{ "name": "AI Datacenter and Money Tracker", "description": "Every big number in the AI build-out: bonds, leases, megafabs, moratoriums. Compiled from ANOTHER News daily coverage, updated as new commitments are disclosed.", "url": "https://anothernews.io/trackers/ai-datacenter-money/", "publisher": "ANOTHER News", "publisherUrl": "https://anothernews.io/", "license": "https://creativecommons.org/licenses/by/4.0/", "licenseName": "CC BY 4.0", "terms": "https://anothernews.io/data/", "citation": "ANOTHER News, AI Datacenter and Money Tracker, https://anothernews.io/trackers/ai-datacenter-money/", "updated": "2026-09-23", "schemaVersion": 2, "rowCount": 26, "rows": [ { "date": "2026-07-07", "kind": "bond", "actor": "Amazon", "amount": 25000000000, "currency": "USD", "event": "Amazon borrows $25 billion in bonds to build AI infrastructure.", "source": "https://www.bloomberg.com/news/articles/2026-07-07/amazon-returns-to-us-bond-market-to-fund-ai-infrastructure-build" }, { "date": "2026-07-09", "kind": "lease", "actor": "Anthropic", "counterparty": "TeraWulf", "amount": 19000000000, "currency": "USD", "event": "Anthropic signs a $19 billion data center lease with TeraWulf, a former bitcoin miner.", "source": "https://investors.terawulf.com/news-events/press-releases/detail/142/terawulf-announces-anthropic-lease-at-justified-data-campus-and-sale-of-majority-interest-in-abernathy-joint-venture-to-fluidstack", "article": "https://anothernews.io/news/anthropic-terawulf-lease/" }, { "date": "2026-07-13", "kind": "fab", "actor": "Samsung", "location": "Yongin, South Korea", "event": "Samsung pulls its Yongin Fab 1 timeline forward to 2029.", "source": "https://www.koreaherald.com/article/10805962" }, { "date": "2026-07-13", "kind": "market", "actor": "US grid", "event": "AI data centers push US power demand into record territory." }, { "date": "2026-07-14", "kind": "moratorium", "actor": "New York State", "location": "New York, US", "event": "New York freezes new AI data centers, the first US state moratorium.", "source": "https://www.governor.ny.gov/news/first-statewide-moratorium-new-hyperscale-data-centers-launched-governor-kathy-hochul" }, { "date": "2026-07-15", "kind": "permit", "actor": "xAI", "location": "Memphis, US", "event": "Regulators say xAI runs 59 gas turbines at its Colossus 2 data center without federal clean-air permits." }, { "date": "2026-07-16", "kind": "capex", "actor": "TSMC", "amount": 100000000000, "currency": "USD", "location": "Arizona, US", "event": "TSMC commits another $100 billion to its Arizona expansion.", "source": "https://www.azcommerce.com/news-events/news/2026/7/tsmc-announcement/" }, { "date": "2026-07-30", "kind": "disclosure", "actor": "Meta", "amount": 279000000000, "currency": "USD", "claim": "future lease obligations, mostly AI data centers, up 53% in one quarter (Meta filing)", "event": "Meta discloses $279 billion in future lease obligations, mostly AI data centers, up 53% in one quarter.", "source": "https://www.sec.gov/Archives/edgar/data/0001326801/000162828026050705/meta-20260630.htm", "article": "https://anothernews.io/news/meta-279b-leases/" }, { "date": "2026-08-07", "kind": "fab", "actor": "Tesla and SpaceX", "amount": 16800000000, "currency": "USD", "location": "Grimes County, Texas, US", "event": "Tesla and SpaceX confirm Terafab, a $16.8 billion chip plant in Grimes County, Texas.", "source": "https://gov.texas.gov/news/post/governor-abbott-announces-spacex-expansion-in-grimes-county", "article": "https://anothernews.io/news/terafab-chip-plant/" }, { "date": "2026-08-10", "kind": "permit", "actor": "Amazon", "location": "Texas, US", "claim": "permitted to emit 33 million tons of CO2 a year", "event": "Amazon's off-grid Texas data center site is permitted to emit 33 million tons of CO2 a year.", "source": "https://newsletter.cleanview.co/p/scoop-amazon-is-behind-one-of-the", "article": "https://anothernews.io/news/amazon-33m-tons-permit/" }, { "date": "2026-08-10", "kind": "moratorium", "actor": "US