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Fri, 25 Sept 2026
News 15:05 ET
D.C. Circuit upholds Pentagon Anthropic supply-chain label
2-1 D.C. Circuit keeps one DoD supply-chain risk designation on Anthropic; conflicts with N.D. Cal. vacatur of a parallel label.
reported CNBC · Anthropic · Department of Defense · U.S. Court of Appeals for the D.C. Circuit
News 15:05 ET
SemiAnalysis: China DC fleet >24GW; ByteDance ~1/5
New China Datacenter Model maps 1,000+ sites / 60+ operators; China >24GW vs US 56GW; ByteDance ~1/5 capacity, mostly leased.
reported SemiAnalysis · SemiAnalysis · ByteDance · Alibaba
News 07:16 ET Updated
Oracle force majeure on Project Jupiter NM DC
Bloomberg via CNBC/TechCrunch: Oracle sent Blue Owl force majeure on Stargate Project Jupiter; seeks payment delay if 2028 slip; ORCL −4%.
reported CNBC · Oracle · Blue Owl Capital · Stack Infrastructure
News 07:16 ET
Akamai–Anthropic $11.6B seven-year CPU cloud deal
Akamai 8-K/PR: Anthropic commits ~$11.6B over seven years for dedicated cloud/CPU capacity; optional +$9B; ~$5.5B related capex.
primary Akamai 8-K · Akamai · Anthropic
Thu, 24 Sept 2026
News 15:05 ET Updated
SoftBank launches ~$11B junk bonds for OpenAI tranche
SoftBank PR: ~$11.1B notes priced — USD 8.625%/9.25%/9.75%; EUR 7.125%/8%; issue Sep 29; funds $10B OpenAI tranche (Oct 1).
reported Reuters · SoftBank · OpenAI
News 15:05 ET
Texas AG probes hundreds of DCs on water surveys
Paxton OAG investigating data-center developments that did not answer TWDB water-use surveys; initial counties include Harris, Travis, Dallas.
primary Office of the Attorney General (Texas) · Texas · TWDB
News 07:28 ET
BlackRock/IFM exclusive talks on Stack Asia DCs ~$25B
Bloomberg via wires: BlackRock-backed AIP and IFM in exclusive talks for Stack Infrastructure Asia-Pacific DCs, up to ~$25B; Blue Owl seller.
reported Bloomberg · BlackRock · IFM Investors · Stack Infrastructure
News 07:28 ET
DeepSeek ARR hits $1B; >70% compute to training
The Information via Reuters: DeepSeek ARR ~$1B (more than double), price hikes 2.3–4.5×; Liang says >70% compute to training.
reported Reuters · DeepSeek · CITIC Securities
Wed, 23 Sept 2026
News 15:30 ET
Ramp: AI was 5.73% of business spend in August
Ara Kharazian adds AI share of non-payroll business spend: 5.73% in August, almost entirely tech + technical services on Ramp’s panel.
primary Ramp / Ara Kharazian · Ramp · Anthropic · OpenAI
News 15:30 ET
Claude finds phage ART enzyme with CRISPR-like repeats
Anthropic primary: Claude agents spotted array-associated reverse transcriptases in jumbo phage DNA; lab verified; function still open.
primary Anthropic · Anthropic · Claude · CRISPR
News 07:28 ET
Samsung renames D0a to hybrid bonding; eyes HBM5
ZDNet Korea: D0a label shifts from VCT to W2W hybrid bonding (B1b); VCT becomes D0a-V; B1b under review for HBM5 (~2029).
primary ZDNet Korea · Samsung · TechInsights
Tue, 22 Sept 2026
News 15:32 ET
Opus 5.5 and GPT-6 Sol/Luna cut serving prices
Same-day primaries: Anthropic Opus 5.5 ~40% cheaper vs Opus 5; OpenAI Sol/Luna API list −50% vs GPT-5.6 promo.
primary Anthropic · Anthropic · OpenAI · METR
News 07:24 ET
Alibaba — Zhenwu V900, 20GW DC target, 5–10T Qwen path
Apsara: T-Head Zhenwu V900 (3× M890, commercial Q1 2027); Cloud >20GW by 2032; Qwen path to 5–10T params. CEO Wu says demand outpaces supply.
reported Reuters · Alibaba · T-Head
News 07:20 ET
Abbott expands Texas DC halt to TCEQ environmental permits
Sep 21 letter directs TCEQ to pause all data-center permits until ERCOT audit finishes; compliance update due Oct 19. Extends August grid freeze.
primary Office of the Governor (Texas) · Texas · ERCOT · TCEQ
Sat, 19 Sept 2026
News 07:10 ET
Anthropic ARR said above $100B; Nov IPO window
NYT via Bloomberg: Anthropic annualized revenue expected above $100B this year; separate WSJ/Reuters lanes point to a possible November IPO window.
reported New York Times / Bloomberg · Anthropic · OpenAI
News 07:10 ET
Anthropic embeds Accenture as first frontier evaluator
Anthropic primary: Faculty/Accenture as first embedded evaluator under Amodei’s pacing plan; each side expects ≥$1B over 5y; Anthropic funds Accenture.
primary Anthropic · Anthropic · Accenture · Faculty
News 07:10 ET
OpenAI projects $278B negative FCF through 2030
FT (via Reuters): OpenAI July presentation projects −$278B FCF 2026–2030, ~$856B compute/infra spend vs ~$840B cumulative revenue; cash out ~2028.
reported Financial Times / Reuters · OpenAI · Nvidia · Oracle
News 07:10 ET
Nscale S-1: $141M H1 rev, $1.0B loss, NSCL
CNBC on Nscale prospectus: H1’26 $140.6M revenue / $1.02B net loss; $56.4B RPO; 25k active GPUs; NYSE ticker NSCL; Nvidia among investors.
reported CNBC · Nscale · Nvidia · Microsoft
Fri, 18 Sept 2026
News 15:20 ET
CleanSpark Meta-tied DC junk bond: ~$2.28B, 4x+ bid
Bloomberg: CleanSpark ~$2.28B HY deal drew ~$10B orders; Sandersville GA site leased to Meta sub Anviran on $6.6B / 20y; ops aimed Q4 2027.
reported Bloomberg · Meta · CleanSpark · Morgan Stanley
News 07:28 ET
Paradis channel check: AMD MI450/455 ~600k CoWoS
