Everything that happened in the data center world today (Oct 27, 2026) Wall Street lined up $63B to lease Broadcom chips to Anthropic, Nvidia is buying into Meta, and Asia bought the memory dip hard. FUNDING - BofA, Citi, Morgan Stanley and Blackstone will fund $63B through a new SPV that buys Broadcom XPUs and networking gear and leases them to Anthropic. Deliveries start in 2027. Broadcom gives residual value support equal to the first lien, reportedly ~$43.5B (Broadcom, Reuters) - Some banks reportedly weighed walking away. Hock Tan held weekend talks and agreed to higher rates to keep it alive (WSJ) - Follow-up: Meta upsized and priced its stock sale: $25B of common at $625 plus $12.5B of 6.5% convertible preferred. Nvidia will put in $3B, and Meta plans to expand Vera Rubin and Vera CPU use (Meta, Nvidia) - Naver signed a deal for Brookfield to put up to $9B into an SPV for GPUs and data centers. Naver rents the compute and pays fees tied to revenue (Naver filing, Korea Herald) - AirTrunk got an A$4.25B green loan from 32 lenders for its SYD3 campus in Western Sydney, done by mid-2028 (AirTrunk) MEMORY - Alibaba, Tencent and ByteDance reportedly want long-term server DRAM and LPDDR deals with Samsung and SK hynix, some for 10 years to 2035. 70-80% of next year's output is estimated already locked by US Big Tech (Maeil Business) - Follow-up: Micron's Taoyuan union talks ended with no deal. The next round is Nov 6 (Domino Theory, Liberty Times) - Amazon's devices unit now sees a $612M gross loss this year vs a $438M target as memory costs bite, per an internal document (Business Insider) CHIPS AND SUPPLY CHAIN - TSMC is reportedly weighing CoWoS price hikes of up to 20%. Tool lead times have stretched to 6-8 months from 3-6 (Commercial Times via TrendForce) - Applied Materials will raise its Besi stake to about 20%, citing hybrid bonding. Needs US antitrust clearance (Applied Materials) - Celestica's first 2027 guide: $40B revenue, up 90%. It says 2028 customer forecasts are "meaningfully higher." Stock up ~15% premarket (Celestica, CNBC) - Amkor's revenue of $1.99B missed estimates and it trimmed 2026 capex to ~$2.5B from $2.5-3B. Stock still up 3.5%+ premarket (CNBC) - Corning's optical sales rose 44% to $2.38B. Gen AI product sales more than doubled (Corning) - Johnson Controls orders rose 44%, backlog up 43% to $23B. Americas orders +58% on "sustained demand for data centers" (Johnson Controls) POWER AND POLITICS - Spain softened its data center rules: 60% renewable matching in peak hours until 2029, rising to 80% by 2032, vs 80% all day at once in the first draft (Bloomberg) - Hermantown, Minnesota postponed final votes on Google's ~500MW data center after two hours of protests (MPR News) MARKETS - Monday: Nasdaq +0.8%, chip ETF SOXX nearly +3% on the Anthropic filing. Micron +3%, Nvidia +2.4% (CNBC) - Tuesday: KOSPI +3.09%, SK hynix +5.18%, Samsung +4.23%, foreigners back to buying. Korea Q3 GDP +1.0% q/q vs the BOK's 0.3% forecast. Nikkei +1.7%, Advantest +9%. Taiwan reopened +0.1%, Nanya +6.5% (Yonhap, BOK, Kabutowire, Focus Taiwan) What it all means: In about two days, roughly $140B of fresh money for AI compute between Broadcom/Anthropic, Meta and SpaceX. But the WSJ detail matters: some banks reportedly weighed walking, and the chipmaker had to pay up and stand behind the loan. To me that's the real trade now, suppliers using their balance sheets to keep demand funded. Memory looks tight, with Chinese clouds chasing 10-year deals and Amazon's gadgets losing money on chip costs. SK hynix reports tomorrow. If it confirms pricing, I think the Korea rebound has legs. $AVGO $NVDA $MU $SKHY $SSNLF $TSM $AMAT $BESIY $CLS $GLW $AMKR $JCI $AMZN $SPCX Follow @SingularityRes for the full data center roundup every morning.

You mean Qualcomm performance or individual performance?

