Applied Digital said its North Dakota campus now has 250 MW online after adding 75 MW, and a proposed Utah district backed by Kevin O'Leary would span 40,000 acres with up to 9 GW of power. Oracle issued a force majeure notice on its $165bn Project Jupiter, a report said, while Japan's semiconductor equipment sales jumped 50%.
Amazon is putting money behind local opposition to its AI build-out. The Los Angeles Times and Bloomberg reported that Amazon pledged $1 billion in response to backlash over the AI data center boom.
The developers' side is organizing too. TechRadar reported that OpenAI, Blackstone and SoftBank formed the American Infrastructure Alliance, whose first job is to stop states from blocking AI data centers. The Charleston City Paper reported that data center fights have spread from counties to the campaign trail.
A large project hit a contractual snag. Capacity Global examined what Oracle's force majeure notice on the $165bn Project Jupiter means for AI data center risk.
New capacity came online in North Dakota. Applied Digital said it brought an additional 75 MW of AI infrastructure online at Polaris Forge 1, and Stock Titan reported the campus now has 250 MW online.
AI demand is reaching the toolmakers. Futu reported Japan's semiconductor equipment sales jumped 50%, citing Bernstein's view on semiconductor investment amid AI computing demand.
Grid access is the constraint in proposals and on the networks. The Times of India reported Kevin O'Leary backed a proposed 40,000-acre Utah AI data center district with up to 9 GW of power, and Nikkei Asia reported TEPCO will move to counter 'capacity squatters' holding grid capacity in Japan's data center boom.
Threads earlier editions carried that drew more reports in this window.
Amazon's $8B Nvidia chip lease-back. Four more outlets carried the report; no new figures.
Broadcom's $60B financing for Anthropic chips. Three more reports, including Benzinga on TSMC shares rising on the deal; no new figures.
Anthropic's $518B infrastructure commitments. Two more outlets repeated the $518 billion figure; no new figures.
Chinese state funds behind Nvidia purchases. Quartz reported filings show a Chinese state-backed firm financed the purchases; no new figures.
JERA, Dell and Rhaelm Japan AI partnership. HPCwire carried the partnership again; no new figures.
No papers were kept for this edition, so there are no gains, releases or benchmark results to report.
No papers passed the gate for this window — the research chapter is empty.
2 charts built from 7 stated figures across 14 stories, the first planned by the composer from the record. Also had the data for what today covered · topic by region, when the energy stories landed, pressure and relief by topic. Held back: power committed in deals that state a figure (no deal in this edition states the capacity it commits); power disclosed per edition · last 7 (only 0 of the last 7 editions put a number on it).