Sep 01, 2026🇺🇸
Energy · Build · Capital
On 1 September 2026 Fervo Energy (Nasdaq: FRVO) announced a 396 MW power purchase agreement with Google for enhanced-geothermal output from the Cape Station GeoCluster in Beaver County, Utah. Fervo's 8-K dates the contract to 26 August 2026 between wholly owned Cape Generating Station 6 LLC and Google Energy LLC: four successive 99 MW sub-tranches with target commercial operation beginning Q3 2028, a 15-year delivery term, and parent guarantees from Fervo and Alphabet. Fervo will offer Google an option to add roughly 600 MW — nearly 1 GW in total — with a guaranteed COD no later than June 2030, and may owe Google reimbursement of certain payments if it fails to make that expansion offer. Google describes the energy as a foundational building block for a potential Utah data center; final data-center plans stay subject to engineering, state and local approvals and commercial conditions, with delivery leaning on Utah SB 132 direct-to-load pathways. Billed as the largest enhanced-geothermal PPA to date.
Fervo Energy IR / FRVO 8-K · Primary
Confirmed
90 · Strong
Sep 01, 2026🇰🇷
Policy · Capital · Build
The Korean cabinet approved a record ₩820.9 trillion 2027 budget proposal on 1 September 2026, up 12.8% and the fastest increase on record, funded by semiconductor-boom tax revenue. Spending on AI plus the administration's three megaprojects — semiconductors, physical AI and AI data centres — nearly doubles from ₩10.8T this year to ₩21.3T. The Ministry of Science and ICT's own budget rises 24.5% to ₩29.65T, with AI up 84.3% to ₩9.4T, including ₩3.85T (from ₩2.08T) to add about 10,000 Nvidia Vera Rubin-class GPUs for sovereign models behind a free 'AI for All' service, ₩87.8B for an AI-data-centre cluster and a 10 MW AIDC testbed; roughly ₩2T goes to a semiconductor special account and more than ₩2T to power, water and industrial complexes. The proposal goes to the National Assembly on 3 September and must pass by 2 December, so this is budgeted intent, not yet appropriated.
Yonhap / Hankyoreh / Korea Herald / MSIT budget detail via Digital Today · Wire / major
Confirmed
80 · Strong
Aug 31, 2026🇫🇮🇪🇺
Build · Capital · Policy
On 31 August 2026 the EuroHPC Joint Undertaking signed a procurement contract with Bull to deploy the LUMI-AI supercomputer at CSC – IT Center for Science's data centre in Kajaani, Finland. Total budget for acquisition, delivery, installation and maintenance is €387,800,000, funded 50% by EuroHPC from the Digital Europe Programme and 50% by the LUMI AI Factory consortium — Finland, Czechia, Denmark, Estonia, Norway and Poland. The system is built on next-generation AMD Instinct MI430X GPUs with 6th Gen 256-core AMD EPYC processors and is expected to deliver roughly ten times the AI capacity of the current LUMI, installed and available to users in 2027. Bull was selected from a tender launched in May 2025; Finland was picked as host in December 2024. This is EuroHPC's sixth AI Factory procurement contract, and a rare flagship European win for AMD accelerators.
EuroHPC JU / Bull · Primary
Confirmed
84 · Strong
Aug 31, 2026🇸🇦
Build · Capital
AMD, Cisco and HUMAIN — a PIF company — announced on 31 August 2026 that AMD Instinct MI355X GPU infrastructure built on Cisco Silicon One networking with 800G optics is live in Saudi Arabia and serving customers in the Kingdom and beyond, offered as GPU-as-a-service from training to inference. It is the first production milestone of the joint venture the three announced on 19 November 2025. The next phase is up to 250 MW powered by AMD Instinct MI400-series GPUs, EPYC CPUs and ROCm with Cisco networking, deployment beginning in 2027 and capacity expected to start coming online in the second half of that year; the JV still says it is on track for up to 1 GW by 2030. No megawatt figure, customer count, utilization or pricing was disclosed for the live system, and the original phase-1 plan named 100 MW of MI450 — so the announced path has shifted.
