甲骨文(ORCL.US)涨2.6%，报306.785美元。消息面上，甲骨文宣布与微软建立合作伙伴关系，将打造 一个整合框架，以帮助制造商提升供应链效率和敏捷性。该项合作将甲骨文的融合云端供应链与制造 (SCM)与微软的Azure物联网(IoT)营运及Microsoft Fabric结合，以捕捉来自工厂设备和传感器的实时数 据，从而自动化关键供应链流程并增强数据驱动的决策能力。(格隆汇) ...

贝莱德牵头的人工智能基础设施投资联盟达成了数据中心行业最大规模交易之一。 当地时间周三，由贝莱德、英伟达、微软联合成立的投资基金AIP宣布，该联盟已达成一笔400亿美元 的交易，收购麦格理资产管理旗下的数据中心巨头Aligned，这是有史以来规模最大的数据中心交易之 一。 各方表示，交易预计将于2026年上半年完成，尚待监管部门批准。买家包括贝莱德、AIP和阿布扎比基 金 MGX 在内的投资财团，以及包括英伟达、微软和 xAI。 AIP，全称Artificial Intelligence Infrastructure Partnership——人工智能基础设施合作伙伴关系，由贝莱 德、全球基础设施合作伙伴、阿布扎比MGX、微软和英伟达共同创立，旨在扩大AI基础设施容量，并 帮助塑造AI驱动的经济增长未来。 MGX首席执行官Ahmed Yahia Al Idrissi表示，"我们坚信，从云计算和AI角度来看，全球产能建设的需 求是巨大的。我们谈论的是全球每年约20吉瓦的规模，其中约一半将在美国。" 该联盟的目标是筹集高达1000亿美元的资金，用于扩建支持AI增长的数据中心和能源基础设施。此次 收购Aligned ...

Core Insights - Nscale has agreed to build a data center for Microsoft in Texas, marking the fourth similar agreement between the two companies in the past two months [1] - The new facility will have a power capacity of up to 240 megawatts and is expected to be operational by Q3 2026, deploying approximately 104,000 new NVIDIA GB300 chips [1] - Nscale, established in 2024 from a cryptocurrency mining company, has become one of the most active AI chip leasing companies amid a surge in demand for computing resources [1] - Microsoft has entered into a five-year, $6.2 billion agreement with Nscale to build a data center in Norway, with plans to deploy about half the number of NVIDIA GB300 chips compared to the Texas site [1] - Nscale's CEO, Josh Payne, indicated that the startup is seeking to go public as early as next year [4] Industry Context - The AI industry has yet to report profits, and many infrastructure developers, including Nscale, lack experience in building data centers [1] - Microsoft has engaged with several "new cloud operators" to supplement its own server computing capacity [3] - Compared to other recent projects, the planned Texas facility is relatively small, as OpenAI plans to invest approximately $400 billion in five sites with a total capacity of around 7 gigawatts [5]

Core Insights - The global demand for AI infrastructure is expanding from the US to Europe, highlighted by a significant partnership between UK startup Nscale and Microsoft, potentially worth up to $14 billion [1][3] - Nscale, supported by Nvidia, is set to deploy approximately 104,000 Nvidia GB300 chips in Texas and an additional 12,600 GPUs in Portugal, building on a previous $6.2 billion contract [1][3] - Nvidia plays a crucial role as both a chip supplier and investor in Nscale, reflecting its strategy to accelerate the AI ecosystem by investing in its clients [2][5] Nscale's Growth and Challenges - Nscale has rapidly raised $1.5 billion in funding, achieving a valuation of around $3 billion, despite being only a year old [4] - The company faces significant challenges in scaling its operations, particularly in deploying over 100,000 GPUs in Texas and 12,600 in Portugal, with the latter expected to be operational by early 2026 [3][4] - Nscale's CEO emphasizes that the primary risk is not demand but rather potential power shortages, with nearly all capacity sold out for the next 12 months [4] Nvidia's Investment Strategy - Nvidia's backing has significantly boosted Nscale's market credibility, leading to increased investor confidence [5] - Nvidia's CEO announced a £500 million investment in Nscale to expedite the deployment of up to 300,000 GPUs, projecting potential revenues of up to £50 billion over the next six years [5] - This investment strategy is not isolated, as Nvidia has also invested in competitors like CoreWeave and Nebius, aiming to enhance the global AI data center landscape [5] European Market Dynamics - Europe is emerging as a critical battleground for AI infrastructure, with Nscale's choice of Portugal for its AI facility driven by the country's renewable energy leadership and competitive energy prices [6] - Portugal aims for 71% of its energy consumption to come from renewable sources by 2024, increasing to 81% by Q1 2025, which aligns with Nscale's sustainability goals [6] - Nscale's expansion in Europe includes projects in Norway and the UK, indicating its growing influence in the global AI infrastructure sector [6]

Nscale表示将部署约10.4万个英伟达最新款的GB300芯片。该设施将于2026年第三季度投运。 据10月15日声明，专注于人工智能的数据中心开发商Nscale已同意为微软在美国得州建造一座电力容量 至多达240MW的数据中心。 ...

