[NVIDIA Denies RTX 5090 Discontinuation: Just Insufficient Capacity, Supply Will Continue]

According to The Daily Telegraph, Microsoft has exited its data center partnership with UK cloud firm Nscale in Loughton, Essex, dealing a blow to the startup as it prepares for an IPO. Microsoft, originally set to be anchor tenant of Nscale's first UK data center, gave no specific reason, but the project had faced delays, with local authorities saying power may not be available until the 2030s. Nscale's flagship Norway project is also about six months behind schedule, with only 6.4 MW of the planned 30 MW capacity in operation. About 85% of Nscale's contracts rely on Microsoft and Anthropic, per its IPO filings. Nscale is seeking to raise up to $3 billion in an IPO that could come as early as this month.

According to Sanfu New Materials, Mingyi Electronics under Sanfu New Materials has launched a new product series—high-aspect-ratio gantry line electroplating equipment, capable of supporting the production of boards with aspect ratios of 40:1 and above. This series of equipment can be customized according to client needs, is compatible with phosphorized copper balls and insoluble anode systems, and can meet the electroplating requirements for high-end circuit boards such as high-aspect-ratio AI server PCB boards and IC substrates. The equipment has passed various technical tests and has gained recognition from leading server PCB manufacturing clients in China. Multiple equipment orders are already in hand, and the production lines for this series of equipment have entered the production and delivery stage.