Nebius and Microsoft $17.4B GPU Deal; Apple Unveils macOS 26 Tahoe with AI Features
Key Takeaways
- Nebius Group and Microsoft signed a $17.4B GPU deal for AI infrastructure.
- Apple's macOS 26 Tahoe updates include AI-powered Shortcuts and a dedicated Phone app.
- ASML invested 1.7 billion euros in Mistral AI, valuing it at 11.7 billion euros.
- Meta is accused of suppressing research on child safety in its VR platforms.
- Australia bans AI chatbots from providing harmful content to children; fines up to $49.5M.
Top Stories
Nebius Group and Microsoft sign $17.4B GPU deal for AI infrastructure.
On September 8, 2025, Nebius Group and Microsoft announced a $17.4 billion deal to supply GPU infrastructure capacity over five years, potentially reaching $19.4 billion. This agreement, driven by the demand for data centers due to generative AI, caused Nebius' shares to jump and will deploy GPU services in phases during 2025 and 2026.
Apple unveils macOS 26 Tahoe updates with AI and new features.
On September 8, 2025, Apple announced significant updates for macOS 26 Tahoe, including a new design, improved Spotlight search, a dedicated Phone app, Live Activities, AI-powered Shortcuts, and a new Games app. These features aim to unify Apple's operating systems and enhance user productivity and experience.
ASML invests in Mistral AI, valuing it at 11.7 billion euros.
On September 9, 2025, ASML invested in Mistral AI, a French AI company, in a 1.7 billion euro funding round, valuing Mistral AI at 11.7 billion euros. ASML obtained 15% of Mistral's capital to generate value through AI-driven products and joint research.
Meta faces scrutiny over VR child safety research suppression.
On September 8, 2025, Meta was accused of suppressing research on child safety in its VR platforms, with current and former employees alleging that the company's lawyers intervened to shape research on VR risks. A Senate Judiciary subcommittee is scheduled to discuss these allegations at a hearing later in the week.
Australia to ban AI chatbots from providing harmful content to children.
On September 9, 2025, Australia's eSafety Commissioner will register six new Online Safety Act codes banning AI chatbots from providing sexual, violent, or harmful content to children. The measures also target deep-fake porn sites with a potential $49.5 million fine and require age verification by December 10.
AI Infrastructure
EcoDataCenter secures 600 million euros for AI data centers.
On September 9, 2025, EcoDataCenter secured 600 million euros in debt financing from Deutsche Bank to accelerate the construction of AI data centres in Falun and Borlänge, Sweden. The deal gives the company a two-year runway and reflects Sweden’s growing role as a hub for high‑performance computing infrastructure.
Big Tech Insights
Databricks to close $1B funding round, projects $4B revenue.
On September 8, 2025, Databricks is reportedly closing a $1 billion funding round, valuing the company at $100 billion. The data analytics firm is also projecting $4 billion in revenue for its fiscal year ending January 2026, driven by the AI boom.
WhatsApp's former head of security sues Meta over security flaws.
On September 8, 2025, Attaullah Baig, WhatsApp's former head of security, filed a lawsuit against Meta, alleging that the company ignored significant security flaws, putting billions of users at risk. Baig claims thousands of employees could access sensitive data and he was fired for raising concerns.
Martin Lewis calls for fines on Big Tech for deepfake scams.
At the FT Weekend Festival on September 7, 2025, Martin Lewis called for Big Tech companies to be fined tens of billions of pounds for their role in facilitating deepfake scams. He argued that these financial penalties are necessary to force platforms to change their advertising practices and protect vulnerable individuals from AI-enabled fraud.
Amazon invests in Rappi through a $25 million convertible note.
On September 8, 2025, Amazon acquired a stake in the Latin American delivery startup Rappi through a $25 million convertible note, potentially allowing Amazon to buy up to 12% of Rappi. This partnership aims to strengthen Amazon's position against MercadoLibre in Latin America.
SpaceX to acquire spectrum from EchoStar for $17 billion.
SpaceX reached an agreement to purchase spectrum from EchoStar Corporation for $17 billion. The deal includes a portfolio of AWS-4 and H-block licenses, with payments up to $8.5 billion in cash and up to $8.5 billion in SpaceX stock.
Market Watch
Nasdaq Composite Index reaches record high.
On September 8, 2025, the Nasdaq Composite Index reached a record high, driven by investor expectations of Federal Reserve interest rate cuts following a weak jobs report. Broadcom stock rallied, while Robinhood and AppLovin jumped on S&P 500 inclusion news, and EchoStar surged on a deal with SpaceX.
NASDAQ files to tokenize stocks with the SEC.
On September 8, 2025, NASDAQ filed with the U.S. SEC to tokenize stocks, seeking approval to offer on-chain trading options alongside traditional methods. The exchange believes this can be done within regulated markets while preserving existing benefits and protections.
Tech Today
Google's Pixel 10 Pro is argued to surpass Apple's iPhone 17 Pro.
Ahead of Apple's iPhone 17 Pro reveal on September 9, 2025, Google's Pixel 10 Pro is argued to have already surpassed it, particularly due to its AI-powered photography and the flexibility of the open Android ecosystem.
Apple expected to announce iPhone 17 Air, working on Perplexity rival.
On September 9, 2025, Apple is expected to announce the iPhone 17 Air, and is reportedly working on a Perplexity rival, continuing its efforts to launch AI features in China, and is expected to release an Instagram app for the iPad.
Google Meet experienced a service disruption affecting over 15,000 users.
On September 8, 2025, Google Meet experienced a service disruption affecting over 15,000 users in the US, causing slow user interface loads and preventing users from joining sessions. Google's engineering team is currently investigating the issue.
Google expands AI Mode search feature to more languages.
On September 8, 2025, Google expanded its AI Mode search feature to include Hindi, Indonesian, Japanese, Korean, and Brazilian Portuguese. This update allows more users worldwide to ask complex questions and explore the web more deeply in their preferred languages, utilizing a customized version of Gemini 2.5.
Discord experienced a widespread outage affecting over 90,000 users.
On September 8, 2025, Discord experienced a widespread outage affecting over 90,000 users in the United States, according to Downdetector.com. The company confirmed it was investigating the issue and working to restore service.