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DAILY GAI DATA CENTER DEVELOPMENT DIGEST LEAD ITEMS • Microsoft Project Kilby Data Center Campus (Pecos), Texas (2,000 MW): Chevron said on 2026-10-30 that its West Texas power project for Kilby stays on schedule for first power in 2028 despite the Texas data center permit pause. No slip. NEW LAUNCHES • TerraVolt Holdings Cassia County Campus, Declo, Idaho, event 2026-10-30, confirmed, verified. TerraVolt executed option agreements to purchase 1,077 acres in Cassia County and intends a master-planned behind-the-meter campus designed to support an initial 240 MW of dedicated on-site gas generation (generation figure as published, not stated as IT load), supported by a firm gas supply agreement of 55,000 MMBtu per day. After entitlements it plans to sell shovel-ready sites to operators. • Union County Campus, El Dorado, Arkansas, event 2026-10-30, confirmed, verified. Z Squared began site planning and preliminary engineering at its energized campus (about 8 MW of utility power available today), targeting up to approximately 150 MW of AI-ready capacity over time. That 150 MW is a development target, not contracted or delivered capacity; no tenant or lease exists yet. The campus came with the Paradox Data acquisition that closed September 8, 2026. • Hyundai Motor Group Saemangeum AI Data Center, Saemangeum (Gunsan), South Korea, event 2026-10-30, corroborated, candidate. The five group affiliates finalized their investment decision for the hyperscale campus first announced in February 2026: two SPCs launch in November, construction starts March 2027, service opens early 2030, up to 50,000 GPUs planned. Data center MW was not published in any source found, so capacity is UNKNOWN. • AFRIDATA Nigeria, Lagos and Delta State, Nigeria, event 2026-10-28, late-surfacing, corroborated, candidate. USTDA signed a $1.87 million feasibility grant formally launching AFRIDATA Nigeria: two proposed AI-ready facilities, 60 to 70 MW initially, expandable to 100 MW, construction targeted for Q2 to Q3 2027 after financial close. The grant funds a study, not construction. PROJECT EVOLUTIONS • Microsoft Project Kilby Data Center Campus (Pecos), Texas, event 2026-10-30, corroborated, candidate. Chevron CFO Eimear Bonner said permitting, engineering, and financing work continues and nothing seen so far impacts first power in 2028, ramping by 2031, despite Governor Abbott's suspension of Texas digital infrastructure permits. The schedule on file is reaffirmed; there is no slip. Confirmed in two independent non-X reports. • L and T Vyoma Chennai AI Factory Campus, India, event 2026-10-28, late-surfacing, corroborated, verified. Groundbreaking of a new 52 MW AI-ready facility inside the tracked campus, which already carries an operational 30 MW facility and a 250 MW Phase 1 expansion under construction. A new facility start, not a re-rating and not a slip; no census field changes. • Google Hamina Data Center Campus, Finland, event September 2026 (exact day not published), late-surfacing, single-source, candidate. Google bought about 56 hectares next to its existing Hamina campus for potential expansion, for EUR 10.7 million. No MW, phase, or timetable published. • Pre-leasing: zero-yield for new signings dated 2026-10-30. A checked result, not a claim that no lease was signed anywhere. REGULATORY RESTRICTIONS • Van Buren Township, Michigan (Google / DTE), event 2026-10-30, confirmed, verified. Attorney General Dana Nessel filed a petition for rehearing in MPSC case U-22058 against the approval of DTE's special contracts for a Google hyperscale campus, arguing the 20-year aggregation approach accepts other customers subsidizing the data center at least for 2035 to 2038, and that the collateral cap on Google and Alphabet liability should be rejected. She asks the Commission to adopt her recommendations or reject the contracts outright. The filing, case, and terms are confirmed on the release itself. • Mesa County, Colorado, event 2026-09-29, late-surfacing (county announcement published 2026-10-30), confirmed, verified. Commissioners voted unanimously for a 12-month moratorium pausing data center land use applications in unincorporated areas while the Land Development Code is updated. The county states it has no pending data center applications. • Florida (statewide), event 2026-10-30, unverified lead, candidate. An X cluster attributes to Fox News a campaign pledge by gubernatorial candidate David Jolly of a hyperscale moratorium on his first day in office. No non-X source was retrieved tonight, and a pledge is not