Mitsui Chemicals agreed to acquire JSR for $11.6 billion, and SoftBank, Grab and PETROS committed $1.85 billion to AI infrastructure in Malaysia. Chicago Fed President Austan Goolsbee said the data center buildout looks like 'old-fashioned overheating', while Morgan Stanley forecast $3.4 trillion in hyperscaler spending through 2028.
Google added two chips to its TPU lineup to compete with Nvidia. Its blog named them TPU 8tx and 8i Max, "built for the agentic era", and several outlets described them as specialised versions of its AI chips.
The US midterm backlash against data centers is putting capacity at risk. Moneycontrol put the US AI data-centre capacity at risk at 37.5 GW, New York was reported blocking AI data center permits as Congress eyes a moratorium, and 13WMAZ reported that Bottoms plans a project pause after backlash fueled election votes.
Mitsui Chemicals will acquire JSR, a bet on semiconductor materials. PYMNTS and Digitimes put the deal at $11.6 billion, and Asahi Shimbun called it a record buyout.
SoftBank, Grab and PETROS committed $1.85 billion to AI infrastructure in Malaysia. Quantisnow reported that Grab signed a $750M AI infrastructure development deal in the country.
Wall Street views on the buildout diverged. Morgan Stanley said to buy the AI dip and sees $3.4 trillion in hyperscaler spending through 2028. Chicago Fed President Goolsbee said the data center buildout is 'overheating' the economy.
Alberta approved a 920-MW natural-gas power plant for an AI data centre. In the US, Dataconomy reported that AI data-center forecasts add $5.7 billion to power auction costs.
Threads earlier editions carried that drew more reports in this window.
Nvidia, Rebellions, SK Telecom sovereign AI. Five more outlets carried the NVLink Fusion partnership; no new figures.
Anthropic's $3.4B gas generator deal. Channel Insider framed the deal as a sign of AI's growing power problem; no new figures.
Allegro, Entegris, Broadcom shares rally. Yahoo Finance re-ran the report on the share gains; no new figures.
The papers list for this window is empty, so there are no results, releases or benchmark audits to report.
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2 charts built from 6 stated figures across 25 stories, the first planned by the composer from the record. Also had the data for what today covered · topic by region, 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).