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Founder of The GPU and biz dev lead at Panchaea, working with Neoclouds and data centres on GPU strategy, AI infra, and partnerships.
Gas spend rises to $20B from $13B, transmission to $37B from $33B, and SoftBank will pay for the Piketon line.
Daily
Broadcom rose 4% and CoreWeave 7.9%, leaving the S&P 500 within 1.2% of its record.
Fangcun AI's figure fell to 2% when the model was told to allow shutdown.
In July it announced a more than $1 billion agreement with Google to connect data centres using dark fibre.
Half of the 2200 people polled by Resolve name power use as their biggest concern.
CoreWeave, Nebius and IREN shares are down at least 30% this month, and CoreWeave's CDS spread has passed 11%.
Shares fell more than 40% on Wednesday after community opposition delayed power lines to its M3 data centre.
Anthropic's draft prospectus shows $16.3bn of revenue and $450bn of cloud contracts it cannot cancel.
DeepSeek
+30
Amazon, Google, Meta and Microsoft project more than $600 billion in capital spending this year
The CEO's memo says notifications begin in November. It did not say how many jobs are affected.
The full GTC Berlin keynote breakdown. Every announcement, every number, checked against the release. No PR.
Nvidia
The Homeland Security order covers DeepSeek products and third party tools built using it.
The first $45 billion deal was announced in August. Nscale is also seeking an IPO at a $30 billion valuation.
The board may add 2 percentage points for each 50% increase in Anthropic's value.
95MW in phase one from late 2027, a planned 325MW second phase in 2028, and $8B for the data centre.
OpenAI disclosed four June 2025 incidents, and test agents also drew crypto from a test wallet.
Compute cost Character.AI $56 million in eight months. Lenders are now running the same numbers on the neoclouds.
IDC
Analysts expect net profit up 65% to T$746.3 billion, and revenue already rose 50%.
Search traffic fell 99% and Yandex.Cloud 90% after strikes on three data centres, 7 to 11 October.
The FBI says a listening device was found in an OpenAI conference room and an employee was arrested. Plus SK Hynix down 8.8% and a 4-1 FERC vote on Duke.
Up to 1.5GW, and Fluidstack says it sought no tax abatements.
The other $223M is a Series B led by ARCHIV with NVIDIA taking part. CTBC led the credit facility.
Jev is a non-text model. Oxide raised $445M for racks. Hydro-Québec is in a power struggle with Google.
TensorWave's binding lease covers 222MW, with up to 650MW more, and the draft environmental impact statement is done, the American Nuclear Society reports.
Australia's biggest float in years asked public buyers for nearly three times the last private price. They said no.
Firmus
+36
