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Nvidia eyes $500 million investment in UK self-driving startup Wayve

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Nvidia has signed a letter of intent to invest $500 million in Wayve, a London-based autonomous driving technology company, during its next funding round, Wayve confirmed Thursday. The move underscores Nvidia’s growing push into self-driving and follows a broader U.S.-UK technology pact to deepen cooperation in artificial intelligence.

Founded in 2017, Wayve has developed a machine-learning approach to autonomous driving that differs from conventional systems. Instead of relying heavily on pre-mapped roads, its AI learns directly from traffic patterns and human driver behavior using vehicles equipped with camera sensors.

Wayve raised over $1 billion in 2023, led by SoftBank with backing from Nvidia, while Uber invested separately in 2024. Its autonomous driving platforms already use Nvidia chips, linking its growth to the broader global AI hardware surge.

The company operates in both the UK and U.S., while expanding testing into markets such as Germany and Japan. Nvidia’s latest move comes alongside a pledge to invest £2 billion ($2.7 billion) in Britain’s AI startup ecosystem, a signal of its commitment to both mobility technology and the UK’s broader AI ambitions.

Atlassian to acquire DX in $1 billion deal

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Atlassian (TEAM.O) announced on Thursday that it will acquire developer productivity platform DX for about $1 billion in cash and restricted stock. The move aims to enhance customer experience by providing deeper insights into AI investments and their impact.

The acquisition reflects the growing trend of enterprises boosting funding in AI technologies to drive innovation, improve efficiency, and strengthen competitiveness. Earlier this month, Atlassian also revealed a $610 million deal to buy The Browser Company, the maker of AI-driven Dia and Arc browsers.

DX helps companies collect and analyze engineering workflow data, measure productivity, and track the adoption of AI tools. Its enterprise customers include Pfizer (PFE.N), Pinterest (PINS.N), and Xero—all of which already use Atlassian’s platforms for planning and tracking projects.

“Atlassian’s mission is to help our 300,000+ customers ensure they’re making the right investments to win in the AI era,” said co-CEO Mike Cannon-Brookes in a blog post.

The deal is expected to close in the second quarter of fiscal 2026. Atlassian confirmed that it will not affect its previously issued fiscal 2027 adjusted operating margin target.

ASML’s $1.5B Investment in Mistral AI Fuels Europe’s Tech Sovereignty Push

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ASML’s $1.5 billion investment in French AI firm Mistral AI has been hailed as a turning point for Europe’s technological sovereignty, signaling stronger ambition to challenge U.S. and Asian dominance in artificial intelligence and advanced semiconductors.

Deal Highlights

  • ASML will become Mistral’s top shareholder with an 11% stake.

  • Mistral, valued at nearly $12 billion, is often presented as Europe’s AI champion.

  • The partnership is framed as uniting Europe’s semiconductor strength with cutting-edge AI innovation.

Political & Strategic Significance

The deal comes amid rising trade tensions with U.S. President Donald Trump and growing European unease over reliance on American tech giants like OpenAI, Microsoft, Google, Meta, and Nvidia.

  • EU lawmaker Stephanie Yon-Courtin called the investment a “game-changer,” strengthening Europe’s digital sovereignty and sending a message that the region intends to lead, not follow.

  • Leaders including Emmanuel Macron and Friedrich Merz have emphasized the need for digital independence, echoing Mario Draghi’s extensive EU competitiveness report.

Industry Perspective

Analysts note that while practical outcomes of the ASML-Mistral tie-up are still unclear, the political symbolism is powerful.

  • Venture capitalist Sten Tamkivi highlighted a “mindset shift” in Europe, where assets like chipmaking are now being strategically paired with AI.

  • Mistral CEO Arthur Mensch welcomed the move but urged the European Commission and governments to match ambition with policy and funding.

Challenges Ahead

Despite momentum, Europe still faces hurdles:

  • Slow adoption of local start-ups by large European corporates.

  • Heavier regulations compared to the U.S. and Asia.

  • Continued talent and capital outflows to Silicon Valley.

Outlook

The deal signals Europe’s intent to retain its AI champions and align them with industrial strengths like semiconductors. Whether this symbolic leap translates into global competitiveness will depend on policy follow-through and corporate buy-in across the continent.