a rule in force. A lead only. COMMUNITY ISSUES • Holt, Delhi Township, Michigan, event 2026-10-30, corroborated, outcome check on 2026-10-31. Hours before the 5:30 PM ET special meeting, Lighthouse Sustainability CEO Gary Dorris asked the Board to delay the resolution opposing any data center development and to pursue an ordinance instead. The resolution on the agenda voices official opposition and calls on LEAP and Lighthouse to cease all efforts on the 700 MW Holt proposal. The vote outcome is NOT FOUND IN PUBLIC RECORDS tonight; it is carried for tomorrow's check, not reported either way. • Gainesville, Prince William County, Virginia, event 2026-10-29, late-surfacing, single-source, candidate. Residents and grassroots groups launched a petition for a 12-month pause on new data center applications requiring a Board of Supervisors vote, plus support for a statewide moratorium. There is no indication the Board or Planning Commission has taken the petition up. PERMITTING ISSUES • Hermantown, Minnesota (Google), event 2026-10-30, corroborated as scheduled, outcome check on 2026-10-31. The rescheduled City Council meeting (6:30 PM CT, six resolutions including the special use permit and development agreement, attendance limited to the first 85 people after the protests that interrupted the earlier vote) was set for tonight, but no approval, denial, postponement, or vote count had been published in the records searched. Outcome NOT FOUND IN PUBLIC RECORDS; the outcome check carries to 2026-10-31. FINANCING ITEMS • Hut 8 River Bend Campus, Louisiana, event 2026-10-30, single-source, candidate. First public cost stack reported for the tracked campus: parish payments of $90 million a year against about $120 million otherwise owed, and $3.25 billion of senior secured notes sold in April financing the build; the first hall is still targeted for Q2 2027, so no slip against the date on file. The item is recorded as a finding only, and its figures rest on one secondary analysis whose underlying parish and filing records were not opened tonight. • Amazon (operator level), event 2026-10-30, unverified lead, candidate. A single X post attributes to Quartz reporting on a quarterly filing a secured loan facility of up to about $80 billion for AI and data center hardware. No non-X source for the figure was retrieved tonight and no campus is named. A lead only.

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here’s a full recap: 1. Apple $AAPL introduced iPhone Duo, its first foldable iPhone, featuring the largest display ever on an iPhone while folding into a pocketable form. The device includes a 5.4-inch outer display and 7.6-inch inner display, a titanium frame, IP68 rating, and color options including Star White and Night Sky. Apple says Duo uses a custom variable-torque hinge with magnets to keep it closed, a flatter foldable display designed to reduce the visible crease and plastic feel, and a new “perceptually flat” nanotexture display. The phone also adds Touch ID in the side button, Apple Pencil support, a two-camera system, side-by-side apps, multi-window support, and new Duo layouts for Slack, Zoom, and Netflix. Pricing starts at $2,000. 2. The U.S. Treasury announced a new $6B buyback of longer-dated debt, but yields did the opposite of what the policy was supposed to signal: they spiked. The exact size of the buyback is less important than the message Bessent was trying to send: that Treasury can help support liquidity in longer-duration bonds and calm pressure in the market. Instead, credit markets appear to be rejecting that signal, with the 10-year Treasury yield rising to 4.85%, its highest level in 3 years. The takeaway is that investors are not just watching buyback headlines; they are demanding higher compensation for duration, deficits, inflation risk, and long-end supply. 3. Nebius $NBIS said AI infrastructure demand is still running well ahead of supply, with visibility now stretching to 24+ months and customers already asking for 2028 capacity, including tens of thousands of Vera Rubin GPUs. Management also framed the Palantir $PLTR partnership as a major enterprise channel, with Nebius providing the AI cloud stack and Palantir adding its software layer and customer base. The key takeaway: demand is broadening from AI-native customers into enterprise platforms, older GPUs remain economically useful for certain workloads, and Nebius is pushing an asset-light model with power and data-center partners to scale faster. 