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Nebius shares fall 16% as data centre delays cut its 2026 outlook

Nebius shares fell 16% on Thursday after the Amsterdam-based AI cloud company cut its outlook for this year. It also raised its spending plans, CNBC’s Jordan Novet reported. The fall came despite third-quarter revenue that rose 571% from a year earlier, to $980.8m.

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Hardware

Without Jensen Huang, is it game over for GeForce?

Nvidia moved quickly to project continuity. In an internal memo, longtime director Harvey Jones told employees he would serve as the company’s first-ever board chair. Jones, a former Synopsys CEO, has sat on Nvidia’s board since its founding in 1993.

TechSpot

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