NVIDIA

Recent news

• Sep 9, 2026

  🤖 La Machine #91: Mistral’s €3 Billion Mic Drop

  Mistral AI has announced a €3 billion funding round at a post-money valuation above €21 billion.

  • Samsung led the financing, which Mistral says is the largest private European tech equity round on record.
  • The funds are intended for frontier research, more compute, and Mistral’s own infrastructure; the article also says Mistral has nearly doubled its valuation in a year and is still positioning itself against OpenAI and Anthropic.
  • The piece is a newsletter-style news summary referencing a recent announcement rather than publishing Mistral’s original press release.
  • The article also mentions Mistral’s sovereignty pitch and says competitive models are coming “very soon.”
• Sep 9, 2026

  Mistral AI Raises €3 Billion at €21 Billion Valuation to Keep Europe in the AI Race

  Mistral AI has announced a €3 billion equity round at a post-money valuation of more than €21 billion. - The round is led by Samsung Electronics, with Scaleup Europe Fund (EQT) and PSG Equity as co-leads; new investors include Advent, BlackRock-managed funds, and the Grand Duchy of Luxembourg.

  • The company says the financing will expand frontier research, fund more infrastructure including its own data centers, and support larger and faster models; Microsoft reportedly did not participate despite a prior infrastructure agreement in Europe.
  • The article also says the round makes Mistral the largest equity round ever completed by a privately held European technology company and that its valuation has nearly doubled from about €12 billion in a year.
• Sep 8, 2026

  Verizon, Corning Ink Multibillion-Dollar Fiber Deal

  Corning has announced a multibillion-dollar fiber supply deal with Verizon running from 2027 through 2032.

  • Verizon said the agreement will support its plan to expand its fiber footprint to 40-50 million passings and to access more than 80 million miles of fiber.
  • The companies did not disclose the exact dollar amount or other terms; the article also notes similar fiber deals involving Amazon, Meta ($6 billion in January), and NVIDIA ($500 million in May), plus a supply crunch tied to BEAD domestic manufacturing rules.
• Sep 8, 2026

  Trane makes data center reference kits available in Autodesk Revit, Forma platforms

  Trane Technologies has announced that its data center reference kits are now available in Autodesk’s Revit and Forma platforms, effective immediately.

  • Main action: Trane is making its data center reference kits available in Autodesk Revit and Autodesk Forma to bring thermal strategy into early design workflows.
  • Background/details: The kits include Trane’s expanded thermal management reference designs for large-scale AI data centers running workloads on NVIDIA Vera Rubin chips; Trane and Autodesk first teamed up in late 2024 to integrate Trane’s TRACE platform into Revit.
  • Context: Trane says a reference design includes detailed schematics, layout files, and documentation for designers and engineers; Autodesk says the collaboration aims to improve MEP design efficiency, coordination, and support AI-assisted design.
• Sep 8, 2026

  GPU Lifespan in Data Centers: Physical vs. Economic

  The article explains how data center operators should think about GPU lifespan, replacement timing, and end-of-life handling.

  • Physical lifespan: most GPUs can run for at least five years; failures are usually linked to thermal stress, power quality, or environmental factors such as dust and humidity.
  • Economic lifespan: replacement may make sense after two to four years; the article cites Nvidia Hopper (2022) versus Blackwell (2024), notes Blackwell is about 2.5x more powerful, and says Blackwell can cut AI inference costs by up to 10x.
  • Retired GPUs are often best resold rather than discarded; secondary-market proceeds may be 10% to 20% of original cost, and GPUaaS is presented as an alternative to owning hardware.
• Sep 6, 2026

  UK AI Cloud Company Nscale to Raise $3.5 Billion in Pre-IPO Financing, Plans United States IPO to Raise $3 Billion at $50 Billion Valuation with Earliest IPO Listing in 2026 September, Launched in 2024 by Founder Josh Payne, Investors Include Sandton Capital Partners, Kestrel 0x1, Blue Sky Capital Managers, Florence Capital, Blue Owl Managed Funds, Dell, Fidelity Management & Research Company, G Squared, Nokia, NVIDIA, Point72 & T.Capital

  Caproasia reports that UK AI cloud company Nscale is planning a pre-IPO financing round and an eventual US IPO, while also summarizing prior funding rounds and investor participation.

  • Nscale is reported to be raising $3.5 billion in pre-IPO financing and planning a United States IPO to raise $3 billion at a $50 billion valuation, with the earliest listing expected in September 2026.
  • The article also says Nscale was launched in 2024 by Josh Payne, raised $1.1 billion in Series B funding in September 2025, and previously received $674 million (£500 million) from Nvidia plus $155 million in Series A and $30 million in seed funding.
• Sep 4, 2026

  Nvidia lets you build your own AI clusters locally with PAIR software

  Nvidia has announced a beta release of its Personal AI router (PAIR), a free tool that lets users build an AI inferencing cluster from multiple PCs on the same network.

  • PAIR connects devices running Windows, macOS, or Linux to process AI inferencing workloads privately and is available as a beta download now.
  • The tool works with DGX Spark desktop supercomputers, RTX GPU PCs, and some macOS devices; systems run tasks in parallel but are not turned into a virtual GPU.
  • The article is a news explainer/commentary about Nvidia’s product release, not a transcript or analysis of a deal. No pricing or investment figures are provided.
• Sep 4, 2026

  When analyst benchmarks miss the mark: Why Nvidia doesn’t fit Forrester’s data center matrix

  Zeus Kerravala argues that Forrester’s latest Data Center Networking Solutions Wave misjudges Nvidia by applying a legacy enterprise framework to modern AI networking.