AMD IR / Cisco Newsroom · Wire / major
Single-source
72 · Solid
Aug 31, 2026🇺🇸
Capital · Build
The Wall Street Journal reported on 31 August 2026, matched by Bloomberg and Reuters citing people familiar, that Anthropic signed a roughly $35B, six-year cloud contract with Nvidia-backed Lambda for about 350 MW at Hut 8's Beacon Point campus in Nueces County, Texas — close to one of the site's ~352 MW phases. Reporting describes a four-party chain: Hut 8 develops and leases the space, Nvidia holds the master lease and supplies the GPUs, Lambda installs them and sells capacity to Anthropic. Hut 8 disclosed in July two 15-year leases totalling about 704 MW with $19.6B of base-term value to an unnamed investment-grade tenant later reported to be Nvidia; initial energization of the ~1 GW campus is expected in Q1 2027. None of Anthropic, Lambda, Nvidia or Hut 8 has confirmed the contract, and Lambda's payment to Nvidia is undisclosed, so treat the $35B as reported rather than filed.
WSJ (first) / Bloomberg / Reuters via CNA / Hut 8 July disclosure · Wire / major
Corroborated
70 · Solid
Aug 31, 2026🇺🇸🇨🇳
Policy · Stall
Late August 2026 reporting (Forbes 31 Aug; TechTimes 29 Aug citing The Information) says Trump Commerce/BIS is preparing an export-control draft that would treat remote rental of advanced AI GPUs as controlled access, aimed at Chinese firms using third-country data centers such as Thailand and Singapore, with industry draft circulation possible as early as September. The House already passed the Remote Access Security Act (H.R. 2683) in January; the Senate has not. Export-control bar commentary notes BIS’s statutory remote-access authority is weak until RASA clears. This is a Policy/Stall conversion signal on usable FLOPs geography, not a published final rule.
Forbes / TechTimes / Congress.gov H.R.2683 · Wire / major
Corroborated
72 · Solid
Aug 28, 2026🇺🇸
Energy · Build · Policy
On 28 August 2026 the Public Utility Commission of Texas unanimously granted final Certificates of Convenience and Necessity for Oncor’s Dinosaur–Longshore path (Docket 59315, Route 559, ~242.6 miles, ~$2.243B, target 2028) and Longshore–Drill Hole (Docket 59029, Route 476, ~181.6 miles, ~$1.704B, target 2029) — about 424 miles and ~$3.95B of 765-kV into West Texas under the Permian Basin Reliability Plan. Need findings cited oil/gas plus non-oil load including crypto, data centers, and hydrogen. Howard–Solstice (59336) remains tabled past its 31 August statutory clock and is not part of this Wire item.
Dallas Express / Oncor / Texas Tribune · Primary
Confirmed
88 · Strong
Aug 27, 2026🇹🇼🇸🇬
Build · Capital
On 27 August 2026 Taiwan OSAT Powertech Technology said its fan-out panel-level packaging (FOPLP) capacity for AI is fully booked through 2030 by two major customers (press cites AMD and Broadcom), backed by about NT$70 billion (~$2.2B) to expand from ~1,000 to ~5,000 panels/month by 2028, with AI server CPU shipments expected next year and a Broadcom joint packaging line planned in Singapore around 2028. This is a Taiwan/Singapore packaging-conversion print around CoWoS scarcity.
Taipei Times / Nikkei Asia · Wire / major
Corroborated
80 · Strong
Aug 27, 2026🇺🇸🇰🇷
Build · Capital
On 27 August 2026 SK hynix held a groundbreaking ceremony at Purdue University in West Lafayette, Indiana, for its first US next-generation HBM advanced-packaging production base. The company newsroom (dated Seoul 28 August) sizes the Indiana fab at over $4 billion, with the cleanroom scheduled to open by October 2028 and mass production of next-generation HBM in the second half of 2029, plus an Advanced Packaging R&D Testbed and about 1,000 facility jobs. Korea-made wafers will be packaged and tested in Indiana and sold as Made-in-USA product to US customers. A prior US Commerce CHIPS award (December 2024) attached up to $458 million in direct funding and up to $500 million in loans to the West Lafayette project; that award is not restated in today’s newsroom note. This is a US/Korea conversion print: packaging land and a 2029 volume clock, not a 2026 wafer start.
