Wednesday, October 15, 2025

UK startup Nscale signs an up to $14B deal with Microsoft to deploy ~104K Nvidia GB300 chips for Microsoft in Texas within 18 months and 12,600 GPUs in Portugal (Tim Bradshaw/Financial Times)

Tim Bradshaw / Financial Times:
UK startup Nscale signs an up to $14B deal with Microsoft to deploy ~104K Nvidia GB300 chips for Microsoft in Texas within 18 months and 12,600 GPUs in Portugal  —  Nvidia-backed AI cloud group secures huge new contract as chief executive eyes public listing in ‘back end of next year’



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Alibaba reports Q4 revenue up 3% YoY to ~$35.8B, below ~$36.3B est., and net income up ~100% to ~$3.7B, in part due to investments, as it seeks to monetize AI (Luz Ding/Bloomberg)

Luz Ding / Bloomberg : Alibaba reports Q4 revenue up 3% YoY to ~$35.8B, below ~$36.3B est., and net income up ~100% to ~$3.7B, in part du...