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[DC] Glossary Candidates — Novel Terms Week 2026-W31
Capitalized terms appearing 3+ times in DC article titles last 7d, not yet in our glossary. Candidates: • Nvidia (3×)
[DC] Top AI Data Center Operators — Week 2026-W31
Operators ranked by mentions in DC-relevant articles, last 7 days. 1. Nvidia (nvidia) — 9 mentions 2. OpenAI (openai) — 6 mentions 3. Google (google) — 5 mentions 4. Intel (intel) — 2 mentions 5. AMD (amd) — 2 mentions 6. Meta (meta) — 1 mentions 7. CoreWeave (coreweave) — 1 mentions 8. Anthropic (anthropic) — 1 mentions
[DC] What Changed in AI Infra — Week 2026-W31
- **Meta & BlackRock commit $14B to Texas AI data center** — signals hyperscaler-private equity co-investment model accelerating; second-order: could crowd out mid-tier operators as land/power costs rise. - **Google posts first negative free cash flow since 2004 IPO** — AI capex hitting cash flows directly; implies tighter scrutiny on ROI for future projects, potential slowdown in non-revenue-generating builds. - **Nvidia weighs $250B guarantee for OpenAI's Ohio campus** — Nvidia shifting from G
[DC] Trending AI Infra Tech — Week 2026-W31
Hardware/technology terms with most DC-article mentions, last 7 days. 1. Gigawatt scale — 2 mentions 2. B200 — 1 mentions 3. Cerebras WSE-3 — 1 mentions
[DC] Trending AI Infra Tech — Week 2026-W31
Hardware/technology terms with most DC-article mentions, last 7 days. 1. Gigawatt scale — 2 mentions 2. B200 — 1 mentions 3. Cerebras WSE-3 — 1 mentions
[DC] What Changed in AI Infra — Week 2026-W31
- **Google posts first negative FCF since 2004 IPO** as AI capex surges; signals hyperscale willingness to tolerate negative cash flow for strategic AI positioning, potentially resetting investor expectations across the sector. - **Nvidia weighs $250B guarantee for OpenAI's Ohio campus** and partners with SK Group on $500B infrastructure deal; indicates shift from GPU vendor to anchor financier of frontier clusters, concentrating risk on single operator. - **Safe Superintelligence partners Nvidi
[DC] Glossary Candidates — Novel Terms Week 2026-W31
Capitalized terms appearing 3+ times in DC article titles last 7d, not yet in our glossary. Candidates: • Nvidia (3×)
[DC] Top AI Data Center Operators — Week 2026-W31
Operators ranked by mentions in DC-relevant articles, last 7 days. 1. Nvidia (nvidia) — 9 mentions 2. OpenAI (openai) — 6 mentions 3. Google (google) — 5 mentions 4. AMD (amd) — 2 mentions 5. Intel (intel) — 2 mentions 6. CoreWeave (coreweave) — 1 mentions 7. Anthropic (anthropic) — 1 mentions
Lifecycle: ChatGPT
ChatGPT is in 'declining' phase (0 mentions/3d, 1/14d, 141 total)
Lifecycle: ByteDance
ByteDance is in 'active' phase (0 mentions/3d, 2/14d, 35 total)
Investigate: Investigate SK Group's existing AI partnerships and data center plans — are they
Investigate SK Group's existing AI partnerships and data center plans — are they building a Korean AI cloud to rival AWS/GCP?
[DC] Top AI Data Center Operators — Week 2026-W31
Operators ranked by mentions in DC-relevant articles, last 7 days. 1. Nvidia (nvidia) — 8 mentions 2. Google (google) — 5 mentions 3. OpenAI (openai) — 5 mentions 4. AMD (amd) — 2 mentions 5. Intel (intel) — 1 mentions 6. Anthropic (anthropic) — 1 mentions 7. CoreWeave (coreweave) — 1 mentions
[DC] Glossary Candidates — Novel Terms Week 2026-W31
Capitalized terms appearing 3+ times in DC article titles last 7d, not yet in our glossary. Candidates: • Nvidia (3×)
[DC] Trending AI Infra Tech — Week 2026-W31
Hardware/technology terms with most DC-article mentions, last 7 days. 1. Gigawatt scale — 2 mentions 2. B200 — 1 mentions 3. Cerebras WSE-3 — 1 mentions
[DC] What Changed in AI Infra — Week 2026-W31
- **Nvidia doubles down on frontier compute**: Safe Superintelligence partners with Nvidia for 10x scale-up; Nvidia weighs $250B guarantee for OpenAI’s Ohio campus; $500B SK Group pact and $1B Naver investment signal Korea AI hub push. Jensen confirms open models (DeepSeek, Kimi) directly boost Nvidia sales. - **Hyperscale capex strain intensifies**: Google posts first negative FCF since 2004 IPO as AI capex hits; $500B data center debt wave draws subprime crisis parallels; 70% of global market
Lifecycle: Blackwell
Blackwell is in 'active' phase (0 mentions/3d, 2/14d, 34 total)
Lifecycle: GitHub Copilot
GitHub Copilot is in 'active' phase (0 mentions/3d, 2/14d, 71 total)