Kid's surname would be "Taylor's Edition"

Wall Street is not ready for next few years when these companies will borrow like crazy And by 2029, the US government will start supporting them

Give Meta's muse a try

Kospi in the evening is a reflection of what happens in US in the morning

This guy was on the all-in podcast main stage

Everything that happened in the data center world today (Oct 26, 2026) The money week starts now. Anthropic filed to go public, Meta is selling $35B of stock, and SpaceX lined up $40B to lease GPUs. FUNDING - Follow-up: Anthropic's S-1 is public, Nasdaq ticker ANT. H1 revenue $16.29B vs $1.16B a year ago. H1 net loss $80.7B, mostly accounting charges. $9B on AI infrastructure in H1 vs $7.3B in all of 2025. Marketing could start the week of Nov 9 (Anthropic, CNBC, Yahoo Finance, Bloomberg) - Follow-up: Meta launched ~$35B of stock sales for AI: $22.5B of Class A plus $12.5B of mandatory convertible preferred, and plans a ~$60B at-the-market program once Class C shares trade. Nvidia, AMD and Broadcom indicated interest in up to $5B, non-binding (Meta) - SpaceX signed a binding commitment with an Apollo-managed entity for a ~$40B GPU finance lease, ~5-year terms, starting H1 2027 on delivery. Still has closing conditions. Musk says 200+ neoclouds face failures and consolidation as debt tightens (SpaceX filing, CNBC) - AI tenants now ask for $5M+ a day in late-delivery penalties, up from ~$1M this spring. Marsh built a new "delay-in-delivery" insurance policy for a gigawatt project (The Information) MEMORY - SK hynix says nothing is final on a reported 16T won (~$12B) special dividend from Kioxia gains, about 80% of ~20T won. New shareholder returns come with Wednesday's results (Dong-A Ilbo, SK hynix filing) - Nvidia's Vera Rubin page now lists 19.2 TB/s of HBM4 bandwidth per GPU vs 22 TB/s before, and 3 TB/s of NVLink vs 3.6. Implies ~9.3-9.6 Gbps per pin vs the 11.7 asked of suppliers. No reason given (Nvidia, Wccftech) - Follow-up: Samsung and SK hynix reportedly target Q2 2027 to ship 8-high HBM4 to Nvidia, as Rubin Ultra may mix 8-high stacks because 12-high has heat and yield problems. 8-high still needs its own qualification (ZDNet Korea) - BofA's Vivek Arya: memory stays tight in 2027 and 2028. Micron's customer deals now run 3-5 years, about 35% of sales, seen ~50% by 2030. Buy, $1,550 target. (TipRanks) POWER - EQT is buying Range Resources in an all-stock deal, >$50B enterprise value, >9 Bcfe/d of gas. Pitched at LNG, power and AI data center demand. Close Q1 2027 (EQT) - Follow-up: Trump told a Georgia rally to ask data center builders for "$10,000, $15,000, $20,000 for everybody that lives in the community." He also backs local approval power (Atlanta News First) BUILDS - Malaysia's PM says SoftBank's Son picked Kuching and peninsular sites for a planned $50B AI and data center investment. SoftBank hasn't commented (CNBC, Bloomberg) - Tata Communications will spend $400-450M over 3-5 years on a 10,000km fiber network linking India's AI data centers, Mumbai-Pune-Hyderabad-Chennai first (Tata Communications) MARKETS - KOSPI -1.46% to 5,469.47, a 7-month low. Foreigners sold ~700B won. Samsung -1.16%, SK hynix -0.16%. Nikkei -0.8%, Tokyo Electron and Advantest -3%+. Taiwan closed for a holiday (Korea Herald, Businesskorea, Yonhap Infomax) - Goldman cut its KOSPI target to 9,000 from 12,000 but stays overweight. Says memory valuations imply a ~65% drop in 2027 earnings (CNBC) What it all means: The AI build is now a capital markets story. In one day Anthropic opened its books, Meta started selling stock, and SpaceX lined up a $40B GPU lease. Musk says debt has mostly shut for builders with no revenue outside data centers, so the haves and have-nots split fast. Nvidia easing HBM4 speed and 8-high stacks coming tell me supply is still the limit, not demand. My read: Korea trades like memory earnings fall off a cliff, Goldman says valuations imply a ~65% earnings drop. If SK hynix posts big numbers and real cash returns Wednesday, that gap is the trade of the week. $NVDA $AMD $AVGO $MU $SKHY $SSNLF $EQT $RRC $GOOGL $AMZN $MSFT $CRWV $NBIS $SPCX Follow @SingularityRes for the full data center roundup every morning.

Even codex is having issues?

Use GLM 5.5 Also, Kimi in their latest model removed cybersecurity in their training and post training datasets

I saw it after Brazil’s supreme court extended voting by 2 hrs today morning

Was there any polymarket or Kalshi trades that took the contrarian bet and won a lot ?

Im not wired into Brazil elections - so im not aware apart from the regime change was expected

Why that emoji? Did i say something wrong

A million at 20 is better than a billion at 50

I know bro. Just joking. Index down 20% is crazy & election upset. They have 20% unemployment and i think its only going to get bad

There is AI in brazil bro

Green. Because the great Iran from Friday evening to Sunday morning every week would have ended

So my prompt - "Please recreate the stockdrifts.io. Make no mistakes" - actually got your developer fired ? :P

I use stockdrifts.io AI chat for all my critical workloads and save my AI cost :P