Putin Moves to Escalate War in Ukraine, Nvidia Fuels Faith in AI Boom

Three people close to the Kremlin told Bloomberg Television that Russia is preparing to intensify attacks on Ukraine after determining that negotiations toward a peace deal have reached a dead end. The sources said Moscow is considering more powerful conventional ballistic-missile strikes on Kyiv, potentially including the center of the capital, along with attacks on infrastructure in other Ukrainian cities. They requested anonymity because the deliberations are sensitive, and the report does not establish that a final decision to launch the expanded campaign has been made.

The reporting marks a deterioration from the prospect of continued negotiations, shifting the immediate backdrop toward a potentially more destructive phase of the war. The Kremlin’s assessment, as described by the sources, is that diplomacy has failed to produce an acceptable outcome. The timing and scale of any escalation remain unclear, as does the response from Ukraine and its allies.

Nvidia provides the more concrete corporate thread in the story. The chipmaker, central to the artificial-intelligence buildout, offered a bullish sales outlook for fiscal 2028, addressing concerns that customer spending on AI infrastructure could slow. Finnhub’s enrichment records revenue of $215.9B for the fiscal year ended January 25, 2026, up 65.5% year over year, alongside 71.1% gross margins, 55.6% net margins and $4.90 diluted EPS. Those figures connect the outlook to an already substantial and profitable revenue engine rather than to an early-stage growth narrative.

The geopolitical portion relies on three unnamed people and describes deliberations rather than a confirmed operational order. It also does not specify the date, geographic scope or duration of any intensified attacks. On Nvidia, the bullish outlook is supportive but the available information does not provide the fiscal 2028 sales figure, customer commitments or a fresh valuation measure, leaving the durability of AI spending as the principal unresolved issue.

The next evidence should come from any official Kremlin or Ukrainian statements, observable changes in missile activity and infrastructure targeting, and diplomatic contacts that could confirm or contradict the reported breakdown. For Nvidia, the next earnings release and management commentary will test whether the $215.9B revenue base, 65.5% year-over-year growth and high margins are being carried forward. The open questions are whether the reported escalation becomes policy, whether negotiations can be revived, and whether the fiscal 2028 outlook translates into sustained customer demand rather than a temporary extension of the AI spending cycle.