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Nscale is negotiating a new agreement with Anthropic worth roughly $45 billion to supply AI computing capacity, according to a source cited by Reuters. The deal would cover a second building at Nscale's Monarch data center campus in West Virginia, providing 460 megawatts of power using Nvidia's upcoming Vera Rubin chips. This follows an earlier $45 billion deal struck in August for the same campus's first facility.
Chinese tech giants ByteDance, Alibaba and Tencent have reportedly placed orders worth over $35 billion for more than 3 million Nvidia RTX Pro 5500 workstation GPUs, according to Reuters sources. The RTX Pro 5500 is export-compliant under current U.S. restrictions, but the order volume reportedly exceeds Nvidia's entire planned 2027 global production, prompting Nvidia to tell customers it can't fulfill the full demand.
AI cloud provider Modal has agreed to deploy Nvidia's new Arm-based Vera CPUs after preliminary internal testing showed roughly double the throughput of its existing AMD and Intel processors for agentic AI workloads. Modal says it will continue using its current CPU suppliers alongside Vera, rather than replacing them outright.
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.