Semiconductor News & Analysis Feed

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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

Microsoft(MSFT+0.14%)is investing significantly in its proprietary chip technology.*Stock prices used were the afternoon prices of May 3, 2026. The video was published on May 5, 2026.

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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

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Industrial subsidies reached their highest level since the global financial crisis in 2023 and 2024, according to a June 2026 OECD release based on its new MAGIC database of industrial subsidies. The database tracks support received by 525 of the world's largest manufacturing groups across 15 industrial sectors from 2005 to 2024.