The AI Industry’s Scaling Obsession Is Headed for a Cliff

OpenAI and other US tech firms have signed hundred-billion-dollar deals to build AI infrastructure in the United States. “The ...

Nvidia gets rating upgrade, while AMD sees bullish views at HSBC

HSBC upgraded Nvidia's (NVDA) stock rating to Buy from Hold, and separately increased the price target on AMD's (AMD) shares.

Microsoft And Nvidia-Backed Nscale Announce Large-Scale AI Project In US And Europe

Microsoft and Nvidia-backed Nscale will roll out ~200,000 GB300 units across the U.S. and Europe, launching a large, ...

UK's Nscale to supply Microsoft with 200,000 Nvidia AI chips

British AI group Nscale said on Wednesday it signed a deal with Microsoft to deliver a total of about 200,000 Nvidia AI chips ...

Nscale plans massive Texas AI data center for Microsoft in expanded deal for 200,000 Nvidia chips

Nscale has signed an expanded deal with Microsoft (MSFT) for approximately 200,000 Nvidia GB300 GPUs of hyperscale Nvidia AI ...

Nscale Contracts Approximately 200,000 NVIDIA GB300 GPUs with Microsoft to Deliver NVIDIA AI Infrastructure Across Europe and the U.S.

09:00 BST 15th October 2025 - Nscale today announced it has signed an expanded deal with Microsoft to approximately 200,000 NVIDIA GB300 GPUs of hyperscale NVIDIA AI infrastructure across Europe and ...