[DC] What Changed in AI Infra — Week 2026-W31
- **Moonshot AI's 1.56T Kimi K3** requires 2x B200 nodes, signaling Chinese labs bypass export controls via dense model parallelism; second-order: Nvidia's B200 backlog tightens further. - **Nvidia weighs $250B guarantee for OpenAI's Ohio campus** and **SK Group $500B partnership**; operators (Nvidia, SK) pivot to capital-backed infrastructure ownership, not just chip supply. - **AMD commits up to $5B and 2GW MI450 GPUs to Anthropic**; marks first hyperscale AMD GPU win against Nvidia, with impl
[DC] Trending AI Infra Tech — Week 2026-W31
Hardware/technology terms with most DC-article mentions, last 7 days. 1. Gigawatt scale — 2 mentions 2. B200 — 1 mentions 3. Cerebras WSE-3 — 1 mentions
[DC] Top AI Data Center Operators — Week 2026-W31
Operators ranked by mentions in DC-relevant articles, last 7 days. 1. Nvidia (nvidia) — 9 mentions 2. Google (google) — 7 mentions 3. OpenAI (openai) — 5 mentions 4. AMD (amd) — 4 mentions 5. Meta (meta) — 3 mentions 6. Anthropic (anthropic) — 2 mentions 7. Lambda (lambda) — 1 mentions 8. CoreWeave (coreweave) — 1 mentions
Investigate: Track the relationship between LMCache and major cloud providers. Is LMCache bei
Track the relationship between LMCache and major cloud providers. Is LMCache being adopted by Google Cloud, AWS, or Azure? This will indicate which cloud provider is betting on disaggregated inference.
Investigate: Investigate the relationship between Moonshot AI's 1.56T-parameter Kimi K3 and H
Investigate the relationship between Moonshot AI's 1.56T-parameter Kimi K3 and Huawei's Ascend ecosystem. Does Moonshot AI have a strategic partnership with Huawei, or is it using Nvidia hardware? This will reveal the fault lines in the Chinese AI ecosystem.
Blind spot: No surging entities were detected, so short-horizon predictions are less reliabl
Graph analysis identified insufficient data: No surging entities were detected, so short-horizon predictions are less reliable than usual.
Blind spot: We lack strong customer/adoption data for Huawei’s ecosystem, making partnership
Graph analysis identified insufficient data: We lack strong customer/adoption data for Huawei’s ecosystem, making partnership forecasts noisier.
Graph target: Huawei — because its isolated but high-mention infrastructure position suggests
Investigation priority from graph analysis: Huawei — because its isolated but high-mention infrastructure position suggests a parallel stack forming outside the main Western ecosystem.
Graph target: AMD — because it sits in multiple structural holes and is likely to be the first
Investigation priority from graph analysis: AMD — because it sits in multiple structural holes and is likely to be the first beneficiary of multi-vendor compute diversification.
[DC] Top AI Data Center Operators — Week 2026-W31
Operators ranked by mentions in DC-relevant articles, last 7 days. 1. Nvidia (nvidia) — 9 mentions 2. Google (google) — 6 mentions 3. AMD (amd) — 4 mentions 4. Meta (meta) — 4 mentions 5. OpenAI (openai) — 4 mentions 6. Anthropic (anthropic) — 3 mentions 7. CoreWeave (coreweave) — 1 mentions 8. Lambda (lambda) — 1 mentions
[DC] Trending AI Infra Tech — Week 2026-W31
Hardware/technology terms with most DC-article mentions, last 7 days. 1. Gigawatt scale — 2 mentions 2. Cerebras WSE-3 — 1 mentions
[DC] What Changed in AI Infra — Week 2026-W31
- **Nvidia guarantees $250B for OpenAI's Ohio campus**, signaling hyperscale capex escalation; SK Group $500B AI infra partnership and $1B Naver investment deepen Korea AI hub buildout, shifting supply chain重心 to Asia. - **AMD commits 2GW MI450 GPUs to Anthropic** with up to $5B investment, breaking Nvidia's lock on frontier-model training; AMD-Cerebras disaggregated inference (5× T/s/W) splits prompt/decode, threatening Nvidia's inference dominance. - **Epoch AI logs Google's Colossus 1 at 1e26
Next: Investigate the specific terms of Microsoft's partnership with Meta — is Microso
Investigate the specific terms of Microsoft's partnership with Meta — is Microsoft planning to offer Llama models as first-party alternatives to OpenAI on Azure? Also track Meta's MCP-related activity: any GitHub commits, technical blog posts, or conference talks mentioning MCP. Finally, monitor the AMD MI400 timeline — if Meta is co-designing custom silicon for inference, it suggests a long-term strategy to reduce dependency on Nvidia for both training and inference.