CoreWeave raised its 2026 revenue forecast even as its bond yields were reported above 15%, and Google plans a $17 billion investment in a Wyoming project bought from Crusoe. SoftBank turned to a loss in its fiscal first half on an AI data center procurement hit, while Infineon lifted its AI sales goal.
TSMC is moving from supplier to investor in AI model makers. TradingView and Moomoo report that the chipmaker plans to invest up to $1 billion in Anthropic and OpenAI, and digitimes reports that it is setting up an investment firm to expand its semiconductor strategy.
The Nvidia export scandal drew new allegations and a policy response. Yahoo and Gadget Review report that Alice Huang allegedly used Nvidia connections to help move 240,000 AI chips into China, and The Globe and Mail reports that U.S. lawmakers are pushing to curtail China's access to AI chips in response.
Google is taking over an unfinished AI data center project. AI Insider reports that Crusoe sold its Wyoming project to Google, which plans a $17 billion investment.
CoreWeave raised its outlook while its debt costs drew scrutiny. Investing.com reports that the company raised its 2026 revenue forecast and The Globe and Mail that it beat quarterly revenue estimates; Yahoo Finance reports that its bond yields surged above 15%.
Wells Fargo turned less negative on AI infrastructure after the chip selloff. BigGo Finance reports that chip stocks fell 38% from their peak, and Reuters reports that Wells Fargo upgraded its US AI infrastructure view, to neutral.
Power suppliers are signing longer commitments with data center buyers. Yahoo Finance reports that NRG Energy secured a 15-year hyperscaler contract, and Reuters reports that Venture Global raised its profit forecast and expanded its push into the AI data center market.
Threads earlier editions carried that drew more reports in this window.
SoftBank, Grab, PETROS Malaysia $1.85B. Four more outlets carried the commitment; no new figures.
HUMAIN's $667M Saudi AI funding. Construction Review and Fast Company Middle East repeated the $667 million figure; nothing new was reported.
Goolsbee's data-center overheating warning. TradingView and Benzinga carried his remarks again; no new figures.
Moonshot renting restricted Nvidia chips. Quartz repeated the document-based report; no new figures.
SpaceX's $24B Texas gas plant and data center. Benzinga repeated the $24 billion plan; no new figures.
Tri-Stack-PIM reports a 5.0× speedup over GPU and PIM baselines, Georgia Tech's Decode Token Parallelism reports 1.7× completion throughput at 405B, and Boston University's SinkState reports 1.6× decoding speedup on hybrid models. Only REAL Loss, OpticalRAG and Decode Token Parallelism released code, and none released weights. Tsinghua and Huawei reverse-engineered NVIDIA GPU memory hierarchies, reporting a 22.2% gain in simulation MAPE.
2 charts built from 3 stated figures across 21 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).