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Europe’s data centre capacity is projected to reach 13 gigawatts by the end of 2026, up roughly 20% year over year. In the second quarter, 63% of approximately 700 megawatts of new capacity went outside Frankfurt, London, Amsterdam, Paris, and Dublin.
The U.S. government and major AI companies are competing for bond-market capital as federal debt approaches $40 trillion and AI infrastructure financing accelerates. Rising long-term Treasury yields could increase data-center funding costs, pressure AI investment returns, and force a repricing of high-growth technology stocks.
The White House has updated Appendix A of the US Critical and Emerging Technologies list for the first time since February 2024. The revision removes data centers, batteries, and augmented reality while adding post-quantum cryptography, integrated photonics, and high-entropy alloys.
Traders are growing cautious about the financial risks behind the artificial intelligence buildout. Loose fiscal policy and heavy borrowing by major AI infrastructure spenders could keep yields elevated and increase funding pressure.
SK Hynix plans to repurchase 40 trillion won, or approximately $29 billion, of its own shares. The move aims to reassure investors concerned about the long-term durability of AI spending.
Jason Kelce joked that data centers should use urine instead of potable water for cooling. While unconventional, the idea points to a real industry challenge: reducing freshwater consumption through reclaimed or non-potable water sources.
A practitioner reports that fine-tuning Gemma 4 26B A4B on 100,000 court decisions failed to outperform a prompted base model for generating legal principles. The discussion explores whether the bottleneck lies in data quality, evaluation design, task complexity, or the fine-tuning workflow.
Global sovereign bond markets are facing a major sell-off as fiscal expansion, inflation uncertainty, shrinking long-term demand, and heavy AI-related corporate borrowing push long-term yields higher. Goldman Sachs warns that the Federal Reserve could theoretically be forced to raise rates even during weakening economic data to stabilize the yield curve.
Rapidus is pursuing mass production of advanced 2nm semiconductors through a large-scale Japanese national project. Instead of matching TSMC’s scale, the company plans to compete with RUMS, an integrated one-building production model designed for diverse, lower-volume manufacturing.
Anthropic plans to let business customers retain data for its most capable AI models on their own cloud infrastructure. The planned safety system, expected later this year, would still require a 30-day retention period while moving storage control to customers.