  • Kerravala says Forrester gave Nvidia a 1 out of 5 for vision and only 2% weight to AI infrastructure support, even though Nvidia scored 5.0 in the AI Infrastructure category.
  • He says Nvidia’s networking business is built around high-throughput AI fabrics, including Ethernet for AI, scale-across topologies, co-packaged optics, and integrated DPUs; he also notes Nvidia’s networking run rate is more than $11 billion.
  • This is an opinion/commentary article, not a company announcement. It references the Forrester Wave for Data Center Networking Solutions Q3 2026 and discusses how buyers should use more specialized evaluation frameworks for AI and high-performance compute.
• Sep 2, 2026

  TIDAL PWR, BTQ Develop Blueprint for Quantum-Ready Data Centers

  TIDAL PWR and BTQ Technologies have announced a pre-customer, pre-deployment collaboration to develop a planning blueprint for quantum-ready data center architecture.

  • The initial 90-day workstream will produce a written report with a preliminary reference architecture, recommended priorities, and a roadmap for next steps for developers, facilities and power engineers, security teams, and procurement teams.
  • The scope covers quantum data center design principles, trusted supply chain and vendor/device procurement standards, post-quantum cryptographic security, and integration with AI, HPC, and enterprise environments; TIDAL PWR says its Texas pipeline includes seven sites totaling 9.87 GW with 4.8 GW grid capacity and 5.07 GW behind-the-meter generation.
  • The collaboration was unveiled on July 20 and remains pre-customer and pre-deployment, with no named customers, LOIs, or pilot deployments announced; any public update depends on the parties’ discretion.
• Sep 2, 2026

  AI Infra Provider Yotta Eyes $1.5 Bn IPO By March 2027: Report

  Yotta Data Services has announced plans to file draft IPO papers with SEBI by October and target a public listing in the January-March quarter of 2027.

  • The company plans to raise up to $1.5 Bn through a fresh issue of shares, with proceeds to repay debt, buy GPUs, and expand sovereign cloud infrastructure.
  • Yotta says it has already raised $150 Mn from non-institutional investors at a $3.9 Bn valuation and plans to spend over $7 Bn on AI infrastructure by the end of FY27, with $4 Bn committed.
  • The company was founded in 2019 by Sunil Gupta and Darshan Hiranandani and is positioned as India’s largest provider of NVIDIA-powered AI computing infrastructure.
• Sep 2, 2026

  NTT DATA launches AI Factory Lab in Saudi Arabia

  NTT DATA has announced the launch of an AI Factory Lab in Riyadh, Saudi Arabia, scheduled to open later this month.

  • The lab will support executive briefings, AI strategy workshops, and hands-on demos for use cases including employee productivity, customer experience, cybersecurity, networking, and software development.
  • The lab will showcase how organizations can build, deploy, secure, govern, and scale AI workloads on an enterprise-grade foundation, in collaboration with Cisco and NVIDIA.
  • Hani Nofal, Executive Head of Infrastructure Solutions in Middle East and Africa at NTT DATA, said the lab is meant to help clients identify the right use cases, deploy AI securely, and scale with confidence.
• Sep 2, 2026

  🤖 La Machine #90: AI Regulation Gets Real

  The article is a newsletter-style roundup with one main first-time feature on INCOM and multiple separate headlines and event listings.

  • INCOM is highlighted as a French startup proposing a cooperative model for platform drivers under France’s “entrepreneur-salarié” system, framed as an alternative as France prepares to transpose the EU Platform Work Directive.
  • The rest of the piece briefly references other news items, including Nvidia/Hugging Face, EU AI enforcement, OpenAI, and the €387.8M Bull supercomputer contract in Finland, plus sponsored events in Paris.
  • Contacts are provided via email at the end of the newsletter: chris@frenchtechjournal.com and helen@frenchtechjournal.com.
• Sep 1, 2026

  Oracle To Lay Off Another 3,000 Employees In India: Report

  Oracle reportedly plans another round of layoffs in India. - Times of India reported that Oracle plans to cut nearly 3,000 jobs in India, with layoffs potentially starting September 1; Moneycontrol said the cuts could begin mid-September.

  • The report says this could eliminate up to 10% of Oracle’s 30,000-strong India workforce; Oracle has also previously downsized its India staff by nearly 12,000 in March citing AI-led automation.
  • The article adds that Oracle spent $55.7 Bn on capex in FY26, up from $21.2 Bn in FY25, to build data centres and server capacity for AI clients such as OpenAI and NVIDIA.
• Sep 1, 2026

  Roundup: $499 toothbrush / Quicker delivery decisions / US job openings

  OneRail has announced the launch of OmniStar, an AI-powered delivery platform built with Nvidia technology to help retailers choose more efficient and cost-effective delivery options.

  • The platform uses OneRail’s data from millions of drivers and logistics partners and can reduce routing decisions from about 20 minutes to about 2 minutes.
  • OneRail says OmniStar is designed to help smaller retailers cut costs and improve delivery competitiveness against Amazon and Walmart.
  • This is a new product announcement referenced in a CNBC story, not a detailed customer deal or contract disclosure.