
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.