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Microsoft has pulled out as anchor customer for Nscale's proposed 50MW (expandable to 90MW) AI data center in Loughton, Essex, which was meant to house 23,040 Nvidia GB300 GPUs for Azure starting in 2027. The withdrawal reportedly follows warnings from UK Power Networks that sufficient grid capacity may not arrive until the early-to-mid 2030s. Nscale says the project continues and it is seeking alternative power sources and sites.
Leaker Kepler_L2 says Nvidia's next mainstream GPU, likely called the RTX 6060, may not launch until 2029 due to ongoing DRAM and NAND supply constraints tied to AI data center demand. The same shortages are reportedly already delaying the rumored RTX 50 Super lineup and pushing the full RTX 60 series back to around 2028.
Nvidia announced investments in four German startups—Agile Robots, Avelios Medical, Mirelo and Reflex Aerospace—at the Invest in Germany Summit in Berlin, part of a nearly $10 billion commitment to companies, universities and research institutions across Europe. The company did not disclose the size of the individual investments. The announcement coincided with remarks from Chancellor Friedrich Merz urging German businesses, especially small and medium-sized firms, to adopt AI and make greater use of their existing data.
Amazon Web Services released TorchNeuron, a tool that lets developers run PyTorch-based AI applications on its custom Trainium chips by changing a single configuration line rather than rewriting code. AWS says roughly 85% of AI applications are built using PyTorch, the open-source framework now maintained by the Linux Foundation.
Chip startup Tenstorrent has closed a $1.5 billion funding round that values the company at $6.2 billion, more than double its $2.6 billion valuation from late 2024. The round was led by new firm Trace Capital and Innovation X, with Cadence Ventures, Eclipse, Fidelity, SanDisk, and T. Rowe Price also participating. CEO Jim Keller said the company chose to stay independent and raise capital after demonstrating its Galaxy servers could run DeepSeek models, with funds earmarked for chips tailored to open-weight AI and video generation workloads.
Inception Labs released Mercury 3, a text-diffusion large language model it says outperforms GPT-6 Luna and Claude Haiku 5.5 on various benchmarks while generating over 1,000 tokens per second. The model supports a 1-million-token context window, up from 260K in Mercury 2.5, and is priced at $0.20 per million input tokens and $0.70 per million output tokens, discounted 50% at launch. Early-access partners are reportedly using it for chat support, tutoring, data engineering, and web-browsing agents.
GitHub user Panchovix has published a tool that lets Nvidia RTX 30-, 40-, and 50-series GPU owners modify VBIOS settings without physically flashing the firmware chip. Instead, the configurator stores a modified VBIOS image in the GPU's register key, which the Nvidia driver loads on startup, and it works on both Windows and Linux.
Nvidia introduced Nemotron 3.5 Super VL, a 120-billion-parameter open-weight model aimed at enterprise agent deployments, alongside two smaller Bolt models built to run locally on new RTX Spark and DGX Spark hardware. Nvidia says Super VL matches the accuracy of its larger Nemotron 3 Ultra model while completing agentic tasks faster than rival models from Anthropic and OpenAI, and lists companies including Skydance, EY, Ramp, Crowdstrike, Perplexity and Salesforce as users.
Nvidia's flagship RTX 5090 graphics card remains technically in production, but retail availability has dried up, with resale listings reportedly reaching as high as $10,000. Nvidia has pointed to continued manufacturing as evidence the card is still active in its lineup, even as consumers struggle to find it near its original price.
The International Monetary Fund's Global Financial Stability Report cautioned that heavy borrowing by data center operators and investors to fund AI expansion poses risks to global markets. The IMF highlighted circular financing arrangements, such as Nvidia's $30 billion investment in OpenAI alongside a $105 billion data center commitment, noting OpenAI simultaneously buys Nvidia chips. The IMF said its review of 14 such deals since 2023 found roughly $300 billion in equity investments and $650 billion in debt.
A developer released a VBIOS editor plus Windows and Linux loaders that let GeForce RTX 30, 40 and 50 series owners run custom firmware without writing to the GPU's flash chip. On Windows the edited image is stored in the driver's registry key and loaded at GPU restart, while the Linux version patches Nvidia's open kernel modules to boot the GSP firmware from the custom image. The editor exposes controls such as power limits, voltage ceilings, clock offsets, current protections and fan settings, with examples including an RTX 5090 FE raised from a 600W to 700W power ceiling and an RTX 4090 pushed to 671W from 550W.
Rising memory and silicon costs have pushed graphics card prices well above launch prices, with the Nvidia RTX 5070 now selling for over $800 despite its $549 launch price. This has led to advice that owners should consider reselling or repurposing older GPUs rather than discarding them, citing eBay listings where used cards like the RTX 3060 and even the decade-old GTX 1060 still fetch significant resale value.