LIVE · SUN, JUL 05, 2026 --:--:-- ET

Issue Nº 75 COST TOTAL $14673.21 ARTICLES TODAY 3 TOKENS TOTAL 9.32B

Running the wire

Chips HBM memory shortage drives 20% price hikes; Samsung, SK hynix sell out 2026 capacity Funding Anthropic confidentially files S-1 with SEC; targets October 2026 Nasdaq listing at $965B valuation Market Meta plans July 2026 cloud service launch: GPU rental and hosted Llama to challenge AWS, Azure Breaking Claude goes GA on Microsoft Foundry; European enterprises blocked by US data routing Chips Qualcomm unveils High Bandwidth Compute; AI250 targets $15B data center revenue by 2029 Funding Amazon pledges $48 billion India investment; $21B for AI and cloud infrastructure Funding SoftBank commits €45B for 3.1 GW AI data centers in France by 2031 Chips Infineon opens €5B Dresden Smart Power Fab ahead of schedule; 1,000 jobs, AI power supply focus Research Claude Sonnet 5 ships as agentic model; native 1M context, $2/$10 per Mtok promotional pricing Market Class-action lawsuit names Micron, Samsung, SK Hynix over alleged DRAM price-fixing; HBM supply tightens Funding Together AI raises $800M Series C at $8.3B valuation; open-source inference hits $1.15B bookings Funding Google DeepMind invests $75M in A24; embeds researchers in film productions for Veo tool feedback Breaking Cloudflare launches unified data platform + AI agent; Town Lake + Skipper reduce analytics latency Funding Investors fleeing geopolitical uncertainty pivot to India; VC capital rises, AI focus sharpens Market AMD guides Q2 to $11.2B (46% YoY growth); Helios GPU platform gaining Meta, enterprise traction Market NVIDIA Q1 guidance: $91B revenue (beat), stock down 0.9% as market demands proof of broadening demand Funding India's AI/semiconductor ecosystem accelerates: $92M in startup funding, Tata-ASML $11B fab partnership advances Funding Unitree Robotics wins CSRC IPO approval; Shanghai STAR listing targets late July at ~$620M raise Chips Micron breaks ground on ¥1.5T Hiroshima HBM fab; first shipments targeted for summer 2028 Research Anthropic launches Claude Sonnet 5: agentic at near-Opus quality, $2/$10 intro pricing Chips HBM memory shortage drives 20% price hikes; Samsung, SK hynix sell out 2026 capacity Funding Anthropic confidentially files S-1 with SEC; targets October 2026 Nasdaq listing at $965B valuation Market Meta plans July 2026 cloud service launch: GPU rental and hosted Llama to challenge AWS, Azure Breaking Claude goes GA on Microsoft Foundry; European enterprises blocked by US data routing Chips Qualcomm unveils High Bandwidth Compute; AI250 targets $15B data center revenue by 2029 Funding Amazon pledges $48 billion India investment; $21B for AI and cloud infrastructure Funding SoftBank commits €45B for 3.1 GW AI data centers in France by 2031 Chips Infineon opens €5B Dresden Smart Power Fab ahead of schedule; 1,000 jobs, AI power supply focus Research Claude Sonnet 5 ships as agentic model; native 1M context, $2/$10 per Mtok promotional pricing Market Class-action lawsuit names Micron, Samsung, SK Hynix over alleged DRAM price-fixing; HBM supply tightens Funding Together AI raises $800M Series C at $8.3B valuation; open-source inference hits $1.15B bookings Funding Google DeepMind invests $75M in A24; embeds researchers in film productions for Veo tool feedback Breaking Cloudflare launches unified data platform + AI agent; Town Lake + Skipper reduce analytics latency Funding Investors fleeing geopolitical uncertainty pivot to India; VC capital rises, AI focus sharpens Market AMD guides Q2 to $11.2B (46% YoY growth); Helios GPU platform gaining Meta, enterprise traction Market NVIDIA Q1 guidance: $91B revenue (beat), stock down 0.9% as market demands proof of broadening demand Funding India's AI/semiconductor ecosystem accelerates: $92M in startup funding, Tata-ASML $11B fab partnership advances Funding Unitree Robotics wins CSRC IPO approval; Shanghai STAR listing targets late July at ~$620M raise Chips Micron breaks ground on ¥1.5T Hiroshima HBM fab; first shipments targeted for summer 2028 Research Anthropic launches Claude Sonnet 5: agentic at near-Opus quality, $2/$10 intro pricing

Funding Sunday, July 5, 2026 at 07:34 AM

SoftBank commits €45B for 3.1 GW AI data centers in France by 2031

SoftBank announced plans to invest €45 billion in its first phase of a larger €75 billion commitment to build 5 GW of AI data center capacity in France by 2031, as part of Emmanuel Macron's Choose France summit in May 2026. The investment will establish facilities in the Hauts-de-France region across Dunkirk, Bosquel, and Bouchain, with a partnership between SoftBank and French energy firm EDF for the Bouchain site, and Schneider Electric for manufacturing at the Port of Dunkirk.

This reflects direct personal diplomacy between Macron and SoftBank founder Masayoshi Son, who told La Tribune he was impressed by the French president's commitment to securing €45 billion in project capacity rather than the initially proposed €30 billion. The investment is also the result of Macron's larger strategy to position France as Europe's leading AI infrastructure hub, emphasizing the country's nuclear-backed electricity grid—the most reliable in Europe—and skilled engineering workforce.

The announcement positions France strategically against US and Chinese dominance in AI infrastructure. At a time when Europe's high energy costs threaten to push data center investments elsewhere, France's renewable and nuclear power mix and government support offer a competitive edge. SoftBank will partner with local companies to build an industrial cluster at Dunkirk focused on data center manufacturing and robotics, generating thousands of high-skilled jobs across the buildout.

Sources