Reuters reported a $3 billion-plus pipeline of Nvidia-powered AI data centres in China despite export curbs, and documents tied banned Nvidia chips to a Shanghai data centre. IndexBox reported the Fed flagging $680 billion of AI data centre debt and $3 trillion in contingent obligations, as the AI data centre selloff resumed, with Nebius down 13% and Applied Digital down 10%.
GlobalFoundries broke ground on a new $10 billion semiconductor facility. Empire State Development said Governor Hochul attended the groundbreaking in Saratoga County; the Troy Record put the site in Malta. TechPowerUp described it as the first new fab under a US-Japan initiative.
Nvidia chips are going into Chinese AI data centres despite US export curbs. Reuters reported a $3 billion-plus pipeline of Nvidia-powered AI data centres in China. Quartz reported that documents tie banned Nvidia AI chips to a Shanghai data centre linked to Alice Huang.
Debt is building in AI data centres. IndexBox reported that the Fed flagged $680 billion of AI data centre debt and $3 trillion in contingent obligations.
The AI data centre selloff resumed. TIKR reported Nebius down 13%, CoreWeave down 11% and Applied Digital down 10%. BigGo Finance tied an earlier rout in CoreWeave, Nebius and IREN to the Nvidia CEO's exit.
Soluna Holdings is considering a large new AI data centre build. The Rio Grande Guardian reported that the company is eyeing a nearly $4 billion AI data centre expansion in Willacy County.
Grid concerns are slowing data centre growth. TechTarget reported that Norway has put the brakes on its AI data centre boom over grid fears. Newsweek reported that America's biggest data centre state faces new regulation.
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Applied Materials' 53% revenue jump. Three more reports carried the results; no new figures.
Samsung's bid for a US cooling maker. Two more outlets reported that Samsung wants to buy an American AI data centre cooling company; no new figures.
Fermi's hyperscaler deal after TensorWave exit. Data Center Dynamics reported that the hyperscaler agreement is a 600MW power deal and that the TensorWave lease is officially dead.
Delta's AI data centre cooling showcase. Delta showed its cooling solutions again, this time at SC26; no new figures.
Staera's $4.6M emergence from stealth. HPCwire carried the $4.6 million raise; no new figures.
The largest gain came from TTB, which reported a 23.0× result for decoder-only view synthesis by baking cross-view attention into lightweight MLPs. Seoul National University reported +8.1 points across five reasoning benchmarks for an 8B diffusion language model, and CoReMem added +4.7 points on ChainSWE resolve rate with a 27B agent. None of the six papers has released code or weights yet.
2 charts built from 2 stated figures across 11 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 (only 1 deal states committed capacity — a bar needs 3); 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).