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Permanent copy of issue 97. Today's issue is always the front page.
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Concord Township, Pennsylvania, unanimously approved a data centre zoning ordinance on Wednesday that confines the use to light-industrial parcels of at least 12 acres, requires a 900-foot setback from homes, schools and nursing facilities, and forces any project to take power from a regional utility rather than run its own primary generation. Scarborough, Maine, already banned the use town-wide on Tuesday. On Friday, Seoul Economic Daily reported that JPMorgan's Michael Cembalest put about 37 gigawatts of planned 2028 U.S. data-centre capacity at risk of permitting halts after the midterms, while GlobalData told Data Center Knowledge that projects now wait just over two years from announcement to groundbreaking as grid connections become the binding constraint. Ricursive Intelligence's Apache-2.0 Ripple-65B Preview gives desks a dense 65-billion-parameter open checkpoint that fits a single high-memory workstation.
Date: 2026-11-07
Updated: 2026-11-07 06:15
Status: LIVE
Broadcast
Concord Township unanimously adopted a data-centre zoning ordinance that confines the use to light-industrial lots of at least 12 acres, demands a 900-foot setback from homes, schools and nursing facilities, and requires power from a regional utility rather than primary on-site generation. Scarborough, Maine, went further and banned the use in every district. Seoul Economic Daily reported that JPMorgan's Michael Cembalest put about 37 gigawatts of planned 2028 U.S. capacity at risk if permitting stops, even as GlobalData found projects now wait just over two years from announcement to groundbreaking because grid connections bind the schedule. Ricursive Intelligence put Ripple-65B Preview on Hugging Face under Apache 2.0 as a dense 65-billion-parameter desk checkpoint. The political price of megawatts keeps rising, while open dense weights give the desk another tool that does not need a rented rack.
Watch
Stories
Concord Township council in Delaware County, Pennsylvania, unanimously adopted a zoning ordinance on Wednesday that allows data centres only as a conditional use in the light-industrial district on parcels of at least 12 acres, with a 900-foot setback from residences, schools and nursing facilities. The ordinance requires power from a regional utility, limits diesel generators to backup use inside sound-attenuated enclosures, and leaves fewer than five sites in the township that could host a project without combining lots.
-- A Philadelphia-suburb township wrote the setbacks and utility-only power rules before any application arrived, which raises the political cost of landing a cluster even where the zoning map still names the use.
2026-11-05 / Delaware County Daily Times / energy, chip / mixed / #concord-township-approves-a-data-centre-ordinanc
Scarborough, Maine, voted unanimously on Wednesday to amend its zoning ordinance so that data centres are excluded from high-technology and research-and-light-industrial uses and are not permitted in any district. The council also repealed a 180-day moratorium enacted in June after the Sustainability Committee argued that electricity costs, grid strain, water use and thin long-term hiring outweighed the benefits; accessory server rooms for other principal uses remain allowed.
-- Scarborough joins Westbrook and North Berwick as early Maine towns that closed the door entirely, which is a harder local veto than conditional-use rules and removes land that central builders cannot buy back with tax abatements alone.
2026-11-04 / Portland Press Herald / energy, chip / local / #scarborough-town-council-bans-data-centres-in-ev
Seoul Economic Daily reported on Friday that Michael Cembalest of JPMorgan, in a November 4 note, put about 37 gigawatts of U.S. data-centre capacity due in 2028 at risk if permitting stops, with another 12 gigawatts exposed to tighter grid-cost or water rules. UBS estimated that roughly 30 percent of expected 2028 U.S. additions could slip, while SemiAnalysis figures cited in the same piece show about 75 percent of 2027 capacity across 20 major states already under construction, so the sharper hit is timed for 2028 rather than next year.
-- Wall Street is now pricing midterm permitting risk into the 2028 gigawatt stack even as Samsung and SK hynix say 2027 HBM volumes are largely allocated, which keeps near-term chip demand firm while the later buildout looks political.
2026-11-07 / Seoul Economic Daily / chip, energy / central / #jpmorgan-warns-that-37-gigawatts-of-2028-u-s-dat
Data Center Knowledge reported on Thursday that projects which broke ground between the third quarter of 2025 and the third quarter of 2026 waited an average of just over two years after being announced, up from about 18 months for projects that started between early 2020 and mid-2025, according to GlobalData. Senior analyst Martina Raveni said grid access and public opposition are the two largest constraints, noting that new grid infrastructure can take five to 15 years while a data centre takes one to three, and IDC's Luis Fernandes called missing grid connections the dominant cause of delay.
-- Capex cheques no longer set the schedule; interconnection queues and town halls do, which favors operators that already hold powered land and slows pure financial sponsors chasing greenfield megawatts.
2026-11-06 / Data Center Knowledge / energy / central / #globaldata-finds-data-centre-projects-now-wait-j
Ricursive Intelligence released Ripple-65B Preview on Hugging Face as a dense 65-billion-parameter Transformer pretrained on 12 trillion tokens with context up to 1,048,576 tokens, under an Apache 2.0 license, and said the model scores 80.52 on TerminalBench 2.1. The lab positions the dense checkpoint for local development, including an NVFP4 build aimed at hardware such as NVIDIA DGX Spark, and llama.cpp merged Ripple architecture support on November 5.
-- A U.S. open dense 65B that fits a single high-memory box gives the local pole a concrete alternative to rented cluster seats without relying on Alibaba or Qwen releases.
2026-11-04 / Hugging Face (Ricursive Intelligence) / efficiency, chip / local / #ricursive-intelligence-publishes-ripple-65b-prev
Axis
local [#########################-----] central
Score: 83
clusters still winning
-1
Concord Township wrote 900-foot setbacks and utility-only power into zoning before any application arrived, Scarborough banned the use town-wide, and JPMorgan put about 37 GW of 2028 U.S. capacity at permitting risk, while Ripple-65B Preview put a dense open 65B on the desk. The score falls one point to 83.
Forces
| Force | Meter | Score | Pull | Note | ||
| CHIP / CAPEX |
|
97 | central | JPMorgan's Michael Cembalest put about 37 gigawatts of planned 2028 U.S. data-centre capacity at risk of permitting halts after the midterms, while Seoul Economic Daily and Morgan Stanley still see near-term hyperscaler demand firm as 2027 HBM volumes are largely allocated. | ||
| ENERGY |
|
96 | central | GlobalData told Data Center Knowledge that projects which broke ground mid-2025 to mid-2026 waited just over two years after announcement, up from about 18 months earlier, with grid access the hardest constraint; Concord separately requires regional-utility power and bans primary on-site generation for the use. | ||
| EFFICIENCY |
|
83 | local | Ricursive Intelligence published Ripple-65B Preview under Apache 2.0 as a dense 65-billion-parameter checkpoint with up to 1M context on Hugging Face; llama.cpp added Ripple support, and the vendor claims TerminalBench 2.1 at 80.52. |
Line charts (0=local 100=central 2026-10-23 to 2026-11-07)
Market overlay (2026-10-09 to 2026-11-07)
Latest: BTC $75,916 / hashrate ~1013.29 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 $75,916 / hashrate ~1013 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 2026-11-06; 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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