bibibi.ccLoading…
Connect scattered updates into a story you can understand.
Nscale plans to build at least two AI data centers in South Korea and has advanced pre-construction approvals for the Gumi project. The company is also looking for other expansion opportunities locally.
Three people with knowledge of the matter said that Microsoft and other companies and industry groups are urging the U.S. government to halt its plan to ban imports of Chinese AI data center optical modules. Microsoft has explained the potential supply chain challenges to U.S. officials.
PANews cited the announcement as saying that Hyperscale Data sold its remaining approximately 211.56 BTC as of November 8, and the proceeds of about 16000000 USD were used for debt repayment and the construction of an AI data center.
PANews, citing CNBC, reported that SoftBank posted a net loss of 1120000000000 yen in its second fiscal quarter; adjustments to procurement of power generation equipment for US AI data centers led it to book a loss of 597200000000 yen for the first half of the fiscal year.
A SemiAnalysis on-site visit reported that the first 120MW of the Envision Xinghe base in Inner Mongolia was built and delivered in less than 1 year, and the approximately 200MW first-phase project was fully delivered by the end of October. The park plans to reach 800MW of IT power supply capacity by the end of 2027.
South Korean Deputy Prime Minister Lee Hyung-il stated that there are no particular circumstances regarding AI data center regulation following the U.S. midterm elections, and that the situation still requires observation. The South Korean side said it is monitoring changes in the United States and indicated that the agreed-upon supply of NVIDIA GPUs will proceed smoothly.
A Telegram channel published the headline "Who Pays for the Delay of AI Data Centers?" but did not provide the subject of the delay, the timing, or the specific impact.
Trump publicly supports the bipartisan energy project approval reform bill, and the Senate plans to hold a procedural vote on Monday. The bill still faces opposition from some Democratic lawmakers and environmental groups.
BlockBeats, citing the Financial Times, reported that in late September Anthropic committed to purchasing 1.7 gigawatts of heavy-duty gas generators for 3400000000 USD, including related installation capabilities.
Crusoe confirmed the sale of its unfinished data center project in Wyoming, USA; Google plans to invest 17000000000 USD to take over development, with the specific acquisition price undisclosed.
Keel Infrastructure sold 2520 bitcoins for 192000000 USD in the third quarter, essentially liquidating its reserves. The company stated it will sell newly mined bitcoins daily after shifting to AI data centers.
PANews published an article recommendation on November 5, listing 6 articles including Circle's Q3 report, the Anthropic IPO, and North Korean hackers.