SK hynix Newsroom · Primary
Confirmed
91 · Strong
Aug 26, 2026🇺🇸🇨🇳
Policy · Energy · Stall
On 26 August 2026 President Trump signed Executive Order 14420, Declaring a National Emergency to Secure the United States Bulk-Power System. The order authorizes the Secretary of Energy, within 120 days, to publish rules prohibiting or conditioning acquisition, importation, transfer, or installation of foreign-produced bulk-power system electric equipment — including substation transformers, grid-connected inverters, battery energy storage, UPS supporting critical infrastructure, turbines, and industrial control systems — where the transaction involves a Covered Foreign Entity and poses undue sabotage, supply-disruption, or national-security risk. DOE may also impose conditions on already-installed foreign equipment, including phased removal. The White House text explicitly cites rapid growth of data centers and artificial intelligence as magnifying bulk-power dependence. By 2–3 September, CNBC, Data Center Knowledge, and Wood Mackenzie commentary framed the order as tightening an already short transformer/substation market (Wood Mackenzie: ~15% transformer and ~8% substation shortage in 2026), with data-center developers that had turned to Chinese 100 MVA+ units for lead times most exposed. Implementation rules are due by ~24 December 2026; scope for behind-the-meter data-center loads remains open.
White House EO 14420 · Primary
Confirmed
90 · Strong
Aug 26, 2026🇨🇳
Stall · Pricing · Policy
On 26 August 2026 NVIDIA reported Q2 FY27 results for the quarter ended 26 July 2026: revenue $96.2 billion and Data Center $89.0 billion. CFO commentary (SEC EX-99.2) states shipments of Data Center Hopper products to China were less than 1% of Data Center revenue in the quarter. The Newsroom outlook for Q3 FY27 revenue of $108.0 billion plus or minus 2% states NVIDIA is not assuming any Data Center compute revenue from China. This is a realized China mix print plus a repeated zero-China DC compute outlook, distinct from the already-wired 19 Aug limited H200 landings note.
NVIDIA Newsroom / SEC EX-99.2 · Primary
Confirmed
91 · Strong
Aug 26, 2026🇺🇸
Energy · Build · Policy
On 26 August 2026 Georgia Power said its contract to serve OpenAI’s Effingham County project was approved as part of the Georgia Public Service Commission regulatory process. The company says the contract, filed with the PSC in July, includes 3,200 MW of new demand, OpenAI pays the full cost of infrastructure needed to serve it, and OpenAI has committed up to 1,000 MW of flexible demand response. This is a US named-MW utility-path conversion, not a campus FID on NVIDIA silicon.
Georgia Power / Southern Company · Primary
Confirmed
90 · Strong
Aug 25, 2026🇦🇺
Build · Policy · Energy
On 25 August 2026 Tasmania’s George Town Council voted 6–1 to approve Firmus Technologies’ 288 MW AI data centre at the former Gunns pulp mill site in Long Reach (Bell Bay Advanced Manufacturing Zone). ABC reports planning conditions (noise and air surveys, a new bushfire and emergency plan) after the diesel-generator count was corrected to 276, and a 14-day appeal window to the Tasmanian Civil and Administrative Tribunal. This is Australia’s named-MW local planning conversion this week.
ABC News (Australia) · Wire / major
Confirmed
80 · Strong
Aug 25, 2026🇮🇳
Build · Capital
On 25 August 2026 AM Intelligence (AMI), the AI infrastructure platform set up by Greenko’s promoters, said it placed a firm and binding order for 9,000 NVIDIA Rubin GPUs to be deployed as Vera Rubin NVL72 rack-scale systems at its first AI factory in Hyderabad, with delivery slated for Q1 2027 and 30 MW of capacity. AMI frames Hyderabad as the first tranche of a planned 1 GW Compute-as-a-Service footprint, with an initial 200 MW to market involving more than $8 billion of capital expenditure, and says it is developing 5 GW of powered AI data centres across India, the United States and Europe. The Hyderabad site is engineered for roughly 450 exaFLOPS of NVFP4 inference. This is India’s second live conversion print this month after L&T × Together Chennai, and the first named Rubin (not Blackwell) factory MW on the tape. Source is the company release as reported by The Hindu / PTI; no AMI IR PDF located at filing time.
