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Permanent copy of issue 95. Today's issue is always the front page.
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Voters in Wilmington, Ohio, rejected four rezoning ordinances on Tuesday by about 80 percent to 20 percent, keeping nearly 546 acres beside Amazon Web Services' planned campus as rural residential land rather than opening them to a second data centre developer. The same night, Texas elected a governor who has promised a statewide moratorium on data centres, in a state that holds about 27 percent of planned American data centre capacity, while TeraWulf secured a Google credit backstop to finance a $19 billion lease to Anthropic in Kentucky. The money for central computing is still arriving; the places willing to host it are getting harder to find.
Date: 2026-11-05
Updated: 2026-11-05 06:30
Status: LIVE
Broadcast
The fight over data centres has moved from the national ballot count to the parcel map. In Wilmington, four out of five voters refused to let council turn farmland beside Amazon's campus into the next industrial site, and the developer that wanted it has lost the zoning it needed. In Harwood, North Dakota, voters went the other way and left their mayor free to keep dealing with Applied Digital as he has, nondisclosure agreement and all. Texas has now elected a governor who wants to stop new projects altogether. Against that, the money is unbothered: Google is guaranteeing the financing behind an Anthropic campus in Kentucky, and the halls there are due in 2027. The builders can still raise capital; what they increasingly cannot buy is consent, and every town that withholds it makes owned hardware and open weights a little more attractive.
Watch
Stories
Voters in Wilmington, Ohio, rejected four ordinances on Tuesday that would have rezoned nearly 546 acres from rural residential to light industrial, each by roughly 2,890 votes to 730, according to unofficial Clinton County results reported by the Wilmington News Journal. The parcels sit beside or near Amazon Web Services' planned campus at 1488 U.S. 68 South and were being assembled for a separate project by Ardent, an Atlanta developer affiliated with TAC Data Centers, after city council approved the rezonings 5-2 in February.
-- Amazon's own Wilmington land was rezoned separately and was not on Tuesday's ballot, but residents have now shown they can stop the next campus from settling beside it.
2026-11-03 / Wilmington News Journal / energy / local / #wilmington-voters-block-rezoning-of-546-acres-be
Democrat Gina Hinojosa defeated Governor Greg Abbott on Tuesday after campaigning for an immediate moratorium on data centre development in Texas, which Wells Fargo says holds about 27 percent of planned American data centre gigawatts. Shares of SpaceX fell 4 percent and Tesla 5 percent on Wednesday morning, CNBC reported, as investors weighed delays to projects in the state.
-- A pause in the state that was expected to supply a quarter of new capacity would push the largest builders toward fewer, more contested sites.
2026-11-04 / CNBC / energy, chip / local / #texas-elects-a-governor-who-has-promised-a-state
About 75 percent of voters in Harwood, a town of roughly 800 near Fargo, rejected a charter amendment on Tuesday that would have set rules for how the city handles large industrial projects, 325 votes to 105, the Forum of Fargo-Moorhead reported. The measure was written by residents who objected to how quickly the city approved Applied Digital's $3 billion data centre, and Mayor Blake Hankey defended his decision to sign a nondisclosure agreement with the company early in the project.
-- Harwood was the only community among Tuesday's data centre measures to side with the builders, and it is the town that already has one rising in its backyard.
2026-11-04 / The Forum (InForum) / energy / central / #harwood-north-dakota-rejects-tighter-rules-on-in
TeraWulf said on Wednesday that it had signed credit support agreements with Google for debt financing behind about $19 billion of contracted lease commitments with Anthropic at its Justified Data Campus in Hawesville, Kentucky. It also signed a construction contract with Fluor for three data centre buildings, with phased ready-for-service dates from late 2027 through the second quarter of 2028.
-- Google is lending its balance sheet to a rival lab's landlord, which shows how far the largest companies will go to keep central capacity coming.
2026-11-04 / TeraWulf (SEC 8-K exhibit) / chip / central / #google-backs-terawulf-s-financing-for-a-19-billi
Moonshot AI released the full weights of Kimi K3.1 Pro on Hugging Face on Wednesday, meeting the date it set when the model launched as a paid service on October 23. The model has about 2.8 trillion parameters, a one-million-token context window and a licence that allows commercial use, with a separate agreement required only for resellers earning more than $20 million a year.
-- The download runs to about 1.5 terabytes and needs a server rack, but a frontier-class model that any company may host itself weakens the case for renting one.
2026-11-04 / Hugging Face (Moonshot AI model card) / efficiency / local / #moonshot-ai-publishes-the-weights-of-its-2-8-tri
Axis
local [#########################-----] central
Score: 83
clusters still winning
-1
Google is now standing behind the financing for an Anthropic campus in Kentucky, but voters in Wilmington, Ohio, closed the door on more data centre land and Texas elected a governor who wants a statewide moratorium. The score eases one point to 83.
Forces
| Force | Meter | Score | Pull | Note | ||
| CHIP / CAPEX |
|
98 | central | TeraWulf signed credit support agreements with Google to finance about $19 billion of contracted lease commitments with Anthropic at its Hawesville, Kentucky campus, and hired Fluor to build three data centre halls, with the first ready for service in late 2027. | ||
| ENERGY |
|
96 | central | Wilmington, Ohio, voters rejected rezoning of nearly 546 acres beside the planned Amazon campus by about four to one; Texas, home to about 27 percent of planned American data centre gigawatts, elected a governor who has pledged a statewide moratorium; Harwood, North Dakota, rejected tighter rules on industrial projects. | ||
| EFFICIENCY |
|
81 | mixed | Moonshot AI published the full weights of Kimi K3.1 Pro, a model of about 2.8 trillion parameters with a one-million-token context window, on Hugging Face under a permissive licence; it needs a server rack rather than a desk, but any firm may now run it on its own hardware. |
Line charts (0=local 100=central 2026-10-21 to 2026-11-05)
Market overlay (2026-10-07 to 2026-11-05)
Latest: BTC $80,216 / hashrate ~1024.91 EH/s / token markers avg $5.2583/M / axis 83. These lines are different units. We compare timing, not dollars-to-hashrate.
Not shown: GPU cloud $/hour, hub electricity, miner hashprice, or lab cost per token -- none of those are a clean public feed.
Power and list prices
BTC $80,216 / hashrate ~1025 EH/s. List-price gap (not a subsidy %): 123.1x list gap (blended) Mercury 3 -> Claude Fable 5.1 ($0.16/M to $20.00/M). (mempool.space + Coinbase/CoinGecko)
Marker prices (USD per 1M tokens; verified 2026-10-31; blended = (3*input + 1*output) / 4; -- = open/self-host or no single public list)
| # | Model | Org | CC | Weights | Tier | In | Out | Blend |
| 1 | Claude Sonnet 5 | Anthropic | US | closed undisclosed |
workhorse | $2.00 | $10.00 | $4.00 |
| 2 | GPT-5.5 | OpenAI | US | closed undisclosed |
flagship | $5.00 | $30.00 | $11.25 |
| 3 | DeepSeek V4.1 Flash | DeepSeek | CN | open ~284B total / ~13B active (MoE) |
commodity | $0.30 | $1.20 | $0.53 |
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