counties and municipalities", "location": "US", "claim": "more than 530 jurisdictions restrict or block new data centers", "event": "More than 530 US counties and municipalities now restrict or block new data centers.", "source": "https://heatmap.news/politics/data-center-local-laws-bans-total", "article": "https://anothernews.io/news/data-center-bans-530/" }, { "date": "2026-08-14", "kind": "acquisition", "actor": "SpaceX", "counterparty": "Anysphere", "amount": 60000000000, "currency": "USD", "event": "SpaceX completes its $60 billion all-stock acquisition of Cursor maker Anysphere.", "source": "https://www.bloomberg.com/news/articles/2026-08-14/spacex-completes-its-60-billion-cursor-acquisition", "article": "https://anothernews.io/news/spacex-cursor-60b/" }, { "date": "2026-08-15", "kind": "market", "actor": "Jane Street", "amount": 15000000000, "currency": "USD", "event": "Jane Street lost roughly $15 billion in July after an AI hedge fund's forced selling.", "source": "https://fortune.com/2026/08/15/jane-street-loss-15-billion-situational-awareness-stake-ai-bets/", "article": "https://anothernews.io/news/jane-street-15b/" }, { "date": "2026-08-15", "kind": "capex", "actor": "Nvidia", "counterparty": "OpenAI", "amount": 120000000000, "currency": "USD", "location": "Ohio, US", "claim": "planned backstop cut to under $120 billion", "event": "Nvidia cuts its planned backstop for OpenAI's Ohio data center to under $120 billion.", "source": "https://finance.yahoo.com/technology/ai/articles/nvidia-scales-back-250-billion-234356524.html", "article": "https://anothernews.io/news/nvidia-openai-guarantee-cut/" }, { "date": "2026-08-19", "kind": "pricing", "actor": "DRAM market", "claim": "DDR5 up to 500 percent higher; a 128GB DDR5-6400 kit reaches $3,399", "event": "AI buyers absorb the DRAM supply and DDR5 rises up to 500 percent: a 128GB DDR5-6400 kit reaches $3,399.", "source": "https://www.tomshardware.com/pc-components/ram/memory-prices-climb-500-percent-in-12-months-up-to-10x-the-lowest-ever-tracked-prices-128gb-of-ddr5-now-usd3-399", "article": "https://anothernews.io/news/ram-prices-500-percent/" }, { "date": "2026-08-21", "kind": "funding", "actor": "Anthropic", "amount": 75000000000, "currency": "USD", "claim": "$75 billion raised at the debut, $86.2 billion with the overallotment (Anthropic expectation)", "event": "Anthropic expects an IPO matching or topping SpaceX's record, at $75 billion raised at the debut and $86.2 billion with the overallotment.", "source": "https://finance.yahoo.com/technology/ai/articles/anthropic-expects-match-spacex-record-175602035.html", "article": "https://anothernews.io/news/anthropic-record-ipo/" }, { "date": "2026-08-24", "kind": "moratorium", "actor": "Texas", "location": "Texas, US", "event": "Texas pauses approvals for data centers seeking grid connections while regulators audit them.", "source": "https://www.axios.com/2026/08/23/greg-abbott-texas-data-centers-ai-backlash", "article": "https://anothernews.io/news/texas-datacenter-freeze/" }, { "date": "2026-08-25", "kind": "pricing", "actor": "Amazon", "claim": "own hardware up to 60 percent dearer; Echo Dot from $49.99 to $79.99", "event": "Amazon raises its own hardware prices by up to 60 percent over memory costs: the Echo Dot goes from $49.99 to $79.99.", "source": "https://fortune.com/2026/08/21/exclusive-amazon-quietly-hiked-prices-echo-fire-tv-kindle-eero-significant-increases-memory-costs/", "article": "https://anothernews.io/news/amazon-device-prices-60/" }, { "date": "2026-08-25", "kind": "pricing", "actor": "Apple", "claim": "Mac mini from $899, up from $599 two generations ago; agent-grade configuration $1,699", "event": "Apple's new Mac mini with the 2 nm M6 starts at $899, up from $599 two generations ago, with Apple pointing at memory