AM Intelligence / The Hindu · Wire / major
Confirmed
79 · Solid
Aug 25, 2026🇺🇸🇨🇳
Build · Policy
On 25 August 2026 Dylan Patel of SemiAnalysis, on the Dwarkesh Podcast, restated the country watt split: since 2022 the US share of incremental AI data-center watts rose from about 45–50% to ~70% today, while China fell from about 30–35% to sub-10% of watts being deployed. He puts China's 2028 AI compute stock at 30 GW or less, with 5–10 GW of that year's add from domestic SMIC/CXMT silicon he says is worse than 2028 US chips, and calls +50 GW incremental in 2029 "completely reasonable." World incremental path in the same interview: +30 GW this year, +50 next, ~70 in 2028 (80 as the upper bound). MATCH Act (H.R. 8170) is named as the live export-control lever; as of 26 August it is not law (House Foreign Affairs reported 22 April, no floor vote). These are SemiAnalysis model prints stated on a dated interview, not a campus FID or a government filing.
Dwarkesh Podcast / SemiAnalysis · Trade press
Single-source
62 · Solid
Aug 24, 2026🇹🇼🇨🇳
Policy · Stall
On 24 August 2026 the Keelung District Prosecutors’ Office indicted eight people, including a distribution manager at Nvidia’s Taiwan office and two sales managers at Super Micro’s Taiwan branch, for breach of trust and document forgery tied to Supermicro servers equipped with Nvidia B300 GPUs. CNA (Focus Taiwan) reports prosecutors say Flying Tiger obtained a 130-server order after a staged site inspection, 74 servers reached Chinese buyers via direct shipment or routes through Indonesia, Japan and Hong Kong, and customs seized the remaining 56 in Taiwan. Illicit proceeds on the completed 74-server resale exceeded US$21.2 million. A Flying Tiger principal remains wanted. This is a Taiwan/China conversion-enforcement print on the whitelist-and-inspection gate, not a new export rule.
CNA / Focus Taiwan (Keelung prosecutors) · Primary
Confirmed
82 · Strong
Aug 24, 2026🇺🇸
Build · Capital · Energy
On 24 August 2026 Lancium announced a strategic collaboration with NVIDIA and said NVIDIA made a strategic investment in Lancium (amount not disclosed). Lancium’s release states its AI factory campuses — 4 GW of leased capacity and a development pipeline exceeding 15 GW of powered land — will serve as deployment sites for NVIDIA’s full-stack AI factory platform, using NVIDIA DSX reference designs including DSX MaxLPS (company claim: up to 40% more GPUs in the same power budget) and DSX Flex for grid-responsive power draw. Lancium is a Blackstone portfolio company. NVIDIA has not posted a matching IR note. This is a US Texas powered-land / stack capital signal, not a newly named campus FID. Distinct from the already-wired 17 Aug PORTS-Pike Ohio residual-value package.
Lancium · Wire / major
Single-source
64 · Solid
Aug 20, 2026🇺🇸
Policy · Stall · Energy
On 20 August 2026 at 1:52 PM the State Office of Administrative Hearings filed PUCT Docket 59475 Item 6441, a Proposal for Decision with memorandum, signed by Presiding Administrative Law Judges Linda Brite, Linda J. Burgess, and Dee Marlo Chico (SOAH Docket 473-26-16349). The PFD remands the joint Oncor Electric Delivery / LCRA TSC application for the Bell County East Switch to Big Hill Substation 765-kV line, and the need determination for the companion Big Hill-to-Sand Lake Project (Docket 59182), to the Public Utility Commission of Texas. Proposed ordering paragraph 2 reads: “The Commission does not approve the Applications for the Bell County East-to-Big Hill and Big Hill-to-Sand Lake Projects. The amendment of Applicants’ CCNs is not approved by this Order.” Conclusion of law 13: “ERCOT’s PBRP recommendation is not entitled to great weight in the determination of need for this reliability project.” Conclusion 14: the evidence does not establish the CCN amendments are necessary for the service, accommodation, convenience, or safety of the public under PURA § 37.056, so both Import Path 2 applications should be denied. Conclusion 15: the Application should be denied for failure to comply with the process due to approximately 1,400 landowners under Rule 22.52(a)(4) for public meeting. If a route is later selected, the ALJs recommend Route 894. This is a proposal for decision, not a Commission order. Exceptions, replies, oral argument, and an open-meeting date are still to be set. 20 August Open Meeting minutes remain unposted. Do not treat 59029/59315’s 21 August consolidation-on-need order as a CCN grant or deny.
