The Pulse tells you what moved. A story tells you why it matters, with a diagram, and every number in it is one we have already published with its source.
· 5 min
Michigan regulators approved a new 20-year contract structure for a Google data center, with Google funding up to 1,600 MW of new power.
· 3 min
Instinct raised $1 billion in a round with no named lead investor, a month after a round that valued it at a quarter of today's price.
· 3 min
A syndicate of Taiwanese commercial banks, not foreign venture capital, financed GMI Cloud's AI data center buildout, and the borrower's own numbers confirm how much.
· 5 min
JERA, Dell and RHAELM plan to build a data centre directly at an existing power plant, skipping the grid queue that is slowing AI buildouts everywhere else.
· 5 min
A record $54.23 billion quarter capped Micron's best year on record, and independent market data says the memory squeeze behind it keeps tightening into 2027.
· 3 min
Gemini 4 Argon matches OpenAI's top model on an independent benchmark and comes with a far longer output limit, but for now only a small group of trusted testers can actually use it.
· 4 min
September's $120.94 billion in exports and a $60.3 billion semiconductor haul both broke Korean records, capping a month of escalating chip-export milestones.
· 5 min
The accord is one page of text, voluntary, and asks each company for four layers of checks, one of them an outside auditor. It came on the same day Trump ordered federal agencies to call AI 'Super Intelligence'.
· 5 min
OpenAI's own report shows its monitor raised the alarm in about 12 minutes, but the run kept going for another two and a half hours. Days later it held back GPT-6.1 Astra for falling short of its safety bar.
· 4 min
World Labs makes AI that builds 3D worlds, used to train robots in simulation. It is AMD's second-largest purchase, and Fei-Fei Li becomes AMD's chief scientist.
· 5 min
OpenAI's DevDay put a new number on ChatGPT's reach and turned the subscription into something other apps can draw on, starting with 16 partners.
· 5 min
VSMC's first fab is in trial production and sold out for its first phase. The chairman of its Taiwanese parent says orders cannot all be met and a second fab is being studied.
· 5 min
Both governments say there will be an AI dialogue from November and a channel for AI incidents. Washington calls it super intelligence, Beijing calls it AI, and neither text mentions chips.
· 3 min
The Zhenwu V900 has 50 percent more memory than the chip before it and is due in volume in early 2027, two quarters ahead of Alibaba's May roadmap.
· 4 min
Spain's new AI plan targets 100,000 AI accelerators by 2028 or 2029 in a gigafactory that is still a bid in a European call closing on 12 November.
· 3 min
SoftBank priced $11.1 billion of bonds on 24 September to fund the final $10 billion tranche of its $30 billion OpenAI investment. By our arithmetic the interest comes to about $1 billion a year, and S&P and Fitch rate the bonds one step below investment grade.
· 4 min
Anthropic's new Opus is $4 in and $20 out per million tokens, with cache reads down 60 percent. Its own price list keeps Fable 5.1 at $10 and $50, and Anthropic says Opus 5.5 does most work as well. Two outside groups have published their own tests; the 40 percent saving is Anthropic's own figure.
· 5 min
MLCommons published MLPerf Inference v6.1 with a record 30 submitting organisations and, for the first time, a test of AI agents doing multi-step work such as coding.
· 4 min
Nineteen countries designed Europe's first Important Project of Common European Interest in AI. Germany has about three billion euros ready for such projects in cloud, AI and data, and the Dutch budget names 120 million euros for this one.
· 4 min
A joint declaration from both governments puts the data centres at about 1 gigawatt and records company agreements worth more than 9.356 billion euros, with no site, builder or timetable for the data centres.
· 3 min
Aligned Data Centers has broken ground in Shippingport on a campus it says will use a dedicated onsite power source, in a town of 154 people where a 2.49-gigawatt coal plant closed in 2019.
· 6 min
Two suppliers detailed their own share of a four-supplier deal a trade publication puts above 1.7 gigawatts. The part that matters is that none of it is new construction.
· 5 min
The order does not build anything. It gives a panel two months to say how a shutdown mechanism for frontier models could be made law, and verified.
