Amazon's $20.9 billion India data center stalls amid local backlash as Lumentum says optics sold out to 2029
TSMC posted record third-quarter revenue, Marvell put the AI chip-connection business at $37 billion, and China's state funds put $926 million into chipmaker Hua Hong. Google is building an AI data centre in India, while Bitdeer's AI infrastructure pipeline topped $10 billion after a Malaysia agreement.
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Key notes
20.9bn USD
Amazon AI data center in India, stalled
Amazon's India data center project has stalled. BigGo Finance reports the $20.9 billion AI data center in Bengaluru has been held up by local backlash.
Optical parts for AI data centers are sold out for years, according to Lumentum. Quartz reports the company's AI data center optical parts are sold out through early 2029; Yahoo Finance says shares rose 3.8% as demand exceeded optical component capacity.
Chinese state funds increased their bet on legacy chipmaking. Dealroom reports $926 million going into Hua Hong; the South China Morning Post frames it as a legacy chip push.
Land purchases for AI data centers have reached $6 billion as power premiums rise, TechTarget reports. Separately, Natural Gas Intelligence reports a hyperscaler is backing BKV's natural gas power push near Dallas.
Data centers · 31 storiesSites, colocation, cooling, capacity leases.Amazon's India campus stalls as developers add sites in Texas and ChicagoLocal opposition surfaced in India, Pennsylvania and New York, while new campuses and pipelines were announced in the U.S. and Asia.Stated AI data center investment plans, by projectAmazon's stalled $20.9 billion India build dwarfs Bitdeer's $10 billion pipeline and the $471.8 million South Texas campus; all three are stated plans, not committed spend, and Bitdeer's figure is a multi-project pipeline rather than a single campus.Gorilla Technology plans its first U.S. data center deal, targeting more than 100MW of AI infrastructure.StocktwitsDevelopers unveiled plans for a $471.8M AI data center campus in South Texas.The Business JournalsArs Technica reports Ukrainian drones knocked out an AI data center belonging to the company described as "Russia's Google".Ars TechnicaOpen 31 stories →
Hyperscalers · 3 storiesCapex, power procurement, model-capacity deals.Google building AI data centre in India; Oracle faces delay questionsHyperscaler coverage was thin, with three stories on Google, Oracle and OpenAI.Hyperscalers, indexed over the last 10 sessionsClosing prices on each company's home exchange, indexed to 100 at the first session shown, for the 5 hyperscalers that moved most over the window.CBC reports Google is building an AI data centre in India.CBCBloomberg examined OpenAI's $70B annual run rate against its infrastructure challenge.Bloomberg.comTradingKey reports AI data center delays are adding to Oracle's debt pressure.TradingKeyOpen 3 stories →
Semiconductors · 31 storiesAccelerators, memory, foundry, packaging.TSMC posts record Q3 revenue; Hua Hong draws $926M from state fundsEarnings season opened with chipmakers in focus, while startups and governments added funding.Chipmakers this window, by move0 of 8 tracked chipmakers rose over the window; the change is close to close on each company's home exchange, in its own currency.TSMC posted record third-quarter revenue, and Wedbush called the strong Q3 sales a positive sign for Q4.Simply Wall StreetGuruFocusSeeking AlphaReuters reports Sequoia-backed chip startup Nuvacore is raising funds at about a $2.5 billion valuation.ReutersSK chief Chey vowed to fast-track construction of the Honam semiconductor cluster.동아일보Korea JoongAng DailyOpen 31 stories →
Semi equipment · 3 storiesLithography, deposition, etch, test, export rules.Keysight brings AI infrastructure test tools to OCP 2026The rest of the equipment layer was market forecasts for fab materials running to 2035.Toolmakers from window open to close5 of 6 tracked toolmakers closed the window above where they opened it; each line is one company's close, indexed to 100 at the open.Keysight is showing AI infrastructure test and validation tools at the 2026 OCP summit.StreetInsiderIndexBox forecasts the quartz substrates market to 2035, with growth driven by semiconductor fab buildout.IndexBoxIndexBox forecasts the high-purity process chemicals market to 2035, with growth driven by advanced-node demand.IndexBoxOpen 3 stories →
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AI + Energy & Sustainability
Frontier AI power on the record, by country8 rows · 1 source
Stated power capacity summed across the frontier sites Epoch AI records in each country — where the grid load of the build-out actually sits.Epoch AI · Frontier Data Centers Hub
What today covered · topic by region5 of 9 stories carry a region
2 charts built from 1 stated figure across 9 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 1 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).