AI Daily · Series 01

Doom v Boom

One frozen edition a day: the previous 24 hours of AI data-centre, energy and sustainability news, scored boom or doom, every claim traceable to its source.

Read today’s editionAll 52 editionsHow it’s scored
Latest · Fri 13 Nov 2026№ 52
Boom, clearly
Jensen Huang resigns as Nvidia CEO, rattling AI stocks, as SpaceX announces $74 billion Texas-Arizona expansionFermi said an investment-grade hyperscaler will prepay $200 million for 600 MW at Project Matador, and Applied Materials reported a 53% jump in revenue. SMIC said the AI computing crunch will last until 2028, while OpenAI backed US curbs on China's chip access and a Republican senator urged a ban on Chinese chipmaker CXMT.111 stories · 8 papers

The last 30 mornings

Each ring is a morning: its green share is the boom share of the day’s weighted developments, tilted by the tracked stocks’ session, and the number is that share out of 100 — 50 is balanced. Select a ring to read the edition.

  1. 7315 Oct+0.46
  2. 5616 Oct+0.12
  3. 6917 Oct+0.38
  4. 4718 Oct−0.07
  5. 4819 Oct−0.05
  6. 6220 Oct+0.24
  7. 7121 Oct+0.42
  8. 9022 Oct+0.81
  9. 6423 Oct+0.29
  10. 7724 Oct+0.55
  11. 3725 Oct−0.26
  12. 5726 Oct+0.14
  13. 8027 Oct+0.61
  14. 8328 Oct+0.66
  15. 8829 Oct+0.77
  16. 6230 Oct+0.23
  17. 6431 Oct+0.28
  18. 951 Nov+0.90
  19. 882 Nov+0.76
  20. 773 Nov+0.54
  21. 844 Nov+0.68
  22. 565 Nov+0.13
  23. 516 Nov+0.01
  24. 567 Nov+0.13
  25. 528 Nov+0.04
  26. 529 Nov+0.04
  27. 6110 Nov+0.23
  28. 6211 Nov+0.23
  29. 6912 Nov+0.38
  30. 6713 Nov+0.34

Where it’s happening

Every edition’s story clusters on one map, read by locality, by country or by region. Cumulative grows each point by its running story count through the morning you pick — that morning’s at full strength, new ones ringed; That morning shows one edition alone. Press play to watch the build-out spread, or drag along the strip: one bar per edition, its height the stories tagged in that layer.

№ 52 · Fri 13 Nov 2026
Through 13 Nov 2026
Stories in the countryEnergy-tagged
Countries so far
48
Tagged stories so far
2581
Mornings
52
New this morning
1
By region
North America 1362East Asia 889Europe 170India & Middle East 120Rest of world 40

Most-reported countries so far

  1. United StatesNorth America1272
  2. South KoreaEast Asia343
  3. ChinaEast Asia163
  4. TaiwanEast Asia155
  5. JapanEast Asia104
  6. CanadaNorth America86
  7. IndiaIndia & Middle East77
  8. United KingdomEurope63

Methodology

How a morning’s news becomes one Boom Score.

news = (Wboom − Wdoom) ÷ (Wboom + Wdoom)
market = tanh(layer-averaged move % ÷ scale)
reading = 0.75 × news + 0.25 × market
Boom Score = (reading + 1) ÷ 2 × 100

  1. 01

    The window

    Each edition covers 24 hours, 06:15 to 06:15 UTC: news about AI, data centres, chips, energy and sustainability, plus new arXiv research. A classifier keeps what is relevant and tags every report with its AI layer, place, the figures it states, and whether it points to boom, doom or neither.

  2. 02

    Events, not headlines

    Ten outlets covering one announcement is one development, not ten votes. Reports are grouped into events by what they describe — the same actors, place and figures — and each event takes the majority mood of its reports. An even split counts as neutral. (The earliest editions, before events, counted each report once.)

  3. 03

    Weighted by what matters

    Each event is weighted by relevance to the build-out (0.6–1×), by impact graded on its size (about 1× for the smallest to 6× for the largest; a plan or warning grades one step below the same thing done), and by coverage (up to 1.75× for widely reported events).

  4. 04

    The news reading

    The news reading is the boom weight minus the doom weight, over their sum — from −1 (all doom) to +1 (all boom), neutral events left out.

  5. 05

    The market

    The market is the previous day’s session for the US-listed AI-infrastructure stocks we track. Each close-to-close move is capped at ±10%; within each AI layer (data centres, hyperscalers, chips, chip equipment) the moves are weighted by market cap, and the four layers count equally, so the many chip names don’t outvote the rest. The result is read on the same −1 to +1 scale, with the scale calibrated on past days so the market swings about as much as the news. It then tilts the news reading rather than being averaged with it: a flat session leaves the score where the news put it, a strong one moves it by up to a quarter of a point. With no session in the window (weekends, holidays) the score is the news reading alone.

  6. 06

    The score

    The Boom Score is the blended reading as a share out of 100: 50 is balanced, 45–55 reads “Balanced”, 35–65 “leaning”, 20–80 “clearly”, and beyond that “decisively”. Editions before the market term scored news alone.

  7. 07

    Frozen and sourced

    The edition is composed each morning and published at 09:00 UTC, then never edited; a correction is a note in the next one. Every number is assembled in code from the stories it cites, and every note links back to them.

Every edition

November 2026

October 2026

September 2026