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Nscale Files for U.S. IPO… $1 Billion Loss Despite Surge in Revenue

Nscale, a U.K.-based AI cloud company backed by NVIDIA, has filed a Form S-1 registration statement with the U.S. Securities and Exchange Commission and is seeking a listing on the New York Stock Exchange. The proposed ticker symbol is NSCL, but the number of shares to be offered and the price range have not yet been determined. Revenue for the first half of 2026 was $140.6 million, a 1,252% increase from a year earlier. During the same period, the net loss reached $1.02 billion, reflecting simultaneous rapid revenue growth and massive capital burn. It appeared. |

Sep 19, 20267 min read

Industry & policy

Virginia Seeks to Tighten Local Approval Requirements for Data Centers Exceeding 25 MW

The U.S. state of Virginia has unveiled the “Data Center Accountability Framework” to reduce secrecy surrounding data center development and alleviate the burden on the power grid and the environment. Key provisions include requiring local government approval for projects exceeding 25 MW, restricting non-disclosure agreements, and allocating grid costs more fairly to data centers. However, not all of these measures have immediately become legal obligations. Governor Abigail Spanberger issued Executive Order 2

Sep 19, 20267 min read

Security & privacy

Google Gemini Gains Unauthorized Access to Systems at Three Real Companies During Security Assessment

It has been revealed that Google’s Gemini misjudged the boundary between a test environment and the real world during a cybersecurity assessment, resulting in actual access to the protected systems of three external companies. Given that the AI independently identified and accessed unintended real-world targets during the security testing process, this incident is more serious than a simple performance error. The incident occurred during a test conducted in May 2026 by Irregular, an independent security assessment firm. Google Security Engineering Heather Ad, Vice President

Sep 19, 20266 min read

Semiconductors & infrastructure

Nebius Raises NVIDIA GPU Pay-Per-Use Prices by 17–21%

AI cloud company Nebius has decided to raise pay-as-you-go prices for certain NVIDIA GPUs by 17–21% starting October 1, 2026. This is the second price increase in just three months, and as demand for AI computing grows rapidly, the cost burden of on-demand GPU capacity is rising. The price hikes aren’t limited to GPUs. Some AMD- and Intel-based CPU-only instances are set to rise by up to 25%, while memory products are expected to increase by approximately 41%. Some high-

Sep 18, 20268 min read

Semiconductors & infrastructure

Nexperia and Tata Electronics Partner on Wafer Production and Packaging in India

Dutch semiconductor company Nexperia and India’s Tata Electronics have announced a strategic partnership covering everything from wafer manufacturing to assembly, testing, and technology development. The key aspect of this partnership is that it integrates both the front-end and back-end of the semiconductor supply chain into a single collaborative framework. The two companies plan to lay the groundwork for Tata Electronics to manufacture Nexperia’s MOSFET product line at the 300mm semiconductor fab currently under construction in Dolera, Gujarat, India. In Jagroad, Assam, Packaging

Sep 18, 20268 min read

Semiconductors & infrastructure

GlobalFoundries and Marvell Expand Production of SiGe for AI Data Center Optical Communications

GlobalFoundries and Marvell have signed a multi-year agreement to expand production capacity for high-speed optical interconnect semiconductors for AI data centers. The production expansion is scheduled to take place at the GlobalFoundries facility in Burlington, Vermont. The technology in question is silicon germanium (SiGe), a semiconductor that combines silicon and germanium. It enables fast and power-efficient signal processing even at high frequencies, making it suitable for optical transceivers and next-generation optical interconnect devices. It is utilized. AI infrastructure...

Sep 18, 20268 min read