@ParadisLabs cites MS: AMD MI450/MI455 stay 100% TSMC CoWoS in 2027; mid-point ~600k units; Venice may take ~80k CoWoS-L if OSAT ramps lag.
secondhand Morgan Stanley (via @ParadisLabs) · AMD · TSMC · ASE
News 07:26 ET Updated
SK Hynix in talks with Intel on first U.S. memory manufacturing
CNBC relays Reuters: exploratory talks for SK Hynix to make memory in the U.S. via Intel Ohio lease and/or a JV that could include major cloud firms.
reported CNBC (via Reuters) · SK Hynix · Intel · Nvidia
News 07:26 ET
Solidigm weighing first U.S. NAND fab — upstate NY
Reuters: SK Hynix's Solidigm considering a U.S. NAND flash fab with upstate New York leading; separate from Hynix–Intel Ohio memory talks; no plan set.
reported Reuters · SK Hynix · Solidigm · Intel
News 07:24 ET
SoftBank lifts Arm margin loan to $25B
Bloomberg: SoftBank raised its Arm share-backed margin loan by $5B to $25B; separately expanded a credit line to $6.5B as AI funding needs mount.
reported Bloomberg · SoftBank · Arm · OpenAI
News 07:22 ET
Crusoe Series F: $3.9B at $30.9B valuation
Reuters/company: Crusoe raised $3.9B Series F at $30.9B post-money; cites >$140B contracted value, >6 GW contracted / 1 GW live; Spark modular sites.
reported Reuters · Crusoe · NVIDIA · OpenAI
News 07:20 ET
Anthropic, OpenAI hunting 20–30 MW DC deals
CNBC sources: both labs seeking smaller ~20–30 MW capacity deals (UK/Nordics/US) for speed-to-usable capacity as inference can run on split clusters.
reported CNBC · Anthropic · OpenAI · Nscale
Thu, 17 Sept 2026
News 15:40 ET
Nvidia commits $2B to Brookfield AI infrastructure fund
First Squawk/Bloomberg relays: Nvidia commits $2 billion to a Brookfield AI fund, extending the prior BAIIF / Radiant infra partnership.
secondhand Bloomberg (via First Squawk / MarketScreener) · NVIDIA · Brookfield
News 15:40 ET
Huang: Nvidia will sell ~2x as many chips next year
CNBC: Jensen Huang said Nvidia expects to sell twice as many chips next year as this year; comes after ~70% FY28 growth / ~$673B outlook.
reported CNBC · NVIDIA · OpenAI · Anthropic
News 07:30 ET Updated
SemiAnalysis — 300+ DC moratoriums map to 1.5GW slip, not buildout death
SemiAnalysis maps 300+ U.S. datacenter moratoriums: 20GW inside restricted local boundaries, 1,525MW actually slips, 2.3GW nationwide including New York.
reported SemiAnalysis · SemiAnalysis
News 07:24 ET
Rhodium — China AI models ~10% of OpenAI+Anthropic ARR
Rhodium via CNBC: all Chinese AI models combined ~10% of OpenAI+Anthropic ARR; cites DeepSeek $0.5B to ByteDance $4B vs OpenAI $40B / Anthropic $65B.
reported CNBC · OpenAI · Anthropic · DeepSeek
News 07:22 ET
U.S. chip fabs short up to 157k workers by 2030 — McKinsey/SEMI
CNBC: McKinsey/SEMI Foundation see up to 157,000 U.S. semiconductor worker shortfall by 2030; Samsung Austin EVP flags pipeline; Asia hiring still leads.
reported CNBC · Samsung · TSMC · Micron
News 07:20 ET
Generac–Amazon DC backup power — $2.4B initial, $8B vest path
Generac filing: long-term Amazon data-center generator supply with ~$2.4B initial deliveries in 2027–28; Amazon warrants vest toward $8B payments.
reported CNBC · Generac · Amazon · AWS
Tue, 15 Sept 2026
News 15:40 ET
AWS: Bahrain region unrestorable; one UAE AZ data unrecoverable
CNBC: six months after Iran-war drone damage, AWS says it cannot restore Bahrain-hosted resources/data; one UAE availability zone also unrecoverable, with two other UAE zones still being worked.
reported CNBC · Amazon · AWS · OpenAI
News 15:35 ET
GS expert call (via X): Kyber NVL144 / Rubin Ultra racks pushed to 2028
Paradis relays a Goldman Sachs Nvidia 800VDC expert call: Kyber NVL144 systems for Rubin Ultra slipped to 2028 (>12 months past a 2027 target); 2030 US 800VDC share cut to 21% from 25%.
secondhand Goldman Sachs (via @ParadisLabs) · NVIDIA · Goldman Sachs
News 07:25 ET
Wells — active data-center moratoriums up 175% over three months
Carl Quintanilla quotes Wells saying active data-center moratoriums rose 175% nationally over the last three months, with momentum expected to continue amid frontier-lab security concerns. Primary Wells note not opened.
secondhand Wells (via @carlquintanilla) · Wells
News 07:22 ET
Korean media — Samsung may use TSMC as well as its own foundry for HBM base dies
jukan05 relays Korean media that Samsung is collaborating not only with Samsung Foundry but also with TSMC on custom HBM base dies depending on customer requirements. Primary article not opened; root post truncated.
secondhand Korean media (via @jukan05) · Samsung · TSMC
News 07:20 ET
Korean media — Samsung Taylor fab running early, utilization near 30%
jukan05 relays Korean media that Samsung Foundry's Texas Taylor fab started earlier than a planned November start, with utilization crossing ~20% last month and approaching ~30% this month. Primary outlet not opened this pass.
secondhand Korean media (via @jukan05) · Samsung
News 07:15 ET
Tan: Broadcom FY27/FY28 AI semi targets unchanged
On CNBC Mad Money, Hock Tan said Anthropic pacing chatter has not changed Broadcom's $115bn FY27 / $230bn FY28 AI semi forecasts; demand "very durable."
reported CNBC · Broadcom · Anthropic · OpenAI
‹ All posts News ARCHIVE
News · Thu, 24 Sept 2026 · 07:28 ET

