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Meta Google TPU talks 2027: Inside the chip pivot shaking markets

Meta Google TPU talks 2027 refers to Meta's reported negotiations to purchase and rent Google’s TPUs, starting with cloud rentals in 2026 and on-prem deployments in 2027. This move could diversify Meta’s AI chip supply, challenge Nvidia’s dominance, and impact market sentiment and valuations across the tech sector.
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Lagarde Bratislava AI speech Nov 2025: Europe’s late start—and how to catch up
The Lagarde Bratislava AI speech Nov 2025 highlighted Europe’s urgent need to accelerate AI adoption, warning that delays could jeopardize its future. Lagarde urged harmonized rules, lower energy costs, and supply chain resilience to help Europe become a strong second mover in AI, emphasizing practical deployment over frontier research.
Google Gemini 3 launch November 2025: What’s live now—and why Wall Street cheered
The Google Gemini 3 launch November 2025 brought immediate integration with Search’s AI Mode, Gemini app, and developer tools, expanding access to advanced AI capabilities. The rollout introduced new reasoning modes, multimodal support, and drove a notable Alphabet stock reaction, signaling strong market and enterprise interest.
Moonshot AI November 2025 funding round: Late-stage talks point to ~$4B valuation
The Moonshot AI November 2025 funding round is reportedly in late-stage negotiations, with sources indicating a raise of several hundred million dollars and a potential $4 billion valuation. Key investors include IDG Capital, Tencent, and Alibaba. The round may close by year-end, with an IPO targeted for H2 2026.
Nokia $4B U.S. AI investment: Follow the money, timeline, and what’s next
Nokia $4B U.S. AI investment is a multi-year plan focused on expanding AI-ready network connectivity through $3.5 billion in U.S.-based R&D and $500 million in manufacturing, primarily in Texas, New Jersey, and Pennsylvania. The initiative builds on previous U.S. commitments and aims to strengthen domestic infrastructure and innovation.
AMD Cisco HUMAIN AI joint venture launches with 100 MW Saudi build, 1 GW by 2030
The AMD Cisco HUMAIN AI joint venture is launching with a 100 MW AI data center in Saudi Arabia, aiming to scale up to 1 GW by 2030. The initiative, with AMD and Cisco as minority investors, features Luma AI as its first customer and will use AMD accelerators and Cisco infrastructure for its 2026 debut.
Nvidia Q3 FY26 earnings November 2025: record $57B, $65B outlook, and a pivotal week for AI
Nvidia Q3 FY26 earnings November 2025 reached a record $57.0B, driven by strong AI infrastructure demand and robust Blackwell GPU sales. The company projects Q4 FY26 revenue of $65.0B, highlighting continued momentum. The article also covers Anthropic–Microsoft–Nvidia partnerships, EU cloud probes, and shifts in AI server memory and testing.

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