PUCT / SOAH · Primary
Confirmed
90 · Strong
Aug 20, 2026🇺🇸
Policy · Stall · Energy
On 20 August 2026 at 12:29 PM the Public Utility Commission of Texas filed Project 59142 Item 53, Order Granting Good Cause Exceptions, signed by Chairman Thomas J. Gleeson and Commissioners Kathleen Jackson and Courtney K. Hjaltman. Under 16 TAC § 25.3(b) the Commission grants ERCOT relief from 16 TAC § 25.361(b)(16) so it need not classify Large Loads (≥75 MW, including data centers and virtual currency mining) by the 7 August 2026 Planning Guide § 9.3.1(2)(a) deadline, and need not limit the 1 August and 1 November 2026 quarterly stability assessments to loads already classified as base load. Eligible-but-unclassified base-load submissions may still enter those QSAs. ERCOT may finish dynamic-data review after 7 August and give interconnecting large-load entities 24 days to cure deficiencies. The order recites Governor Abbott’s 3 August letter and states good cause exists for ERCOT to complete the verification and audit and report results to the Commission before continuing Batch Zero. Community-impact information is to be requested from data centers and crypto facilities of 25 MW or more that have not yet energized. The order does not rule individual Batch Zero eligibility and does not restate ERCOT’s 31 August / 10 December clocks from Item 52. Open Meeting minutes for 20 August are still unposted.
PUCT · Primary
Confirmed
95 · Strong
Aug 20, 2026🇺🇸
Policy · Stall · Energy
On 20 August 2026 at 09:01 ERCOT filed PUCT Project 59142 Item 52, a 13-slide update for that morning’s Open Meeting. Three good-cause exceptions remain pending: delay final Batch Zero classification past the 7 Aug deadline and conditionally classify large loads by 31 Aug; let conditionally classified base loads into the 1 Aug and 1 Nov Quarterly Stability Assessments; and send late dynamic-data deficiency notices with the same 24-day cure. ERCOT is not asking to move the 9 Apr 2027 study-results deadline. QSA scope is 6 large loads ≈1,959 MW (1 Aug, projected energization Q1 2027) and 17 ≈6,874 MW (1 Nov, Q2 2027); QSA inclusion does not authorize energization. ERCOT has reviewed 290 dynamic models, ~18% acceptable on first pass, and has paused energization of large-load data centers and crypto (≥75 MW) — 17 loads, 6,608 MW total peak over 5 years, have finished every ERCOT process except approval to energize. Verification RFIs run Aug–Nov; Batch Zero Eligibility Verification and Community Impact Review reports file 10 Dec for a 17 Dec Open Meeting. April snapshot: 157 medium DC/crypto loads ≈8,766 MW. No PUCT minutes or order posted as of 8:15 PT.
ERCOT / PUCT Interchange · Primary
Confirmed
93 · Strong
Aug 19, 2026🇨🇳
Policy
On 19 August 2026 the Financial Times, as reprinted by Business Standard, reported that ByteDance and Tencent have each received about 10,000 NVIDIA H200 processors in recent weeks, with a few other Chinese groups queued for similar-sized shipments. Chinese regulators have told companies they may ship H200s to Hong Kong (outside mainland customs) and use them there; Beijing still wants most volume kept off the mainland to protect domestic chipmakers. The reprint cites two conflicting per-customer US caps — FT’s 100,000 vs Reuters’ 75,000 under Commerce licensing — and says purchases still need NDRC approval. NVIDIA has about 500,000 H200s in stock mainly for Chinese customers; Blackwell remains banned. This is a dual-sovereign policy print: US licence is no longer the only gate.
Financial Times / Business Standard · Wire / major
Single-source
64 · Solid
Aug 18, 2026🇺🇸
Policy
On 18 August 2026 Governor Josh Shapiro signed Executive Order 2026-05, effective immediately. DEP’s template Consent Order and Agreement is required for any data center with peak demand over 25 MW; signers get rolling permit review only after local comprehensive-plan consistency and all municipal approvals. Non-signers wait until local approvals and water/wastewater authorizations are in hand, with no rolling issuance and exclusion from PAyback and the Permit Decision Guarantee. The Computer Data Center Equipment sales-and-use exemption is tied to GRID. The Office of Transformation and Opportunity must remove existing data-center projects from the PA Permit Fast Track Program and bar new ones. NDAs on data-center projects are impermissible for agencies under the Governor’s jurisdiction. Recitals cite 20 DEP permit applications, 14 active exemption certificates, PJM’s 74 GW summer-peak growth through 2045, and $29.4 billion / 46% of the last four PJM capacity-auction costs attributed to data centers. This is a state conversion gate on PJM-side load, not a campus FID.
