Lambda announced a $33.1 billion AI data center in Lowndes County, Alabama, and Ohio approved 10 local measures on top of its existing 125 data center moratoriums. In Asia the Kospi fell nearly 4% and Taiwan stocks opened 282 points lower after a 3.13% drop in the Philadelphia Semiconductor Index, while Nvidia can fulfil only 1% of a $70 billion Chinese GPU order, Tom's Hardware reported.
Midterm ballots turned against new data centers. Yahoo and The Times of India reported that at least 29 US communities voted to ban or restrict new AI data centers, with Ohio approving 10 local measures; Capacity Media counted 33 curbs passed.
Riot Platforms signed its largest-ever AI data center lease. Tokenpost reported the $28 billion lease covers 910 MW; bloomingbit said the tenant is Anthropic and Riot shares jumped 13%, and Yahoo Finance said Q3 revenue reached $181.4 million.
Lambda announced a new campus in Lowndes County, Alabama. Yellowhammer News reported the $33.1 billion project is the largest economic development project in the county's history.
Asian chip markets sold off after the US vote. KED Global reported the Kospi tumbled nearly 4% on fears of AI data center curbs; BigGo Finance said a 3.13% fall in the Philadelphia Semiconductor Index pulled Taiwan stocks down 282 points at the open.
Nvidia supply falls short of Chinese demand. Tom's Hardware reported Nvidia can fulfil only 1% of a $70 billion Chinese GPU order for RTX Pro 5500 chips; marketscreener reported Chinese firms face shortages despite 6 million orders.
Grid and power concerns are moving into policy. Fortune reported Ohio added new measures to its existing 125 data center moratoriums and that grid safeguards could dominate policy agendas nationwide; Reuters reported AI data center stocks slid and renewables rallied after the Democratic sweep.
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Brookfield and Drax UK AI data centre. One more outlet carried the £20 billion Drax plan; no new figures.
Meta's $15 billion AI bond sale. Another report repeated the $15 billion five-part offering; no new figures.
AMD's 97% AI data center growth. Zacks revisited the 97% growth in a stock analysis; no new figures.
SIA third-quarter global chip sales. Electropages repeated the 24.1% rise to $517.7 billion; no new figures.
Nvidia's China cloud partner rules. Fox Business reported on the rules curbing China's access; no new figures.
Runway reported a 147.4× latency gain serving a 57B video diffusion transformer at 24 fps on four H100s, and ServerBench found coding agents could design serving systems with 4.87× better token value per dollar than a vLLM baseline. Duke and Qualcomm's Phantom reported 4× speedup and 5.5× energy savings on diffusion inference. NVIDIA's Cosmos interactive world simulation framework was the only paper to release weights and code.
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