4. Google $GOOGL plans to invest €13B in Finland AI infrastructure over the next 2 years, marking its largest-ever single investment in Europe, according to Bloomberg. The buildout includes 3 new data centers in Kajaani, Muhos, and Vaala, along with an expansion of Google’s existing Hamina site. Google is also adding new wind-power agreements and a 94 MW battery system at Kajaani, while Fortum signed a 22-year power deal that will eventually cover 50% of output from its two-reactor Loviisa nuclear plant. The projects are expected to support more than 37,000 jobs during construction and about 7,000 jobs once completed, underscoring how AI infrastructure growth is increasingly tied to long-term power access across Europe. 5. The top 10 most active options today by contracts traded were $TSLA with 2.9M contracts, $AAPL with 2.8M contracts, $NVDA with 2.4M contracts, $META with 1.5M contracts, $MU with 1.1M contracts, $INTC with 956K contracts, $SPCX with 852K contracts, $AMD with 778K contracts, $GOOGL with 635K contracts, and $AMZN with 624K contracts. 6. Amazon $AMZN is tapping the UK bond market for the first time, selling its first-ever sterling bonds in a four-part deal with maturities ranging from 3 to 19 years, according to Bloomberg. The move comes as Amazon continues diversifying its funding sources to support its AI infrastructure buildout. The company has already sold more than $92B in bonds this year, making it the largest hyperscaler debt issuer of 2026. This is Amazon’s fourth non-dollar bond market this year after euros, Swiss francs, and Canadian dollars. The bigger question is investor appetite, with recent AI-linked bond deals seeing weaker demand and higher borrowing costs, making the 19-year tranche a key test of how much long-duration AI debt the market is willing to absorb. 7. Anthropic researcher Jacob Coxon, a 27-year-old former OpenAI employee, is leaving the AI industry over concerns that the race to superintelligence is moving too fast. Coxon joined Anthropic earlier this year because of its safety-focused reputation and says the company’s efforts are genuine, but believes competition between labs makes safety trade-offs difficult to avoid. “We’re on track for a lot of the most aggressive of these scenarios where by the end of next year things could be out of control already,” he said. He added that researchers inside the industry are increasingly using terms like “crunchtime” and “endgame” to describe the pace of capability gains. His departure is notable because Anthropic has positioned itself as one of the more safety-focused AI labs, even as it pushes toward more capable models and a potential IPO. Coxon’s view is that the problem is now bigger than any one company and may require meaningful coordination across industry or government before self-improving AI systems become much harder to control. 8. The Bank of Japan remains the dominant force in Japan’s bond market, now holding roughly 46% of all Japanese government bonds. That is down 8 percentage points from its 2023 peak and the lowest share since 2021, but the BoJ still owns more JGBs than banks, life insurers, pension funds, and foreign investors combined. For context, the BoJ held just about 10% of JGBs in 2013. This comes even after BoJ JGB holdings fell by $310B over the 12 months ending in July, the largest 12-month decline on record. Total holdings are now down to roughly $3.3T, the lowest since 2020, but still about 400% above 2012 levels. 9. OpenAI is calling for mandatory federal AI safety rules, saying Congress should create capability-based requirements for the small number of labs building the most advanced AI systems. The company says those rules should include independent testing, stronger cybersecurity standards, and incident reporting, but should not broadly apply to startups, small developers, or open-weight models. OpenAI is also backing four California bills headed to Gov. Gavin Newsom covering independent AI safety assessments, AI-auditor standards, protections for minors using companion chatbots, and gene-synthesis screening. The company also said it is prepared to slow or stop development or deployment if safety risks become unacceptable, and that fully autonomous recursive self-improvement should not be pursued unless it can be done safely. 10. White House advisers privately warned President Trump that Iran may be able to resist U.S. pressure through January 2029, despite his public prediction of a swift end to the conflict, according to WSJ. Vice President JD Vance, Secretary of State Marco Rubio, and other advisers reportedly discussed the possibility of the war extending beyond Inauguration Day in 2029. At the same time, Iran’s IRGC warned it would hit 20 targets for every 2 or 3 Iranian targets struck, while also demanding an end to hostilities, an Israeli withdrawal from Lebanon, an end to Yemen’s blockade, and the release of $24B in frozen Iranian assets. 