GPUs

ASML gave the clearest signal yet on Wednesday that the artificial intelligence buildout is still accelerating upstream, in the factories that make the chips themselves. The Dutch lithography giant reported third-quarter net sales of 11.662 billion euros and net income of 4.960 billion euros, with a gross margin of 57.5 percent and basic earnings per share of 12.95 euros.

SpaceX is in talks to raise 40 billion dollars — about 10 billion in bank loans and 30 billion in investment-grade debt — to buy Nvidia AI chips, the Financial Times reported on October 6, 2026, with Reuters and Bloomberg confirming the outlines the following day. Apollo Global Management is expected to lead the financing and place the debt with institutional investors, with bond fund Pimco among a small group of lenders in talks. If completed, the deal would close in 2027 and would rank among the largest debt financings ever tied to the AI buildout.

Microsoft and Nvidia took the stage together in San Francisco on October 7 to unveil the Surface Laptop Ultra, a premium 15-inch Windows laptop powered by Nvidia's RTX Spark — the chipmaker's first Arm-based processor built for Windows PCs. The machine starts at $2,599 and ships October 16, with a companion $5,999 Surface RTX Spark Dev Box mini PC arriving in November.

Nvidia plans to take a stake in d-Matrix, a Santa Clara startup that designs chips for AI inference, The Information reported on October 8. The investment, whose size and valuation were not disclosed, is part of a broader Nvidia strategy to make its technology interoperable with rival silicon rather than fighting every inference workload alone.