Nscale announced an expansion of its collaboration with Microsoft and Start Campus that will deploy more than 66,000 NVIDIA Rubin GPUs at the SINES Data Campus in Portugal beginning in late 2027.The deployment of NVIDIA Vera Rubin NVL72 systems is expected to become one of the largest AI infrastructure installations in the European Union and will support Microsoft’s European customers with frontie

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from management: AI infrastructure is no longer only an accelerator story. It is becoming a full compute-platform story, where CPUs, GPUs, memory, software, and rack-scale systems all have to move together.

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Nvidia's Jensen Huang reiterates that American companies should be able to ship their products globally, but maintains that the latest AI accelerators should remain in America.

LONDON, UNITED KINGDOM— 5 May 2026 — Nscale is announcing an expansion of its collaboration with Microsoft and Start Campus with 66,000+ NVIDIA Rubin GPUs, starting in late 2027. This agreement builds on the deployment of over 12,600 NVIDIA Blackwell Ultra GPUs at the first building of the SINES Data Campus for Microsoft. As part of the agreement, Nscale’s additional investments of €230 million i

As AI shifts from training to inference and from single-task use to multi-agent collaboration, South Korea's semiconductor industry is seeking to recast the market around memory rather than GPUs. South Korean academia and industry figures say the AI era will be defined by memory architectures, with the country aiming to build its own framework and challenge an order long dominated by Nvidia.