Midterm ballots turned against new data centers. Yahoo and The Times of India reported that at least 29 US communities voted to ban or restrict new AI data centers, with Ohio approving 10 local measures; Capacity Media counted 33 curbs passed.
US voters back data center curbs in at least 29 communities as Riot signs $28 billion Anthropic lease
Lambda announced a $33.1 billion AI data center in Lowndes County, Alabama, and Ohio approved 10 local measures on top of its existing 125 data center moratoriums. In Asia the Kospi fell nearly 4% and Taiwan stocks opened 282 points lower after a 3.13% drop in the Philadelphia Semiconductor Index, while Nvidia can fulfil only 1% of a $70 billion Chinese GPU order, Tom's Hardware reported.
Doom v Boom
Key notes
Riot Platforms signed its largest-ever AI data center lease. Tokenpost reported the $28 billion lease covers 910 MW; bloomingbit said the tenant is Anthropic and Riot shares jumped 13%, and Yahoo Finance said Q3 revenue reached $181.4 million.
Lambda announced a new campus in Lowndes County, Alabama. Yellowhammer News reported the $33.1 billion project is the largest economic development project in the county's history.
Asian chip markets sold off after the US vote. KED Global reported the Kospi tumbled nearly 4% on fears of AI data center curbs; BigGo Finance said a 3.13% fall in the Philadelphia Semiconductor Index pulled Taiwan stocks down 282 points at the open.
Nvidia supply falls short of Chinese demand. Tom's Hardware reported Nvidia can fulfil only 1% of a $70 billion Chinese GPU order for RTX Pro 5500 chips; marketscreener reported Chinese firms face shortages despite 6 million orders.
Grid and power concerns are moving into policy. Fortune reported Ohio added new measures to its existing 125 data center moratoriums and that grid safeguards could dominate policy agendas nationwide; Reuters reported AI data center stocks slid and renewables rallied after the Democratic sweep.
Still developing
Threads earlier editions carried that drew more reports in this window.
Brookfield and Drax UK AI data centre. One more outlet carried the £20 billion Drax plan; no new figures.
Meta's $15 billion AI bond sale. Another report repeated the $15 billion five-part offering; no new figures.
AMD's 97% AI data center growth. Zacks revisited the 97% growth in a stock analysis; no new figures.
SIA third-quarter global chip sales. Electropages repeated the 24.1% rise to $517.7 billion; no new figures.
Nvidia's China cloud partner rules. Fox Business reported on the rules curbing China's access; no new figures.
By geography
By AI layer
New research
Runway reported a 147.4× latency gain serving a 57B video diffusion transformer at 24 fps on four H100s, and ServerBench found coding agents could design serving systems with 4.87× better token value per dollar than a vLLM baseline. Duke and Qualcomm's Phantom reported 4× speedup and 5.5× energy savings on diffusion inference. NVIDIA's Cosmos interactive world simulation framework was the only paper to release weights and code.
AI + Energy & Sustainability
2 charts built from 1 stated figure across 14 stories, the first planned by the composer from the record. Also had the data for 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); other figures on the record today (only 1 other figure on the record — the card needs 3).
Sources
Yahoo Finance 10
- 01Navitas Semiconductor Corp (NVTS) (Q3 2026) Earnings Call Highlights: Revenue Surges 38% as AI ... news.google.com · 07:08
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- 03Meta issues $15bn five-part bond offering to fund AI infrastructure news.google.com · 10:20
- 04AI Data Centre Stocks Fall as Democratic Midterm Victory Raises Regulatory Concerns news.google.com · 11:39
- 05Cipher Mining sinks 17% as Texas election puts AI data-center expansion at risk news.google.com · 13:41
- 06AI data center stocks and Musk's companies take hits as Democrats take control news.google.com · 14:41
- 07Better AI Semiconductor Monopoly Stock: Taiwan Semiconductor vs. ASML news.google.com · 15:15
- 08Riot Platforms Signs $28 Billion AI Data Center Lease as Q3 Revenue Reaches $181.4 Million news.google.com · 15:32
