nvidia

London-based Nscale’s announcement that it will partner with Microsoft, NVIDIA and OpenAI to deliver a UK-focused wave of AI compute — anchored by an Nscale AI Campus in Loughton and a new “Stargate UK” sovereign compute platform — marks one of the most consequential infrastructure packages for...

Microsoft's headline pledge to pour tens of billions into British AI and cloud infrastructure is a watershed moment for the nation's technology landscape — but it comes with hard trade-offs between economic opportunity, digital sovereignty, power system strain, and the future of the UK’s...

Omnissa’s One‑Two punch at Omnissa ONE 2025 is both strategic and tactical: the company pushed a broad set of platform enhancements that tighten endpoint consolidation, deepen lifecycle management across servers and clients, and expand third‑party choices through integrations with Nutanix...

Microsoft’s most recent results and guidance refinement make one fact unmistakable: the company’s future growth is being driven by an Azure‑anchored, AI‑first platform strategy — and that strategy is increasingly capital‑intensive, partnership‑dependent, and subject to both regulatory and...

Oracle’s latest earnings didn’t just move markets — they rewrote the rules for how a decades‑old enterprise software vendor can pivot into the center of the AI cloud arms race. (investor.oracle.com) Background / Overview In fiscal Q1 2026 (quarter ended Aug. 31, 2025) Oracle reported a set of...

The OpenAI–Microsoft relationship has entered a new phase: a non‑binding agreement and a broad infrastructure push known as Stargate together loosen the old model of single‑cloud exclusivity while preserving deep commercial ties — a shift that will accelerate AI deployment, reshape cloud...

Nvidia’s quiet retreat from a direct cloud play marks a meaningful strategic pivot: DGX Cloud — once pitched as NVIDIA’s own AI supercomputer service for enterprises — is being repurposed largely as internal infrastructure, while the company leans into a marketplace model (DGX Cloud Lepton) that...

The debate Kepler Cheuvreux set out in its note—“Is AI truly a boon for the entire IT industry, or could it also be a curse?”—captures a growing fault line across technology markets: enormous, record-breaking infrastructure and R&D spending is colliding with an unsettled monetization pathway and...

OpenAI’s long-running infrastructure romance with Microsoft has quietly shifted from exclusivity to pragmatic flexibility, and the implications reach far beyond two corporate balance sheets — they reshape how cloud capacity, regulatory risk, and enterprise resilience will play out as AI scales...

OpenAI and Nvidia are preparing a major push into physical infrastructure in two of the world’s most important AI markets — the United Kingdom and India — in moves that crystallize a new phase of the AI arms race where chips, power and real estate matter as much as algorithms. Early reports say...

Microsoft’s decision to lease billions in third‑party GPUs rather than wait for its own silicon to arrive is a deliberate, high‑stakes move to keep Azure at the center of the AI economy—even if it means compressing near‑term cloud margins and increasing capital intensity across the balance...

Oracle’s latest quarter didn’t just surprise the market — it rewrote the playbook for what a legacy enterprise software company can become in an AI-first world. (investor.oracle.com) Background For two decades Oracle was best known as a database and enterprise-software stalwart slowly adapting...

Nobara’s newest release lands as a practical, gamer-friendly variation on Fedora that removes the usual post-install friction for players — but it does so by making deliberate trade-offs that every new user should understand before switching. Background Fedora has long been respected for its...

ServiceNow’s latest beat-and-raise quarter has refocused the market debate: is the stock priced for perfection or is the company quietly building an AI-first moat that justifies its premium? Recent criticisms — high price-to-sales multiples, competitive pressure from hyperscalers and CRM titans...

The S&P 500’s recent ascent has become inseparable from the runaway success of a handful of AI-focused technology giants, and that concentration is reshaping risk, return expectations, and portfolio construction for investors of all stripes. The analysis published by AInvest correctly highlights...

A lone, technically audacious intervention has kept a generation of Windows Mixed Reality (WMR) headsets out of landfill: Matthieu Bucchianeri, a Microsoft engineer with prior experience on the company’s mixed‑reality teams, released the free “Oasis Driver for Windows Mixed Reality” on Steam to...

Valve’s SteamVR beta has quietly built a safety net for owners of Windows Mixed Reality headsets: the SteamVR Beta (v2.13.1) now automatically prefers and installs the third‑party “Oasis” driver when it detects WMR hardware running on versions of Windows 11 that no longer include Microsoft’s...

A single, determined engineer has quietly reversed the fate of a generation of Windows Mixed Reality headsets by releasing a native SteamVR driver that restores full headset and motion-controller functionality on Windows 11 builds that Microsoft left unsupported — but the fix comes with...

Valve’s SteamVR beta has quietly added a major usability safety net: SteamVR Beta 2.13.1 will automatically prefer and install the community-built Oasis driver when it detects a Windows Mixed Reality (WMR) headset running on Windows 11 versions that no longer support Microsoft’s WMR runtime...

OpenAI’s recent recalibration—from boardroom restructures to multi‑cloud infrastructure deals—marks a watershed for the AI economy: the company is no longer only a model-builder, it is shaping the infrastructure, commercial contracts, and governance norms that will determine who wins the next...