Catalyst
One dated event a day in AI and semiconductors, traced to what it changes next in the stack. Sourced, plain English, no advice.
Catalyst calendar: next 60 days Get the WireNebius is the first tenant for Volt's planned Rotterdam AI data center, FD reported on 12 October. The letter of intent lets Volt try to raise the €7bn, 200 MW first phase, but first capacity is not due until late 2029 or early 2030 and Nebius can reportedly walk away if it slips.
Willy Sun pleaded guilty on 8 October to four counts in the alleged US$2.5bn scheme to divert Super Micro AI servers to China. Super Micro is not charged, but its BIS inquiries, Liaw's 2 November trial and new Southeast Asian transit rules point to costlier end-user checks.