- 09Advanced Micro Devices (AMD): AI Data Center Sales Jump 107% as Helios Racks Roll Out news.google.com · 16:56
- 103M (MMM) Expands AI Data Center Optics Push With 500 Job Investment news.google.com · 18:16
BigGo Finance 7
- 11AI Infrastructure Spending Is So Heavy That Five Tech Giants Have Issued $271 Billion in Bonds This Year — Nearly the Size of New Zealand's GDP news.google.com · 16:25
- 12Bank of America Says Slower AI Data-Center Buildout Could Extend the Chip Rally news.google.com · 17:05
- 13Despite Democratic Wins in U.S. Midterms, Extension of 35% Semiconductor Tax Credit Remains Uncertain news.google.com · 20:25
- 14Arm Beats Revenue Forecasts as AI Data-Center Royalties Swell, but Licensing Carries the Quarter news.google.com · 21:35
- 15South Korea's September Current Account Surplus Hits Record $61.46 Billion on Semiconductor Boom news.google.com · 23:25
- 16Philadelphia Semiconductor Index Plunge Drags Taiwan Stocks Down Over 900 Points in Early Trading; TSMC Turns Negative, Falls NT$15 news.google.com · 01:56
- 17Philadelphia Semiconductor Index Plunge of 3.13% Drags Taiwan Stocks Down 282 Points at Open; TSMC Opens at NT$2,250 news.google.com · 02:06
TradingView 7
- 18CoreWeave IREN and Nebius Stocks Sink as Election Results Spark AI Data Center Fears news.google.com · 12:07
- 19AI data-center stocks slide, renewables rally after Democratic US midterm sweep news.google.com · 12:45
- 20AI infrastructure stocks drop, hyperscalers gain as Democrats win Congress news.google.com · 15:43
- 21HUT: Adjusted EBITDA rose as AI infrastructure builds stayed on schedule and fully funded news.google.com · 16:31
- 22MTRN: Higher semiconductor demand and strong segment execution lifted Q3 earnings and cash generation news.google.com · 20:04
- 23Chinese chipmaker YMTC puts IPO on hold as weaker markets weigh, sources say news.google.com · 22:10
- 24Chipmaker YMTC's IPO on hold as China tightens share sale approvals, sources say news.google.com · 04:58
THE ELEC, Korea Electronics Industry Media 6
- 25AMD, FuriosaAI and MangoBoost to Build AI Infrastructure Cluster in 2027 news.google.com · 22:14
- 26SK Telecom Q3 Operating Profit Surges Elevenfold, but AI Data Center Revenue Falls 7.4% news.google.com · 01:35
- 27LG Uplus Q3 Operating Profit Jumps 84%, AI Data Center Revenue Rises 27% news.google.com · 01:35
- 28Big Four Hyperscalers Seek $131 Billion for AI Infrastructure news.google.com · 01:35
- 29Synopsys Says Chip Engineers Must Become 'System Validators' in AI Era news.google.com · 04:38
- 30Qualcomm’s Fourth-Quarter Revenue Beats Estimates, Growth Expected in 2027 news.google.com · 04:38
Bloomberg.com 4
- 31Democrats’ Wins Threaten AI Trade and Data Center Boom news.google.com · 11:28
- 32AI Data Center Boom Set for Upheaval After US Election Rout news.google.com · 14:43
- 33How US Election Upheaval Could Reshape the Data Center Boom news.google.com · 21:55
- 34South Korea’s Current Account Surplus Hits Record on Chip Boom news.google.com · 00:05
Investing.com 4
- 35Vertiv signs three-year semiconductor deal with Infineon news.google.com · 13:58
- 36Iron Mountain earnings ahead as AI data center demand builds news.google.com · 18:31
- 37Coherent quarterly profit jumps 91% as AI data centre demand drives revenue growth news.google.com · 21:18
- 38MKS Instruments soars 9% on Semiconductor strength, Q4 guidance news.google.com · 22:05
조선일보 4
- 39US Export Controls Stall SK Hynix's New York Semiconductor Investment news.google.com · 16:02
- 40Exclusive: Non-Experts Deliberate 6 Trillion Won Semiconductor Cluster Budget news.google.com · 00:06
- 41Global Semiconductor Sales Surge 2.5x in Third Quarter news.google.com · 01:38
- 42Samsung's Support Yields AI Semiconductor Startup news.google.com · 05:03
Reuters 3
- 43Trump's midterm drubbing demonstrates the power of data center opponents news.google.com · 09:57
- 44AI boom draws chip supply from other end-markets, Siltronic CEO says news.google.com · 16:12
- 45AI data-center stocks slide, renewables rally after Democratic US midterm sweep news.google.com · 17:11
Barron's 2
- 46The AI Data-Center Backlash Is Real. Why Bloom Energy Stock Can Be a Winner. news.google.com · 18:48
- 47Coherent Stock Climbs Back From AI Data Center Doom and Gloom news.google.com · 22:08
