{"date":"2026-11-05","count":106,"items":[{"id":"p99gkz","section":"headline","summary":"Riot signed a $28 billion AI lease covering its entire Corsicana campus.","impact":"A full-campus, $28 billion lease gives Riot a large contracted AI revenue base and signals that bitcoin miners are converting sites into AI hosting at scale.","source":"GNews/global: bitcoin miner (\"AI\" OR HPC OR \"data center\") (pivot OR conversion OR lease OR \"high-performance computing\")","link":"https://news.google.com/rss/articles/CBMipwFBVV95cUxPejkya2tVU1dPYnVRYTI5cnVEdFBFcHdxbHNDMk1YZ1NJSExXOXY3QW5paWxXU3drd1FlUVBFcmJpTEJxWVB3dUktZm8zTDUzZzZsS1piY0tjempYd200YXBOdjk4LXFaT3ZSb3FmeTMtVXFCdFF5ZVhLVUJQekNEdlp4T1ZmMjNnV1ZYRGxxUHRiZndpazFHRkpVWWx6TGQwVUdhWkJYcw?oc=5","importance":92,"ts":1793811472000,"region":"us"},{"id":"1apd8n0","section":"headline","summary":"Lambda announced a $33.1 billion AI data center in Lowndes County, the largest economic development project in that county's history.","impact":"A $33.1 billion single-site build by a major GPU cloud provider signals large-scale AI capacity coming online, adding significant demand for power and construction supply chains.","source":"GNews/global: \"AI data center\" (gigawatt OR lease OR \"new build\" OR groundbreaking OR campus)","link":"https://news.google.com/rss/articles/CBMi4AFBVV95cUxORGV6LTcwbGhjOFNDMEhrRGFrZHJXWUFybkxqU09qTzBBNnpfSVVhV1RTUk1YVUtwVUpGck1qZElJNFcya2dJWkhLMHB6TVVfNWtYSEU3TUxXcTNSbHNUOTA5eVdrVTJGQno0VU1RZk12NlI4QTJUd2QyQ1FiekdQMllWV2NtVS0xeDdzV0JpZEFsQTFkZTl1XzkxaFUwWEc1YWVxOURCSVY5MklqRGFDY1E4c1h1bmNkNldxZ240SjN4MGZsenFubVozRC1tcTNvQ014NW92Uk1GcUh2OFRKRg?oc=5","importance":90,"ts":1793809070000,"region":"us"},{"id":"ssmvf6","section":"chips","summary":"Nvidia is halting H200 chip output for China and shifting capacity to Vera Rubin, per Startup Fortune.","impact":"Withdrawing H200 supply for China tightens the China accelerator market while moving production to Vera Rubin, which could tilt Nvidia's supply mix toward its next-generation platform.","source":"GNews/global: Nvidia (allocation OR H200 OR B200 OR GB200 OR Rubin)","link":"https://news.google.com/rss/articles/CBMingFBVV95cUxPNWR6LWpMUldkcDN3Mzh0X20xV0U5X3lHa0FIZzhFd2RUbHRNUVRNR0Z3Q216M1FMZ0RGNUZpN3poNlhLTUVZMUU2RFcyUXlnbmpxXzBsRG5JVU9rWGNrOWtsbDh1bnQzOE9ubWFTbkRVLXZDQ2lIeWxFbGNjNTdJYXVYbGFoMkpMYVNLUDRWNU1MLVRiRDl4MWtMb3NsZw?oc=5","importance":82,"ts":1793809107000,"region":"us"},{"id":"1on4nu5","section":"datacenter","summary":"Google will provide a credit backstop, or credit support, for the debt financing TeraWulf is using to develop a data center campus for Anthropic.","impact":"Google's credit backstop lowers financing costs and de-risks a TeraWulf build tied to Anthropic, offering a template for hyperscaler-backed financing of AI campuses.","source":"GNews/global: TeraWulf data center","link":"https://news.google.com/rss/articles/CBMiswFBVV95cUxNdDRnZlVlY01kVjVYczh3YzN1N3ZrLWlLRFVURERNQ0lFcDFURElfOVJ3OXpvR3RodUpvaWZWaGtQMDBaNUFYVUNDZFFicC1DclF1aWl0dERFYkJXMVhFZnAwWE1uV0t2VUhkQmhYajRlWjZjWHpiRUJJR1ZtakdPQjNRWXRBRzFOLTRZZktDSldPcjFNa0ZSQm5yUWdOWGNHTFVvVGduOUQ5SlB3NHhHV2gtSQ?oc=5","importance":80,"ts":1793801475000,"region":"us"},{"id":"1hv31ne","section":"headline","summary":"Google committed $15bn to investment in Malaysian data centers, with the investments occurring during 2027 and 2028.","impact":"The $15bn commitment, spread across 2027 and 2028, adds major hyperscale capacity in Malaysia and reinforces Southeast Asia as a key AI data-center siting destination.","source":"Data Center Dynamics","link":"https://www.datacenterdynamics.com/en/news/google-commits-to-15bn-investment-in-malaysian-data-centers/","importance":80,"ts":1793795437000,"region":"global"},{"id":"1bm2hrf","section":"datacenter","summary":"Google is providing credit support for TeraWulf's anticipated borrowing tied to its roughly $19 billion in Anthropic lease commitments.","impact":"Google's backing for borrowing tied to roughly $19 billion of Anthropic leases lowers financing risk for TeraWulf's build-out and could become a template for other miner-to-AI-host deals.","source":"GNews/global: TeraWulf data center","link":"https://news.google.com/rss/articles/CBMivAFBVV95cUxOZF9VbmltNEY1cmcxQWgzUEdxY2YzT2FNTlg4NUkxNWZJQjZvV2dmZHh5NENPSTgxUUQ0VlQ3TkZvcWFwZzRiX0h1Zk9mTDJoWWg0RmxvRDhMRWNmN2Y5MVBJdy00MDVTcklQVmdJVjBUQXlLbUVRUDhCZmxUZWxQbTNtcmppQkhqbHowQ3VqNGxYM1FaeHNSbEQ0SElyMUFOdTZ5dkJVamZiMXZNTnU5YUtXU3B3blpBTUo5SQ?oc=5","importance":78,"ts":1793798100000,"region":"us"},{"id":"1q64akr","section":"funding","summary":"Alphabet (GOOGL) Q3 earnings call highlighted AI growth alongside rising spending pressures.","impact":"Hyperscaler commentary on AI growth versus capex pressure is a direct read on how much data-center and chip spending the largest buyers will sustain.","source":"GNews/global: \"AI infrastructure\" (funding OR raise OR IPO OR earnings OR acquisition OR \"M&A\")","link":"https://news.google.com/rss/articles/CBMi5wFBVV95cUxPOE1tRTNNVkwtbk9xR2ZFTlBBR3Y5aXZRYkZVcmdWdEpTNWdKQXRnUk9MN29XTzVJUHJsQk5HT2ZEdEVRcnhyUkFybGEtaVRyRkNxLUdfcmZtaHpEYjJ0aHY5NEdISEtmcHhIcUFqVnJRVGtXOEtfanJFZDNPYzJ6U19wc1EyU245Qm9kblNMQW9rMFI2X0xab2ZhOFVXU1BZcjBoWTdLcjRCbC1qQUhHcjBFVmtxUTNnYmd1d1F0TWtoU2EzZHJQSmRjQ2NpM3RQQTUwVlMydmRtUHZzVGQzWWVtOE9jUzg?oc=5","importance":75,"ts":1793808968000,"region":"us"},{"id":"1o3c626","section":"policy","summary":"Nvidia told data center partners to cut their China exposure and limits RTX chip sales to mainland China, as the US and China look to decouple.","impact":"For GPU cloud operators and data center partners with China exposure, this tightens the channel for RTX-class accelerators and signals deeper bifurcation of the AI hardware supply chain.","source":"Data Center Dynamics","link":"https://www.datacenterdynamics.com/en/news/nvidia-tells-data-center-partners-to-cut-china-exposure-limits-rtx-chip-sales-to-mainland/","importance":72,"ts":1793808711000,"region":"global"},{"id":"r9kj6x","section":"chips","summary":"SambaNova and Supermicro announced a strategic collaboration to build AI inference systems combining SambaNova RDUs with GPUs, initially planning for 10,000 SN50 RDUs.","impact":"A 10,000-unit initial SN50 RDU plan delivered through Supermicro's server channel lets SambaNova scale beyond its own systems and gives GPU customers a mixed RDU and GPU option for inference.","source":"HPCwire","link":"https://www.hpcwire.com/off-the-wire/sambanova-and-supermicro-to-build-ai-inference-systems-combining-rdus-and-gpus/","importance":72,"ts":1793801412000,"region":"global"},{"id":"9fzfna","section":"datacenter","summary":"TeraWulf has secured Google credit support to develop a data center campus in Kentucky.","impact":"Google's credit backing lowers financing risk for TeraWulf's Kentucky campus and offers a template for hyperscaler-backed miner conversions.","source":"GNews/global: TeraWulf data