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FORGOTTEN HISTORY: 2 - Caught on Camera

Taiwan's Wistron raises $1.5 billion in global share sale to fund raw material purchases

Nvidia supplier Wistron is raising $1.47 billion through a global share sale as surging AI spending drives demand for servers and components. The Taiwanese company will use the proceeds to buy raw materials in foreign currencies. Wistron is also expanding production, including a $700 million AI systems plant in Texas.

The Economic Times

Can tech giants curb AI data centres’ growing thirst for water?

As opposition to water-hungry data centres grows in the US, tech giants say new cooling systems can curb demand – but using less water may require more electricity.

Euronews

China’s AI capex jumps 105% YoY, but Jefferies says US cloud giants face greater risks

Chinese tech giants sharply increased AI capital expenditure in Q2 2026, driven by inference demand and chip availability. However, Jefferies sees greater sustainability risks in US cloud spending, highlighting rising capex relative to revenue and the challenge of monetising AI infrastructure investments.

The Economic Times

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Alternative for Germany's victory, German Chancellor Friedrich Merz's nightmare

Good morning, readers. Angela Skujins here holding the pen for this week’s newsletter, where a seismic regional election in Germany’s east has seen the far-right, anti-migration Alternative for Germany (AfD) sweep to power, with the blow ricocheting as far as Berlin.

Euronews

'Honeycomb: The World Beyond' Essential Guide: Release Date, System Requirements, and More

Here's a handy guide for everything you need to know about Honeycomb: The World Beyond, which is set to release on September 8, 2026.

Player One

US Stock Market: Equity funds see second straight week of outflows as investors turn cautious

U.S. equity funds saw $11.12 billion in net outflows for a second straight week as rising bond yields, oil prices and Middle East tensions dampened sentiment. Strong AI-related earnings from Nvidia and Dell limited the decline. Investors favored safer assets, with money market funds attracting $48.76 billion, reflecting heightened market…

The Economic Times

AI data centers are less thirsty now, tech giants say

Data centers are running into a wall of public anger in the United States over their thirst for water and power. "There are incentives," Ren said, but they have more to do with public relations amid the growing backlash to data centers across the United States.

The Economic Times

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'Sprawl Zero' Essential Guide: Release Date, System Requirements, and More

Here's a handy guide for everything you need to know about Sprawl Zero, which is set to release on September 8, 2026.

Player One

Could NVIDIA's purchase of Hugging Face boost the EU's AI sovereignty?

The deal, marking NVIDIA's increased focus on open-AI models, is likely to draw significant regulatory concern from the EU due to its size and implications for the bloc's digital and AI sovereignty.

Euronews

Foxconn says third quarter to outperform market expectations on AI strength

Foxconn, Nvidia's biggest server ‌maker and ⁠a ⁠major Apple supplier, has been a big beneficiary of the trend towards AI, reporting last month a 35% rise in second-quarter profit that beat analyst forecasts.

The Economic Times

ChatGPT, Claude, Grok September 3 Outage Wasn't Caused by Astra, but Exposed a Bigger AI Problem Few Discuss

ChatGPT, Claude and Grok suffered separate outages on 3 September, exposing the opaque infrastructure relationships beneath competing AI services

International Business Times UK

Why Hewlett Packard Enterprise’s Sell-Off May Not Last

HPE's Q2 revenue rose 33.5% to $12.2 billion on AI and networking demand, beating guidance, as analysts raise price targets and forecast fresh stock highs.

MarketBeat

ASEAN can still hedge between America and China on AI. It needs to get its act together first

Can ASEAN members draw from both the Chinese and Western ecosystems in pursuit of their own interests?

Fortune

Cloud infrastructure provider Nscale seeks about $3.5 billion pre-IPO funding

Nscale intends to sell as much as $1.5 billion of convertible ‌notes to ⁠a ⁠group of investors and aims to secure about $2 billion from Nvidia, the source said.

The Economic Times

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The Economic Times

DeepSeek plans big Huawei AI chip order to power new data centre

The startup doesn’t currently plan to use the 950DT chips for training, one of the people said, even though Huawei designed and marketed these processors to serve that more demanding function. While DeepSeek tried to train its previous models on Huawei chips, it has so far relied on Nvidia accelerators…

International Business Times

Nvidia Soared Selling The Chips Behind The AI Boom. Now It Has $99 Billion Riding On The Industry.

The chipmaker has committed more than $40 billion to deals this year, backing AI labs, cloud providers and infrastructure companies that use its technology.

Fortune

Nvidia’s $13 billion Hugging Face bet reveals Jensen Huang’s vision for the next AI battleground

The chipmaker's latest deal shows it is spending big on strategic positioning.

PC Gamer

I've found DLSS 5 can slash frame rates by up to 73% on an RTX 5080 gaming PC in NBA 2K27, and I'm wondering what kind of mega-rig would justify the performance hit

At what cost AI-enhanced graphics? Frames, it seems.

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The Economic Times

Hugging Face, the French start-up that became AI's warehouse

Hugging Face, the artificial intelligence platform US chip giant Nvidia is buying for $12.9 billion, is a French success story -- founded by three Frenchmen and incubated in Paris -- even if its headquarters and many of its investors are American. Decentralizing artificial intelligence "is much more interesting for society…

Player One

Xbox Cloud Gaming Imposes Streaming Limits to Only 15 Hours Per Month—What Happens After?

Xbox Cloud Gaming imposes limits to its streaming features, with the highest tier getting only 15 hours per month.

France 24

Nvidia to buy Hugging Face for $12.93 billion in major AI expansion

Nvidia said Thursday it will buy AI developer platform Hugging Face for $12.93 billion, its latest major investment to expand its influence in open-source artificial intelligence. The deal would bring Nvidia closer to developers and broaden its customer base as tech giants develop chips to reduce reliance on the company.

GamesRadar

No Man's Sky fan adds Nvidia's DLSS 5 to the game, Hello Games programmer worries the AI filter could ruin its "unique look and feel"

Not my No Man's Sky

The Economic Times

US stocks today: Dow soars 600 pts, S&P, Nasdaq over 1% as Fed governor Waller's remarks ease rate hike fears

US stocks rallied over 1% on Thursday as Fed Governor Christopher Waller's comments eased rate hike fears ahead of the US jobs report. The S&P 500, Nasdaq and Dow Jones all gained, while Nvidia and software stocks rose. Broadcom fell after its revenue forecast failed to meet high AI expectations.

Kiplinger

Dow Jumps 624 Points as Treasury Yields Pull Back: Stock Market Today

Snowflake's post-earnings pop gave software stocks a boost, while retreating Treasury yields supported a broader rally on Wall Street.

PC Gamer

DLSS 5 can be jammed into almost any game now, so I've been playing FM26 with neural rendered little computer people because that's just what I do

And here's how I did it.

1 2 3 4 5

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