Benzinga 2
- 48AMD CEO Lisa Su Addresses AI Infrastructure Bottleneck Fears: 'We Have Good Visibility Into 2027' news.google.com · 08:36
- 49CDW Stock Jumps 9% as AI Infrastructure Demand Drives Q3 Beat, 18% Revenue Growth news.google.com · 16:23
Dealroom 2
- 50Reliance Global buys GPU cloud Oblivus for $3M to enter AI infrastructure news.google.com · 14:47
- 51China's Bangxin Semiconductor raises $89.9M to scale chip-tool output news.google.com · 17:10
Fortune 2
Fox Business 2
- 54AI data center restrictions threaten tech investments after midterm victories news.google.com · 15:55
- 55NVIDIA curbs China's backdoor access to AI chips with new cloud partner rules news.google.com · 19:21
Global News 2
- 56Both political parties wrong about Bell’s AI Data Centre? news.google.com · 22:57
- 57COMMENTARY: Why both political parties are wrong about Bell’s AI Data Centre news.google.com · 04:25
investingLive 2
- 58The market is telling the hyperscalers it's happy about a slower data center buildout news.google.com · 19:19
- 59Citrini warns AI infrastructure risk has turned to the downside news.google.com · 22:57
KuCoin 2
- 60Semiconductor equipment manufacturers begin 2029 supply negotiations amid surge in AI-driven demand news.google.com · 09:26
- 61Big Tech Companies Redirect $500 Billion to AI Infrastructure, Cutting Shareholder Returns news.google.com · 03:01
marketscreener.com 2
- 62Chinese Firms Face Shortage of Nvidia AI Chips Despite 6 Million Orders news.google.com · 10:07
- 63US Midterm Results Raise Risks for Data Center, AI Infrastructure Buildout, UBS Says news.google.com · 18:13
Moomoo 2
Seeking Alpha 2
- 66ON Semiconductor: AI-Driven Content Growth, Marquee Cloud Customers-Dip Buying Opportunity news.google.com · 15:12
- 67The Semiconductor Sector May Be Nearing A Meltdown news.google.com · 21:25
tech-insider.org 2
- 68Sask. Seals $52B Bell AI Data Centre MOU [2026] news.google.com · 13:44
- 69Bell AI Data Centre: 300 MW, Up to 750 Jobs [2026] news.google.com · 01:43
American Enterprise Institute - AEI 1
- 70No Gas, No Chips: Mapping the Choke Points Behind Chip Manufacturing news.google.com · 22:07
Arkansas Money & Politics 1
- 71AI Data Center Developer Plans El Dorado Campus news.google.com · 15:40
AZoM 1
Bits&Chips 1
- 73Trumpf plasma generator business redirects to semiconductor production news.google.com · 06:38
bloomingbit 1
- 74Riot Platforms Jumps 13% After Signing $28 Billion AI Data Center Lease With Anthropic news.google.com · 21:19
BNamericas 1
- 75New Brazilian data center fund bets on powered land for hyperscaler tenants news.google.com · 21:00
Briefs Finance 1
- 76Voters Back Crackdowns on AI Data Centers, Putting Big Tech's Buildout on Notice news.google.com · 18:53
Business Insider 1
- 77Satellite images expose potential trouble behind Microsoft's $5 billion AI spending shortfall news.google.com · 20:42
Capacity Media 1
- 7833 data centre curbs pass as US midterms turn the AI buildout into a political liability news.google.com · 11:04
ChemEngOnline 1
- 79Chemours launches liquid-cooling brand for AI data-center market news.google.com · 17:07
CNA 1
- 80AI data center stocks dip, renewables surge after Democrat sweep in US midterm elections news.google.com · 11:34
CoinDesk 1
- 81Wall Street turns cautious on AI data center boom after Democrats' Texas victory news.google.com · 16:22
Dallas Innovates 1
- 82SMU-Led Texoma Semiconductor Tech Hub Gets Nearly $29M for Chip Infrastructure, Talent news.google.com · 13:24
Electropages 1
- 83Global Chip Sales Surge 24.1% to $517.7 Billion in Q3 2026 news.google.com · 14:42
Environmental Protection Online 1
- 84New Fluids Draw Heat Away From AI Data Center Processors by Changing to Vapor news.google.com · 17:49
ET Datacenters 1
- 85US midterm elections threaten AI data center projects news.google.com · 02:08
Financial Times 1
- 86Democratic governors elected on promises to stop data centre building news.google.com · 06:40
Finimize 1
- 87Arm’s AI Data Center Story Didn’t Impress Investors news.google.com · 01:57
grafa.com 1
- 88Riot Platforms lands $28 billion AI data centre deal news.google.com · 03:12
GuruFocus 1
- 89Needham Flags Voter Resistance Impacting AI Data Center Expansio news.google.com · 20:09
