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BlockBeats reported that Microsoft canceled its partnership with Nscale at the Loughton data center in the UK, where it had planned to lease approximately 23000 NVIDIA AI chips. Attention may focus on Nscale's listing preparations and the project's power-supply progress.
Citing a Bernstein research report, PANews stated that under different AI accelerator architectures, 1GW capital expenditures for data center construction are approximately 34600000000 to 39500000000 USD; NVIDIA's Vera Rubin solution is the highest, while OpenAI's Jalapeno ASIC solution is relatively less costly.
NVIDIA-backed Australian AI data center operator Firmus withdrew its IPO planned offering due to market volatility and issues with the offering terms. The company will turn to private financing and assess other financing options.
Citing Korean media, BlockBeats reported that ASML has notified Samsung Electronics and SK SK hynix that, in the South Korean market,EUV、DUV prices for lithography machine components will be raised 10%, with the changes expected to take effect next year January.
Lumentum CEO says that AI data center demand has driven optical component capacity to sell out through the beginning of 2029 years, with some products still facing supply shortages;LITE、AAOI perpetual contracts rose by more than 3%。
BlockBeats reported that Lumentum said that, driven by AI data center construction, nearly all of its optoelectronic component capacity had been booked, and the tight conditions may continue until 2029 year. The company expects that approximately 70%of demand will be unmet next year.
Arthur Hayes says AI infrastructure may be overbuilt and face excess-capacity risks in late 2027 or 2028, while liquidity released by bailouts could drive Bitcoin and other crypto assets higher.
Hyperscale Data reported that the company holds nearly 220 coins BTC, together with cash and restricted cash totaling approximately 56400000 USD, and will strengthen its balance sheet to support its AI data center business.
PANews reports that AI credit is tightening in the data center financing market, discounted issuance is increasing, and banks are becoming more cautious, with rising financing costs potentially putting pressure on AI blockchain infrastructure.
Arthur Hayes said the US may support through expanding the money supply AI the industry and US Treasury financing, thereby driving up cryptocurrency prices; he is also monitoring monetary stimulus in Asia and financial pressures in France.
Oracle says the New Mexico AI data center Project Jupiter remains on schedule, but has issued a force majeure notice due to delays in supporting power-supply approvals; related loans and the share prices of Oracle and Blue Owl are under pressure.