Google bought a pre-developed Wyoming data center site from Crusoe, and Meta is weighing 16,000 job cuts to fund its AI infrastructure. Susquehanna warned that 8% of planned AI data center capacity could be canceled, as ING shopped data center loans and Microsoft reviewed neocloud deals. OpenAI said it would keep spending despite the midterm backlash.
European opposition to AI data centres moved onto a Microsoft construction site. Protesters broke into Microsoft's AI data centre site in Amsterdam, which Tom's Hardware reported was the first of 85 targeted actions across Europe. Reuters and USA Today also reported the breach.
TSMC is considering making advanced memory chips, according to The Information as reported by Reuters. Moomoo reported that Nvidia is pushing TSMC into the market with plans to deploy 3D DRAM production. Futu reported urgent Nvidia orders behind the move.
Meta is weighing workforce cuts to pay for AI infrastructure. Startup Fortune reported that the company is considering cutting 16,000 jobs to fund its AI infrastructure spending.
Analysts and lenders signalled strain in AI data center finance. Susquehanna warned that 8% of planned AI data center capacity could be canceled. CNBC and Briefs Finance reported that ING is seeking buyers for $500 million of data center loans as banks trim risk.
Brookfield raised $25 billion in the third quarter as it backs the AI infrastructure build-out. Alternatives Watch reported that Brookfield sees builders, not capital, as the bottleneck for AI infrastructure.
Texas grid review has become a market risk. ERCOT is investigating whether data centers are downsizing projects to avoid review, the San Antonio Express-News reported. Bernstein cut price targets on seven AI infrastructure operators over Texas uncertainty and kept its ratings.
Threads earlier editions carried that drew more reports in this window.
US midterm backlash against AI data centers. Two more outlets carried the voter backlash against data center expansion; no new figures.
Apollo's AI infrastructure financing push. Yahoo Finance reported that Nvidia is eyeing an AI data center deal with Apollo, adding a new party to the thread.
OpenAI's pledge on household power costs. Yahoo Finance repeated OpenAI's pledge to pay the full cost of the electricity it uses; no new figures.
Brookfield and Drax's £20bn Yorkshire project. CoStar repeated Brookfield's backing of the £20 billion Yorkshire project; no new figures.
Google's $160M Malaysia water investment. CarbonCredits.com repeated the $160 million commitment; no new figures.
Scientist World, from Meta AI and Carnegie Mellon, builds an executable benchmark from 1000 paper environments and reports +74%, with code released. Brown University's SwarmEvolve reports 5.5× on mathematical discovery and scientific computing problems using 8B-class agents reasoning in latent space; nothing is released yet. Salesforce, MIT-IBM and NUS researchers compared the compute efficiency of on-policy distillation against GRPO, also with nothing released.
2 charts built from 1 stated figure across 15 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 1 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).