hannapub.com 1
- 90Local family fights Entergy in court; lawsuit over land running power to Meta AI data center news.google.com · 22:57
IEA 1
- 91Microsoft hires International Energy Agency attorney for its energy team news.google.com · 10:12
IndexBox 1
- 92Qai Expands UK AI Infrastructure with Drax Power Station Project - News and Statistics news.google.com · 20:30
IT Pro 1
Kalkine 1
- 94What Does GlobalFoundries'(NASDAQ:GFS) $1.9 Billion Q3 Revenue Mean for US Chip Manufacturing? news.google.com · 01:37
KED Global 1
- 95Kospi tumbles nearly 4% as US election fuels fears over AI data center curbs news.google.com · 03:02
MIT Technology Review 1
- 96Texas was the new epicenter of the AI data center buildout. That might be kaput. news.google.com · 18:50
Money Morning 1
- 97onsemi Just Paid $600 Million for the Power Under AI Chips news.google.com · 07:00
NB Media Co-op 1
Semiconductor Industry Association | SIA 1
- 99SIA Urges Senate to Pass Bipartisan Permitting Reform Legislation to Boost U.S. Competitiveness news.google.com · 15:03
Semiconductor Today 1
- 100Eulitha ramps up deliveries of lithography systems for AI data-center lasers news.google.com · 19:43
SiliconANGLE 1
- 101Kyndryl shares surge 30% on hyperscaler-related revenue growth news.google.com · 01:33
Stocktwits 1
- 102RIOT Stock Heads For Biggest Weekly Gain In 5 Months After Signing Its Largest-Ever AI Data Center Lease news.google.com · 16:09
StreetInsider 1
- 103FingerMotion signs non-binding AI data center deal worth $100M+ news.google.com · 17:58
Tech Xplore 1
- 104Democratic victories cloud outlook for AI data center rollout news.google.com · 11:50
TechRepublic 1
- 105AI Data Center Boom Faces Backlash After US Election Results news.google.com · 22:35
TechTarget 1
- 106Oracle’s OCI expansion hints at where AI infrastructure is headed news.google.com · 20:15
Telecompaper 1
- 107Samsung SDS begins construction of 60 MW AI data centre news.google.com · 04:54
The Guardian 1
- 108Datacenters were on the ballot. US voters rejected them news.google.com · 01:32
The Lufkin Daily News 1
- 109Exclusive-Chinese chipmaker YMTC puts IPO on hold as weaker markets weigh, sources say news.google.com · 10:58
The Motley Fool 1
- 110Broadcom vs. Taiwan Semiconductor: Two AI Powerhouses, but One Offers a Better Value for 2027 news.google.com · 10:30
The Next Web 1
- 111Drax plans a £20B AI data centre at Britain’s largest power station news.google.com · 13:55
The Standard (HK) 1
- 112ASMPT retains SMT solutions segment amid growing AI infrastructure demand news.google.com · 02:49
The Times of India 1
- 113At least 29 US communities vote to ban or restrict new AI data centres, with Ohio approving 10 local meas news.google.com · 14:29
The Washington Post 1
- 114A nationwide backlash against data centers erupts at the polls news.google.com · 02:09
TheStreet 1
- 115Hive lines up $129 million to buy Nvidia AI chips news.google.com · 17:45
Tom's Hardware 1
Unite.AI 1
- 117Lambda Plans Alabama AI Data Center Campus in Lowndes County news.google.com · 15:37
www.tokenpost.com 1
- 118Riot Signs $28 Billion AI Data Center Lease for 910 Megawatts news.google.com · 02:44
Yahoo 1
- 119US Voters Back AI Data Center Restrictions in At Least 29 Communities news.google.com · 18:46
Yahoo Finance UK 1
- 120Nebius Stock Faces Election Driven AI Data Center Regulation Risks news.google.com · 18:13
Yellowhammer News 1
Zacks Investment Research 1
- 122AMD Stock: Buy, Hold or Sell After 97% AI Data Center Growth? news.google.com · 19:30
아시아경제 1
- 123[U.S. Blue Wave] Will Texas Semiconductor Support Continue?... "Tax Credit Extension" a Key Variable news.google.com · 02:08
Research 8
- 124arXiv:2611.05642 Runway Characters: Serving a 57B Video…
- 125arXiv:2611.06634 flash-comm: Self-Synchronizing Collective…
- 126arXiv:2611.06627 Interactive World Simulation with Cosmos for…
- 127arXiv:2611.06084 Shallow Encoding Emits Deep Memories
- 128arXiv:2611.06019 Phantom: Temporal Caching for Diffusion Models
- 129arXiv:2611.05919 Routes of Reasoning: Reading and Reshaping…
- 130arXiv:2611.06876 SpecCompact: Accelerating LLM Agent Context…
- 131arXiv:2611.06841 ServerBench: How can your coding agents design…