Apollo will back the Japan project, and the Financial Times reported a wider $140 billion Japanese AI data centre push with Dell and JERA. Broadcom gathered a $60 billion financing package for Anthropic's AI chips, and Amazon wants investors to own $8 billion of Nvidia chips it would lease back. A report said Chinese state funds backed purchases of restricted Nvidia chips.
Japan's largest power generator is moving into AI infrastructure. JERA, Dell and Rhaelm plan a $15 billion AI infrastructure project in Japan, and Apollo will back it, according to Japan Times and Bloomberg.
The Japan project sits inside a larger national plan. The Financial Times reported that Japan plans a $140 billion AI data centre push with Dell and JERA.
Broadcom is financing its customer's chip purchases. Seeking Alpha reported Broadcom gathered a $60 billion financing package to fund AI chips for Anthropic, and other outlets reported Broadcom would lend Anthropic up to $42 billion for AI infrastructure.
AI chips are increasingly being financed as assets. Amazon wants investors to own $8 billion of Nvidia AI chips and then lease them back, and Sharon AI secured a $356 million GPU-backed debt facility; a separate report said Nvidia wants banks to treat AI chips like airplanes and Wall Street is not convinced.
US enforcement on AI chip exports to China produced new cases. The Straits Times reported a man was charged by the US with illegally shipping Nvidia chips to China, a California tech CEO was arrested over AI chip smuggling, and a report said Chinese state funds backed purchases of restricted Nvidia chips.
Power electronics for AI racks drew product launches. Renesas unveiled its first 650V GaN device in a dual-side-cooled 8mm x 8mm package for megawatt-scale AI data centers, and OmniOn Power released Osprey bus converters for AI data center applications.
Threads earlier editions carried that drew more reports in this window.
TSMC's Texas chip campus. Bloomberg, Yahoo Finance, qz.com and The Next Web described a multibillion-dollar Texas campus; no new figures.
Tencent's $7B Oracle chip lease. Three more outlets carried the 100,000-chip lease; no new figures.
Infineon's $1.4B Thailand plant. Three more outlets reported the opening; no new figures.
LG Electronics' AI cooling expansion. Further reports on the US chiller factory and Korea capacity added no new figures.
LS Electric transformers for US data centers. Reports repeated the extra-high-voltage transformer supply; no new figures.
TACO reports 27.5× on OPT-13B fine-tuning memory and enables 30–32B fine-tuning on a single H100; RapidMoE reports 3.5× on MoE decoding latency and HHR a 3.3× long-context decoding speedup at 128K tokens. ePACT cuts electricity-commitment deviation costs 73–76% for LLM serving. Qwen's forecasting agent paper released weights and code; HHR and a Tsinghua–Zhejiang agentic RL paper released code only.
2 charts built from 3 stated figures across 21 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. 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); pressure and relief by topic (every energy story today leans the same way).