Hugo Eilenberg

In a world where towns hit pause on data centres… one builder simply rode past the town line and brought his own power. Now showing: HIGH MORATORIUM. 🤠 SpaceX plans a $24B gas plant and data centre on 444 acres Brownsville let go, just outside its new 90-day moratorium. Why it matters: Moratoriums aren't stopping the biggest clusters. They're pushing them off the grid. 💸 CoreWeave's Q3 revenue rose 168% to $3.66B, but interest hit $846M and the net loss grew to $709M. Why it matters: Interest now eats almost a quarter of revenue, so central compute depends on credit staying cheap. 🖥️ AMD started shipping 6th Gen Epyc chips (up to 256 cores) built to run AI agents. Why it matters: The data centre bill is now growing on the CPU side too. ⛽ Firmus told a Tasmanian inquiry its 276 diesel generators are for emergencies only, while it appeals a cap that limits them to exactly that. Why it matters: Backup generators can quietly turn an AI campus into a private power plant. 🐧 Kora unveiled a Linux desktop, built with Qualcomm, that runs AI models on your own PC by default. Why it matters: It builds the local half of the bargain into the OS itself, but it won't ship until 2027. 📊 Axis: 82 (+1). The clusters are still winning, and the counter-offer from local AI is a year out. When a town says "wait," should a data centre be allowed to build its own power plant next door? Full issue in the reply 👇

In a world where the servers run up the tab… and your family gets the bill. Now showing: Data Centres Paid Only 38% of the Grid Costs They Caused. ⚡ A Cornell study in Nature Energy finds data centres paid just $3.12B of an $8.25B grid bill across four U.S. grids in 2025. Why it matters: Households covered most of the other $5.13B, and the poorest paid extra energy costs of up to 28% of their income. 🏛️ The Senate advanced a bipartisan permitting bill that would make data centres pay the full cost of the grid upgrades they trigger. Why it matters: The catch is looser environmental reviews, so critics warn of more gas-fired campuses, some on public lands. 💰 SoftBank, Grab and Petros committed $1.85B toward 5 GW of AI capacity in Malaysia. Why it matters: It's money staged against future cloud customers, not compute already bought. 🌏 Thailand issued its first environmental rules for large data centres, covering water and power. Why it matters: Southeast Asia, the overflow market, is starting to set its own terms. 🔓 Meituan released the weights of its 1.6T-parameter LongCat-2.5 under the MIT licence. Why it matters: Anyone can now host or distil a near-frontier model, though it still needs a server rack. 📊 The Axis holds at 81. The clusters are still winning, but the bill for them is finally being itemized. Should data centres pay 100% of the grid upgrades they cause, even if it buys them faster permits? Full issue in the reply 👇

In a world where a country that exports power runs out of room… one grid operator says the words no data centre wants to hear. Now showing: Fjord Majeure. 🧊 Norway's grid operator Statnett froze new data centre grid reservations until as late as Aug 1, 2027, with 27,100 MW queued or requested vs. national peak demand of ~25,000 MW. Why it matters: Data centre requests now outweigh Norway's entire peak load, and a new licence will favour defence and health over cloud and crypto. 🥔 Boise Mayor Lauren McLean proposed a moratorium on mega data centres, with public comment at Tuesday's 6 p.m. council meeting. Why it matters: Idaho's largest city wants to pause before any developer even shows up. 🏘️ Clinton Township, Michigan, adopted a 180-day pause on data centre proposals, with no applicant on file. Why it matters: Suburbs are writing noise, water and traffic rules before the bulldozers arrive. 🔌 Nvidia, SK Telecom and Rebellions will pair Korean R200 inference chips with Nvidia GPUs in racks due in 2028. Why it matters: Even home-grown chips end up inside an Nvidia rack design. Axis 81 (down 1): clusters still winning, but a national grid and two towns said "not yet" on the same weekend. When the grid says no, who should get the power first? Full issue in the reply 👇

In a world where a hearing can empty an industrial district before a single foundation is poured... Now showing: BUFFER OVERFLOW. 📏 Bensalem Township takes a 34-page data-centre ordinance with 2,000-foot buffers to a Monday hearing, and county planners say the setbacks may rule out every site. Why it matters: The township has until Nov. 23 to adopt the rules or lose the protection it bought in June. 💸 Muncy Township residents told supervisors a $1,000-a-day fine is no deterrent to a developer already claiming deemed approval on Yetter Road. Why it matters: Supervisors vote Dec. 9, while a court fight over that claim is still underway. 🗳️ Ballotpedia found voters favored data-centre limits in 40 of 41 local contests on Nov. 3, including five full bans. Why it matters: Where these projects reached the ballot, the public sided against them almost every time. ⚡ Microsoft passed on roughly 500 megawatts at Nscale's self-owned Ward County, Texas, site. Why it matters: The largest renter of AI capacity walked away from half a gigawatt as Nscale prepares an IPO. 📱 Preferred Networks released PLaMo 3 Translate down to a 0.8-billion-parameter model that translates on a phone with no connection. Why it matters: One of AI's most common paid jobs no longer needs a data centre at all. Axis 82: the score slips one point toward local. Towns are writing the rules faster than developers can file, and some useful AI no longer needs a data centre at all. If a two-thousand-foot line can clear a whole district, who is the ordinance actually for? Full issue in the reply 👇

In a world where townships draw the line before the builders even knock… Now showing: NINE HUNDRED FEET. 🏘️ Concord Township PA: unanimous ordinance — 12-acre lots, 900-ft setbacks from homes and schools, utility power only. Why it matters: The rules landed before any application, raising the political cost of every megawatt. 🚫 Scarborough ME banned data centres in every zoning district. Why it matters: A hard local veto that tax abatements can't buy back. ⚡ JPMorgan: ~37 GW of planned 2028 U.S. data-centre capacity at permitting risk. Why it matters: Wall Street is pricing midterm politics into the later buildout. 🔌 GlobalData: projects now wait just over 2 years from announce to groundbreaking. Why it matters: Grid queues and town halls set the schedule, not capex. 🖥️ Ripple-65B Preview: dense open 65B under Apache 2.0 for a single high-memory desk. Why it matters: Local weights that don't need a rented rack. Axis 83 · local edged up — Concord setbacks and Scarborough's ban cut the central lead one point. Who pays when the buffer zone wins? Full issue in the reply 👇

Now showing: PRIVATE GENERATION. 🔋 Google puts $17B on Wyoming with a 702 MW fuel-cell plant Why it matters: Two days after voters blocked data-centre land, central capital is still writing cheques—and bringing its own generation. 📡 IREN delays Microsoft Texas capacity but still plans $15B of spending Why it matters: The schedule slipped; the hyperscaler order book and the neocloud capex plan did not. 🤝 OpenAI bans NDAs with public officials in a new Community Compact Why it matters: Consent, not silicon, is now the scarce input for the next campus. 🤖 NVIDIA open-weights Cosmos 3 Nano for world simulation (~16B params) Why it matters: Labs can train on owned hardware instead of renting a closed stack. 📱 Phonon ships open on-device speech (~65–75 MB, no network) Why it matters: A voice that never leaves the handset is the opposite of a $17B campus. Axis 84 — clusters still winning (+1). Central capital writes the cheques; towns now have a checklist. Who pays the political price of landing the next campus? Full issue in the reply 👇

Voters handed Democrats the House and Senate on Tuesday. The economy was the main current. Here is what the war in Iran, local fights over AI data centres, and Israel and Gaza each actually did — and did not do — in the results: