Underclassic week of Oct 26, 2026: Five Technology Giants Commit More Than $3 Trillion to AI Data Centres

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Issues since 2026-10-26. Today's paper is the front page.

Issue 91: Five Technology Giants Commit More Than $3 Trillion to AI Data Centres
2026-11-01. axis 85. The five largest buyers have now signed more than $3 trillion of future data-centre commitments, and utilities from Minnesota to Illinois are rewriting their capital plans around...

Issue 90: Nvidia Weighs Guaranteeing Loans for Anthropic's West Virginia Data Centre
2026-10-31. axis 85. Nvidia is weighing whether to stand behind a customer's loans for an Anthropic data centre, AEP is planning three 765-kilovolt lines for one Ohio campus, and Hyundai is joining...

Issue 89: Amazon's Cash Flow Turns Negative as AI Spending Reaches $77 Billion
2026-10-30. axis 84. Amazon now spends more on data centres than it earns in cash, Intel's server business is booming while the PC it built its name on shrinks, and utilities are planning gigawatts of...

Issue 88: Alphabet's Cash Flow Turns Negative as AI Spending Hits $51 Billion
2026-10-29. axis 83. Alphabet and Microsoft together spent about $97 billion on capital projects in one quarter, and Samsung says AI demand for memory will far exceed supply in 2027, so the money and...

Issue 87: SK hynix Posts Record Profit as AI Memory Sells Out
2026-10-28. axis 83. SK hynix has sold more than half of its 2027 and 2028 output under long-term contracts, and Oracle is adding gigawatts of Nvidia racks and Google chips, so the money and the...

Issue 86: Anthropic Discloses Up to $567 Billion of Compute Commitments
2026-10-27. axis 83. Anthropic's prospectus commits the company to more than half a trillion dollars of computing, and four banks and investment firms have raised $63 billion for a single tranche of...

Issue 85: SpaceX Borrows $40 Billion to Buy AI Chips for 2027
2026-10-26. axis 82. SpaceX's $40 billion of chip debt and Samsung's surge in AI memory sales show capital and components still flowing to the largest buyers, and Musk himself expects most smaller...

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