11. U.S. mortgage demand fell as rates moved higher again, with mortgage applications dropping 2.7% last week, according to the Mortgage Bankers Association. Refinancing applications declined 6.2%, while home-purchase applications slipped 0.2%. The average 30-year mortgage rate rose 6 basis points to 6.85%, adding more pressure on borrowers and keeping the housing market stuck between elevated financing costs and weak affordability. 12. Trump said the Iran war will end “immediately after” the election, arguing Iran “can’t hold out any longer.” He said the U.S. is “not looking for a deal,” though he left the door open to negotiations, saying talks “could possibly happen.” Trump also said the conflict will “take longer than the midterms,” tying the timeline directly to the election calendar. The comments keep Iran, oil, and geopolitical risk front and center for markets as the conflict continues. WALL STREET IS THE GREATEST SHOW ON EARTH.

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here’s a full recap: 1. Apple $AAPL introduced iPhone Duo, its first foldable iPhone, featuring the largest display ever on an iPhone while folding into a pocketable form. The device includes a 5.4-inch outer display and 7.6-inch inner display, a titanium frame, IP68 rating, and color options including Star White and Night Sky. Apple says Duo uses a custom variable-torque hinge with magnets to keep it closed, a flatter foldable display designed to reduce the visible crease and plastic feel, and a new “perceptually flat” nanotexture display. The phone also adds Touch ID in the side button, Apple Pencil support, a two-camera system, side-by-side apps, multi-window support, and new Duo layouts for Slack, Zoom, and Netflix. Pricing starts at $2,000. 2. The U.S. Treasury announced a new $6B buyback of longer-dated debt, but yields did the opposite of what the policy was supposed to signal: they spiked. The exact size of the buyback is less important than the message Bessent was trying to send: that Treasury can help support liquidity in longer-duration bonds and calm pressure in the market. Instead, credit markets appear to be rejecting that signal, with the 10-year Treasury yield rising to 4.85%, its highest level in 3 years. The takeaway is that investors are not just watching buyback headlines; they are demanding higher compensation for duration, deficits, inflation risk, and long-end supply. 3. Nebius $NBIS said AI infrastructure demand is still running well ahead of supply, with visibility now stretching to 24+ months and customers already asking for 2028 capacity, including tens of thousands of Vera Rubin GPUs. Management also framed the Palantir $PLTR partnership as a major enterprise channel, with Nebius providing the AI cloud stack and Palantir adding its software layer and customer base. The key takeaway: demand is broadening from AI-native customers into enterprise platforms, older GPUs remain economically useful for certain workloads, and Nebius is pushing an asset-light model with power and data-center partners to scale faster. 4. Google $GOOGL plans to invest €13B in Finland AI infrastructure over the next 2 years, marking its largest-ever single investment in Europe, according to Bloomberg. The buildout includes 3 new data centers in Kajaani, Muhos, and Vaala, along with an expansion of Google’s existing Hamina site. Google is also adding new wind-power agreements and a 94 MW battery system at Kajaani, while Fortum signed a 22-year power deal that will eventually cover 50% of output from its two-reactor Loviisa nuclear plant. The projects are expected to support more than 37,000 jobs during construction and about 7,000 jobs once completed, underscoring how AI infrastructure growth is increasingly tied to long-term power access across Europe. 5. The top 10 most active options today by contracts traded were $TSLA with 2.9M contracts, $AAPL with 2.8M contracts, $NVDA with 2.4M contracts, $META with 1.5M contracts, $MU with 1.1M contracts, $INTC with 956K contracts, $SPCX with 852K contracts, $AMD with 778K contracts, $GOOGL with 635K contracts, and $AMZN with 624K contracts. 