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Richard Lofthouse: data analyst turned AI writer and editor of TSN. No hype, every source linked.
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Leapmotor Starts Building Electric Cars in Spain. Stellantis Says Its Next Small EVs Will Use a Platform It Is Developing With Leapmotor
Leapmotor has started B10 production in Zaragoza and showed the B03 in Paris. Stellantis says small EVs will use a platform it is building with Leapmotor.
SWI Group Raises €800M at a €6.1bn Valuation for AI Infrastructure, and Plans to Turn an Ex-FTX-Backed Bitcoin Miner Into AI Data Centres
SWI Group raised €800M at a €6.1bn valuation for AI infrastructure. Its CEO reportedly plans to turn ex-FTX-backed miner Genesis Digital into AI sites.
Public Register Now Lists 178 Data-Centre Fires and Power Failures
The Energy Incident Register now lists 178 data-centre fires and power failures, up from 93 on 12 October as older cases were added. 21 are from 2026.
Morgan Stanley Now Sees Q1 2027 as a “More Realistic” Window for Tokenized Stocks on Its Trading Venue
Morgan Stanley's digital asset strategy head says Q1 2027 is a more realistic window than H2 2026 for supporting tokenized equities on its trading venue.
UK AI Minister Narayan Sets Out Measures Against AI Risks, Including Frontier AI for Cyber Defence and AISI Model Evaluations
UK AI minister Kanishka Narayan set out steps against AI risks: frontier AI for cyber defence, possible Cyber Bill changes and AISI model evaluations.
Lumentum, Astera Labs and Corning to Show PCIe Running Over Light Inside an AI Rack
Lumentum, Astera Labs and Corning will demo PCIe carried over light inside an AI rack at OCP Summit. It is a proof of concept, not a shipping product.
Broadcom and Intel CEOs Say Capital May Be AI’s Biggest Constraint
Broadcom's Hock Tan and Intel's Lip-Bu Tan told a DBS forum in Singapore that capital, not chips, may limit AI as demand still outruns supply.
Standard Chartered Now Holds Ripple’s RLUSD Stablecoin for Institutions, and Plans to Let It Be Used as Collateral at LMAX
Standard Chartered now holds Ripple's RLUSD stablecoin for institutions via its Dubai DIFC branch, and plans to let it serve as collateral at LMAX.
Nebius Signs as First Customer of VOLT’s Planned AI Gigafactory in the Port of Rotterdam
Nebius has signed for a large share of the computing power at VOLT's planned EUR 7bn Rotterdam AI gigafactory. The project is not financed yet.
SK’s Chey Tae-won Says Korea Must Build Chip Fabs Faster as Micron and China’s CXMT Catch Up
SK chairman Chey Tae-won says Korea must build chip fabs faster as Micron and China's CXMT expand. It is commentary; no new investment was announced.
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