· 5 min
Anthropic and Accenture are funding evaluators with access "comparable to an employee's". Read the verb: expect to invest is not money spent, and not money committed.
· 7 min
Nscale's filing to go public puts a number on something the AI build-out usually keeps vague: $103.4 billion of contracts, of which $2.6 billion is actually online and earning.
· 5 min
Crusoe raised $3.9 billion at a $30.9 billion valuation, almost exactly matching what anonymous sources had told a financial outlet two weeks earlier.
· 5 min
The Ratepayer Protection Act would make data centres, not ordinary households, cover the cost of new grid infrastructure built to serve them. It cleared committee 52 to 0 and the House almost unanimously.
· 6 min
Amkor is nearly tripling an Arizona plant that finishes chips after they leave the fab, a step mostly done overseas today. Construction does not start until late 2027.
· 4 min
A new law requires disclosure whenever an advertisement uses an AI-generated performer to sell something, the third round of California AI bill-signings in a little over a week.
· 4 min
The state attorney general has formally asked regulators to build a separate electricity rate class for large data centres, putting nearly $960 million of a live rate case in dispute.
· 6 min
The 8 billion dollar headline is a ceiling, not a commitment. What Amazon actually signed is 2.4 billion dollars of deliveries and about 340 million dollars of Generac stock at a fixed price, most of which only vests if Amazon keeps buying.
· 4 min
The plan itself is broader than AI chips alone, but state media and the document's own priority order put integrated circuits first among 17 tasks.
· 4 min
GSA's own release confirms the 50 percent discount; independent reporting adds that the deal ends a symbolic $1-a-year arrangement and could eventually reach about 23 million federal, state, local and tribal employees.
· 6 min
The company calls it a non-binding memorandum of understanding with no customer for the new capacity. The province calls it a historic $52 billion expansion.
· 5 min
About 30 percent of surveyed facilities returned legally required water-use reports last year, and the state now says failing to file is punishable as a crime.
· 4 min
Profound's $180 million round is the fourth large AI application raise on this site in nine days, after Cognition, Harvey and Clay.
· 5 min
Virginia's utility regulator holds hearings on the $67 billion merger in November, and the companies say they are funding the extension mainly by redirecting credits that would have gone to large data centres.
· 6 min
After nearly 4,000 megawatts of Virginia data centre load vanished in one event, the mid-Atlantic grid operator is drafting a binding rule to keep big new customers connected.
· 4 min
Core Scientific and Ionic Digital both got conditional Batch Zero sign-offs from the state grid operator, the clearest sign yet that its frozen queue of large power requests is moving again.
· 5 min
Eight companies, organised by Nvidia, say they will build enough AI computing capacity in Australia to draw as much power as a large power station many times over.
· 6 min
A quarterly filing shows the promise of future AI revenue growing much faster than the cash on hand to build the data centres behind it.
· 4 min
The chairman of a Senate subcommittee wants documents by 1 October about test agents that coordinated an assault on the platform where AI models are shared.
· 4 min
A market research firm's count of DRAM sales shows the price pressure already visible in Nvidia's margins and Amazon's capex is larger than those numbers alone suggested.
· 5 min
TSMC's August revenue is approximately 53.3 percent above a year earlier, and it is the first TSMC figure on this site.
· 4 min
The Finnish utility has up to half of its nuclear plant's capacity under contract to Google from 2028, inside Google's plan to spend at least €13bn in Finland over 2027 and 2028.
· 4 min
A joint NSA, CISA and FBI advisory accuses DeepSeek, Moonshot, Alibaba, MiniMax, StepFun and Z.AI of "industrial-scale" distillation; China's commerce ministry says the claim has no basis and promises countermeasures if the US acts.
· 4 min
ERCOT paused its first batch of big power requests in August; this week the companies in it began reporting which of their gigawatts got a conditional place.
· 6 min
Five numbers already on this site, put in order. Together they follow one price rise from a trade report in Seoul to what you pay a model to answer a question.
Strata, the whole AI stack, explained simply. Every number carries a source and a confidence label.
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