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Infineon and SOLUM Sign MoU on HVDC for AI Data Centres

Infineon and SOLUM MoU on HVDC for AI data centres; SOLUM shows 26 kW 800 Vdc BBU aiming >98.5% efficiency, production targeted 2027.

Lambda Alabama Campus Pegged at $33.1bn Investment

Lambda Alabama: estimated $33.1bn Red Clay campus; >1,000 construction jobs projected. Alabama Power approval pending; no MW disclosed.

Revolution Wind Reaches 704 MW Commercial Operation

Revolution Wind: 704 MW commercial operation (CT 304 MW / RI 400 MW). Homes and savings figures are state estimates, not guarantees.

OSC Signs $250m Conditional Loan Commitment With 6K

OSC signs a $250m conditional loan commitment with 6K for PlusCAM NMC cathode in Jackson, TN. Further $250m private capital proposed; funds not yet disbursed.

NuScale Signs Doosan Deal for Upper RCS Fabrication

NuScale SMR: Doosan to fabricate upper reactor coolant system; company ends Q3 with $1.9bn liquidity. Hopkins: development to physical production.

NTT DATA Picks Bloom Energy for 900 MW of Fuel Cells

Bloom Energy fuel cells: NTT DATA agrees 900 MW onsite power across multiple data-centre projects; first shipments 2027. Sites, value and fuel not named.

Riot Signs 910 MW Corsicana Lease Worth About $28bn

Riot Corsicana lease: 15-year triple-net 910 MW deal with an unnamed frontier AI lab; ~$28bn value, ~$1.8bn average annual rent.

Arm Q2 Earnings Hit Record $1.44bn on Licensing Surge

Arm earnings for Q2 FYE27 show record $1.44bn revenue (+27%), with licensing up 50% and data-centre royalties doubling. AGI CPU deliveries tracked for Q4.

Google Backstops Financing for TeraWulf’s $19bn Anthropic Leases

The TeraWulf Google backstop supports debt financing tied to about $19bn of Anthropic lease commitments in Kentucky. Google is not lending the money.

Google Malaysia Investment of US$15bn Planned for 2027 and 2028

Google plans to invest US$15bn in Malaysia in 2027 and 2028 on data centres, 1 GW of clean energy, water projects and AI skills for 800,000 people.

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