costs; the agent-grade configuration costs $1,699.", "source": "https://www.tomshardware.com/desktops/mini-pcs/apple-price-hikes-continue-as-mac-mini-with-16gb-ram-and-256gb-is-now-usd899-1tb-storage-option-adds-usd500-to-entry-level-headless-system" }, { "date": "2026-08-26", "kind": "acquisition", "actor": "Nvidia", "counterparty": "Hugging Face", "amount": 12900000000, "currency": "USD", "claim": "The Information reports an agreed $12.9 billion; Bloomberg and Business Insider describe talks above $13 billion with no signed deal", "event": "The Information reports Nvidia agreed to buy Hugging Face for $12.9 billion; Bloomberg and Business Insider describe talks above $13 billion with no signed deal yet.", "source": "https://techcrunch.com/2026/08/26/nvidia-closes-in-on-hugging-face-acquisition/", "article": "https://anothernews.io/news/nvidia-huggingface-129b/" }, { "date": "2026-08-31", "kind": "order", "actor": "OpenAI", "claim": "tens of thousands of Mac minis and Mac Studios for computer-use agents, per The Information", "event": "OpenAI and other labs bought tens of thousands of Mac minis and Mac Studios to train computer-use agents, per The Information; Anthropic rents the same machines through AWS.", "source": "https://the-decoder.com/openai-and-rival-ai-labs-are-buying-tens-of-thousands-of-mac-minis-to-train-computer-use-agents/", "article": "https://anothernews.io/news/openai-mac-minis/" }, { "date": "2026-08-31", "kind": "market", "actor": "US Marshals", "claim": "FTX-seized Anthropic stakes ($50 million invested in 2022) sold during 2025; now estimated at $2.6 to 5 billion", "event": "The US Marshals sold the Anthropic stakes seized from FTX executives ($50 million invested in 2022) to existing investors during 2025; estimates now put them at $2.6 to 5 billion.", "source": "https://crypto.news/anthropic-shares-seized-from-ftx-executives-sold/", "article": "https://anothernews.io/news/ftx-anthropic-stake/" }, { "date": "2026-09-02", "kind": "opposition", "actor": "Independence, Missouri", "location": "Missouri, US", "claim": "councilman recalled with nearly 70% over $6 billion in tax breaks for Nebius's planned $150 billion site", "event": "Independence, Missouri voters recall councilman John Perkins (nearly 70%) over $6 billion in tax breaks for Nebius's planned $150 billion AI data center; third yes-vote unseated in 2026." }, { "date": "2026-09-03", "kind": "deal", "actor": "Figure", "counterparty": "Nscale", "amount": 3500000000, "currency": "USD", "location": "Texas, US", "claim": "up to 100,000 Vera Rubin GPUs, deployment from H2 2027", "event": "Figure signs a $3.5 billion compute deal with Nscale for up to 100,000 Vera Rubin GPUs, deployment in Texas from H2 2027.", "source": "https://www.figure.ai/news/figure-and-nscale-sign-strategic-partnership" }, { "date": "2026-09-04", "kind": "order", "actor": "DeepSeek", "power_mw": 1000, "location": "Ulanqab, Inner Mongolia, China", "claim": "at least 160,000 Huawei Ascend 950DT chips for a 1-gigawatt site drawing as much power as 750,000 homes (Bloomberg)", "event": "DeepSeek orders at least 160,000 Huawei Ascend 950DT chips for a 1-gigawatt data center in Ulanqab, Inner Mongolia; at full load the site will draw as much power as 750,000 homes (Bloomberg).", "source": "https://technode.com/2026/09/07/deepseek-huawei-ascend-950dt-chips-inner-mongolia/" }, { "date": "2026-09-08", "kind": "funding", "actor": "Mistral", "amount": 3000000000, "currency": "EUR", "claim": "3 billion euros at a 21 billion euro valuation, Samsung-led", "event": "Mistral raises 3 billion euros at a 21 billion euro valuation in a Samsung-led round, with proceeds going to frontier research and its own data centers.", "source": "https://www.bloomberg.com/news/articles/2026-09-08/mistral-ai-raises-at-21-billion-valuation-in-samsung-led-round", "article": "https://anothernews.io/news/mistral-21b-round/" } ] }