center","link":"https://news.google.com/rss/articles/CBMirgFBVV95cUxOeGJlaEpveGRMbDViNVZzYWhMc0tESG5KU1Z5YkJaeDhsZVZQZGdteVRMQVpxT0ItMTRHUVdXeWVfb0pDSzcxQnVTSmZqdy1ZT183NXlxUUlodTgtaDYxMERsRmJaZTdtVXB6M1p5TURBdHZVMXNTX3F4YldXNXJ3M3A0WHFiNHdHOGdjWnhJUEoxRG5RQlBrSXNrSmhPcmRRNmc3Y245VzJNOFF1cmc?oc=5","importance":70,"ts":1793815549000,"region":"us"},{"id":"egje99","section":"policy","summary":"DCD reports that most local anti-data-center measures, including moratoria and restrictions, have passed across the US, with Ohio leading the charge.","impact":"A growing patchwork of local moratoria and caps threatens to slow or relocate US data-center siting, raising execution risk for developers' pipelines.","source":"Data Center Dynamics","link":"https://www.datacenterdynamics.com/en/news/local-data-center-moratoria-limits-and-restrictions-voted-in-across-the-us/","importance":70,"ts":1793809500000,"region":"global"},{"id":"18yem8y","section":"datacenter","summary":"Elon Musk's xAI has installed eight converted jet engines to power a Mississippi data center, with permits allowing a 25 percent higher limit for pollutants.","impact":"Using converted jet engines for onsite generation under relaxed emissions limits shows AI campuses bypassing grid constraints, and raises permitting and environmental risk for similar projects.","source":"GNews/global: xAI Colossus","link":"https://news.google.com/rss/articles/CBMiggJBVV95cUxQYi1rWWdaTnBRc200am5iRHZSLVI2Vzh4SW9CNGFzLXlKNGo3M3FNTS1abjNBemFxM2hQWkRaZkxSWlJBb2FBWmhSVU9JTE1QQzQ1Z0haeUxiV1hiWmRVTkNwbWdRTnVSdlZmVnN6RHl5OWJrVEFqN3NwWW9ZSGYzUl9hcl9JTWZ3X3cwOE41QmUzOEhCYlN5SWNFT05QU291QWdHM1B5dmxhcU9aeHk4WFFxeHhXN0l5aDg2N293Ty1wcTVKeDJZMWN2UUZzLXdhVGhFeFNnRHJnMGYyVUc0dkJfSUh1LVE3a1ZhdEhJM2pNa1pOLUJ5SndKd2ZmLTZ2a2c?oc=5","importance":70,"ts":1793806123000,"region":"us"},{"id":"1kfd1o4","section":"funding","summary":"Supermicro (SMCI) beat Q1 earnings estimates on large AI deployments and raised its outlook.","impact":"Raised guidance from a leading AI server builder indicates that large-scale GPU cluster deployments are converting into revenue, a useful read-through for Nvidia-based server demand.","source":"GNews/global: \"AI infrastructure\" (funding OR raise OR IPO OR earnings OR acquisition OR \"M&A\")","link":"https://news.google.com/rss/articles/CBMitwFBVV95cUxQWFVvRktPWFBCdXNuVndOWEw4N1dCTzVGTlQ4VzE2MUl0bkZKa3FIVUZGRTU2MEhmT05WeXFUS2xHU0wwYnJIOXlOQmI5X2ZabGNWc3VTN2p3cDk3ZVRVQ2lmUVA2OGVLSnZhc0IxNnctUzJQbGFoYXpTR1JaeHpBdkJHMm9fbm5sSnUtT3JOSDFtQTNUYlhOZm5xSVZscDBLNlRPdFVFcFNMQ3pQTnFxUTRic2gtdjA?oc=5","importance":70,"ts":1793801460000,"region":"us"},{"id":"vaesx2","section":"funding","summary":"JPMorgan is leading an A$715m offer by Goodman Group and Digital Realty for a stake in the struggling NextDC.","impact":"A bid from large data-center investors for a stake in a stressed Australian operator could set a valuation floor for NextDC and reshape the local AI-capacity landscape.","source":"GNews/global: \"Goodman Group\" data centre","link":"https://news.google.com/rss/articles/CBMiugFBVV95cUxQXzlFSU9YSi1SMGdfTWt4aWl6VUFlTjlrUlVTSVQ5eG1SRzNHZFV1NXVZNGRvM21LVXU0SGw2cGZobGhRWVhfRDFJcFkzSXZqMkZVMXE4UVlkVFZzUHBZN0cwQjh6TFBDdnJFbzJTSGhVWnZhNHA4WnZjWnJDX2gzMkdYU29GcTNQcTZiSVFfN1lzNkNZWEZ0MjdQVXBpV2E3czRyN09GUWFxcnUyWlZWa1I4ajh4Vnh2YXc?oc=5","importance":70,"ts":1793795399000,"region":"us"},{"id":"15manro","section":"funding","summary":"Microsoft's Q1 earnings call (MSFT) highlighted Azure growth and AI spending.","impact":"Microsoft's Azure growth and AI spending commentary is a direct read on hyperscaler capex, which sets near-term orders for GPU clouds, data center developers and chip suppliers.","source":"GNews/global: \"AI infrastructure\" (funding OR raise OR IPO OR earnings OR acquisition OR \"M&A\")","link":"https://news.google.com/rss/articles/CBMinAFBVV95cUxNaWJmdlZjSUtTbkxUSDNnN1U0aUt6ZmVZUWdfdmZpZjdxazJfS2VTY2pRVmtycjBTcjVxNEZaYnJGX2pMb0VnZ040ZWhfUVFEUlNhUEdyZmgxUEtGclJDNXpxNUVpc1VkdXdsOThqd3Y1UF9nak02RU9EdGpiUVVRMEI4TTg0eE1panU4MzNRRl9vM1k3bmcwckRRc1A?oc=5","importance":68,"ts":1793800800000,"region":"us"},{"id":"144mfdb","section":"chips","summary":"AMD's AI data center guarantees have reached $8.5 billion as it challenges Nvidia.","impact":"Growing guarantees show AMD underwriting AI data center projects with its own balance sheet, helping it win share but adding financial exposure.","source":"GNews/global: Core Scientific","link":"https://news.google.com/rss/articles/CBMimgFBVV95cUxPVkdDbGsyMVBNNWlzQlN5NWxnXzJtUDBVS0VKeDNOaG1mUEZBemNpdmFtZG03WktiNDVVWm9NaldzVy1kdjdkWnJLc1l5SGR2T0xPQVRSbnVyV1lGSVNSSEZOMlBOb2F5SlN1QjhWX09BbzByWkJBeXdmSGtub2h0cnI1VGttUEVyU091djNicTFPQUdCUGVVcndn?oc=5","importance":65,"ts":1793814851000,"region":"us"},{"id":"1jbtfao","section":"policy","summary":"Stakeholders backed the intent of a Trump ban on foreign grid components but argue that geography-based restrictions, rather than function and capability, miss the point and raise practicality and cost concerns, according to Utility Dive.","impact":"Geographic bans on grid equipment could raise procurement costs and delay substation and transformer supply for data-center power projects, pushing developers toward functional standards.","source":"Utility Dive","link":"https://www.utilitydive.com/news/trump-ban-on-foreign-grid-components-sparks-industry-concern-over-practical/873752/","importance":65,"ts":1793810486000,"region":"global"},{"id":"lsnpyy","section":"datacenter","summary":"Lambda plans an AI data center campus in Lowndes County, Alabama.","impact":"Lambda's move into owned campus development in Alabama shows GPU cloud operators accelerating self-built capacity, though power and tenant details are not yet disclosed.","source":"GNews/global: \"AI data center\" (gigawatt OR lease OR \"new build\" OR groundbreaking OR campus)","link":"https://news.google.com/rss/articles/CBMiigFBVV95cUxOQUVfWk1pY1hOYU9JRWpVazFydHVlSWljOVQtem5PVmRiZHN6cjVMSWVGZzdCeTQtU3FUYzdlNjFpcTJiSkE4OE9iUVpNaXdJTllyVkNZbm5DZmZueXBZbjVXQ1pJbm1WWUFXVmc3OHp0Vnk2NWJTZWdQX0lVMnU0SzgtQmRnV3NHQ3c?oc=5","importance":65,"ts":1793806621000,"region":"us"},{"id":"u56x36","section":"chips","summary":"SambaNova partners with Supermicro for SN50 RDU deployments, with Supermicro initially purchasing 10,000 SN50 chips from SambaNova.","impact":"A 10,000-chip initial order from a major server maker gives SambaNova a volume channel for alternatives to Nvidia-based AI systems.","source":"Data Center Dynamics","link":"https://www.datacenterdynamics.com/en/news/sambanova-partners-with-supermicro-for-sn50-rdu-deployments/","importance":65,"ts":1793804690000,"region":"global"},{"id":"xyrw6p","section":"funding","summary":"AMD's Q3 earnings call highlighted strong AI demand and set out a growth outlook for 2027.","impact":"AMD's 2027 growth framing gives the market an early read on accelerator demand from hyperscalers and emerging GPU clouds, which affects competitive pressure on Nvidia and capacity planning across the industry.","source":"GNews/global: \"AI infrastructure\" (funding OR raise OR IPO OR earnings OR acquisition OR \"M&A\")","link":"https://news.google.com/rss/articles/CBMimwFBVV95cUxONTNqZGdKeHEyT2RuLWZSN0ZOVmxBNmMyWjQzOFpnWUhlWWZ4bTJMa1JaclZiX0pQMXJ2bkxhbGRTclNXWndKNG0wbE9NS1NhSHdTUTQyWU05S2dJMUtiM2lKM09qS0NzeVB6TlY2WGNVbkFwTnJiNGZYX0dOVlR1aGtnSkZ1aDVoWm9HYkpaSFFWaXUtMVdSR2J3RQ?oc=5","importance":62,"ts":1793800800000,"region":"us"},{"id":"1wroib8","section":"funding","summary":"Aramco's profit rose to $31.2B as it took a 49% stake in Saudi AI firm HUMAIN.","impact":"Aramco's 49% stake in HUMAIN puts Saudi oil-sector capital directly behind the kingdom's AI infrastructure build-out, and its $31.2B profit gives it room to fund further investment.","source":"GNews/me: HUMAIN Saudi","link":"https://news.google.com/rss/articles/CBMifkFVX3lxTE5ObmpqNXJkVDZQZE1WUXN0NGlfT3NRajlNcnZ4LXN5Vy1TSktXVEYwUHJmLXJEZndWMEFsNlJjQkJTdnFiWWFpV2lFTDJXaU94b3FtUFBCUHNOWWpHbE9kSXlSVkJHQzR0dlJUSkMzNWNVaFVNRHJ0ZlEyQXVvUQ?oc=5","importance":62,"ts":1793795735000,"region":"me"},{"id":"plrcj3","section":"policy","summary":"Oracle has dropped Tencent as a cloud client, losing a multi-billion-dollar contract, amid growing pressure to reduce US companies' ties to Chinese customers.","impact":"Losing a multi-billion-dollar cloud contract shows US hyperscalers being pushed to unwind China exposure, which narrows Chinese demand for US cloud and AI capacity.","source":"Data Center Dynamics","link":"https://www.datacenterdynamics.com/en/news/oracle-drops-tencent-as-cloud-client-losing-multi-billion-dollar-contract-report/","importance":62,"ts":1793798033000,"region":"global"},{"id":"13hmi4g","section":"datacenter","summary":"Crusoe has debuted its Spark Liquid modular unit, a 3.5 MW factory-built data center module that highlights a faster path to AI capacity at scale.","impact":"Factory-built 3.5 MW modules could shorten the time from order to energized AI capacity, pushing rivals toward prefabricated offerings.","source":"Data Center Knowledge","link":"https://www.datacenterknowledge.com/modular-data-centers/modular-ai-data-centers-gain-ground-as-crusoe-debuts-unit","importance":60,"ts":1793821650000,"region":"global"},{"id":"qjxhvl","section":"power","summary":"Arizona Public Service (APS) expects its sales to double by 2041, with peak demand growing about 3.4% annually over the next 15 years, driven by industry and data centers, and plans to extend coal use to 2038.","impact":"Data-center load growth is pushing a major utility to delay coal retirements, so AI campuses in Arizona may rely on fossil generation for longer than planned.","source":"Utility Dive","link":"https://www.utilitydive.com/news/aps-sales-double-by-2041-proposes-extending-coal-use-to-2038/873648/","importance":60,"ts":1793813254000,"region":"global"},{"id":"1eharg5","section":"policy","summary":"Reuters reports that Texas data centers face an uncertain future after Hinojosa won the governor's race.","impact":"A change in Texas leadership could alter the state's grid, siting and permitting rules for data centers, in a market that is central to AI campus development.","source":"GNews/global: data center (gigawatt OR \"power purchase\" OR grid OR substation)","link":"https://news.google.com/rss/articles/CBMivAFBVV95cUxQUURSU3JiR2xDMkJBZzlqbkgxbER5MjF3aVh1TXZzM2tIbkNVWTVGb3BYZmVzelhxVlRLTEVqRXBoNDBSNlQwSlh2SDJNM29jRWZGRm1mUENidEZVaDhXMFpsZWRQNVFlOHp6VGRPaU9oT3BBdFhweTN1Qk1nSkZaMDg5MkJGTTN2ZmlUYnFTYTllYjFUVlZQNllZUG54TVptcFFSVnlQbEFEbnNQdDNmNEJMbWpLT05GR0dDWg?oc=5","importance":60,"ts":1793813060000,"region":"us"},{"id":"1hq8zsf","section":"funding","summary":"CoreWeave bonds hit new lows as Texas data centers are in the crosshairs.","impact":"Pressure on CoreWeave's debt suggests Texas siting and political risk is starting to raise borrowing costs for neocloud builders.","source":"GNews/global: (\"The Information\" OR Bloomberg OR Reuters OR CNBC OR WSJ OR \"Financial Times\") (CoreWeave OR neocloud OR \"AI data center\" OR Nvidia)","link":"https://news.google.com/rss/articles/CBMitgFBVV95cUxQVlEyOVh1N1ZONVgyWXFubUw5djZvMmxxTGVSMVE5MHJxY2x3aU81UTZLSklRYVptNVdrWVo1aUJqMUtzM0YtLXl1cjJUSUJvdGFVQ0hoWTE2dXBsT3JoT1dYYUhLUm9kSlEyUDBNRmlsV1NvSzhUNHdLV21jRVdJRFotS2lVOUJFWFhDcl91QXJzeDlITlhHb1RuZjVZMGw4dVdSSF8tYWJFeEF2bGZUZElUeXZUZw?oc=5","importance":60,"ts":1793806816000,"region":"us"},{"id":"m0gicr","section":"policy","summary":"Analysis says a Texas blue wave could threaten 27% of planned U.S. data center power, with implications for CoreWeave, IREN, Nebius and other neocloud stocks.","impact":"If that share of planned capacity is at risk from state-level political shifts, neocloud developers with Texas exposure face delivery and valuation risk.","source":"GNews/global: \"AI data center\" power","link":"https://news.google.com/rss/articles/CBMimwFBVV95cUxOQzlrUnlzTDRCRjVRbXJfN2F4Nk9tbGxaR0VCaDN3QXQ3dENaWU9hdGROWTNmV2d5UTBmd3U0X1phODJHODUyX3JIOUxDczV1NnprQUNRbU05bjF1SEZQbXdsbHhaZWFpMGpvWUtVcl83MU1ZN3ZRbDMzQVhxQzI3aTBibEJyd0J6Z0UzVi1IV1dJa2Z4WEVyRmZ4VQ?oc=5","importance":60,"ts":1793806796000,"region":"us"},{"id":"ysk4mn","section":"datacenter","summary":"Cipher Digital booked its first HPC lease revenue as its Bitcoin mining business fades.","impact":"First high-performance computing lease revenue is concrete proof that Cipher Digital's bitcoin-to-AI conversion is becoming recognized income, a useful reference for other pivoting miners.","source":"GNews/global: bitcoin miner (\"AI\" OR HPC OR \"data center\") (pivot OR conversion OR lease OR \"high-performance computing\")","link":"https://news.google.com/rss/articles/CBMizgFBVV95cUxNS3g2MGJGQ2Z4ek9KWC0zU29PWGQ2c3dnU1lKQUlqSEVTRU1ocklGLXR3NXdlVDlKZnhQOWNGRDJFMzVJVlB4bE4tOVJfaWVOWDlRVXQ3R041Q1dLcENOeU5QSE5mUVcxRmxzbzZnQ0l0MGJ4RmpfcjdWNkh4T25jZmZZVnJfS2NrRmdUUFdxc21HZzVwZ1Zsa0Rob3dETUxRVDV2bkp2TmpoUDlXNUpsU2hpdk9rbWptWHpDamVJU05vU2JHV0dEd0pvWGVzZw?oc=5","importance":60,"ts":1793797851000,"region":"us"},{"id":"upmful","section":"policy","summary":"Tom's Hardware reports that 45 data-center measures were put on the US midterm ballot, and most voters rejected data-center development in their counties.","impact":"Direct voter rejection across multiple counties creates a new permitting and local-approval risk that could slow US data-center capacity additions.","source":"Tom's Hardware","link":"https://www.tomshardware.com/tech-industry/data-centers/ai-data-centers-comprehensively-defeated-at-us-midterm-elections-45-measures-put-on-the-ballot-as-americans-overwhelmingly-vote-against-developments","importance":60,"ts":1793798012000,"region":"global"},{"id":"1ysuu8d","section":"datacenter","summary":"Digital Realty's fourth AI lab worldwide is coming to Brazil.","impact":"The Brazil AI lab extends Digital Realty's AI-ready footprint into Latin America, a fast-growing market for AI capacity.","source":"GNews/global: (Equinix OR \"Digital Realty\" OR \"Iron Mountain\") (AI OR capacity OR lease OR