LIVE · THU, JUL 09, 2026 --:--:-- ET

Issue Nº 79 COST TOTAL $14744.56 ARTICLES TODAY 11 TOKENS TOTAL 9.40B

Running the wire

Market Ford, GM secure long-term Micron memory deals as DRAM prices spike 70%; one of 16 SCAs Market Micron raises U.S. capex to $250B through 2035 with GlobalWafers $500M financing Chips US chip sanctions fuel Sino-Russian chip alliance; Huawei Ascend 950 fills void Chips Syntiant files for $300M IPO on edge AI chip momentum, backed by Intel and Microsoft Funding SK Hynix launches $28B US IPO targeting second-largest offering in history Market Anthropic signs $19B, 20-year data center lease with TeraWulf in Kentucky Chips Intel Preps Nova Lake-S Dunlow Workstation CPUs With Up to 28 Cores at 95W TDP Market Meta Launches Muse Spark 1.1 Paid API; Charges $1.25/$4.25 Per Million Tokens Breaking OpenAI Rolls Out GPT-5.6 Sol, Terra, Luna With 54% Coding Token Efficiency Funding Mercor acquires Deeptune: AI agent simulation platform; $2B ARR, Mag Seven as customers Market GeForce NOW expands Toronto region with RTX 5080 servers; Blackwell rollout now complete globally Funding Kraken Technology becomes Europe's maritime defence unicorn—$175M Series B from NATO, defence investors Policy OpenAI publishes National Security Principles; expands Daybreak cyber access to 9 allied nations Chips Hugging Face transformers backend now reaches native vLLM speed on Qwen3 MoE, dense models Research NVIDIA releases Nemotron Post-Training v3 Prompt Atlas—10T tokens, synthetic personas for agentic AI Breaking Google AlloyDB ships proxy models for semantic queries—23,000x faster, 6,000x cheaper Market SK Hynix Debuts on Nasdaq With $1 Trillion Valuation; Raises $29B for U.S. Expansion Breaking HalluSquatting attack tricks AI agents into running malicious code via hallucinated repos; 85% success rate Funding Europe VC funding hits $24B in Q2 2026—strongest quarter in 4 years as UK leads Breaking SpaceXAI releases Grok 4.5; Musk claims Opus-class performance at half the cost Market Ford, GM secure long-term Micron memory deals as DRAM prices spike 70%; one of 16 SCAs Market Micron raises U.S. capex to $250B through 2035 with GlobalWafers $500M financing Chips US chip sanctions fuel Sino-Russian chip alliance; Huawei Ascend 950 fills void Chips Syntiant files for $300M IPO on edge AI chip momentum, backed by Intel and Microsoft Funding SK Hynix launches $28B US IPO targeting second-largest offering in history Market Anthropic signs $19B, 20-year data center lease with TeraWulf in Kentucky Chips Intel Preps Nova Lake-S Dunlow Workstation CPUs With Up to 28 Cores at 95W TDP Market Meta Launches Muse Spark 1.1 Paid API; Charges $1.25/$4.25 Per Million Tokens Breaking OpenAI Rolls Out GPT-5.6 Sol, Terra, Luna With 54% Coding Token Efficiency Funding Mercor acquires Deeptune: AI agent simulation platform; $2B ARR, Mag Seven as customers Market GeForce NOW expands Toronto region with RTX 5080 servers; Blackwell rollout now complete globally Funding Kraken Technology becomes Europe's maritime defence unicorn—$175M Series B from NATO, defence investors Policy OpenAI publishes National Security Principles; expands Daybreak cyber access to 9 allied nations Chips Hugging Face transformers backend now reaches native vLLM speed on Qwen3 MoE, dense models Research NVIDIA releases Nemotron Post-Training v3 Prompt Atlas—10T tokens, synthetic personas for agentic AI Breaking Google AlloyDB ships proxy models for semantic queries—23,000x faster, 6,000x cheaper Market SK Hynix Debuts on Nasdaq With $1 Trillion Valuation; Raises $29B for U.S. Expansion Breaking HalluSquatting attack tricks AI agents into running malicious code via hallucinated repos; 85% success rate Funding Europe VC funding hits $24B in Q2 2026—strongest quarter in 4 years as UK leads Breaking SpaceXAI releases Grok 4.5; Musk claims Opus-class performance at half the cost

Market Thursday, July 9, 2026 at 03:03 PM

Anthropic signs $19B, 20-year data center lease with TeraWulf in Kentucky

Anthropic inked a two-decade lease with TeraWulf to lease approximately 401 megawatts of AI compute capacity at a purpose-built data center campus in Hawesville, Kentucky. The deal is expected to generate $19 billion in contracted revenue over its initial term, backing one of the largest long-term commitments in AI infrastructure. Initial capacity comes online in the second half of 2027, with full operational capacity by early 2028.

The deal exemplifies the acceleration of AI capex commitments. Anthropic itself will invest more than $10 billion in the facility, while TeraWulf—formerly a bitcoin miner—will invest $3.5–$4 billion. The lease is backed by investment-grade credit, signaling confidence in Anthropic's financial stability and long-term revenue model. TeraWulf stock jumped 16% in premarket trading on the announcement, up more than 80% year-to-date.

Separately, TeraWulf sold its entire 50.1% stake in a 168-megawatt data center joint venture in Abernathy, Texas to Fluidstack for approximately $530 million, monetizing roughly $450 million of invested capital and allowing the company to focus on wholly-owned assets. The shift reflects a broader pivot away from pure crypto mining and toward owning and operating dedicated AI infrastructure with direct customer relationships.

For architects, this lease underscores two dynamics: the scarcity of power-dense, location-optimized data center capacity (Hawesville has existing power and fiber infrastructure), and the multi-decade commitment horizon that AI labs are now making to secure compute. The scale—401 MW contracted for one customer—demonstrates the compute density required for frontier-model training and agentic deployment, and the willingness of vendors to lock in long-term relationships.

Sources