20 October 2026

ByteDance, Alibaba and Tencent ordered more than 3 million Nvidia cards for $35 billion, Reuters reports

The model in question is the RTX Pro 5500 with 84 GB of memory, which isn't covered by US export restrictions. A single card costs about $11,400. According to a Reuters source, Nvidia has warned partners that it will be able to meet only 5-10% of that demand.

Tom's Hardware ↗

From recent days

Three shut-down US nuclear reactors will restart - 2.25 GW in total, partly for Microsoft and Google

Three previously shut-down US reactors will return to the grid: Palisades in Michigan (800 MW, from March 2027), Crane at Three Mile Island in Pennsylvania (835 MW, in 2027) and Duane Arnold in Iowa (615 MW, in 2029). Microsoft will be the main buyer of power from Crane under a 20-year contract, while NextEra Energy is restarting Duane Arnold together with Google. Palisades is the first reactor to be restarted after decommissioning had begun, Tom's Hardware reports.

Tom's Hardware ↗

Meta pauses Muse chat sharing - researchers found more than 6,800 links in public DNS records

Researchers at security firm Claroc found more than 6,800 addresses of shared conversations with Muse, Meta's AI assistant, in public DNS records, because each shared conversation got its own subdomain built from its title and a random ID. The few hundred chats they reviewed included a marketing company's revenue review, a small business owner's loan application and a workplace's full-year staff calendar. Meta has paused sharing while it reviews the report, The Verge reports.

The Verge ↗

AI computing power is getting more expensive faster than Nebius expected

The price per megawatt rose again at Nebius's auction on Tuesday, Marc Boroditsky, the company's chief revenue officer, told CNBC. He said prices are rising faster than Nebius expected and that if the company brought its 2027 capacity online, it would sell out. Chase Lochmiller, CEO of Crusoe, says his company is renting out older Nvidia chips, the A100 and H100, at higher prices today than right after their launch.

CNBC ↗

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