campus)","link":"https://news.google.com/rss/articles/CBMilAFBVV95cUxOU1R3RTFTNFRQX0lhYjFYbWprQ0ViMlNUa0pjUmtMeXZWR1Z2Snh5ZGNucjFMVEVUeHNPN292MGpHVE0xMnFYVXFkRmFEZnFqUkVDR0pjXzB5NXVIS29sWUpJSnd0eEM1UFBUdWRweV81ZjYwRTY3Njh4N0tpdEdVWDZtbjRrU282Qmxkc2haQmJuNEU0?oc=5","importance":55,"ts":1793819154000,"region":"us"},{"id":"irq55a","section":"funding","summary":"Broadcom shares fell 1.49% as a $63 billion AI financing was flagged for residual-value risk.","impact":"Scrutiny of residual-value risk on a $63 billion AI financing could raise borrowing costs for hardware-backed AI buildouts.","source":"GNews/global: Broadcom AI (\"custom silicon\" OR ASIC OR networking OR Tomahawk)","link":"https://news.google.com/rss/articles/CBMigwFBVV95cUxPdWx4aXpzVlVoVkp1cDdHQUVaOWFQYWJldkRIcnI1cGR4WE1CN1pndWxVbDUtYkV3UVFfWDQ5Ri1DYWpFV2RYSzQzaVQ2bGNYVGtMUmVaZDRyY0Z4VlFSNEkwaXZYbzNZSk9Bc0Y2N2tlZFN4eWJGMkJ6X1lsVmFrSEdBbw?oc=5","importance":55,"ts":1793816310000,"region":"us"},{"id":"coyswa","section":"chips","summary":"TSMC locked in a Taichung plant deal and green bond terms, while advanced packaging price talk remains unconfirmed.","impact":"Securing plant and financing terms supports TSMC's capacity expansion for AI chips, though unconfirmed packaging pricing leaves customers with limited cost visibility.","source":"GNews/global: TSMC CoWoS capacity","link":"https://news.google.com/rss/articles/CBMi_AFBVV95cUxQQVQxUHNIYWhvYWliMnpDMjh1NE9kVjY2dGJqVkpzLTJMX1lhNlZPVFRpQk5EWkYxUVRWZVdpTEZ6eHFkakxiTkZWVlpBQm5jWlFscElqN1ptZzhFT2VPTDJpNEl2OGxJTkFMbF92eXVKLXlRUVdSWEdNeVlUdVQ0UWpxbnRzTTdZT25qeXFHMlVkd2dkNnRiQW41LURSYnJRcHcxemZ1RWZtR3hMSUg1Z0VLNDFKLWxVTXhBX2lEX2owY2wwdXIwWmluNXd5dHRQM2lvc2Jid1poQ3oteld3WFFnNEp0T3MzWmlmQk9WNUZwRDBHbm0zX2pPSC0?oc=5","importance":55,"ts":1793810449000,"region":"us"},{"id":"1fdrmbu","section":"policy","summary":"An NBC exit poll found 56% of voters said AI data centers were a crucial or major factor in their Congressional vote decision, and 87% called it a factor overall, with the concern weighted heavily toward Democrats.","impact":"Public backlash against AI data centers is now measurable in voting behavior, raising the political risk for campus siting, power permits and local approvals across the buildout.","source":"Data Center Dynamics","link":"https://www.datacenterdynamics.com/en/news/nbc-exit-poll-56-say-ai-data-centers-were-a-crucial-or-major-factor-in-congressional-vote-decision/","importance":55,"ts":1793808598000,"region":"global"},{"id":"j0me6f","section":"funding","summary":"China's ChangXin Memory (CXMT) doubled its share buyback to up to 5 billion yuan, and its shares surged 13%.","impact":"A doubled buyback from a leading Chinese DRAM maker signals confidence and capital-return appetite in domestic memory supply, relevant to China's push for self-sufficient DRAM capacity amid tight AI memory supply.","source":"GNews/global: CXMT OR \"ChangXin Memory\"","link":"https://news.google.com/rss/articles/CBMiVEFVX3lxTFBGTXBVT0xaRWt3S0M4N25aTGMzZ1RUX1k5bGI1WGtlRE9yUnNzcFlOWVJkeUZFc1g1RS1VUE00MXFxVmIzSVNMQUN4LTRlamdIR0w5Mg?oc=5","importance":55,"ts":1793802202000,"region":"us"},{"id":"15paaps","section":"funding","summary":"Reliance Global Group completed its acquisition of Oblivus, marking its entry into the AI infrastructure market.","impact":"A non-core acquirer buying an AI compute operator shows smaller listed companies using M&A to gain exposure to GPU capacity.","source":"GNews/global: \"AI infrastructure\" (funding OR raise OR IPO OR earnings OR acquisition OR \"M&A\")","link":"https://news.google.com/rss/articles/CBMiigJBVV95cUxPSWdDemV0TEJ4M1hZZGZpWDFyaWcxZm5sTTZVZXAtOGYyOTZHN0xBdkVIRzY1UkFMRW5zVnpFYzRzanR4QkRhXzN2UlowYjZHcGJRd0hPdWhVbTdrWWRwTE0wVGJqLWVYcFl0ekUzZzRKNFRiSW9ncHVLM0RPUjFqYTBUYlVJU0oyNFppMGZkSy1BVGJpWFY2VU1sZVdacDBUbHZTNjdVSVFIYXNFR0JBZVBzNWJ1aldXSFRONGJvM3o3ZmV6cVpxTUhfZkVpbXhJbUxURHJWZk1DTU1ycDMtTFVUbHNlYWd1ZG9BM1JnTjllajhoazhLX3lGZnNEaG5QLUpjV0dpMnlFdw?oc=5","importance":55,"ts":1793799000000,"region":"us"},{"id":"1ojy0w7","section":"policy","summary":"Portugal's government is drafting new rules that would require data centers to be powered by renewable energy, with the legislation being finalized.","impact":"A renewable-supply mandate in Portugal would raise procurement requirements for new AI capacity and favor sites that can quickly sign renewable power purchase agreements.","source":"Data Center Dynamics","link":"https://www.datacenterdynamics.com/en/news/portuguese-govt-drafts-new-rules-requiring-data-centers-to-be-powered-via-renewable-energy/","importance":52,"ts":1793794829000,"region":"global"},{"id":"mrei7j","section":"policy","summary":"Reports say data centers may help avert a Texas moratorium by supporting the power grid.","impact":"If data centers are positioned as grid assets, Texas could avoid a moratorium that would halt new capacity, making siting risk a key variable for operators.","source":"GNews/global: data center (gigawatt OR \"power purchase\" OR grid OR substation)","link":"https://news.google.com/rss/articles/CBMikgFBVV95cUxQNTh2eWpSWE10RFd1SUduaGlWWVpITDJXMEp0bnQtbng1Zl9WU2UzeDBLZUMyLXprYjhFS2V2S0g0UVMyeUNwUE5UOEI2a0toUndNMU14YlF3Q2tESVdNekhFbDhtQi12RDcxMlZDeW9fNTNSTjRYMTdNOEJsTjZhQmZ4eDVTV0lBUEJvX1ByOFlJZw?oc=5","importance":50,"ts":1793821463000,"region":"us"},{"id":"15gej0j","section":"peers","summary":"Argonne has added AI inference capacity, including the new Tara system, to expand the ALCF Inference Service for Genesis Mission projects and other scientific research.","impact":"Publicly funded inference capacity signals sustained federal demand for AI compute beyond commercial clouds, adding to public compute supply.","source":"HPCwire","link":"https://www.hpcwire.com/off-the-wire/argonne-adds-ai-inference-capacity-for-genesis-mission-and-scientific-research/","importance":50,"ts":1793820053000,"region":"global"},{"id":"a5w3is","section":"power","summary":"Enphase Energy (ENPH) has reached an 800 VDC power milestone for AI data centers.","impact":"Higher-voltage DC power architectures aim to improve efficiency inside AI racks, a design shift that affects power equipment suppliers.","source":"GNews/global: \"AI data center\" power","link":"https://news.google.com/rss/articles/CBMihwFBVV95cUxQUVB3T2tWQUNHel8wb28tUlRmUWZsUWFzVXgzbWpEVWZEbHhEOFR0alFRVlpuZEg1LTlYZ3E4TlBoRUNOenhFTnB0UlFaOWpldkc0aE9RcF9aMjZzVzNRemxVVmJ2UFJGZjkwZzZqaTJHNWJKRExOYjJPYnN1c2xfcFhTQ1g0SVk?oc=5","importance":50,"ts":1793815807000,"region":"us"},{"id":"jnkysm","section":"funding","summary":"GlobalFoundries (GFS) has published details of its Q3 FY2026 earnings call.","impact":"Earnings-call commentary is a first-hand read on how fast foundry demand from AI customers is growing, which matters for chip supply planning.","source":"GNews/global: TSMC CoWoS capacity","link":"https://news.google.com/rss/articles/CBMidkFVX3lxTE9rQXEyVEpDUEwwanlyUlJ0cGdHdmswcEo2YzA4d3IxUGNfVnRWUEpycWFiRnQ0V010MEdpV1hhcmxYakpsZWx4REMtaHc1Q2h2Y2E0UnpmVjRWMEhsbHR0WTk3aG1la0tsYVF1TTNRZGl1ZGtNcXc?oc=5","importance":50,"ts":1793810208000,"region":"us"},{"id":"1spn7li","section":"funding","summary":"Following AMD's earnings beat and strong 2027 