Tesla secured a $30 billion credit facility for AI infrastructure, GMI Cloud raised $668 million, and Infineon opened a $1.4 billion plant in Thailand. Micron's results lifted chip stocks in Japan and Korea. New Jersey fined an AI data center over unpermitted on-site generators, and an Indonesian governor ordered a halt to a BDx site over missing permits.
Tencent is leasing AI compute from Oracle rather than buying it. Finance.biggo.com and Startup Fortune report a $7 billion deal covering 100,000 AI chips, which Startup Fortune says runs five years; MarketScreener carried the report.
The Senate vote readers were told to expect went against the bill. Al Jazeera reports the US Senate rejected a bill targeting AI data center electricity costs, and Newsweek published the list of Democrats who opposed it.
Large financings continued outside the hyperscalers. Yahoo Finance reports Tesla secured a $30 billion credit facility to fund AI infrastructure expansion, and Pulse 2.0 reports GMI Cloud raised $668 million to expand global AI infrastructure.
Infineon opened a new chip plant in Southeast Asia. TradingView reports the Thailand plant represents a $1.4 billion investment as the country ramps up its semiconductor push; Bloomberg reports Infineon sees Thailand as a potential production hub.
Nebius signed for new capacity in the US Southeast. Quiver Quantitative and MarketScreener report AIB Data Centers signed a 50 MW binding agreement with Nebius for AI data center capacity; GlobeNewswire carried the announcement.
Power equipment and on-site generation drew both orders and enforcement. Finance.biggo.com reports LS Electric will supply $133 million of 345kV transformers to US AI data centers, while ET Datacenters reports New Jersey fined an AI data center over unpermitted on-site power generators.
Threads earlier editions carried that drew more reports in this window.
AMD's World Labs acquisition. Two more outlets carried it; no new figures.
Senate Democrats and the data center bill. The New York Post reports Schumer and Senate Democrats blocked the bill; no new figures.
$10,000-per-household offer for 1,300-acre site. TechRadar repeated the 1,300-acre site and $10,000 offer; no new figures.
Samsung's $1 billion AI infrastructure stake. International Business Times repeated that Nvidia and KKR also back the venture; no new figures.
Salute's 20 GW of supported capacity. Engineering.com repeated the 20 GW figure; no new figures.
The Galahad paper reports 200× lower energy per question on a 31B Gemma model over a 97K-token corpus, and Tsinghua and Microsoft Research Asia's HAPMoE reports 3.2× MoE training throughput on heterogeneous clusters. Alibaba's QATFactory released weights and code with a 3.5-point accuracy gain on Qwen3.5-9B, while SparseEngine (2.0× on agent benchmarks) and Tsinghua's CATCH reward-hacking testbed released code only. UC Berkeley characterised high bandwidth flash for LLM serving, reporting 1.9× completion time reduction.
2 charts built from 4 stated figures across 16 stories, the first planned by the composer from the record. Also had the data for what today covered · topic by region, when the energy stories landed, pressure and relief by topic. Held back: power committed in deals that state a figure (no deal in this edition states the capacity it commits); power disclosed per edition · last 7 (only 0 of the last 7 editions put a number on it).