Anthropic eyes second $45bn Nscale deal as Gartner warns $3.5tn in AI infrastructure investment is at risk
Bitdeer secured $1.7B in AI data-centre contracts in Malaysia, and Tenstorrent raised $1.5 billion at a $6.2 billion valuation. CoreWeave bond yields reached 15% as investors reassess AI infrastructure financing, while KB Securities said Samsung's 2027 memory output is already 80% booked.
News +0.24Market no trading session in this window: the score is the news reading
Key notes
45bn USD
second Anthropic deal under consideration with Nscale
Anthropic is weighing a second deal with Nscale. Livemint reported the deal at $45 billion, with plans for 460MW of AI data-centre capacity advancing ahead of a potential Nscale IPO.
AI infrastructure investment Gartner says is at risk
Return concerns sharpened across the window. Moomoo reported Gartner reiterating that $3.5 trillion in AI infrastructure investment is at risk as returns struggle to justify spending, and Reuters reported S&P Global warning that top hyperscalers likely carry more AI-linked debt than is now known.
Tenstorrent closed a large funding round. Yahoo Finance, citing Bloomberg, reported the chipmaker raised $1.5 billion at a $6.2 billion valuation; TechCrunch said the money is to scale its open-weight AI chips.
Samsung's memory output is largely sold ahead. The Korea Herald reported KB Securities saying 80% of Samsung's 2027 memory output is already booked, even as Yahoo Finance Australia said AI jitters hit Korean chipmakers ahead of tech earnings.
Hyperscaler emissions are forecast to climb sharply. Trellis Group reported hyperscaler emissions are expected to jump 60 percent in 2026, while Traders Union reported Google and Xcel plan a Minnesota AI data centre tied to grid and clean power expansion.
Data centers · 42 storiesSites, colocation, cooling, capacity leases.Bitdeer wins Malaysia contracts as Cape Breton project draws pushbackThe San Francisco Chronicle reported the city's shuttered downtown mall is being eyed for an AI data centre. Financing stress showed in CoreWeave's bonds.Frontier AI sites: power against capital costEach point is a site in Epoch AI's frontier register with both a stated power capacity and a stated capital cost — the further above the trend, the more each megawatt cost to build.Bitdeer secured $1.7B in AI data-centre contracts in Malaysia, Investing.com reported.Investing.comA proposed $10B AI data centre in Cape Breton faces pushback, CBC reported, and Nova Scotia's opposition urged Premier Tim Houston to debate it in the legislature.CBCGlobal NewsCP24CoreWeave bond yields reached 15% as investors reassess AI infrastructure financing risks, Yahoo Finance reported.Yahoo FinanceOpen 42 stories →
Hyperscalers · 12 storiesCapex, power procurement, model-capacity deals.Anthropic weighs second Nscale deal as S&P flags hidden hyperscaler debtBenzinga reported SemiAnalysis predicting a 50 GW data-centre boom in 2027. Google and Xcel plan a Minnesota AI data centre tied to grid and clean power expansion.Hyperscalers, indexed over the last 10 sessionsClosing prices on each company's home exchange, indexed to 100 at the first session shown, for the 5 hyperscalers that moved most over the window.Anthropic eyes a second $45 billion deal with Nscale as 460MW of AI data-centre plans advance, Livemint reported.LivemintS&P Global warned that top hyperscalers likely have more AI-linked debt than now known, Reuters reported.ReutersSemiAnalysis predicts a 50 GW AI data-centre boom in 2027, according to Benzinga.BenzingaOpen 12 stories →
Semiconductors · 34 storiesAccelerators, memory, foundry, packaging.Tenstorrent raises $1.5 billion; Amazon opens Trainium to PyTorch developersSK hynix joined the South Korean government and banks on a guarantee to support domestic chip suppliers. The Information reported DeepSeek is shaping Huawei's AI chips.Chipmakers this window, by move0 of 8 tracked chipmakers rose over the window; the change is close to close on each company's home exchange, in its own currency.Tenstorrent raised $1.5 billion at a $6.2 billion valuation, Yahoo Finance reported, citing Bloomberg.Yahoo FinanceAmazon opened its AWS Trainium AI chips to every PyTorch developer with no rewrite needed, which Reuters framed as a challenge to Nvidia.About AmazonReutersKB Securities said Samsung's 2027 memory output is already 80% booked, The Korea Herald reported.The Korea HeraldOpen 34 stories →
Semi equipment · 6 storiesLithography, deposition, etch, test, export rules.ASML results read as AI demand strengthening; Genesem lands exclusive dealKorean toolmakers drew attention, with EST pursuing a KOSDAQ listing to localise electrostatic chucks.Toolmakers from window open to close0 of 5 tracked toolmakers closed the window above where they opened it; each line is one company's close, indexed to 100 at the open.Citrini Research said ASML's fiscal Q3 results show AI infrastructure demand strengthening, marketscreener.com reported.marketscreener.comGenesem won an exclusive AI saw singulation equipment deal with a top-three chipmaker, THE ELEC reported.THE ELEC, Korea Electronics Industry Media24/7 Wall St. reported ACM Research is gaining ground as China replaces foreign semiconductor equipment.24/7 Wall St.Open 6 stories →
New research
Safety mid-training and faster inference lead the day's eight kept papers
University of Washington and Allen Institute for AI researchers report cutting attack success rates 72–81% on 1.7B–8B models by building safety in at mid-training. On inference, a Tübingen–Meta parallel decoding model reports 3.8× speedups with code released, and a Seoul National University GPU and processing-near-memory design reports 2.2× end-to-end serving throughput. GenOlympiad, a new benchmark with code released, stress-tests frontier text-to-image models at their capability limits.
Which fields movedpapers today ● vs 30-edition average ○
02356.1 papers
How open was it
Weights released0 / 8
Code released2 / 8
Who published1 lab · 0 mixed · 7 academic
Papers by field, today against the average
Kept papers per field this edition beside the 30-edition average, so a busy field reads as busy against its own norm.
The papers · headline result, scale, what was released
AI + Energy & Sustainability
Frontier AI power on the record, by country8 rows · 1 source
Stated power capacity summed across the frontier sites Epoch AI records in each country — where the grid load of the build-out actually sits.Epoch AI · Frontier Data Centers Hub
2 charts built from 3 stated figures across 17 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).