outlook, Intel shares dropped and NVIDIA retreated 2%, while AMD stock itself was roughly flat.","impact":"AMD's strong 2027 guidance intensifies share competition in server and AI compute markets and pressures Intel, though the market reaction was mixed.","source":"GNews/global: (Intel OR Marvell OR Qualcomm OR \"Astera Labs\" OR Arista) AI (chip OR interconnect OR accelerator)","link":"https://news.google.com/rss/articles/CBMi9gFBVV95cUxPVnlhSjhhcGtkM1VvZ1BqMEVhR0d0QWNlaXNfYXNBS3ItR3dIX0k5SS1mQjlqUFBTM0tqa1F6SExNWndUeC1VSzZDNmtwYjVzb0piU3c4MFdlQ0MwdUZBVHVRbTZaT0QwX3llODFMc1A0M1pyLXNJRkJ5MkZRXzJCWUJYUG1RSm9ySVZfb2lhRGtzQVV5ZHBHWk1MQlJRcHZkaGJjNnNEZWpWUDZsbkxJSVZpUWw3Z3FrUEF0cG9hclZwdE1YTHYtNlFndW5pNWRiajlJUTVIcXNNeU93NWJPSWZFSTdUblp4cXVfRUpZM2FIZXV3T3c?oc=5","importance":50,"ts":1793808120000,"region":"us"},{"id":"1o43fd","section":"funding","summary":"Riot Platforms sold 20,264 bitcoin for $1.5 billion as its third-quarter mining revenue fell.","impact":"The roughly $1.5 billion of liquidity could help fund Riot Platforms' push into AI data center leasing, underlining its shift from bitcoin miner toward HPC infrastructure.","source":"GNews/global: bitcoin miner (\"AI\" OR HPC OR \"data center\") (pivot OR conversion OR lease OR \"high-performance computing\")","link":"https://news.google.com/rss/articles/CBMirgFBVV95cUxPU1puQUdPVjlpVVRwMkZYblJHRG5lUXBqNU9ienR1d25GS0lzZXdESEpTZUJqb2lQVWRCbGloOWROLUJsOHZ5cldzYVItRDZfeE5lN2ZpLUl4bnlneFhCcU9FNlRxVUhkczJyeHl0NnZyQTFjNXNCam0zQTBoRTd4MXptWmV2cXVpSmxuMEtEZ2Y2XzdYNmtYalRkYUlfN1dORVJhQWlWR2pyZ1dhbUE?oc=5","importance":50,"ts":1793807176000,"region":"us"},{"id":"1oty0x4","section":"datacenter","summary":"An AI data center developer plans a campus in El Dorado, Arkansas.","impact":"The new campus adds to the US AI capacity pipeline, but without disclosed MW figures, tenant or financing details, the project's scale remains unclear.","source":"GNews/global: \"AI data center\" (gigawatt OR lease OR \"new build\" OR groundbreaking OR campus)","link":"https://news.google.com/rss/articles/CBMihgFBVV95cUxOQThfRXpKemRqRE9reHVwZE1FRmdUUUl5dmxkTGdxN1RYcEhGMVJoTW5tRjhnek9XTlVCb0xJY3RIRjBoeHYyUkpiTzVXZXBoX2g0Tk95aG5PeHNRWk1nRzhtYkNseEhJd21jeUZ5cGZ4dW96S25Hdjd4WEt1SVNGeXV1dDVWQQ?oc=5","importance":50,"ts":1793806841000,"region":"us"},{"id":"1afhgkv","section":"funding","summary":"PDG secured $1.3 billion in green financing for its Johor data centre.","impact":"Large green financing for a Malaysian campus shows APAC data center developers can still raise capital on ESG-linked terms, supporting regional capacity growth.","source":"GNews/global: \"Goodman Group\" data centre","link":"https://news.google.com/rss/articles/CBMiowFBVV95cUxNNG5TMUxFYnlEYWM3aElfTklOZU9uRUo0VG8wR1NHQ2NVWkhoRlRIc1VoOEc2X1NScWcyelVrMlZPOVNiSEdCNFlETlFnTzZfRGRVMmxlRjRSMWthaTRwOHpsVHJFTEV2WWp0WWtsQU1ZX2pIZzNmRFZSaXo5MWwxamZENDFobUZqS2MzdnJwcjI4NFM3MDFQaklQYWpnYlFpbkE0?oc=5","importance":50,"ts":1793804548000,"region":"us"},{"id":"1vkgu9b","section":"chips","summary":"Micron outlined a DRAM and NAND roadmap covering 3D NAND, High-NA EUV, new materials, and custom memory types that it expects to go mainstream as AI developers hit the limits of current memory.","impact":"A push toward custom memory at the DRAM and NAND layer suggests HBM and AI memory architectures will diversify, shifting supplier leverage and pricing power across the memory supply chain.","source":"Tom's Hardware","link":"https://www.tomshardware.com/pc-components/dram/micron-details-ambitious-dram-and-nand-roadmap-3d-nand-high-na-euv-new-materials-and-custom-silicon-makes-a-comeback","importance":50,"ts":1793800800000,"region":"global"},{"id":"dzo2nb","section":"funding","summary":"HUMAIN acquires Saudi tech firm CNTXT to expand its enterprise AI services and cloud offerings in Saudi Arabia.","impact":"The acquisition adds a local services and integration channel to HUMAIN's enterprise AI and cloud footprint in the kingdom, which could accelerate sovereign AI capacity demand in Saudi Arabia.","source":"GNews/me: HUMAIN Saudi","link":"https://news.google.com/rss/articles/CBMingFBVV95cUxQN2tvNUEwXzJReUFRNHJKUi0wbFVvLVc4aS12endQREtSMng1ZDI2blotMWVpZHlrdkM5WVNuaklhdEJobW9pTEVHVEJ2cWhNNUt0bzJKdnFtZzItUVl4d0JFR3ZsbU9BLXIyUjRwcHpQZWFDOTE4THhpYmZHOHRRMUo0TTdVY2l2SzdDQ2NyYVM0cGtwX2NMRGFBNWtFQQ?oc=5","importance":50,"ts":1793800693000,"region":"me"},{"id":"10t7wj9","section":"policy","summary":"Cipher Mining shares sank 17% as the Texas election was seen putting AI data-center expansion at risk.","impact":"A state-level election outcome that reshapes the regulatory outlook for Texas data-center expansion shows policy risk now being priced directly into miner-turned-AI host equities.","source":"GNews/global: \"AI data center\" (gigawatt OR lease OR \"new build\" OR groundbreaking OR campus)","link":"https://news.google.com/rss/articles/CBMizwFBVV95cUxQYWs1ckxXa2ZWaENiMUk1cUlqbVAzRF9QNmxSSGlaYlRZNFhSeHMwTTE1YTlnRUhGT3ZUSzI3X1A4U2FsY3o4cjhBTTZoa3JLbW1hdVMyMFh2dGdhbEZXZzJ2aW5ndndsVG5QR1RpS29PcXE4STJGWEJlaGZWdi1iZjBGcVc1RThRcTlaeC14N0RXeUJJZlplLTFKS0pMTWRtek9MbWNVcDROS2tMUlVOZkN4cGs1T2tUVWVSdU5UejBnTzBUWEhNT3R2YXNfTkk?oc=5","importance":50,"ts":1793798174000,"region":"us"},{"id":"fu7tx1","section":"policy","summary":"Analysis argues that Trump's midterm drubbing shows how powerful data centre opponents have become as public mood on AI keeps shifting.","impact":"Rising political opposition to data centres could translate into tighter siting rules and slower permitting for AI capacity.","source":"iTnews AU","link":"https://www.itnews.com.au/news/trumps-midterm-drubbing-demonstrates-power-of-data-centre-opponents-630125?utm_source=feed&utm_medium=rss&utm_campaign=iTnews+News+feed","importance":45,"ts":1793824260000,"region":"au"},{"id":"1ntsysv","section":"funding","summary":"GlobalFoundries posted an earnings beat that has sharpened investor focus on its new chip fabs.","impact":"The results support GlobalFoundries' fab investments, adding foundry capacity to AI-related chip supply chains.","source":"GNews/global: \"AI infrastructure\" (funding OR raise OR IPO OR earnings OR acquisition OR \"M&A\")","link":"https://news.google.