Salesforce reported a global service disruption during its Dreamforce conference, first logged at 09:30 BST on September 16. Customers experienced severe delays, intermittent errors, and an inability to access some services. The company said requests were stalling while waiting for an internal login service response, exhausting available server resources. By 11:56 BST, Salesforce said it had validated a fix and was rolling it out.

ASML and TSMC have launched an industry initiative to move EUV lithography to 12-inch photomasks, aiming to lift high-NA EUV throughput and cut costs. The group plans to set up a 12-inch mask pilot line by 2031 and have supporting lithography systems ready for advanced-node production by 2033. High-NA EUV is expected to enter production using existing 6-inch masks, but shifting to 12-inch masks could remove stitching constraints and improve fab efficiency, according to ASML.

Nvidia has published its first benchmark results for Groq 3-based LPX racks, pointing to a sizable performance edge. Each Groq 3 LPU carries just 500 MB of memory, yet a 31B-parameter dense model can be distributed to fit within a single rack—roughly in line with the active-parameter counts seen in much larger models such as DeepSeek V3. The figures are being framed as early validation of Nvidia’s $20 billion acquisition bet on Groq’s LPU technology.

Global enterprise spending on cloud infrastructure services reached $143 billion in Q2 2026, up 43% year on year, marking the fastest growth rate in eight years. Total market revenue over the preceding 12 months totaled $500 billion. The surge has been driven by the expansion of AI services and continued demand for flexible, scalable IT infrastructure. The trend underscores faster digitalization and the industrialization of AI, without pointing to a direct price catalyst for specific traditional financial assets.