Amazon Ads and Netflix have partnered to provide advertisers direct access to Netflix’s premium ad inventory via Amazon DSP. Beginning in Q4, marketers using Amazon DSP in the U.S., UK, France, Spain, Mexico, Canada, Japan, Brazil, Italy, Germany and Australia, will be able to purchase programmatic ad inventory from Netflix using the e-retailer’s demand-side platform. In June, Amazon and Disney did a similar deal and Netflix partnered with Yahoo DSP. Netflix has expanded outreach to Madison Avenue through its own internal ad-tech platform, now in 12 markets, including South Korea in addition to those mentioned above. Read more

AI infrastructure company Nebius Group NV has entered into a $17.4 billion deal to provide dedicated compute power to Microsoft from a new data center in Vineland, New Jersey. The five-year agreement could be worth up to $19.4 billion with additional capacity and services. The news sent Nebius shares surging by 49 percent on the Nasdaq composite, underscoring how the rapidly growing demand for AI support can influence the fate of companies. The deal added $1 billion to the value of Nebius founder Arkady Volozh’s stake. The Russian expatriate founded that country’s equivalent of Google. Read more

Nvidia has designed a new class of GPU for massive-context inference, the Rubin CPX, due in late 2026. Purpose-built to speed the million-token applications used to generate video and create software, the Rubin CPX functions as a specialty accelerator, working in concert with Nvidia Vera CPUs and Rubin GPUs packaged inside the upcoming Vera Rubin NVL144 CPX rack platform. “The Vera Rubin platform will mark another leap in the frontier of AI computing,” revolutionizing massive-context AI just as RTX did graphics and physical AI, said Nvidia CEO Jensen Huang. Read more

Europe has entered the big leagues of supercomputing with Jupiter, which this month became the first European system to achieve the exascale threshold of more than one quintillion (a billion billion) operations per second. Jupiter is Europe’s most powerful compute platform and the fourth fastest worldwide. It is a hybrid platform that uses a combination of SiPearl and Nvidia chips, respectively supporting HPC tasks like simulations and data analysis as well as AI workloads, such as training large language models and providing access to the Jupiter AI Factory (JAIF), a managed interface for developers and academics. Read more

OpenAI is hoping an animated short film called “Critterz” that it got off the ground will have its feature-length debut at the Cannes Film Festival in May 2026. OpenAI is providing the AI technology to produce the film, which is being funded at $30 million by Paris-based Federation Studios, whose UK subsidiary Vertigo Films will produce in conjunction with Culver City’s Native Foreign, a firm known for blending AI with conventional techniques. OpenAI is providing use of its generative models, including the Sora video generator and DALL-E imager, to create what it hopes will be a test case. The idea is to complete in nine months what would normally take years at a fraction of the cost. Read more