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?oc=5","importance":45,"ts":1793820447000,"region":"us"},{"id":"1kmeg19","section":"datacenter","summary":"Applied Digital (APLD) is teaming up with Soluna in Texas.","impact":"The Texas tie-up suggests developers are combining site and power assets to accelerate AI campus development.","source":"GNews/global: Applied Digital","link":"https://news.google.com/rss/articles/CBMiwgFBVV95cUxOT2JWVUlQUE8tbW5IamJXVzdMb0I2djliUGZCb0YtaXd3NGZlWWQtWTZWMG05eVVFZFREZUJaSk00aE1XVUVVNDZXSjhHLWcyTG14MjdDZldjYUxQbWNvaEJVR3A0bUpvNWxBXzdHaWhIZVJkU0VaZE9abnAzbnh6QnliempVb25YTVdVUThlbjJuWTFGcmQ1UGhnUmRLOTc0bkRGVHNodFVQc1R0aWs4MjdzMFpHZ3NrVFU5Yk1kYkRDQQ?oc=5","importance":45,"ts":1793813940000,"region":"us"},{"id":"1qmjexw","section":"chips","summary":"The Register reports that on-premises server sales for HPC and AI rose 20% this year, though the revenue jump is as much about higher costs as higher unit sales.","impact":"On-prem demand for AI servers is growing, but part of the revenue increase reflects price pressure rather than volume, so the margin signal matters more than the headline growth.","source":"The Register","link":"https://www.theregister.com/on-prem/2026/11/04/bare-metal-boom-on-prem-server-sales-for-hpc-and-ai-up-20-this-year/5307611","importance":45,"ts":1793813400000,"region":"global"},{"id":"yyfpno","section":"chips","summary":"GlobalFoundries data center sales are reported up 81%, in a piece framed around an upcoming TSMC deal, per FourWeekMBA.","impact":"Foundry data center demand growing at this pace suggests AI packaging and specialty silicon capacity is spreading beyond TSMC, which could ease supply constraints for accelerator makers.","source":"GNews/global: TSMC CoWoS capacity","link":"https://news.google.com/rss/articles/CBMijwFBVV95cUxNM1lheC1XYmE2RlJkbnVVU0ZsNXRKaVRxQnI1LTV6X2RKSkpZR25vZ282cWVHT0FBMFRsbUJBYUpLQ3pMbE1DMVh0anhBVEZ5TTlETEkzaUgwV0REN1dhM0hYWDE1ajlmZ0FNQnp4a1FzeV9DbWZWd1Y5RUFDODlIYnQtUVNBWEpEU2FBaDRFVQ?oc=5","importance":45,"ts":1793813288000,"region":"us"},{"id":"hvme20","section":"chips","summary":"Macronix, one of Nintendo's ROM chip suppliers, is reportedly exiting the ROM business to reallocate manufacturing to NOR and NAND flash for the AI data center industry.","impact":"Suppliers are shifting fab capacity from legacy memory toward flash used in AI infrastructure, which could tighten NOR and NAND supply for non-AI buyers.","source":"Tom's Hardware","link":"https://www.tomshardware.com/video-games/nintendo/nintendo-rom-chip-supplier-macronix-quits-to-focus-on-chips-for-ai-data-centers-game-key-cards-may-be-more-available-as-large-game-storage-chips-become-more-expensive","importance":45,"ts":1793812259000,"region":"global"},{"id":"tzxaxc","section":"funding","summary":"Riot Platforms sold 79% of its bitcoin last quarter, a disclosure that raises questions about whether mining still pays as it shifts toward AI.","impact":"The bitcoin liquidation provides cash for the AI pivot, showing how miners are funding conversions to AI hosting.","source":"GNews/global: bitcoin miner (\"AI\" OR HPC OR \"data center\") (pivot OR conversion OR lease OR \"high-performance computing\")","link":"https://news.google.com/rss/articles/CBMi1gFBVV95cUxOWFVFaEVBMEhjN2JGazZUOUxyZGtkc21jem5XaHdTczNZaVZLVGdhb3VFM3RYNHNIZTBoeGJGYldsOElQYUl6TnhnbGxJaGZQdnR6MzNUMXpQMW5aWnJXd0JFOEduc1JEQ3dodzBJdDc4akRsYUZlVFVxQzhvYk93b1FuNkRfTW9QZG9pVW5vV3ZTaWJOQUlSZWJGeVc4QVQ0a0QyRmVDNWxNMzg0Nl9LazRzTVlUUnlsSE1YX3BvTURkYkxBX0lrZFBkVFhXT1FiUnZuOXl3?oc=5","importance":45,"ts":1793809860000,"region":"us"},{"id":"1hbwnar","section":"chips","summary":"Team Group CEO Chen Ching-wen warned on the earnings call that the memory crisis could reach a point where 'even money can't buy goods,' and said conditions will worsen next year with 'no downward trend in price whatsoever'.","impact":"Persistently tight memory supply would raise server memory costs and pressure AI system budgets, with high-bandwidth memory and high-capacity server modules most exposed.","source":"Tom's Hardware","link":"https://www.tomshardware.com/pc-components/dram/team-group-ceo-warns-memory-crisis-could-reach-point-where-even-money-cant-buy-goods-will-get-worse-next-year-with-no-downward-trend-in-price-whatsoever","importance":45,"ts":1793806110000,"region":"global"},{"id":"vnmpt5","section":"chips","summary":"Synopsys announced an agreement with a European chips design platform to offer its EDA software, unveiled at The Technology Sovereignty Package in Practice event in Brussels on Nov. 4, 2026.","impact":"Embedding Synopsys EDA tools in a European chip-design platform broadens European access to advanced design software and supports regional chip-design capacity under the Technology Sovereignty agenda.","source":"HPCwire","link":"https://www.hpcwire.com/off-the-wire/synopsys-to-offer-eda-software-through-european-chips-design-platform/","importance":45,"ts":1793802732000,"region":"global"},{"id":"df6bw0","section":"policy","summary":"OpenAI plans to rebrand its data centers as compute campuses as part of a broader policy and PR push, as anti-data-center sentiment dominates the US midterms.","impact":"The rebrand is a reputational move aimed at easing local opposition to data center siting and permitting, which could shape how developers pitch projects to communities and regulators.","source":"Data Center Dynamics","link":"https://www.datacenterdynamics.com/en/news/openai-to-rebrand-its-data-centers-as-compute-campuses-as-part-of-broader-policy-and-pr-push/","importance":45,"ts":1793800833000,"region":"global"},{"id":"1mi0tns","section":"datacenter","summary":"Maysville is seeking $50 million under a proposed data center agreement.","impact":"The $50 million figure shows local agreements on proposed data centers are increasingly sized in the tens of millions and can gate siting timelines.","source":"GNews/global: \"Northern Data\"","link":"https://news.google.com/rss/articles/CBMi5wFBVV95cUxNeFN3OURWekp3SjcwX2dlLTN1TzBDZ1dDMVhvWEZZUDhiYjUtTktYRU1jM3VNWmZ3UjdldVNnaUJVSnpmQVhfd2t1bXZSbE1oWkNDdnU2ZkJYSFRfWWJJNVdYYnBhRURZWnhLUDdyYlJ4blNQNURhbnNtMWZxWkhxUVdwd1MwTEVWTjVmR3ROdnhzZFBqLW5YdDlvVmlJWFQtQVcyV2prWkJIUWNjaThXdHRTVExDZmo5eE1mR1FBd2t1VEVMY285VThReXJzZlJaTFdaMDg5bUo5dEhaNmNlR2xjMWhteVE?oc=5","importance":45,"ts":1793797200000,"region":"us"},{"id":"usc5yx","section":"funding","summary":"OpenAI is acquiring Pierre Computer Company, whose libraries already power its Codex coding agent, to pair with its recently launched Git backend.","impact":"Bringing version-control infrastructure in-house shows frontier labs extending beyond compute into the developer-tool layer that AI agents depend on.","source":"The Decoder","link":"https://the-decoder.com/openai-acquires-pierre-computer-company-to-make-git-keep-up-with-ai-coding-agents/","importance":40,"ts":1793817663000,"region":"global"},{"id":"1758t2b","section":"power","summary":"Gas turbine and battery suppliers are gaining as AI data centers look for power faster than grid connections allow.","impact":"On-site gas generation and storage are becoming bridge power for AI campuses, favoring turbine makers and battery providers.","source":"GNews/global: \"AI data center\" power","link":"https://news.google.com/rss/articles/CBMiiwFBVV95cUxOX0czRDdfVmdrby14UXMwMWFIWFNueFhWbnVMU0s0Qno1d0lsanR4MzJBUWxVbW5LMDRlYTVicWZDMkROWjQtNVB5aHdZcEJCVE1RQUdLZGVSNkp6SUV0cG8tUGw1TGxWUDlBWm1iNmJoMVRWM0JGeEg4a2tjdmpBR0dFaWYyc1NuVlh3?oc=5","importance":40,"ts":1793814833000,"region":"us"},{"id":"14780ir","section":"chips","summary":"Morgan Stanley says AMD's 2027 server CPU growth is seen reaching 100%.","impact":"If the forecast holds, a doubling of server CPU growth would materially shift host-CPU demand in AI server builds and intensify competition with Intel.","source":"GNews/global: TSMC CoWoS