The Nasdaq fell 5.5% on AI data center regulation fears, with Micron down 17%, Nvidia down 9% and AMD down 17%. 600,000 Nvidia AI chips are stuck in Hong Kong as China withholds import approval, while IREN delayed Microsoft AI deliveries and laid out a $15 billion spending plan.
Chip stocks led a broad selloff. TradingKey reported the Philadelphia Semiconductor Index fell 12% and the Nasdaq more than 5%, with Micron down 17% and Nvidia down 9%; BigGo Finance put the Nasdaq drop at 5.5% on AI data center regulation fears.
AMD fell 17% in the broad market selloff, FXLeaders reported. Yahoo Finance reported that Lisa Su sees AMD's AI data center business more than doubling in 2027, with Wedbush backing a $600 price target.
Nvidia shipments are held up at China's border. CryptoRank and BusinessToday Malaysia reported 600,000 Nvidia AI chips remain in Hong Kong as China delays import approval; ET CIO said the chips are piling up.
Google committed to spending $17 billion on AI data centers in Wyoming, WyoFile reported. It was the largest new site commitment in the window.
IREN delayed AI deliveries to Microsoft while planning a $15 billion spending push, Reuters reported. KuCoin reported IREN said Microsoft had requested changes to the Texas project.
SpaceX's proposed 6-gigawatt AI data center is drawing local opposition, TradingView reported. The Gila Herald said the 747-acre site near Willcox in Cochise County, Arizona, has drawn mixed reactions from residents.
Threads earlier editions carried that drew more reports in this window.
Moffett AI's Series C funding. Dealroom reported a $150 million Series C extension for Moffett AI's sparse AI chips, a figure not in earlier reports.
Democratic wins and US data center policy. Chosun Ilbo said the wins could slow US AI data center construction; no new figures.
AMD's 2027 supply visibility. Yahoo Finance carried Lisa Su saying AMD has good visibility into 2027; no new figures.
Samsung SDS's 60 MW Gumi data center. Digitimes reported construction has begun on the 60 MW facility; no new figures.
Vertiv's three-year semiconductor supply deal. Simply Wall St carried the three-year deal again; no new figures.
No AI research papers were kept for this edition, so there are no results, releases or benchmark updates to report.
No papers passed the gate for this window — the research chapter is empty.
2 charts built from 5 stated figures across 15 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 (only 1 deal states committed capacity — a bar needs 3); power disclosed per edition · last 7 (only 1 of the last 7 editions put a number on it).