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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.

Daily Brief, 29 Oct: Google spoils the bounce...crypto still hard to chase Get the brief by email: Join Rekt Mkts Pro: The awkward thing about this bounce is that good news from one part of AI keeps getting undone by another. Microsoft delivered on cloud growth, but Google's results have given ppl another reason to question to be concerned once again. BTC and ETH weren't doing much with the earlier strength in stocks and are softer too...waiting for crypto to catch up hasn't been particularly rewarding this week with majors feeling rather rooted...unless of course you picked HYPE! MACRO Q3 GDP grew 3.4% annualised, above the 3.2% consensus and up from 2.2% in Q2. September core PCE came in at 0.3% month on month and 3.1% year on year, in line with expectations. Headline inflation was 0.5% on the month and 3.6% on the year. PCE of course creates less volatility on markets than CPI, but I think it's comforting nonetheless to have no surprises - this comment can also be repeated for the FOMC which concluded yday and it might actually be one of the quietest FOMCs I've ever experienced which is not terribly surprising as per comments from previous briefs. As we know...all eyes on midterms next week tbh. EQUITIES S&P 500 and Nasdaq-100 futures are lower, with tech taking the bigger hit. Alphabet is down around 13% in early US trading while Microsoft is roughly flat, giving back its earlier gains. Google's free cash flow was negative $9.1bn despite Google Cloud revenue more than doubling, and search revenue missed expectations as LLMs eat its utility. Microsoft's better numbers have spared it that sort of punishment, but the initial enthusiasm hasn't all survived the open. Korean memory was mixed: SK Hynix finished up 2.6% (I think impressive to have held onto yesterday's big 10%+ increase on strong earnings), while Samsung fell 4.1%. Micron is down around 3.4% and Sandisk 3.1% in early US trading, so the strength in Hynix hasn't carried across to the US names and is likely more specific to its LTAs it has secured. Nebius is down around 5.6%, with the companies supplying extra compute capacity still getting a much rougher reception. CRYPTO BTC is down around 0.5% over 24H, ETH 0.3% and SOL 0.4%, while HYPE is up 14.1% after announcement of Druckenmiller/ICE investments in trade(xyz). HYPE was already leading this group in Tuesday's brief, but of course the gap is much bigger now. BTC and ETH haven't fallen much; they just aren't giving much back to anyone who bought them as a catch-up trade while stocks were bouncing. My gut says HYPE still struggles to break 100 on this move which feels like a very heavy resistance point. US spot BTC ETFs took in $137.3m yday, their third consecutive session of inflows, while ETH funds lost $21.4m, their third consecutive outflow. ZEC and VVV are each down around 0.4% over 24H, a quieter picture than their gains in Tuesday's brief. Their BTC ratios are only around 0.1% higher over the same period, so there's very little fresh relative strength to get excited about today. Good luck today.