Oracle will offer Cerebras AI computers in its cloud from 2027
Oracle will offer Cerebras AI computers in its cloud from 2027

Oracle will offer cloud services running on Cerebras’ AI computers in its data centres from 2027, the companies said. Cerebras, which went public in May, is expected to triple revenue next year to almost $3B, but investors worry about its place in a ma…

Nvidia backs Indian startup helping companies run AI models with fewer GPUs

Simplismart says its annualized revenue run rate has grown 14-fold in six months, with the U.S. accounting for more than half its revenue.

Nvidia to invest $3bn in Meta and expand work on Muse agent
Nvidia to invest $3bn in Meta and expand work on Muse agent

Nvidia will put $3bn into Meta and work more closely with it on Muse, Meta’s personal AI agent, the two companies announced today. The money is part of the share sale Meta launched on Monday to pay for its growing AI spending. Since then, Meta has rais…

Elon Musk says debt markets have shut out neoclouds and few will survive
Elon Musk says debt markets have shut out neoclouds and few will survive

Shares in CoreWeave, Nebius and Iren fell in early trading on Monday after Elon Musk wrote that most neoclouds will not survive. All three rebounded later in the day, as Arjun Kharpal reported for CNBC. Neoclouds rent out AI computing power, mostly Nvi…

SWI Compute plans a 530MW Nvidia AI factory campus in the UK
SWI Compute plans a 530MW Nvidia AI factory campus in the UK

SWI Group, the Amsterdam-listed investment group, has launched SWI Compute to build and run Nvidia AI factories, starting in Europe. The new business has ordered about $1bn of Nvidia systems and plans its first large site in the UK. That UK factory wil…

Freedom Holding is developing a $2bn sovereign AI hub in Kazakhstan
Freedom Holding is developing a $2bn sovereign AI hub in Kazakhstan

Freedom Holding Corp. is developing the $2bn hub under an agreement signed in November 2025 with Kazakhstan’s Ministry of Artificial Intelligence and Digital Development, the Nasdaq-listed group said in a statement on Monday. The site is planned with 1…

Bedrock Robotics raises $600M as its self-driving excavators win paid work
Bedrock Robotics raises $600M as its self-driving excavators win paid work

Bedrock Robotics has closed a $600M Series C co-led by CapitalG and Emergence Capital. The round values the San Francisco startup at $4.1bn after the money, it said in a statement on Monday. It brings the company’s total funding to nearly $1bn. Bloombe…

NVIDIA’s RTX Spark could be the best thing to happen to Qualcomm Snapdragon

NVIDIA’s RTX Spark could give Windows on Arm the boost it needs, and Qualcomm Snapdragon laptops might be among the biggest winners. Here’s why NVIDIA’s entry could reshape gaming, local AI, and app compatibility.

Hottest toy for Christmas? Nvidia CEO plays with adorable Microduck robots, 20,000 sell

The robots, stomping their little feet and making tiny R2-D2 noises, sat, fell down dead for a “nap,” and summersaulted on voice command.

AI chipmaker Cambricon’s sales miss points to tight chip supply in China
AI chipmaker Cambricon’s sales miss points to tight chip supply in China

Cambricon’s revenue doubled to 3.53B yuan in the third quarter, well short of the 6.26B analysts expected, Bloomberg reported. Profit rose 148%, and the company kept its 2026 target. Chinese AI chipmakers face shortages of high-bandwidth memory and lim…