
Microsoft blows $20 billion on GPU power from ex-Yandex cloud
Nebius lands monster deal
Microsoft has signed a deal worth up to $20 billion with AI infrastructure outfit Nebius, agreeing to lease GPU horsepower over five years to feed its AI binge.

ASML throws €1.3 billion at French AI startup Mistral
Chip kit giant buys into Europe’s AI dream
Dutch chip equipment outfit ASML has splashed out €1.3 billion to become the biggest shareholder in French AI startup Mistral, which is raising €1.7 billion at a valuation of nearly €12 billion.

AI boom pushes semiconductors towards $800 billion
IDC says Datacentre growth leads the way
Beancounters at IDC have added up some numbers and divided by their collective shoe size and reckon the global semiconductor market will hit $800 billion in 2025, up 17.6 per cent from $680 billion last year.

Nvidia's RTX 5090 and RTX Pro 6000 hit with nasty bug
Can't work with virtual machines
Nvidia’s top-of-the-range Blackwell GPUs are throwing wobblies when shoved into virtual machine environments, leaving them unresponsive until the whole system gets rebooted.

Nvidia’s Blackwell racks set for 300 per cent shipment surge
Brokerages tip 60,000 units next year as Foxconn cashes in
Nvidia’s Blackwell GB300 enterprise AI systems are being churned out at a ferocious pace, with analysts forecasting shipments will triple in the third quarter.

UK government Copilot trial finds no productivity boost
Microsoft’s AI assistant slows down more complex work
A UK government test of Microsoft’s M365 Copilot has shown that the AI helper does not deliver the productivity miracle promised in Vole's glossy marketing.

Europe fires up Jupiter, its first exascale supercomputer
Made in Germany with 24,000 Nvidia chips
Europe has finally joined the exascale club by switching on Jupiter, its first exascale supercomputer and the most powerful AI machine on the continent.

Trump threatens tariffs after Google slapped with €2.95 billion fine
Brussels tells search giant to flog off part of ad business
US president Donald Trump is rattling sabres again after Brussels fined Google €2.95 billion (£2.52 billion) for its advertising antics.

Natron’s sodium-ion dream dies after 12 years
Battery startup collapses after investors refuse to cough up more cash
US sodium-ion battery outfit Natron has shut up shop this week, ending its 12-year attempt to make the chemistry a commercial reality.

Blame for borked SSDs shifts again
Pre-release firmware in the frame
Another cause has been found for the reason why SSDs have been dying in strange ways since the software king of the world, Microsoft pushed out its August Windows security patch.