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Microsoft signed a five-year, $9.7 billion agreement with data-center operator IREN to secure Nvidia GB300 GPUs, adding up to 200 MW of liquid‑cooled AI capacity at IREN’s Texas campus by 2026.
Apple posted $102.5 billion in revenue and $1.85 EPS for fiscal Q4 2025, with iPhone and Services leading growth. Tim Cook forecast 10–12% year-over-year revenue growth for the December quarter.
Google and Reliance Jio are giving eligible Jio users no-cost access to Gemini 2.5 Pro and 2 TB of storage for 18 months, a ₹35,100 value—escalating the race to lock in everyday AI usage at massive scale.
Announced at GTC Washington, D.C., NVIDIA and Oracle will deliver the DOE’s ‘Solstice’ system with 100,000 Blackwell GPUs—plus a 10,000‑GPU ‘Equinox’—for a combined 2,200 exaflops of AI performance at Argonne National Laboratory.
Following its Washington, D.C. GTC keynote, Nvidia briefly crossed a $5 trillion market cap on October 29, driven by CEO Jensen Huang’s disclosure of $500 billion in AI chip orders and plans for seven new U.S. government AI supercomputers.
Qualcomm unveiled AI200 and AI250 rack-scale inference systems, marking a major push into data-center AI. Saudi-based HUMAIN plans a 200MW rollout starting in 2026.
F5 says a recent nation‑state breach that exposed portions of BIG‑IP source code will slow near‑term sales as customers focus on remediation, sending shares down 10% in after-hours trading.
SoftBank has approved the remaining $22.5 billion of its planned $30 billion investment in OpenAI, pending the AI firm’s transition to a for‑profit structure—an agreement tied to a broader $41 billion round announced in April.
OpenAI introduced ChatGPT Pulse, a preview feature that delivers once‑a‑day, personalized update cards generated from overnight research using a user’s chats, memory, and optional app connectors. The rollout starts on iOS and Android for Pro subscribers, with Plus support to follow.
CoreWeave signed a fresh $6.5 billion deal with OpenAI, lifting their 2025 total to $22.4 billion and underscoring a rapid buildout of AI infrastructure targeting 10 GW of capacity.