KT Cloud broke ground on a 50MW AI data centre in Ansan targeting 2029, and SK Telecom's AI data-centre arm is seeking funding for its buildout. Short sellers gained $6bn as the selloff reached AI data-centre stocks, while Bloomberg reported a backlash threatening Australia's $70bn data-centre ambitions.
Chip stocks led a broad market drop. BigGo Finance reported the Philadelphia Semiconductor Index fell 6.72% and the Nasdaq nearly 700 points, after the index opened more than 5% lower with memory-chip and optical-communications stocks leading the declines.
Nebius took on new debt for its AI data-centre buildout. Dealroom and BigGo Finance reported a $3.5bn Citi credit facility, and W.Media described it as a multi-billion loan to fund AI infrastructure expansion.
Equipment makers were hit alongside chip designers. Seeking Alpha reported KLA fell 10% amid the broader semiconductor selloff, while 24/7 Wall St. reported Marvell, AMD and Intel fell as a supply warning deepened the AI selloff.
KT Cloud started construction on a new AI site in South Korea. THE ELEC and BigGo Finance reported groundbreaking on a 50MW AI data centre in Ansan, with completion targeted for 2029.
Washington moved to fund power-chip supply. Reuters reported the US will award $389 million in R&D funds for power semiconductors and critical materials, and NIST said the Commerce Department signed letters of intent with four companies.
Grid supply and cabling were the energy constraints reported in this window. Kinder Morgan approved a natural gas pipeline project serving a hyperscaler, Nexans told Reuters that cable capacity is emerging as a bottleneck for AI data centres, and BMI named Johor as the APAC market most exposed to power supply constraints.
Threads earlier editions carried that drew more reports in this window.
IREN's 300MW Badajoz AI campus. Two more outlets reported the 300MW Spanish plan; no new figures.
Microsoft's exit from UK AI data centre. Further reports added uncertainty over the future of the UK's largest AI data-centre plan; no new figures.
Nvidia DSX POD 14-day deployments. Channel Insider repeated the 14-day deployment target; no new figures.
Merck's semiconductor materials plant in Korea. UPI reported the plant launch; no new figures.
Soluna and Applied Digital Texas site. Data Centre Magazine reported the partnership again; no new figures.
AfterDeleteBench (Toronto, Wisconsin-Madison) found that 7B LLM agents recover deleted secrets 67% of the time, and Stanford and Google DeepMind's Joules-to-GDP framework measured economic value per unit of energy across 5 open-weight models and 44 occupations. A reusable early-stopping probe cut reasoning tokens by 41–51% without accuracy loss, and Qualcomm's FIGFLEX accelerator reported a 1.56× throughput gain. An agentic audit of 26.5M Slovak FineWeb2 documents found 5.3% machine-generated spam and released weights and code; the other papers released nothing yet.
1 chart built from 0 stated figures across 8 stories, the first planned by the composer from the record. 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); other figures on the record today (no story stated a figure of any kind); what today covered · topic by region (no energy story states a figure); when the energy stories landed (no energy story states a figure); pressure and relief by topic (every energy story today leans the same way).