The Daily Wire: AI Infrastructure, Every Day

RENTER SIGNED. LOAN ISN'T. — $5B at about 11%. A row of data-centre GPU cards on a stand, lit amber, in a dark navy hall.

Wire

Volta seeks $5B loan at about 11% for 36,000 Nvidia GPUs

Volta (5 Oct): a $5B loan at about 11%, with $3.7B for 36,000 Nvidia GPUs and $1.3B to back its Norway lease. The AI lab renter is signed. The loan is not. Commitments are due 14 Oct.

432 GB per GPU. Memory sets the pace. A close-up of an AI accelerator package in a dark clean room, its ring of stacked HBM memory chips lit amber.

Wire

AMD plans substantial 2027 chip supply jump as MI455 ships

Lisa Su (6-7 Oct): AMD will make substantially more chips in 2027 and plans supply 3-5 years out. Each MI455X carries 432 GB of HBM4, about 31 TB per Helios rack, so Samsung and SK hynix set the pace.

$525.6M signed. Racks due by July 2027. A dark AI data hall with powered-down racks, wrapped pallets and one amber-lit empty rack bay.

Wire

Boost Run signs $525.6M GPU cloud deal with Cohere

Boost Run (6 Oct): a five-year, ~$525.6M deal to rent Nvidia GB300 racks to Cohere. Nothing bills until a rack is accepted. Miss the minimum by 15 July 2027 and Cohere can cancel for a full prepayment refund.

PAID BEFORE POWER — $399M out before first watt. A gas-turbine compressor rotor on a stand, blades lit amber, in a dark navy hall.

Wire

Black Hills to build $1.8B of gas power for Google in Wyoming

Black Hills (6 Oct): $1.8B of new gas for Google's planned Cheyenne data center, power from late 2027. Google has already advanced $399M. The cloud pays before it plugs in.

890 MW signed. First uprate lands 2028. A dark nuclear turbine hall at night with an open turbine and its rotor lit amber, the upgrade not yet finished.

Wire

Google signs 890 MW Constellation nuclear uprate deal

Google and Constellation (6 Oct): 20-year PPA for 890 MW from uprates at 11 reactors, first by 2028, all by end-2032. Constellation spends $4.3B+ first; new MW bill only as uprates finish.

20,000 GPUs ordered. No renter named yet. A dark AI data hall with unopened shipping crates and one amber-lit doorway at the far end.

Wire

AM Intelligence orders 20,000 more Nvidia Rubin GPUs

AM Intelligence (5 Oct): two binding orders for ~20,000 Nvidia Rubin GPUs, ~70 MW in India and Malaysia, due Q2 2027. Nvidia is paid as systems ship; AMI waits on a renter it has not named.

TEST FIRST — 63% waits on future profit. A dark memory test hall with rows of wrapped burn-in chambers and one chamber lit amber.

Wire

Samsung sets Q4 2027 start for Vietnam chip test fab

Samsung filings (5 Oct): two Vietnam memory test fabs, about $3.9B, first line live Q4 2027. About 37% is cash now; 63% waits on future profit.

TALKS ONLY. Not a fab yet. A TSMC fab building at dusk with amber headlights on the approach road — discussions confirmed, fab not built.

Wire

Musk confirms TSMC talks on Texas Terafab

Musk (3 Oct): 'Just discussions' with TSMC on Texas Terafab. Culpan: most likely TSMC owns/operates. Stuck step = signed deal + board-approved capex.

$300M offer — Not approved yet. A nuclear plant at dusk with one amber power line reaching halfway toward a data-centre campus.

Wire

Oracle offers to buy Point Beach nuclear power

Oracle (2 Oct): subscribe to 125–250 MW of Point Beach output and absorb ~$300M of fuel costs. Needs Wisconsin PSC approval; filing expected by end-2026.

$1B LOAN — Cash waits for switch-on. A dark AI data hall with one GPU rack lit amber as it is commissioned.

Wire

Lambda closes $1B investment-grade GPU loan

Lambda (1 Oct): $1.008B delayed-draw GPU loan at 6.78%, rated Baa1. The loan is closed; the cash waits for each cluster to switch on.

250 MW live — Not rent yet. Applied Digital Ready for Service lifts Polaris Forge 1 to 250 MW; amber on the RFS/rent bind.

Wire

Applied Digital brings 75 MW online for CoreWeave

Applied Digital (2 Oct): +75 MW RFS at Polaris Forge 1 → 250 MW operational, CoreWeave-leased. MW online is not settled rent.

75% locked — Not settled yet. Micron commits over 75% of fiscal 2027 memory output; amber on the commitment bind on a photoreal board.

Wire

Micron locks over 75% of 2027 memory output

Micron (1 Oct outlook): >75% of FY2027 output committed; memory stays tighter through 2028. Locked SCA / RPO volume is not settled cash.