capacity","link":"https://news.google.com/rss/articles/CBMiiwFBVV95cUxOQ2hWczA1aHA3dWhGUl9wWTN0VHlqX2lWQWxlUEw1eUVyZmktbDlBUE1wUmZxUmJ4REw4ZFN0bDFndGZFY3E1bVgyUEFiYU5MNUJGWVNiRTlSWmJJclh3ZUxzWnRCRHFRNW5xRG5nSnZqbzY3ZVhCUWQxcVNFc3hTWmFYYVNJdGRkd1dB?oc=5","importance":40,"ts":1793808648000,"region":"us"},{"id":"wrreiu","section":"policy","summary":"A Wall Street bond committee told the US Treasury that circular financing in AI is a 'feature,' not a bug.","impact":"Treasury-facing commentary defending AI's circular financing keeps vendor-financing loops under policy scrutiny, which matters for how AI capex is funded and how its risks are assessed.","source":"GNews/global: AI (capex OR infrastructure) (bubble OR \"circular financing\" OR overinvestment OR \"systemic risk\")","link":"https://news.google.com/rss/articles/CBMi5gFBVV95cUxQRVhOTVZfNlVtQVFhSmdLZDhRbHE1UTFuZktxRTBnQkVFX1ZTTUNBbVJLQmVfelVlTjNBQ2I3U21yUU1iRUMwQVJLOFhaMXYwVUpGSE45UUROVHZfWGhnUTFpZlF0MnhDX1pQXzVYaGI3bk85Q1VTVC0ya2ZXRTlZTmM5Y0RIR3RFRjRwSVJ0bHpTUUtqWktleE9lTnVrdnVfMzBnZjNYY2xIbGFSR2dVdWU0MW5MdVllRUZJRlp2UnlaODRLQkVWWThndkxxRFlvZm4yZGpTU1U3NUxTWEprZWU1U1FEUQ?oc=5","importance":40,"ts":1793807891000,"region":"us"},{"id":"1yrz4c0","section":"peers","summary":"Together AI unveiled Polymorphic Inference and the Together Compiler, aimed at continuous optimization of AI inference.","impact":"A compiler layer that continuously optimizes inference could raise throughput per accelerator, improving unit economics for inference-focused neocloud providers.","source":"GNews/global: Together AI","link":"https://news.google.com/rss/articles/CBMie0FVX3lxTE8xN0pGLVUybV9OUGQwc1djWUtvRUJSUjVZcHRSU0RBXzdqNVBwbzN1NWlzS2xRT1NNNjlLNFJMODZ5WTAyVFFDMURSWEF3d2w5VG83cllocGNTRVNzX1V1VWpoa3M5ckxMbWtqaXBYTEZGVm85RFZOV0J1cw?oc=5","importance":40,"ts":1793805420000,"region":"us"},{"id":"1e9nswi","section":"peers","summary":"Together AI brought continuous compilation to production inference workloads on its platform.","impact":"Adding continuous compilation to production inference points to software-level efficiency gains that can raise GPU utilisation and lower serving cost per GPU hour for inference-focused clouds.","source":"GNews/global: Together AI","link":"https://news.google.com/rss/articles/CBMikAFBVV95cUxQQjhvdF9EZUdJR1R5dko1RGMzQ3V1ZVhvVXowSVdFX0F5cGEzdnA2cVRPRl82WUpIRlc3ODNaSTZNV3lBUHdpUnkySzdzcElrTWxaLUM1MDNrODllejRxOEdIaHROZWcyTHFEY0ZLWnlnNXVWZ0kwaU5hNF9UODhBWEpqZm9waTFpTU4wTWdIWVA?oc=5","importance":40,"ts":1793802002000,"region":"us"},{"id":"26l3bn","section":"datacenter","summary":"Tech-insider.org flags an 'A$141B strain' on Australia's data centre construction in 2026.","impact":"A figure of this size suggests Australian data-centre projects face material capital and power constraints, which could delay campus energization.","source":"GNews/au: \"data centre\" Australia (power OR grid OR AEMO)","link":"https://news.google.com/rss/articles/CBMijgFBVV95cUxPVVJNN3ZPNUlxMEs2ZjNqd3dYOFVBZDNLMjNMeHhINGRVSldhcXdwYnJ2V2NkYXdzLVF6MHZYa0Z1VmMwamNxZXY5NTRVNWE0aEcxdk1GRmE4VnMxdjZaaTh2SEk1LUpvdm9senVCUHYtZnVCbHE0TmN3WGlPR3Z0RFpYcnEwWVRKWlZtd3JR?oc=5","importance":35,"ts":1793811524000,"region":"au"},{"id":"1fh4lpe","section":"funding","summary":"AXT reported record third-quarter revenue and a positive forward outlook.","impact":"AXT's record quarter, from its compound-semiconductor substrate business, shows AI-linked supply-chain demand is still growing despite bubble concerns.","source":"GNews/global: AI (capex OR infrastructure) (bubble OR \"circular financing\" OR overinvestment OR \"systemic risk\")","link":"https://news.google.com/rss/articles/CBMi0wFBVV95cUxOR0dtYUZ1QmtvNGlSNUd0N254eTdUd2pjcHliR1FpdGpXY25FX2hnWUpWRjBQMEUyWnR2djNTNjlJT0JkR1FfODlfTjRFTUNqbmdqZnJJbjlYTDlBX2VGLWhrM2c5eXdlc2lLZjU1MWRwdkNEN3NTdk93clppSC0tZHQ1c3pEU0VNdFJWb0FBU3NpeldhOHhpWXFxcVktVndraHpNb0QxZjQ2em8wUzB5UU02bl95ZnZwOFdrWk12U2pLS0NhaTBiaC10bEp1ZEZRelMw?oc=5","importance":35,"ts":1793801955000,"region":"us"},{"id":"zp0mnt","section":"funding","summary":"GlobalFoundries reported its third-quarter 2026 financial results.","impact":"GlobalFoundries' quarterly results give a read on foundry demand, a secondary but relevant signal for AI-chip supply chains.","source":"GNews/global: TSMC CoWoS capacity","link":"https://news.google.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?oc=5","importance":35,"ts":1793794794000,"region":"us"},{"id":"3v0360","section":"peers","summary":"Together AI launched Together Compiler for continual optimization of open-source AI models.","impact":"Continual model optimization adds software differentiation to Together AI's inference platform, which competes with other compute providers for open-model workloads.","source":"GNews/global: Together AI","link":"https://news.google.com/rss/articles/CBMipgJBVV95cUxNYnNFVFJabk9MeXVrODBGOWx5b3RWZnlzNHcxUVlxZUdlWklaUkVZRVpkUGF1LUhrWmxhTXN1aVBQUkhqSHh3alpyNjZ2ZVgzTmNBS1M4MGNvcGRHc1ZzVE1sWHl6UHlET3hUb3Fid1VNZzdyZVppOVg0OTl6cFVRdTkyNFlVV1BwekRPbm12VDJwSUpETFBlMTRqdGxHU1NtWUZla0tLX3p6Y0J0S25aU1dHNXd3VC1KV3BveG9hYUNLaENLMFZYdU95OWRvOV9DYXFWelRsV0N3ZXNlTUV6OF9BZHM1V2F4UlpBekNsZ05STEwyR1locUpUYm9TMjVpMVJsRjNqbmZwRzlkbHY0cFd0bThrNS01OTVVUGs3NnhqeWdPMWc?oc=5","importance":35,"ts":1793797272000,"region":"us"},{"id":"1hc5v1k","section":"stocks","summary":"Vistra closed at 118.66, -15% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/VST","importance":75,"ts":1793822435000,"region":"global"},{"id":"1hc5v0n","section":"stocks","summary":"Vertiv (cooling) closed at 204.85, -13.2% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/VRT","importance":73.2,"ts":1793822435000,"region":"global"},{"id":"1hc5oaa","section":"stocks","summary":"NRG Energy closed at 84.89, -11.8% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/NRG","importance":71.8,"ts":1793822437000,"region":"global"},{"id":"1jee3dl","section":"stocks","summary":"IREN closed at 21.76, -11% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/IREN","importance":71,"ts":1793822431000,"region":"global"},{"id":"1fhsd6q","section":"stocks","summary":"Cambricon closed at 767.93, -10.8% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/688256.SS","importance":70.8,"ts":1793775602000,"region":"global"},{"id":"1je9etl","section":"stocks","summary":"Core Scientific closed at 12.82, -9.9% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/CORZ","importance":69.9,"ts":1793822433000,"region":"global"},{"id":"1hc5i31","section":"stocks","summary":"GE Vernova closed at 827.98, -9.8% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/GEV","importance":69.8,"ts":1793822436000,"region":"global"},{"id":"1je9hgt","section":"stocks","summary":"CoreWeave closed at 48.69, -9.4% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/CRWV","importance":69.4,"ts":1793822432000,"region":"global"},{"id":"1jeh6q4","section":"stocks","summary":"Marvell closed at 155.88, -9.4% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/MRVL","importance":69.4,"ts":1793822435000,"region":"global"},{"id":"1jea65r","section":"stocks","summary":"DigitalOcean