Anthropic signs $3.4B gas power deal as Microsoft ends an Oracle AI infrastructure deal
Hyperscaler debt is reported at $296B, 18% above Goldman's forecast, and a CoreWeave bond yield topped 16%, adding to warnings about AI data center financing. Nvidia, Rebellions and SK Telecom will connect Korean AI chips to NVLink Fusion, with systems expected in 2028. Residents in Mascot, Australia, are organising against a hyperscale build, and a Boone County, West Virginia site was reported certified without public notice.
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Key notes
3.4bn USD
Anthropic gas generator power deal
Anthropic has bought power for its AI data centers. Bloomberg, citing the FT, and Construction Review report a $3.4B deal, which Construction Review describes as a gas generator deal.
Microsoft has ended an AI infrastructure deal with Oracle. ET Datacenters says the move comes amid a re-evaluation, and The Globe and Mail and The Motley Fool report that Microsoft is getting pickier about AI data center deals.
CoreWeave's debt is being priced as a risk. BigGo Finance reports that a CoreWeave bond yield topped 16% and describes it as an alarm on AI data center debt.
Korean AI chips will connect to Nvidia's platform. Nvidia, Rebellions and SK Telecom announced a collaboration on sovereign AI infrastructure using NVLink Fusion, and Stock Titan reports that systems are expected to be ready in 2028.
Data centre waste heat was the window's sustainability thread. Al Jazeera asked whether the wasted heat of energy-hungry AI data centres can be harnessed, and tech-insider.org ran a 2026 piece on full heat recovery.
Data centers · 17 storiesSites, colocation, cooling, capacity leases.Anthropic power deal and CoreWeave debt yield lead the data-center dayLocal opposition surfaced in Mascot, Australia and Boone County, West Virginia, and Bloomberg reported that voters put AI data centers on notice. Equinix opened an AI data centre in Singapore, and the UK said it has no plans to slow construction.Frontier AI sites: power against capital costEach point is a site in Epoch AI's frontier register with both a stated power capacity and a stated capital cost — the further above the trend, the more each megawatt cost to build.Construction Review reports that Anthropic secured a $3.4B gas generator deal for its AI data centers.Construction ReviewA CoreWeave bond yield topped 16%, according to BigGo Finance.BigGo FinanceDigitimes reports a US AI data center capacity forecast of 118 GW by 2030, set against China's expansion.digitimesOpen 17 stories →
Hyperscalers · 10 storiesCapex, power procurement, model-capacity deals.Microsoft ends Oracle deal as hyperscaler debt reaches $296BThe window carried several warnings about the AI data center pipeline, from David Sacks and from Chamath Palihapitiya. Bloomberg, citing the FT, reported Anthropic's $3.4B power purchase.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.ET Datacenters reports that Microsoft ended an AI infrastructure deal with Oracle amid a re-evaluation.ET DatacentersFourWeekMBA puts hyperscaler debt at $296B, 18% above Goldman's forecast.FourWeekMBAChamath Palihapitiya warned that an AI data center slowdown could be a disproportionate blow to Anthropic and OpenAI, and David Sacks warned the pipeline could dry up.Stocktwits24/7 Wall St.Open 10 stories →
Semiconductors · 21 storiesAccelerators, memory, foundry, packaging.Korean AI chips join NVLink Fusion; Taiwan CEO calls memory price rises unsustainableTom's Hardware reported that two Chinese companies cleared to buy banned Nvidia chips have empty offices. Henkel will place a semiconductor materials R&D center in Seoul and invest 12.1 billion won by 2031.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.Nvidia, Rebellions and SK Telecom will connect Korean AI chips to NVLink Fusion, with systems expected to be ready in 2028.NVIDIA NewsroomStock TitanA Taiwan chipmaker CEO told Nikkei Asia that memory price rises are unsustainable.Nikkei AsiaA Tom's Hardware investigation found that two Chinese companies cleared to buy banned Nvidia AI chips have empty offices and ties to sanctioned military suppliers.Tom's HardwareOpen 21 stories →
Semi equipment · 3 storiesLithography, deposition, etch, test, export rules.KYEC keeps its US AI chip testing plant on trackThe three equipment stories cover testing capacity, design support for European startups and inspection tools.Toolmakers from window open to close0 of 5 tracked toolmakers closed the window above where they opened it; each line is one company's close, indexed to 100 at the open.Digitimes reports that KYEC is keeping its US AI chip testing plant on track despite the election shift.digitimesSynopsys joined a European initiative to support semiconductor startups and SMEs.New ElectronicsCOXEM is targeting the semiconductor inspection market, THE ELEC reports.THE ELEC, Korea Electronics Industry MediaOpen 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
When the energy stories landed
2 charts built from 1 stated figure across 7 stories, the first planned by the composer from the record. Also had the data for 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); what today covered · topic by region (today’s energy stories fall in one topic or one region — a grid needs two of each).