Commonwealth of Pennsylvania · Primary
Confirmed
90 · Strong
Aug 18, 2026🇺🇸
Build · Capital · Energy
On 18 August 2026 Amazon updated its February campus note: planned investment in northwest Louisiana rises from $12 billion to $18 billion with a third planned campus in Shreveport, across Caddo and Bossier Parishes. STACK Infrastructure is developer and owner of all three campuses. Amazon says it will pay 100% of new energy infrastructure and grid upgrades with SWEPCO, and up to $400 million in public water infrastructure funded by Amazon, not ratepayers. Fully built, the three campuses are expected to create up to 750 full-time Amazon data-center jobs and support 2,500 additional positions; STACK cites up to 2,250 construction jobs. IT megawatts are not disclosed on the Amazon page. Distinct from the already-wired Pecos GW Ranch site.
Amazon · Wire / major
Single-source
68 · Solid
Aug 17, 2026🇺🇸
Capital · Build · Energy
On 17 August 2026 NVIDIA’s 8-K locked residual-value guaranties with SB Energy for ~4.25 IT-GW at the PORTS Technology Campus in Pike County, Ohio, cumulatively capped at $105 billion, with ready-for-service expected from 2028. The SEC-filed press release adds a $1.5 billion equity check into SB Energy, exclusive NVIDIA compute, a 20-year OpenAI lease, an option on the remaining ~3.75–3.8 IT-GW (press vs 8-K), plus 10 GW of new generation and a $4.2 billion AEP Ohio grid package that SB Energy/SoftBank say yields 8 IT-GW. This restates US conversion as land-power-shell finance: NVIDIA is now underwriting the campus, not just selling the stack.
SEC · Primary
Confirmed
97 · Strong
Aug 14, 2026🇺🇸
Policy
On 14 August 2026 Reuters reported an undated State Department draft, reviewed with a US official, warning the 35 June AI Opportunity Statement signatories they will be dropped from the US-led AI coalition if they also join a competing framework. The draft says Pax Silica “is not merely a membership subscription, but a commitment” and “cannot be held alongside membership in duplicative initiatives”; Reuters names Kazakhstan as the only known dual member. This is a chip-access/export-alignment signal, not a GW print — and it is still a draft. State declined to comment on leaked internals; send date unconfirmed.
Reuters · Wire / major
Single-source
63 · Solid
Aug 13, 2026🇮🇳
Build · Capital
On 13 August 2026 Larsen & Toubro said LTN Compute / Vyoma.AI won a ₹10,000–15,000 crore ($1.05–1.57 billion) order from Together AI for a 10,000-GPU NVIDIA B300 factory at its Chennai campus — L&T’s stated largest single-cluster AI deployment in India. L&T’s own statement, reprinted on the company newswire, sizes the campus as gigawatt-scale with Phase 1 at 250 MW and 150 MVA of power readiness. This is India’s conversion print for the window: a named cluster, a rupee ticket, and a megawatt envelope on Indian soil.
Reuters / The Hindu Business Line · Wire / major
Confirmed
84 · Strong
Aug 12, 2026🇬🇧🇪🇪🇫🇮
Build · Pricing
Nebius’s 12 August 2026 shareholder letter raised year-end 2026 contracted power — defined as secured land and power commitments, not connected megawatts — to 5 GW, from +4 GW last quarter, and said it plans to deploy more than 1 GW per year starting in 2027. Q2 group revenue was $582.3 million (+454% YoY); AI cloud $574.9 million; ARR $3.0 billion; Q2 capex about $5.7 billion. Four landmark deals averaged more than $1 billion TCV and $20–25 million per MW; Q3 short-duration capacity is priced in the $40–50 million per MW range, with the first such deal signed. New 2026 sites listed include the UK, Estonia and Finland plus US states. Contracted 5 GW is a European/US conversion clock, not a named Welsh MW print.
Nebius IR · Primary
Confirmed
82 · Strong
Aug 10, 2026🇺🇸
Capital
NVIDIA partners with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to establish independent compute-financing platforms targeting over $500 billion of third-party capital, with NVIDIA guaranteeing up to 25 percent of chip residual value on individual deals. The capital constraint on the global buildout just grew a dedicated channel, and GPUs were declared an investable asset class.