BlackRock/IFM exclusive talks on Stack Asia DCs ~$25B

Bloomberg via wires: BlackRock-backed AIP and IFM in exclusive talks for Stack Infrastructure Asia-Pacific DCs, up to ~$25B; Blue Owl seller.

reported BlackRockIFM InvestorsStack InfrastructureBlue Owl CapitalAIPNvidiaxAIMicrosoftMGX Source ↗
Outlet: BloombergPublished: Thu, 24 Sept 2026 · 03:00 ET

Opening

A consortium backed by BlackRock and IFM Investors has entered exclusive talks to buy Stack Infrastructure’s Asia-Pacific data-center portfolio for up to about $25 billion, Bloomberg reported Thursday, citing people familiar with the matter. Bloomberg (relayed by CNA / Reuters; Bloomberg full text was paywalled in this capture) says the group includes the BlackRock-backed Artificial Intelligence Infrastructure Partnership (AIP) and IFM, is preparing due diligence, and hopes to reach an agreement soon with Stack’s owner, Blue Owl Capital. Bloomberg in May had Stack considering options including an Asia sale valued at more than $30 billion; in June IFM and AIP were among potential bidders. Stack (Denver) operates Asia-Pacific sites including Tokyo, Osaka, Sydney, and Melbourne, per its website via the wires. Deliberations are ongoing and talks could be prolonged or fail, Bloomberg added. Reuters could not verify; BlackRock, IFM, Stack, and AIP did not immediately comment, per CNA. AIP launched in late 2024 with plans to initially invest more than $30 billion in AI-related projects; Nvidia, xAI, Microsoft, and MGX are also investors in the partnership, per CNA’s account of the report.

The numbers

Exclusive-talks valuation — up to ~$25 billion for Stack Asia-Pacific DC portfolio — Bloomberg via CNA/Reuters.

Prior sale talk — Asia ops valued at more than $30 billion (May) — Bloomberg via CNA/Reuters.

AIP initial AI-infra ambition — more than $30 billion — CNA (partnership context).

Why it matters

Puts a dated, large Asia DC M&A process on the buy-side tape with hyperscaler-adjacent LPs in AIP — capacity ownership changing hands, not a new offtake print. Deal risk is explicit: exclusive talks, not a signed SPA.

Positioning

AI capex durability — A ~$20–25B Asia DC bid (down from >$30B May chatter) is consistent with continued regional AI/cloud capacity demand; theme break conditions are hyperscaler capex cuts or inference cost killing new build — neither is settled by an unsigned sale process.

Connects to

Nscale S-1 — Public neocloud capacity/RPO print in the same AI-infra financing window (news).

Meta–CleanSpark DC junk bond — Recent U.S. DC financing tape (news).

The Open/Close  ·  Research commentary, not investment advice. Positions may be held in securities mentioned.