Daily

Daily short-form updates.

Daily #046: A 300MW AI Data Centre Is Running Illegal Generators

DataOne's Vineland, NJ site is running 45 of 62 generators without air permits. Now, enforcement looms.

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Daily #045: NVIDIA Is Buying Hugging Face for $13 Billion

The chip giant is consolidating the open-source AI model ecosystem. But the deal isn't signed yet.

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Daily #044: Anthropic's $45B Deal Skips the Hyperscalers

Nscale, not Azure or GCP, lands the largest disclosed AI lab compute deal on record at $45 billion.

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Daily #043: Perplexity and NVIDIA Kill the Token Meter

A fully local AI agent on RTX GPUs, zero cloud costs, aimed straight at enterprise privacy budgets.

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Daily #042: 74 NVIDIA B300s Smuggled to China, Whitelist Broken

Digitimes traced the 74 servers from Taiwan into China, exposing how the export-control whitelist failed.

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Daily #041: A Judge Just Fined Anthropic $1.5 Billion for Books

Training was ruled lawful - only the sourcing wasn't, and $200B in projected 2028 revenue stays intact.

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Daily #040: NVIDIA Raises AI Prices 15% Across the Board

No SKU breakdown, no warning. The first hike since the shortage broke, with buyers holding zero leverage.

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Daily #039: Supermicro Fired Staff Over $2.5B GPU Smuggling to China

The internal investigation traced GPUs slipping past US export controls, and led to staff dismissals.

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Daily #038: Samsung Is Building a $4.5B HBM Factory in September

KRW6 trillion ($4.5B) breaks ground in Onyang in September, the first major HBM plant built outside Taiwan.

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Daily #037: Stripe Just Paid $7.5B for a Company Worth $1.3B in May

OpenRouter's valuation jumped 5.8x in three months, per NYT sources, Stripe's biggest AI bet yet.

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Daily #036: Exelon Just Cut Its Data Centre Forecast by 40%

Stripped of speculative projects, load lands at 11 GW of real, signed demand, not a collapse.

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Daily #035: NVIDIA Is Betting $1.5B on Power, Not Chips

The chip giant is backing SB Energy, SoftBank's utility arm, betting grid capacity beats silicon now.

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Daily #034: Alibaba's Open Models Now Beat Meta and Google Combined

3 billion cumulative downloads made it the largest open-source model distributor by volume, per Fortune.

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Daily #033: SpaceX Finalises Cursor Acquisition for $60B

Anthropic and Google already rent compute from the firm SpaceX just absorbed into its GPU rental arm.

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Daily #032: OpenAI and Anthropic Just Crashed Model Prices 50–80%

OpenAI's Luna hit $0.20 per million tokens; Anthropic's Opus 5 launched at $5, half its predecessor's price.

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Daily #031: Three States Just Sued Data Centres Over Power

Nevada, Mississippi, and Wisconsin all moving against hyperscalers at once. The grid is fighting back.

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Daily #030: Texas Just Added 200GW of AI Demand It Can't Power

ERCOT's queue could hit 120GW of peak demand by 2030, but 80% of new projects have no power lined up.

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Daily #029: NVIDIA, Google, Microsoft Ditch 480V for 800V DC Power

80+ hardware vendors are already building to the new spec, with MGX racks shipping H2 2026.

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Daily #028: China's First 100,000-Card AI Cluster Just Went Live

Domestic accelerators, no US chips. The national compute grid is taking shape faster than Washington expected.

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Daily #027: OpenAI Halted Astra Over Its First Critical Cyber Flaw

Or maybe it's a marketing ploy. Who knows?

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Daily #026: A 300MW AI Factory Just Landed in Armenia

70,000 NVIDIA GPUs by 2027, part of a 2GW regional buildout. Private compute is outpacing national grids.

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Daily #025: Amazon Is Building a Fossil Fuel Plant Just for AI

The largest new power plant in the US will burn gas to feed data centres, and its builder has net-zero pledges.

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Daily #024: NVIDIA Just Locked in $50.2B of Texas Compute

One gigawatt, one campus: the largest GPU infrastructure lease on record squeezes every neocloud in between.

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Daily #023: Alibaba Just Priced Frontier AI at $2 a Million Tokens

OpenAI and Anthropic's margins are collapsing as Chinese rivals race to the bottom on inference pricing.

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Daily #022: The Great Data Centre Utility Worker Shortage

Demand is growing 3.6% a year through 2030, but 56% of US utility staff have under 10 years on the job.

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