AMP2
AI & Datacenters desk
October 2026
AI & Datacenters
AMP2 Daily Brief – October 14, 2026
ASML says customers want more machines than it can build through 2028, while Volta's data center loan heads for at least 11 percent, Microsoft scales its own chips and PJM leans on emergency measures to keep the lights on.
September 2026
AI & Datacenters
AMP2 Daily Brief – September 30, 2026
Meta signs strategic agreements to lease GPU compute at Firmus AI factories across Southeast Asia on NVIDIA's full-stack DSX platform — expanding an existing Melbourne GB300 relationship — as Bitdeer pre-sells more than 70 percent of a 21.7 megawatt Johor site into more than $1.7 billion of expected five-year revenue, Hyundai Engineering wins a roughly 870 billion won Gunsan Vera Rubin campus, and Amazon conditionally banks Sepang land for Malaysian data processing.
AI & Datacenters
AMP2 Daily Brief – September 27, 2026
Anthropic commits about $11.6 billion over seven years to Akamai Cloud — with a warrant path to roughly 5% of Akamai and commercial upside toward $20 billion — as Treasury yields near multi-year highs raise the cost of the debt-heavy AI factory buildout, Europe publishes a Union data-centre sustainability label, and off-grid solar compute startups raise fresh equity to skip interconnection queues.
AI & Datacenters
AMP2 Daily Brief — September 13, 2026
From Ulsan to Malaysia to Finland, the industry is printing similar ~900 MW claims – secured, contracted, or nearing – while lenders and regulators keep asking what will actually energize on schedule.
AI & Datacenters
AMP2 Daily Brief — September 11, 2026
Microsoft's reported path from ~12 GW to ~38 GW by 2032 lands beside Aligned's 2 GW Shippingport groundbreaking, closed Asia/Nordic platform capital, and Australia's non-retrospective federal rules that grandfather ~3.38 GW of approved-unbuilt sites.