GlobalFoundries signed a $2 billion deal to make a key AI chip component for TSMC, and a $20 billion AI data center is taking shape in Nueces County. Bank of America flagged data-center moratoriums in 20 U.S. gubernatorial races, while New Jersey residents pushed back on a $1.8 billion AI data center.
An Nvidia-backed AI data-centre operator has pulled its listing. Australia's Firmus scrapped a $5 billion IPO, which Reuters tied to investors stepping up AI scrutiny and the BBC to market fears; shares of a Firmus investor fell on the reports.
Broadcom is seeking more than $50 billion to finance AI chips for OpenAI. Benzinga reported that Oracle is also pursuing major chip financing.
GlobalFoundries will make a key AI chip component for TSMC. Reuters and Yahoo Finance put the silicon supply deal at $2 billion.
A $20 billion AI data center is taking shape in Nueces County, kiiitv.com reported. Separately, KKR tied $1 billion to AI data-center buildout, according to Simply Wall Street.
Local resistance to data centers is entering state politics. Bank of America warned that data-center moratoriums have emerged in 20 U.S. gubernatorial races, and News12 reported New Jersey residents pushing back on a $1.8 billion AI data center.
Power and cooling remain the binding constraints. LiquidJet said diamond-infused coldplates raise tokens/watt revenue by 35%, while Moomoo reported natural gas pipeline delays threatening AI data-center timelines and Oracle trucking in supply; JPMorgan's Jamie Dimon named electricity as the biggest challenge.
Threads earlier editions carried that drew more reports in this window.
Pentagon's $1.5B Wolfspeed loan. Three more reports added a 30-year agreement term, and The SOFX Report described the loan as traded for equity.
Sesterce's Finnish AI campus. Three more outlets carried it, putting the figure at €10 billion and the site at a former paper mill; no new figures.
Google ordered to halt Finland build. TIKR.com repeated that Finnish authorities ordered the halt; no new figures.
Rimac and Ecoblox on data-centre power. Engineer Live carried the partnership again; no new figures.
Lattice and Arm on secure AI infrastructure. Engineering.com repeated the collaboration; no new figures.
A UC Berkeley and Anthropic paper reports 98.8 AUC on SHADE-Arena for probes that detect sabotage and unverbalized deception, with weights and code released; RaReCache reports 5.0× faster time-to-first-token and SparseDecoding a 1.5× decoding speedup. WOVEN reports +27.3% on its benchmark and gains on 22 of 26 external benchmarks, and ReSI cuts X-Teaming attack success by 54.6 points. Xiaomi released code for MiMo-V2.6, and a counterfactual audit tested whether legal chain-of-thought citations actually drive model decisions.
2 charts built from 1 stated figure across 14 stories, the first planned by the composer from the record. Also had the data for 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 1 of the last 7 editions put a number on it); other figures on the record today (only 1 other figure on the record — the card needs 3); what today covered · topic by region (today’s energy stories fall in one topic or one region — a grid needs two of each).