The AI stack on 5 September 2026. 3 moves, 1 with a primary source.
· Band Rules and society · $45M · Reported
Campaigns have spent more than $45 million on political adverts that mention data centres. Two years ago the subject barely appeared in an election. It is now something candidates campaign on.
· L3 Iron and cloud · Up to 1 GW · Confirmed
A subsidiary of India's biggest technology services company has secured land for a computing site that could eventually pull as much electricity as a small city. HyperVault and its partners are expected to invest up to 70,000 crore rupees, roughly 8 billion dollars. Nothing is built yet.
· L3 Iron and cloud · NT$921.8bn · Reported
Foxconn took in 921.8 billion Taiwan dollars in August, its second highest month on record and its best August ever, 51.98 percent more than the same month a year earlier. The report attributes the strength to demand for AI products and to the cloud and networking side of the business.
Strata, the whole AI stack, explained simply. Every number carries a source and a confidence label.
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