AI Datacenter and Money Tracker

Amazon borrows $25 billion in bonds to build AI infrastructure.

Anthropic signs a $19 billion data center lease with TeraWulf, a former bitcoin miner.

Samsung pulls its Yongin Fab 1 timeline forward to 2029.

AI data centers push US power demand into record territory.

New York freezes new AI data centers, the first US state moratorium.

Regulators say xAI runs 59 gas turbines at its Colossus 2 data center without federal clean-air permits.

TSMC commits another $100 billion to its Arizona expansion.

Meta discloses $279 billion in future lease obligations, mostly AI data centers, up 53% in one quarter.

future lease obligations, mostly AI data centers, up 53% in one quarter (Meta filing)

Tesla and SpaceX confirm Terafab, a $16.8 billion chip plant in Grimes County, Texas.

Amazon's off-grid Texas data center site is permitted to emit 33 million tons of CO2 a year.

permitted to emit 33 million tons of CO2 a year

More than 530 US counties and municipalities now restrict or block new data centers.

more than 530 jurisdictions restrict or block new data centers

SpaceX completes its $60 billion all-stock acquisition of Cursor maker Anysphere.

Jane Street lost roughly $15 billion in July after an AI hedge fund's forced selling.

Nvidia cuts its planned backstop for OpenAI's Ohio data center to under $120 billion.

planned backstop cut to under $120 billion

AI buyers absorb the DRAM supply and DDR5 rises up to 500 percent: a 128GB DDR5-6400 kit reaches $3,399.

DDR5 up to 500 percent higher; a 128GB DDR5-6400 kit reaches $3,399

Anthropic expects an IPO matching or topping SpaceX's record, at $75 billion raised at the debut and $86.2 billion with the overallotment.

$75 billion raised at the debut, $86.2 billion with the overallotment (Anthropic expectation)

Texas pauses approvals for data centers seeking grid connections while regulators audit them.

Amazon raises its own hardware prices by up to 60 percent over memory costs: the Echo Dot goes from $49.99 to $79.99.

own hardware up to 60 percent dearer; Echo Dot from $49.99 to $79.99

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.

Mac mini from $899, up from $599 two generations ago; agent-grade configuration $1,699

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.

The Information reports an agreed $12.9 billion; Bloomberg and Business Insider describe talks above $13 billion with no signed deal

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.

tens of thousands of Mac minis and Mac Studios for computer-use agents, per The Information

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.

FTX-seized Anthropic stakes ($50 million invested in 2022) sold during 2025; now estimated at $2.6 to 5 billion

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.

councilman recalled with nearly 70% over $6 billion in tax breaks for Nebius's planned $150 billion site

Figure signs a $3.5 billion compute deal with Nscale for up to 100,000 Vera Rubin GPUs, deployment in Texas from H2 2027.

up to 100,000 Vera Rubin GPUs, deployment from H2 2027

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).

at least 160,000 Huawei Ascend 950DT chips for a 1-gigawatt site drawing as much power as 750,000 homes (Bloomberg)

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.

3 billion euros at a 21 billion euro valuation, Samsung-led