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UK’s Nscale to supply Microsoft with 200,000 Nvidia AI chips in major data center deal

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Nscale, a British artificial intelligence infrastructure company backed by Nvidia, announced on Wednesday that it will supply around 200,000 Nvidia AI chips to Microsoft under an expanded partnership aimed at scaling data center capacity across Europe and the United States.

While the financial details were not disclosed, the Financial Times reported that the deal could be worth up to $14 billion, based on similar contracts. The agreement will be executed in collaboration with Dell Technologies, which will help deploy the AI hardware across Microsoft’s hyperscale facilities.

The rollout will begin next year, with Nscale supplying Nvidia GPUs from its data centers in Texas and Portugal, the company said. The project also includes a joint venture with Norway’s Aker, which will provide 52,000 additional GPUs from Nscale’s hyperscale AI campus in Narvik, Norway.

The partnership reflects the surging demand for AI computing power, as tech giants including Microsoft, Meta, and Alphabet race to build infrastructure capable of training and deploying massive AI models. According to Citigroup, global AI-related infrastructure spending is expected to surpass $2.8 trillion by 2029.

Nscale, which raised $1.1 billion in September from investors including Aker and Finland’s Nokia, said the funds will accelerate its data center expansion and position the company as a key player in the global AI supply chain.

Activision Executives Must Face Shareholder Claims Over Microsoft Takeover, Judge Rules

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A Delaware judge has ruled that former Activision Blizzard executives, including longtime CEO Bobby Kotick, must face key shareholder claims alleging they sold the company too cheaply in Microsoft’s $75.4 billion acquisition of the “Call of Duty” maker.

Chancellor Kathaleen McCormick of the Delaware Chancery Court said shareholders, led by Sweden’s Sjunde AP-Fonden pension fund, can proceed with their core allegation that Kotick and Activision’s board breached their fiduciary duties by favoring Microsoft for personal gain.

The lawsuit claims Kotick rushed into the deal to secure his job and collect $400 million in change-of-control benefits, while insulating himself from potential liability over allegations of widespread sexual harassment at the company. Plaintiffs also argue that the $95 per share sale price undervalued Activision, especially as its performance improved during the lengthy 21-month regulatory review before the merger closed in October 2023.

McCormick’s 83-page opinion found it “reasonably conceivable” that Activision’s board prioritized Kotick’s interests over shareholders and accepted a lowball offer. However, she dismissed claims that Microsoft aided the alleged misconduct, noting that the company may have “passively stood by.”

“Litigation on the merits of a trimmed-down version of the plaintiff’s complaint can now launch,” McCormick wrote. “Game on.”

Microsoft said it believes the remaining claims will be disproved, insisting the deal was “fairly negotiated and delivered great value to shareholders.”

Google unveils Gemini Enterprise AI platform to expand corporate reach

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Google, part of Alphabet, has launched Gemini Enterprise, a new AI platform for business clients designed to bring advanced artificial intelligence capabilities to the workplace. The move marks the company’s most significant push yet to compete with Microsoft, OpenAI, and Anthropic in the fast-growing enterprise AI sector.

Powered by Google’s most advanced Gemini AI models, the platform enables employees to converse directly with company data, documents, and applications, allowing faster decision-making and research. It offers both pre-built AI agents for common tasks — like data analysis and deep research — and tools for companies to build custom agents tailored to their operations.

Google said it has already signed major clients for Gemini Enterprise, including Gap, Figma, and Klarna, as the platform builds on the company’s existing Google Workspace suite, which integrates AI features across apps like Gmail, Docs, and Sheets.

The launch comes amid intensifying competition among tech giants seeking to monetize AI through enterprise subscriptions and workplace automation. Analysts view Gemini Enterprise as Google’s next step in turning its AI research into scalable business tools.