closed at 82.26, -9.1% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/DOCN","importance":69.1,"ts":1793822441000,"region":"global"},{"id":"tlj7qq","section":"stocks","summary":"Bloom Energy closed at 197.04, -7.9% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/BE","importance":67.9,"ts":1793822438000,"region":"global"},{"id":"1je7w18","section":"stocks","summary":"Applied Digital closed at 16.42, -7.8% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/APLD","importance":67.8,"ts":1793822431000,"region":"global"},{"id":"1hc5t6h","section":"stocks","summary":"Talen Energy closed at 329.81, -7.7% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/TLN","importance":67.7,"ts":1793822414000,"region":"global"},{"id":"1je9ek7","section":"stocks","summary":"Coherent closed at 192.15, -7.4% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/COHR","importance":67.4,"ts":1793822440000,"region":"global"},{"id":"1jeh75x","section":"stocks","summary":"Microsoft / Azure closed at 557.63, +7% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/MSFT","importance":67,"ts":1793822432000,"region":"global"},{"id":"1jehkon","section":"stocks","summary":"Nebius closed at 141.13, -6.9% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/NBIS","importance":66.9,"ts":1793822430000,"region":"global"},{"id":"1je7tvl","section":"stocks","summary":"AWS / Amazon closed at 267.91, +6.9% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/AMZN","importance":66.9,"ts":1793822433000,"region":"global"},{"id":"1hc5epm","section":"stocks","summary":"Constellation closed at 245.79, -6.7% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/CEG","importance":66.7,"ts":1793822436000,"region":"global"},{"id":"1hc5i21","section":"stocks","summary":"GDS closed at 23.32, +6.7% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/GDS","importance":66.7,"ts":1793822431000,"region":"global"},{"id":"tlj819","section":"stocks","summary":"Micron closed at 799.41, -6.5% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/MU","importance":66.5,"ts":1793822435000,"region":"global"},{"id":"1jeoya1","section":"stocks","summary":"TeraWulf closed at 11.8, -5.8% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/WULF","importance":65.8,"ts":1793822427000,"region":"global"},{"id":"1je8awh","section":"stocks","summary":"Alibaba Cloud closed at 106.13, +5.7% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/BABA","importance":65.7,"ts":1793822436000,"region":"global"},{"id":"1jeik1s","section":"stocks","summary":"Oklo (SMR) closed at 22.18, -5.6% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/OKLO","importance":65.6,"ts":1793822420000,"region":"global"},{"id":"1je7se3","section":"stocks","summary":"Astera Labs closed at 220.45, -5.6% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/ALAB","importance":65.6,"ts":1793822439000,"region":"global"},{"id":"1hc5dd7","section":"stocks","summary":"Arm closed at 191.48, -5.4% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/ARM","importance":65.4,"ts":1793822437000,"region":"global"},{"id":"1je7u6r","section":"stocks","summary":"Arista Networks closed at 178.99, +5.3% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/ANET","importance":65.3,"ts":1793822438000,"region":"global"},{"id":"h94k0z","section":"stocks","summary":"SK Hynix closed at 1398000, -5% on the day","impact":"","source":"Yahoo Finance","link":"https://finance.yahoo.com/quote/000660.KS","importance":65,"ts":1793773820000,"region":"global"},{"id":"q7hpah","section":"power","summary":"德州变蓝 + 国会翻转：数据中心暂停令阴影重压 Neocloud 板块","impact":"","source":"24/7 Wall St.","link":"https://247wallst.com/investing/2026/11/04/texas-blue-wave-could-threaten-27-of-planned-u-s-data-center-power-heres-what-it-means-for-coreweave-iren-nebius-and-other-neocloud-stocks/","importance":91,"ts":1793826060000,"region":"global"},{"id":"19g7p3p","section":"power","summary":"Hut 8 Q3 营收 $71.1M 不及预期，股价重挫 21%；但 Beacon Point GW 级园区落实，$26.6B 合同组合创历史高位","impact":"","source":"Morningstar/PR Newswire","link":"https://www.morningstar.com/news/pr-newswire/20261104fl88378/hut-8-reports-third-quarter-2026-results","importance":90,"ts":1793826120000,"region":"global"},{"id":"v0t70n","section":"chips","summary":"NVIDIA 悄然下调 Vera Rubin 带宽规格 13–26%，未作任何公告说明","impact":"","source":"Dataconomy","link":"https://dataconomy.com/2026/11/02/nvidia-quietly-cuts-vera-rubin-hbm4-and-nvlink-bandwidth/","importance":89,"ts":1793826180000,"region":"global"},{"id":"1rznn7m","section":"funding","summary":"Anthropic 修订 IPO 招股书（拟11月12日上市）：Q3 营收 $17B（同比 12 倍），净亏 $23.3B，基础设施承诺高达 $895B","impact":"","source":"The Next Web","link":"https://thenextweb.com/news/anthropic-ipo-filing-17bn-revenue-commitments","importance":83,"ts":1793826240000,"region":"global"},{"id":"dth0mg","section":"chips","summary":"Marvell 以 $115B 全股方式收购 Lumentum，溢价 23.9%，押注 AI 光子互联","impact":"","source":"Seeking Alpha","link":"https://seekingalpha.com/article/4962467-whos-buying-future-of-ai-robotics-2026-mergers-and-acquistiions-report","importance":82,"ts":1793826300000,"region":"global"},{"id":"3lmzqd","section":"chips","summary":"Nscale 与 Anthropic 洽谈第二笔 $45B 算力合同，460 MW Vera Rubin 西弗吉尼亚新园区","impact":"","source":"TechCrunch","link":"https://techcrunch.com/2026/10/19/nscale-and-anthropic-are-reportedly-in-talks-for-yet-another-45-billion-compute-deal/","importance":81,"ts":1793826360000,"region":"global"},{"id":"gtgbdb","section":"peers","summary":"加拿大政府向 Cohere 投资 C$1.6B，估值升至 $35.7B，承诺 C$4B 国内 AI 基础设施","impact":"","source":"HPCwire AIwire","link":"https://www.hpcwire.com/aiwire/2026/11/04/cohere-details-canadian-investment-in-ai-research-and-infrastructure/","importance":80,"ts":1793826420000,"region":"global"},{"id":"c74fhq","section":"funding","summary":"超大型云厂商2026年资本开支合计约 $735B，Goldman Sachs 预测2027年升至 $1.2T","impact":"","source":"Futurum","link":"https://futurumgroup.com/insights/ai-capex-2026-the-690b-infrastructure-sprint/","importance":79,"ts":1793826480000,"region":"global"},{"id":"1bngv4k","section":"funding","summary":"Neocloud 板块近一月累跌：CoreWeave −43%、IREN −45%、Nebius −39%，Gartner 警告80%面临出局","impact":"","source":"24/7 Wall St.","link":"https://247wallst.com/investing/2026/10/22/the-neocloud-bloodbath-nbis-iren-and-crwv-selloff-continues/","importance":78,"ts":1793826540000,"region":"global"},{"id":"1jmgjin","section":"power","summary":"Google 与 Constellation Energy 签署现有核电站 PPA，微软/Meta 累计锁定 9.8 GW 核电","impact":"","source":"The National News","link":"https://www.thenationalnews.com/future/2026/10/06/google-constellation-energy-nuclear-ppa/","importance":77,"ts":1793826600000,"region":"global"},{"id":"16ty3rd","section":"power","summary":"英国 Drax/Brookfield £2.5B 吉瓦级数据中心公众咨询11月启动；OpenAI 锁定俄亥俄 8 GW 园区租约","impact":"","source":"Construction Review Online","link":"https://constructionreviewonline.com/2-5bn-drax-data-center-brookfield-and-qai-targets-gigawatt-scale-ai-construction-in-yorkshire/","importance":76,"ts":1793826660000,"region":"global"}]}