s AI Commerce Brief, your daily update on the AI and commerce stories shaping how companies build, sell, and grow. It’s Friday, August 28. Let’s get into it.
The top story is NVIDIA's latest earnings, a strong company-level signal that spending on AI infrastructure remains elevated.
NVIDIA reported second-quarter fiscal 2027 revenue of $96.2 billion, up 106 percent from a year earlier. Data Center revenue reached $89 billion, up 117 percent.
For the current quarter, NVIDIA expects about $108 billion in revenue, plus or minus 2 percent. The company says that outlook assumes no Data Center compute revenue from China.
In enterprise AI, Cohere launched Parse, a vision-based document processing model.
Cohere says it can turn complex documents and images into structured, machine-readable output across nine major languages. It is generally available through the Cohere API, Model Vault, Microsoft Foundry, and AWS SageMaker.
The practical point is the workflow. Cohere lists invoices, claims, contracts, and other business documents among the intended inputs. Better parsing could make those files more usable for search, retrieval, and automated workflows.
Buyers will still need to test quality, security, and cost on their own document mix.
Now the Commerce Pulse.
Google announced three updates to Demand Gen. It is testing ways for people to begin messaging-app conversations with brands directly from YouTube ads. It is adding travel activities, events, real-time offers, and personalized hotel ads. And Multimodal Video Creation in Asset Studio is now generally available for producing horizontal and vertical creative in one workflow.
For marketers, the opportunity is a shorter path from ad exposure to a brand conversation, plus a more consolidated video-production process. The messaging feature remains a test, so availability and performance are the details to watch.
In payments, Affirm and Shopify launched Shop Pay Installments in Australia.
Eligible shoppers can split purchases into fortnightly or monthly payments. Interest may apply, approval is required, and Affirm says it charges no late fees. Shopify merchants can enable the option through their admin dashboard.
The launch extends the companies' global partnership to Australian merchants. Adoption and merchant economics are still to be measured.
For the Global Watch, OpenAI and Thailand's Ministry of Higher Education, Science, Research and Innovation launched an eight-week accelerator for 10 startups in health, wellness, and education.
OpenAI describes it as its first public-private partnership with the Thai government focused on local startups. This program shows another front in global competition: developer ecosystems and support for real-world deployment.
What to watch next: NVIDIA's guidance, the scope of Google's messaging test, and Australian merchant adoption of Shop Pay Installments.
That’s your AI Commerce Brief for today. Thanks for listening.
