The Daily Wire: AI Infrastructure, Every Day

1,200 MW on order. No power deal yet. A large turbine casing wrapped in plastic on a pallet at dusk, lit amber, with a data center in the distance. Illustrative image.

Wire

A hyperscaler backs BKV's $800M order for 1,200 MW of data center power

BKV ordered about 1,200 MW of gas power equipment for a Texas plant, and an unnamed hyperscaler covers about 90% of what is due by 31 March 2027. No power deal is signed yet, and the turbines start arriving in September 2028.

+10% on every part. Korea, from January 2027. Close-up of chip tool internals, hoses and fittings, with one vacuum flange lit amber.

Wire

ASML raises lithography parts prices 10% for Samsung and SK hynix

ASML is charging more to keep its machines running: 10% on every EUV and DUV replacement part for Korea from January 2027, accepted by Samsung and SK hynix. Its service and upgrade line was EUR 8.2 billion last year.

Nebius pays first. Rent starts late 2027. An unfinished AI data hall with empty rack frames and one finished row of racks glowing amber.

Wire

AIB says Nebius prepayments fund its $800M, 50 MW data center build

Nebius is paying for a data center before it exists. AIB says prepayments on a 12-year, 50 MW contract cover its equity in an $800 million build, with about $560 million of debt still to sign and rent from around late 2027.

4x gas cost. Trucks until the pipeline. A gas-fired power plant lit amber at night beside a highway bridge, graded navy. Illustrative image, not an Oracle site.

Wire

Oracle trucks in gas at 4x pipeline cost to keep data center power on time

Oracle is trucking compressed gas to AI data centers, including an OpenAI campus in Texas, and weighing it for 2.45 GW Project Jupiter as a rerouted pipeline slips into 2027. Trucked gas costs about four times pipeline gas.

Sold out to 2029. Capacity takes 3-5 years. A gloved hand with tweezers over a tray of laser chips, one row lit amber, with fibre-optic racks behind. Illustrative image.

Wire

Lumentum says its AI data center optics are sold out to early 2029

Lumentum's CEO says its optical parts for AI data centers are sold out through early 2029, with about 70% of demand for some products unmet through next year. The stuck step is laser fab capacity, which takes three to five years to add.

46 MW live. The other 865 MW waits. A dark AI data hall with one row of racks glowing amber and empty rack frames beyond.

Wire

Firmus pulls A$43.7B data center float with 46 MW running

Nvidia-backed Firmus pulled its A$43.7 billion ASX float on 9 October. It has 46 MW running and about 865 MW still being built. The contracts pay only once halls are live, and the money to build them just walked away.

75% BILLED. Used or not. Paid first. A high-voltage substation glowing amber beside a long data center hall at night.

Wire

Big Tech signs Duke's data center power terms: pay 75%, used or not

Duke Energy's North Carolina settlement (filed 6 Oct): new data centers of 50 MW or more fund their own substation upfront and pay 75% of demand charges, used or not. Amazon, Google, Meta and Microsoft signed. The commission rules by mid-November.

$2B interposer deal. Volume waits until 2028. A gloved hand holds a silicon wafer in a dark cleanroom, with one row of chips lit amber. Illustrative image.

Wire

GlobalFoundries signs $2B deal to make TSMC's AI chip interposers in New York

GlobalFoundries will make silicon interposers for TSMC's CoWoS AI chip packages in New York under a $2B, five-year deal. Volume only ramps in 1H 2028. The stuck step is the Malta build.

$0.79 to $4.49. Spare GPU hours now float. A dark GPU data hall aisle with one server rack glowing amber.

Wire

Nebius moves spare GPU hours to spot prices from $0.79

Nebius switched its spare GPU hours from a fixed price to live spot pricing on 8 October. An H100 hour now floats between $0.79 and $4.49. Nebius gets paid more when clusters are full. The stuck step is the idle hour, and only the console shows it.

1 GW signed. Power in, no tenant yet. A high-voltage electrical substation at dusk under a deep blue sky.

Wire

TeraWulf doubles Kentucky data center power to 1 GW, with no tenant yet

TeraWulf doubled contracted power at its Muskie campus in Kentucky to 1 GW and pulled the second 500 MW into 2029. The power is signed; the renter is not. The stuck step is the tenant.

91 cent bond. Four-year lease, 24-year debt. A data center campus under construction at night on flat farmland, with one data hall lit amber.

Wire

Meta's $27.3B Hyperion data center bond falls to 91 cents

The $27.3B bond behind Meta's Hyperion data center hit a record low near 91.6 cents on 7 Oct. It runs to 2049; Meta's lease is four years at first. The stuck step is Meta's renewal.

NT$1.49T quarter. Sales in, margin unknown. A dark chip fab with overhead wafer carriers and one amber-lit silicon wafer on an inspection stage.

Wire

TSMC September sales put Q3 above its own guidance

TSMC (8 Oct): September sales of NT$511.86B bring Q3 to about NT$1.49 trillion, above the top of its July guidance at its own exchange rate. The sales are in. The margin, hit by the 2-nanometer ramp, is known on 15 October.