Key Takeaways

• On 2 October 2025, Microsoft appointed a new CEO for its commercial division, as Satya Nadella shifted focus toward core technology strategy.
• Major advances in AI chips and industry milestones featured prominently in today’s tech news summary.
• Top story: Microsoft’s leadership change signals a renewed emphasis on technology innovation.
• Qualcomm introduced upgraded chips with Arm v9 architecture to enhance AI performance.
• EU startup Euclyd launched an AI chip with 16,384 processors, aiming to challenge Nvidia’s dominance.
• Elon Musk became the first individual to reportedly reach a $500 billion net worth.
• Competition in AI hardware is intensifying as established companies and new entrants accelerate development of next-generation chip designs.

Introduction

On 2 October 2025, Microsoft named a new CEO for its commercial division, marking a strategic realignment as Satya Nadella moves to concentrate on core technology initiatives. This development leads today’s tech news summary, which also highlights significant advancements in AI chip innovation and a strong response from European startup Euclyd, all reflecting rapid change within the tech industry.

Notizia principale

Nvidia introduced its new H200 GPU series, noting double the memory capacity of current H100 chips and major improvements in large language model training speeds. According to the company, the H200 processors handle AI tasks 30% faster and consume 25% less power.

Early testing partners, including Microsoft, Google Cloud, and Oracle, reported performance gains exceeding Nvidia’s initial projections. Cloud service providers will begin receiving H200 chips in the second quarter of 2025, with broader market availability expected in the third quarter.

Industry analysts stated that this launch is likely to reinforce Nvidia’s leading position in AI computing. The announcement prompted several major cloud providers to announce upgrades to their data center infrastructure.

In breve oggi (Enterprise Tech)

Microsoft Expands Azure AI Services

Microsoft introduced new features for Azure AI, focusing on enterprise security and compliance. The update includes enhanced data sovereignty controls and AI-powered threat detection systems.

SAP Reports Cloud Growth

SAP reported a 25% year-over-year increase in cloud revenue for the third quarter, reaching $3.8 billion. The company explained this growth by pointing to higher adoption of its S/4HANA Cloud platform, particularly among mid-sized businesses.

In breve oggi (Consumer Tech)

Apple Watch Patent Dispute

The U.S. International Trade Commission upheld its earlier ruling regarding Apple Watch blood oxygen sensors, which impacts Series 9 and Ultra 2 models. Apple stated it intends to appeal the decision while pursuing technical solutions.

Meta’s VR Price Cuts

Meta reduced prices for its Quest 3 headset bundles by $100 ahead of the holiday season. The company also announced expanded enterprise support programs for VR deployment.

Mercati in sintesi

Tech stocks ended with mixed results, as semiconductor shares rose 2.3% following Nvidia’s announcement. Cloud computing providers saw modest gains, while consumer electronics manufacturers experienced pressure tied to supply chain concerns.

Trading volumes in chip-related stocks remained elevated, with options activity signaling continued investor optimism for AI computing growth.

Cosa tenere d’occhio

• Intel Innovation Summit on 10 October 2025, focusing on next-generation processor announcements
• Microsoft Ignite conference from 15 to 17 October 2025 in Las Vegas
• Q3 earnings reports from leading tech firms beginning 21 October 2025
• Adobe MAX creative conference on 25 October 2025, with anticipated AI tool updates

Conclusion

Nvidia’s release of the H200 chips highlights the intensifying race to drive AI computing forward, prompting infrastructure upgrades and increased activity across semiconductor markets. This tech news summary also underscores Microsoft’s leadership changes and continued regulatory challenges for companies such as Apple.

What to watch: upcoming events like the Intel Innovation Summit on 10 October 2025 and Microsoft Ignite from 15 to 17 October 2025 may shape the next phase of technology innovation.