SammyGuru reported that Samsung will build six new semiconductor fabs with an investment of over $260 billion. Intel shares dropped 4% after Elon Musk signalled Taiwan Semiconductor could join Terafab, while TeraWulf said it is expanding its Muskie AI data center campus to 1 GW.
LG Electronics has secured a cooling supply deal covering 5 GW of AI data-center capacity in the US. Yonhap reported the chiller deal, and a prnewswire release from AIR described the supply agreement as aimed at advancing LG's AI data-center cooling business in North America.
Samsung plans six new semiconductor fabs. SammyGuru reported that the company will build the fabs with an investment of over $260 billion.
Intel stock fell after Elon Musk signalled that Taiwan Semiconductor could join Terafab. Yahoo Finance and 24/7 Wall St. reported a 4% drop, with AMD slipping and NVIDIA holding steady; TradingView reported that Musk confirmed talks with Taiwan Semiconductor.
TeraWulf is expanding its Muskie AI data center campus. TheEnergyMag reported the campus is being expanded to 1 GW.
Los Angeles County supervisors are considering a ban on AI data centers in unincorporated areas. The Los Angeles Daily News and Westside Current both reported the proposal, and the Eastport City Council in Maine asked federal regulators to deny an application for an underwater data center.
A Google AI data center project in Finland is under investigation after forest clearing. Tom's Hardware reported that trees were removed before a mandatory environmental impact assessment, the South China Morning Post reported that Southeast Asia is starting to rethink its AI data centre boom, and TechRadar carried critics' claims that Google and Microsoft are degrading the environment.
Threads earlier editions carried that drew more reports in this window.
Altman calls Cerebras a close partner. CNBC and Investopedia added that Cerebras stock rose 9% after the remark.
JERA, Dell and RHAELM in Japan. Data Center Dynamics described the partnership as behind-the-meter AI infrastructure; no new figures.
Google tests AI chips in orbit. Tech Wire Asia carried the story again; no new figures.
Toshiba doubling AI data-center HDD output. New Electronics repeated the plan to double capacity by 2027; no new figures.
EMD Electronics' Wisconsin facility. The Wisconsin State Journal reported that Gov. Evers and WEDC marked the facility; no new figures.
LoGRA, from NVIDIA, Tsinghua and Zhipu AI, reported +45.7% on reasoning tasks while training a 27B model on a single 8-GPU node, and CIPHER-MoE reported a 1.9× training acceleration at trillion-parameter MoE scale. Qwen and Yandex released weights and code for the T-Search agentic retriever, which reported +13.4 pts on Recall@10. On safety, one paper demonstrated topology-conditioned backdoors in a 7B fine-tune, and Zhejiang University and Alibaba described a reward-stealing attack on aligned LLMs.
2 charts built from 1 stated figure across 22 stories, the first planned by the composer from the record. Also had the data for 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); other figures on the record today (only 1 other figure on the record — the card needs 3).