The site was Nscale's only announced customer for that building. Nscale says its wider relationship with Microsoft is unaffected and that it is looking at other power sources.
AI Chips and Infrastructure
Compute, chips and infrastructure: Nvidia, AMD, custom accelerators, data centre buildouts, power constraints and the supply chain behind AI.
Two-nanometer parts reached 8% of wafer revenue in the quarter. Chief executive C.C. Wei told analysts the company is working very hard to narrow the gap between demand and capacity.
The launch was announced on 15 October, months after the machine started work. Jensen Huang attended the event in Stockholm.
The only company that builds EUV lithography machines is now the clearest ceiling on how fast AI chip capacity can grow. Half a billion euros of its quarterly profit came from revaluing a stake in Mistral AI.
Nvidia shipped 678,000 accelerators into China between January and June, down 44% on a year earlier, while accelerators that are not GPUs overtook GPUs by volume.
All stories
- Four rivals have written down what an AI data centre must do when the grid wobbles: come back to near-full load in under two seconds
- AMD's answer to the agent boom is a rack with no accelerators in it at all, and 32,768 CPU cores instead
- Microsoft's third in-house AI chip carries 288GB of memory, and 96 of them share one 167kW rack
- A Seoul paper says Samsung's HBM4E passed Nvidia's quality tests, and Samsung says it cannot confirm that
- China's CXMT says it will put a denser DRAM cell into server memory before the end of the year
- PC shipments fell by a fifth, and memory is now nearly 40% of what a computer costs to build
- Apple has cut iPhone 18 Pro component orders, and the chain of causes runs back to AI data centres
- A startup out of six years of stealth says its 9.5mm relay opens in 50 microseconds, and AI data centres are the market
- Amazon has retired the Fire tablet, put Android and the Play Store on its replacement, and raised the entry price to $229.99
- An Nvidia-backed startup is selling a way to mix chip vendors in one data centre, and part of it runs on Nvidia's own networking
- A fire has shut down a data centre belonging to Russia's biggest AI company, and the war has found a new kind of target
- TSMC is paying a rival $2bn to make the silicon slabs its AI packaging sits on, and none of it ships before 2028
- Nvidia's chip is now in a Windows laptop with 128GB of unified memory, and Microsoft will take your MacBook in part exchange
- Samsung's quarterly profit rose nearly ninefold, and it has still not said how much of it is memory
- A union at one of the memory plants feeding the AI build-out has voted 99% to authorise a strike
- Google is paying to squeeze 890 more megawatts out of eleven nuclear reactors that already exist
- Volantis says an optical interposer can put 10 terabytes of memory next to the compute
- Meta is giving away 5,000 dongles and the firmware to build your own Muse hardware
- Nvidia's new entry-level AI desktop has half the memory of the old one and costs 25% more than it launched at