Nvidia will invest $150 billion annually to establish a new Taiwan headquarters and position the island as the epicenter of the AI revolution. The announcement highlights Taiwan's ongoing central role in AI chip production and packaging even as the company has begun limited US manufacturing.
Nvidia is currently the world's most valuable company after becoming the first to reach a $5 trillion market capitalization in 2025.
Huang has not explained how Nvidia's plans in Taiwan may potentially conflict with Donald Trump's push to make the US the world's AI hub.
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NVIDIA and Oracle will enlarge OCI Superclusters with Vera Rubin NVL72 systems reaching multi-gigawatt scale while releasing the systems for general availability. The move supports separate CPU and GPU scaling for AI training, inference and agentic workloads.
Microsoft on Monday announced a new Voluntary Exit Offer for eligible employees in participating teams in the US, Canada, India and the UK at level 70 and below. Chief People Officer Amy Coleman's memo says it "builds on what we learned" from April's Voluntary Retirement Program. About 60,000 people, roughly a quarter of its 223,000 staff, are eligible, the company told GeekWire. A person familiar told CNBC that employees decide in December and leave Dec. 31. Some groups, including sales, aren't participating, and Microsoft says the offer doesn't replace layoffs.
Schneider Electric, NVIDIA and HPE announced a collaboration on Oct 21 introducing Industrial AI Agents at the Edge: OT-monitoring, cybersecurity and energy-optimization agents that run on HPE Private Cloud AI and are managed through Schneider's EcoStruxure Industrial Insights apps. The release gives no availability date; CMPC Chile is cited as a three-year user of Schneider's OTMS monitoring that the agents would build on.
Micro1 plans to spend $1 billion acquiring internal company data such as Slack DMs and Google Docs to license to AI labs. The move reflects growing demand for real-world workplace records to train more capable AI models.
A unit of Authentic Brands Group, ABG EPE IP LLC, and seven other Elvis Presley rights holders sued Anthropic on Oct. 23 in the Northern District of California (No. 5:26-cv-12473). They allege Claude was trained on lyrics to 274 Presley compositions, including "Can't Help Falling in Love," "All Shook Up" and "A Little Less Conversation," without a license, and that it still produces infringing lyrics and rewrites despite guardrails. They plead copyright infringement plus DMCA circumvention and copyright-management-information removal and seek up to $41.1M in statutory damages (about $48.6M with the DMCA claims) plus an injunction. Anthropic did not immediately respond to Billboard's request for comment, and the allegations are unproven.