"外界对我们的关注度让我们备受鼓舞，"Nscale首席执行官兼创始人乔希.佩恩表示，"看到核心投资者 对Nscale的热情与信心，与我们自身对公司的期待相契合，这令人振奋。在B轮融资结束仅数日，投资 者便承诺参与我们的Pre-C轮SAFE融资，这强烈印证了我们的愿景——即为人工智能时代打造自主可 控、可扩展的基础设施。" Nscale是一家总部位于英国的超大规模算力服务商。上个月，该公司宣布与微软、英伟达及OpenAI达成 合作，计划在伦敦北部拉夫顿的园区内开发50兆瓦的人工智能算力设施。此外，Nscale在今年9月完成 了11亿美元的B轮融资，此次融资规模创下欧洲历史之最。在这一里程碑式的融资后不久，该公司又完 成了4.13亿美元的Pre-C轮SAFE融资，英伟达、戴尔(DELL.US)等企业均参与了此次投资。 据报道，微软(MSFT.US)计划从Nscale公司租赁数据中心算力，相关设施位于葡萄牙，且将搭载英伟达 (NVDA.US)的人工智能芯片。该数据中心位于里斯本南部，预计将于明年初投入运营，届时将部署 12600块英伟达Blackwell Ultra GPU。微软租赁部分算力，旨在满足自身日益增长的 ...

Core Points - Microsoft officially ends support for Windows 10 operating system starting October 14, no longer providing technical assistance, feature updates, or security updates [1] - As of September 2025, Windows 10 is projected to maintain a global market share of 45.65% [1]

Core Insights - OpenAI's valuation has surged to $500 billion following a large-scale stock sale, making it the highest-valued startup globally [2] - The restructuring plan to transition to a for-profit model is nearing completion, paving the way for a potential IPO [2] - Microsoft, as the largest investor, is expected to hold approximately 30% of OpenAI's shares post-restructuring [5] Shareholding Structure - Microsoft has invested over $13 billion and will become the largest single shareholder with around 30% ownership, while employees and the non-profit parent company will also hold about 30% each [5] - Other investors include SoftBank, Khosla Ventures, and Thrive Capital, with SoftBank committing over $30 billion [5] - The non-profit parent company will lose special shareholder rights but retain board nomination rights for the for-profit subsidiary [5] Leadership and Legal Challenges - CEO Sam Altman's shareholding discussions will occur post-transition, with no substantial negotiations currently [6] - Elon Musk's initial donation of $45 million is classified as a donation, not an investment, and he is currently litigating against OpenAI's transition, claiming it deviates from its founding mission [6] Financial and Operational Complexity - Recent significant deals with Nvidia and AMD have complicated OpenAI's already intricate shareholding structure [7] - Concerns exist regarding the dilution of existing shareholders' equity with any new financing rounds post-transition [7] - OpenAI's workforce has expanded nearly fourfold to 3,000 employees in two years, intensifying competition for talent and impacting existing shareholders' equity through new employee options [7] - A company executive suggested that while achieving break-even is possible, continued investment is essential for maintaining growth and increasing future valuation [7]

Core Points - Microsoft is facing a new consumer class-action lawsuit alleging that it illegally inflated the market prices of generative AI products through a secret agreement with OpenAI [1] - The lawsuit claims that Microsoft's exclusive cloud computing partnership with OpenAI limited the supply of computing resources necessary for running ChatGPT, harming millions of users [1][3] - The lawsuit cites violations of federal antitrust laws due to Microsoft's actions that restricted market competition and artificially raised subscription prices for ChatGPT [1][3] Company and Industry Summary - Microsoft has invested over $13 billion in OpenAI, with the initial investment of $1 billion announced in 2019, establishing a long-term partnership to develop AI supercomputing technologies on the Azure cloud platform [2][3] - The lawsuit indicates that Microsoft has profited from OpenAI's success while simultaneously developing its own competitive products, including the AI platform Copilot [3] - The lawsuit also mentions that the pricing of ChatGPT has been significantly higher than competing products during the industry's price war earlier this year [3][4] - It is noted that restrictions on OpenAI were partially lifted after it began sourcing computing power from Google in June [4]

Core Points - Microsoft will stop providing security updates and technical support for Windows 10 starting October 14, which may increase vulnerability to cyberattacks for many users [1] - Although devices running Windows 10 can continue to operate, they will not receive regular security updates, and some application functionalities may diminish [1] - Microsoft recommends users upgrade to Windows 11; however, older computers may not meet the hardware requirements for the new system [1] - Users with incompatible devices have the option to either replace their hardware or pay $30 or use 1,000 Microsoft Rewards points to register for the Extended Security Update program, which aims to mitigate risks from malware and cybersecurity threats [1]