NVIDIA IR · Primary
Confirmed
95 · Strong
Aug 08, 2026🇦🇲
Build
The Hrazdan facility went from site to operation in about six months on NVIDIA and Dell infrastructure, with a roadmap of 70,000+ GPUs and 300 MW by end-2027 and NVIDIA stating intent to invest. The proof of concept for small-state compute conversion.
NVIDIA blog · Primary
Confirmed
92 · Strong
Aug 07, 2026🇰🇷
Capital · Build
On 7 August 2026 SK hynix’s board approved ₩35,224,600,000,000 to construct Y2 (phases 1–6 of Fab 2) at the Yongin Semiconductor Cluster, 29.19% of total equity as of 31 December 2025, with a stated investment window of 7 August 2026 to 31 October 2031. The 6-K frames the spend as mid- to long-term memory capacity, not a 2026 wafer print. This is Korea’s conversion ticket for HBM/DRAM land and power already sitting inside the Yongin cluster — volume for 2029+, not this year’s tape.
SEC · Primary
Confirmed
88 · Strong
Aug 07, 2026🇺🇸
Energy · Build
On 7 August 2026 Amazon confirmed to Cleanview it acquired the GW Ranch site in Pecos County, Texas, and will buy power from an on-site gas plant permitted for 35 turbines at up to 7.65 GW nameplate (permit also states ~5 GW nominal delivered). Amazon’s on-record line: new on-site generation that “won’t raise electricity costs for Texas families,” designed to move to grid service when interconnection allows; Pacifico separately cites 750 MW solar and 1.8 GW BESS. In a 474 GW ERCOT freeze, this is the US workaround — behind-the-meter gigawatts that convert Texas compute without waiting for Batch Zero.
Cleanview · Trade press
Corroborated
74 · Solid
Aug 07, 2026🇮🇩
Build
First 200 MW of GB300-class capacity targeted for H1 2027 at Batang, Central Java, with Qatari capital leading. Southeast Asia's largest sovereign-flavored compute commitment to date.
Data Center Dynamics · Trade press
Corroborated
78 · Solid
Aug 05, 2026🇸🇦
Build · Energy
On 5 August 2026 DataVolt CEO Rajit Nanda told AGBI the 1.5 GW Oxagon AI-factory campus at Neom has reached “the last mile for the first phase” and should break ground in two to three months, with first-phase ops still aimed at 2028. The land/infrastructure deal with Oxagon dates to February 2025; first-phase funding sits inside DataVolt’s previously stated $5 billion Saudi commitment — customers and first-phase MW were not disclosed. This is the live KSA conversion clock: a named 1.5 GW campus moving from MOU to dirt, not a new GW number.
AGBI · Trade press
Single-source
62 · Solid
Aug 03, 2026🇺🇸
Policy · Stall · Energy
On 3 August 2026 Governor Greg Abbott ordered PUCT and ERCOT to finish a comprehensive verification audit before any data-center project in the interconnection process can advance, citing ~474 GW of requests — more than five times ERCOT peak — of which about 90% are data centers. At the 14 August PUCT meeting ERCOT put the live Batch Zero slice at 250–300 projects and ~200 GW, said the work will take several months, and confirmed the 7 August Batch Zero classification notice was shelved. This is the live US grid stall: Texas conversion is now gated by audit, not by queued megawatts.
Office of the Texas Governor · Primary
Confirmed
96 · Strong
Jul 30, 2026🇪🇺
Policy · Capital
EuroHPC launches the formal tender for gigafactory sites across at least seven member states, targeting over €30 billion total investment with selection in early 2027. Europe's answer arrives as a procurement document.
EuroHPC (primary) · Primary
Confirmed
90 · Strong
Jul 29, 2026🇰🇷
Policy · Build
Following the 260,000-GPU national program announced at APEC, the alliance formalizes the most aggressive national capacity target published anywhere, with UAE export ambitions attached.
TechTimes · Regional
Corroborated
66 · Solid
Jul 23, 2026🇳🇵
Energy
Export earnings rose 68 percent year on year. The same electrons routed through contracted GPU cloud would gross roughly 20 to 40 times more, which is the entire compute-conversion argument in one fiscal year.
