Gartner forecast that 80% of neoclouds will lose their independence by 2030, and BlackRock's Larry Fink warned that a halt in AI data-center building could tip the US into recession. ASML raised its guidance for a third time, while Vicor shares fell 12% and the Trump administration doubled its equity stake in GlobalFoundries.
TSMC is exploring Texas for new US production. The Business Journals reported that Texas is under consideration for a second US fab site, AP said the company is exploring a Texas investment to expand US production, and the Austin American-Statesman said it is also exploring a Terafab role.
Gartner expects most neoclouds to be absorbed. CRN Asia reported Gartner's forecast that 80% of neoclouds will lose their independence by 2030 as AI infrastructure spending outpaces revenue. Seeking Alpha said most neocloud stocks are rated Hold or worse after the Gartner warning.
Financing conditions for AI data centers tightened. Reuters reported that a market selloff and rising rates are testing the AI data-center deal boom. The Financial Times said investors are dumping data-center bonds as AI borrowers face a 'Darwin moment'.
ASML raised its outlook again on AI demand. The WSJ reported that the chip-machine supplier boosted its guidance for the third time, citing surging AI demand.
AI hardware suppliers fell with the wider selloff. GuruFocus reported that Vicor shares dropped 12% amid rising concern over AI infrastructure financing, and Seeking Alpha said AI infrastructure stocks including Vertiv tumbled on inflation and debt worries.
Power arrangements for AI sites moved on several fronts. CBC reported that Manitoba's minister said a levy on crypto and AI data centers will cut residents' hydro bills, and ET Datacenters said Canterbury approved a landfill-powered AI data center for Era4. Benzinga reported that Venture Global has tapped GE Vernova and Baker Hughes for its AI infrastructure plans.
Threads earlier editions carried that drew more reports in this window.
TSMC's sixth straight record quarter. Four more outlets carried it, with Stockhouse noting a raised 2026 revenue outlook and the Motley Fool asking why the stock fell; no new figures.
ByteDance talks for MediaTek AI chips. Three more outlets reported that the talks are advanced or nearing a deal; no new figures.
Applied Materials' $5B R&D center. Two more outlets carried the opening; no new figures.
Gartner's $3.5 trillion write-down warning. Fierce Network repeated the $3.5 trillion figure and quoted Gartner calling AI data-center capex 'unsustainable'.
Regina debate over Bell AI data center. Regina city council ordered a report on the impacts of Bell Canada's AI data center.
Meta's co-design work reported a 1.5× end-to-end training throughput gain for recommendation models on MI350X against B200, and Alibaba and UC Berkeley's ReFlow reported 2.1× RL post-training throughput. Tsinghua and Zhejiang reported +5.2 points on AIME24–26 from distillation on unverified peers, and an NVIDIA midtraining recipe added 3.8 points on SWE-bench Verified. The Meta, NVIDIA, Anthic Research and Anthropic–Tsinghua papers released code only; the rest released nothing yet.
2 charts built from 1 stated figure across 13 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).