6. Amazon $AMZN is tapping the UK bond market for the first time, selling its first-ever sterling bonds in a four-part deal with maturities ranging from 3 to 19 years, according to Bloomberg. The move comes as Amazon continues diversifying its funding sources to support its AI infrastructure buildout. The company has already sold more than $92B in bonds this year, making it the largest hyperscaler debt issuer of 2026. This is Amazon’s fourth non-dollar bond market this year after euros, Swiss francs, and Canadian dollars. The bigger question is investor appetite, with recent AI-linked bond deals seeing weaker demand and higher borrowing costs, making the 19-year tranche a key test of how much long-duration AI debt the market is willing to absorb. 7. Anthropic researcher Jacob Coxon, a 27-year-old former OpenAI employee, is leaving the AI industry over concerns that the race to superintelligence is moving too fast. Coxon joined Anthropic earlier this year because of its safety-focused reputation and says the company’s efforts are genuine, but believes competition between labs makes safety trade-offs difficult to avoid. “We’re on track for a lot of the most aggressive of these scenarios where by the end of next year things could be out of control already,” he said. He added that researchers inside the industry are increasingly using terms like “crunchtime” and “endgame” to describe the pace of capability gains. His departure is notable because Anthropic has positioned itself as one of the more safety-focused AI labs, even as it pushes toward more capable models and a potential IPO. Coxon’s view is that the problem is now bigger than any one company and may require meaningful coordination across industry or government before self-improving AI systems become much harder to control. 8. The Bank of Japan remains the dominant force in Japan’s bond market, now holding roughly 46% of all Japanese government bonds. That is down 8 percentage points from its 2023 peak and the lowest share since 2021, but the BoJ still owns more JGBs than banks, life insurers, pension funds, and foreign investors combined. For context, the BoJ held just about 10% of JGBs in 2013. This comes even after BoJ JGB holdings fell by $310B over the 12 months ending in July, the largest 12-month decline on record. Total holdings are now down to roughly $3.3T, the lowest since 2020, but still about 400% above 2012 levels. 9. OpenAI is calling for mandatory federal AI safety rules, saying Congress should create capability-based requirements for the small number of labs building the most advanced AI systems. The company says those rules should include independent testing, stronger cybersecurity standards, and incident reporting, but should not broadly apply to startups, small developers, or open-weight models. OpenAI is also backing four California bills headed to Gov. Gavin Newsom covering independent AI safety assessments, AI-auditor standards, protections for minors using companion chatbots, and gene-synthesis screening. The company also said it is prepared to slow or stop development or deployment if safety risks become unacceptable, and that fully autonomous recursive self-improvement should not be pursued unless it can be done safely. 10. Amazon $AMZN is tapping the UK bond market for the first time, selling its first-ever sterling bonds in a four-part deal with maturities ranging from 3 to 19 years. The move comes as Amazon continues broadening its funding sources to support its AI infrastructure buildout. The company has already sold more than $92B in bonds this year, making it the largest hyperscaler debt issuer of 2026. This is Amazon’s fourth non-dollar bond market this year after euros, Swiss francs, and Canadian dollars. The key test is investor appetite, especially as recent AI-linked bond deals have seen 11. Uber $UBER is seeking around €4B from its first-ever euro bond sale, offering 5 tranches with maturities ranging from 3 to 20 years. The deal marks Uber’s first debt raise outside the U.S. dollar market and comes as the company continues expanding in Europe, including its planned acquisition of Delivery Hero. For Uber, the euro bond sale gives it access to a broader capital base while matching funding more closely to its growing European footprint. 12. Trump said the Iran war will end “immediately after” the election, arguing Iran “can’t hold out any longer.” He said the U.S. is “not looking for a deal,” though he left the door open to negotiations, saying talks “could possibly happen.” Trump also said the conflict will “take longer than the midterms,” tying the timeline directly to the election calendar. The comments keep Iran, oil, and geopolitical risk front and center for markets as the conflict continues. WALL STREET IS THE GREATEST SHOW ON EARTH.

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