Republica (NEA data) · Regional
Corroborated
68 · Solid
Jul 14, 2026🇺🇸
Policy · Stall · Energy
On 14 July 2026 Governor Kathy Hochul signed Executive Order No. 62, the first statewide data-center permitting pause. The order recites nearly 12 GW of data-center load in the NYISO interconnection queue as of May 2026, more than 8 GW of it added in 2025. Until DPS files a final Generic Environmental Impact Statement and findings under SEQRA, DEC must hold in abeyance discretionary permits for construction or expansion of a "data center" that were not already deemed complete — defined as a facility that consumes or can consume 50 MW or more, with manufacturing, research (including Empire AI), education, and medical-care sites carved out. Local-government permits are not paused. DPS must run the GEIS through Case 26-E-0045 (Energize NY / large-load interconnection); ESD has 60 days to post a Community Investment Framework; DEC has twelve months to report on water-withdrawal rules. The press release called this a one-year pause; the order itself lasts until the GEIS lands, with no statutory clock. This is a state conversion gate on NYISO-side load, not a campus FID. Dylan Patel pointed at it on 25 August as the policy drag on US supply; the primary is the EO.
State of New York · Primary
Confirmed
91 · Strong
Jul 14, 2026🇦🇪🇺🇸
Policy
Federal Register rule 91 FR 43034 moves the UAE to Country Group A:5 and names approved entities, while G42 and Core42's license-free status expires April 6, 2027 unless they become US companies. The template for compute diplomacy, and its price, in one document.
US Federal Register · Primary
Confirmed
94 · Strong
Jun 15, 2026🇰🇿
Build · Capital
300 MW rising toward 1 GW and 100,000 GPUs on coal-basin power, with a stated $3 billion per year export ambition. In its officials' words: transforming Ekibastuz coal into digital export revenue.
Times of Central Asia · Regional
Corroborated
72 · Solid
Jun 10, 2026🇮🇳
Build · Capital
Part of Reliance's stated $110 billion AI plan, with 120+ MW already live in H2 2026. The largest private-sector compute bet in the Global South acquires an anchor tenant.
TechCrunch · Trade press
Corroborated
80 · Strong
Jun 01, 2026🇹🇼
Pricing
The clearest 2026 restatement of the price of compute capacity, and the basis for this index's ceiling band. Every token is revenue, per Huang; every watt is now priced accordingly.
SiliconANGLE · Trade press
Corroborated
76 · Solid
May 12, 2026🇺🇸
Policy
Decision B-337935 holds that the May 2025 non-enforcement announcement was itself a rule that was never submitted to Congress. The legal floor under most emerging markets' GPU access is officially contested.
US GAO (primary) · Primary
Confirmed
93 · Strong
May 07, 2026🇰🇪
Build · Stall
Chips were available; electricity was not. The clearest single data point that energy, not silicon, is the binding constraint on the global buildout.
Data Center Dynamics · Trade press
Corroborated
75 · Solid
Apr 20, 2026🇬🇧
Stall
The flagship western sovereign deal, 31,000 GPUs planned, halts on power prices while the North East AI Growth Zone still advertises 1.1 GW. Readiness without affordable electrons has a ceiling of its own.
Data Centre Magazine · Trade press
Corroborated
70 · Solid
Apr 15, 2026🇳🇴
Build
Stargate Norway's capacity finds a hyperscale offtaker above the Arctic Circle. Cold, cheap, firm power keeps winning the contracts that latency arguments said it could not.
Data Center Dynamics · Trade press
Corroborated
78 · Solid
Mar 15, 2026🇧🇷
Build
Eldorado do Sul's campus gets state sign-off for up to 4.75 GW of planned capacity, roughly $50 billion, with phase one operational. Latin America's largest compute project is now also its most grid-real.
Data Centre Magazine · Trade press
Corroborated
74 · Solid
Jan 20, 2026🇧🇷
Build
300 MW first phase toward roughly 1 GW in Ceará, wind-fired and export-oriented. The largest Chinese AI-infrastructure project abroad is rising in Brazil.
Data Center Dynamics · Trade press
Corroborated
72 · Solid
Dec 17, 2025🇵🇾
Capital
BBB- lands on the country holding the index's largest redirectable power surplus relative to size, roughly 40 TWh a year currently exported at commodity prices. Capital access arrives before the compute does.
Bloomberg · Wire / major
Confirmed
84 · Strong