Nscale will supply 66,000 Nvidia Rubin GPUs to Microsoft's 1.2 GW Sines campus. The former crypto miner is now Europe's most valuable AI infrastructure startup at $14.6B.

Fervo Energy launched its IPO roadshow targeting up to $1.33bn at $21-24 per share, in a Nasdaq listing positioned as the climate-tech vehicle for the AI infrastructure trade.

ServiceNow projects $30bn in 2030 subscription revenue with 30% of that ACV from Now Assist, the company's flagship AI offering. The investor-day pitch is a structural answer to AI-SaaS displacement ...

Meta Platforms is working with Morgan Stanley and JPMorgan on a $13bn financing package for a single El Paso data centre, one of the largest single-site digital-infrastructure deals ever.

Intel has hired Alex Katouzian, a 25-year Qualcomm veteran, to lead a new combined Client Computing and Physical AI group. It is the second senior Qualcomm hire of CEO Lip-Bu Tan's tenure.

Reuters has published internal EU regulator correspondence showing sustained skepticism toward Tesla's FSD safety claims and rollout strategy, despite Dutch type approval in April.

Elon Musk has settled the SEC's case over his late 2022 Twitter stake disclosure for $1.5m, with no admission of wrongdoing. The fine is the largest in SEC history for the violation.

Trapped-ion quantum computing scale-up eleQtron has closed a €57m Series A led by Schwarz Digits, the technology arm of Lidl and Kaufland's parent group.

Alphabet has launched a six-tranche euro debt offering, three months after a $30bn multi-currency raise that included a 100-year sterling bond.

Firecrawl is becoming core infrastructure for AI agents, giving systems reliable access to the live web and turning open-source traction into category leadership.

Apple is in early-stage talks with Intel and Samsung about manufacturing some of its M-series chips, in a quiet move to diversify production away from TSMC.

Katie Haun expands from crypto into AI agents for financial services. First fund delivered Bridge/Stripe and BVNK/Mastercard exits. Erebor is the new thesis.