Underclassic week of Oct 5, 2026: Oracle Trucks Gas to Its AI Data Centers

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Issues since 2026-10-05. Today's paper is the front page.

Issue 72: Oracle Trucks Gas to Its AI Data Centers
2026-10-11. axis 85. Oracle hauling gas by truck and Nvidia rationing memory show the cluster outrunning its own supply lines for power and parts. The Berkeley-led pause plan is the first detailed...

Issue 71: TSMC Posts Record $46.7 Billion Quarter on AI Demand
2026-10-10. axis 85. TSMC's record quarter and Google's private gas-and-microgrid deal in Wyoming show the cluster's chips and power still being bought at record pace. Washington is now pushing to...

Issue 70: Lumentum Says AI Optics Are Sold Out Until 2029
2026-10-09. axis 85. Lumentum's sold-out order book and Broadcom's debt talks for OpenAI show the cluster buying its parts years ahead, increasingly with borrowed money. The Senate report shows the...

Issue 69: Samsung Forecasts Record Profit on AI Memory
2026-10-08. axis 84. Samsung's record profit forecast and CoreWeave's 240-megawatt lease near Mumbai show the cluster still buying memory, chips and power years ahead. Duke Energy's settlement would...

Issue 68: Google Funds 890 MW of Nuclear Uprates
2026-10-07. axis 83. Google contracted 3,590 megawatts from Constellation, including 890 megawatts of new nuclear output from reactor upgrades due from 2028. AMD said its chip supply still trails...

Issue 67: Reflection Holds Back Beam Weights
2026-10-06. axis 83. Reflection previewed Beam and said the Apache 2.0 weights come later this month, after a training run on 10,500 Nvidia GB300 chips. OpenAI will test picture ads when a person asks...

Issue 66: Aleph Alpha Releases Kolibri Weights
2026-10-05. axis 82. Aleph Alpha released Kolibri, 78 billion parameters with about 3 billion active, under a license that lets a customer keep the weights. Google's free Gemini account keeps...

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