Besi reported a 96% surge in orders on AI data-centre demand, and Iren secured a licence for a 300MW AI campus in Badajoz, Spain. Soluna and Applied Digital agreed a 50MW wind-powered AI data centre in Texas, while Amazon was reported to be warehousing billions in Nvidia chips it cannot yet power up.
Nvidia is pitching prefabricated AI data centres that go up in weeks. Its DSX POD system is described as cutting setup from six months to as little as 14 days, according to The Decoder, Hindustan Times and Businesskorea.
Gartner forecasts AI infrastructure spending will outrun revenue. Startup Fortune reports that Gartner puts the gap at $4.9 trillion.
Chip-packaging toolmaker Besi beat order expectations. StratNews Global reports orders surged 96% as AI data-centre demand grew, and CNA says quarterly orders beat expectations.
Iren moved into Europe with a licensed site. The company launched IREN Europe and secured a licence for a 300MW AI data-centre campus in Badajoz, Spain, Quiver Quantitative and Investing.com report.
Nvidia is weighing an AI data-centre investment in Indonesia. Muslim Network TV reports the push is worth $4.5bn; no decision is reported.
Soluna and Applied Digital plan a wind-powered AI data centre in Texas. TheEnergyMag puts the site at 50MW, and Soluna's release describes a strategic partnership to develop the wind-powered facility.
Threads earlier editions carried that drew more reports in this window.
Microsoft's UK data-centre exit. Network World carried the Microsoft exit over electricity delays again; no new figures.
AI jitters hit Korean chip stocks. Yahoo Finance Australia reported Asian stocks sliding as AI jitters hit Korean chipmakers; no new figures.
TSMC's 3nm plan for second Japan fab. One more outlet repeated the plan; no new figures.
Microsoft Research's FlashNext-RL reports 4438× on tokens/s/GPU for long-horizon agentic RL on B200 hardware, and Anduril's UlaCache reports 2.5× decoding throughput on B300 via sparse KV cache management; Tsinghua and Huawei's RCSD reports 1.4× acceptance length for speculative decoding. Two safety papers report correlated failures among AI approval monitors and poor transfer of LLM refusal behaviour to agent tool use. Only Environment Duels, a Penn interactive benchmark across 9 frontier LLMs, released code; the rest released nothing yet.
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