Stack Ledgerhttps://reedos.github.io/stack_ledger/2026-09-12T01:02:13ZStack Ledgerhttps://reedos.github.io/stack_ledger/ledger/#industry-bls-aug-2026August payroll data show an uneven industrial employment picture2026-09-06T12:00:00Z2026-09-04T12:00:00ZBLS reports a preliminary, seasonally adjusted gain of 16,000 U.S. manufacturing jobs and a decline of 23,000 information-sector jobs in August 2026. These broad sectors include activity beyond AI, so the changes cannot be attributed to AI alone.https://reedos.github.io/stack_ledger/ledger/#workforce-bls-aug-2026What the August jobs report establishes2026-09-06T12:00:00Z2026-09-04T12:00:00ZBLS reports gains of 22,000 construction jobs and 8,000 nonresidential specialty trade jobs, a subset of construction. BLS calls overall construction little changed. These broad industry figures do not isolate electricians or AI projects.https://reedos.github.io/stack_ledger/ledger/#workforce-wh-aug-jobs-2026Reading the White House article2026-09-06T12:00:00Z2026-09-04T12:00:00ZThe administration presents the August report as evidence for its reindustrialization agenda. The ledger uses the underlying BLS release for measured payroll changes; those figures alone do not establish policy or AI causation.https://reedos.github.io/stack_ledger/ledger/#coverage-stargate-sitesStargate is tracked campus by campus2026-09-06T12:00:00Z2026-09-03T12:00:00ZEpoch’s Abilene record distinguishes an estimated current IT footprint from its end-state projection. Stack Ledger now separates additional New Mexico, Wisconsin, Michigan, Ohio and Texas sites, preserving different construction and operating evidence instead of assigning the program envelope to every campus.https://reedos.github.io/stack_ledger/ledger/#coverage-hynixIndiana HBM packaging gets a revised production schedule2026-09-06T12:00:00Z2026-08-28T12:00:00ZSK hynix reports groundbreaking for its Indiana packaging and test facility. The updated release distinguishes cleanroom readiness from later mass production, moving beyond the older overview’s earlier operations target. Korean wafer fabrication and U.S. packaging remain separate production steps.https://reedos.github.io/stack_ledger/ledger/#workforce-bls-electricians-2026The electrician outlook includes AI and the grid2026-09-06T12:00:00Z2026-08-27T12:00:00ZBLS projects electrician employment to grow 9% over 2025–2035 and cites data centers, grid upgrades and renewable power connections among the drivers. Projected annual openings include replacement needs.https://reedos.github.io/stack_ledger/ledger/#delivery-cape-phasesCape Station advances commissioning with a phased power schedule2026-09-06T12:00:00Z2026-08-12T12:00:00ZFervo reports mechanical completion on its first two GeoBlocks. Block 1 targets first power in Q4 2026, with blocks 2 and 3 following in early 2027; Phase II targets 2028. Commissioning progress should not be recorded as the entire first phase already generating.https://reedos.github.io/stack_ledger/ledger/#delivery-generation-growthActual electricity output is growing alongside capacity plans2026-09-06T12:00:00Z2026-08-11T12:00:00ZEIA estimates U.S. electric power sector generation rose by 37 billion kWh, or 1.8%, in the first half of 2026 versus the same period in 2025. Solar and wind generation increased 21% and 6%. These are historical output changes, not nameplate additions or electricity dedicated to AI.https://reedos.github.io/stack_ledger/ledger/#coverage-terafabTerafab enters the delivery ledger as a commitment2026-09-06T12:00:00Z2026-08-06T12:00:00ZSpaceX identifies a Texas site and an initial investment requirement for Terafab. The ledger separates this future chip-manufacturing program from Tesla Cortex training compute and the Colossus data centers. Permits, first wafers and qualified production remain milestones to verify.https://reedos.github.io/stack_ledger/ledger/#delivery-ercot-reviewTexas grid-connection review changes the scheduling context2026-09-06T12:00:00Z2026-08-03T12:00:00ZERCOT says data-center large loads must undergo verification before advancing through interconnection, and delays its planned Batch Zero classification notices. The notice does not establish that Abilene’s operating facilities have stopped or identify the effect on each expansion.https://reedos.github.io/stack_ledger/ledger/#coverage-colossus-powerColossus power transition has a dated removal schedule2026-09-06T12:00:00Z2026-07-30T12:00:00ZSpaceXAI reports a permanent Southaven power plant under construction and an agreed schedule for removing temporary turbines. Grid energization, temporary generation, the permitted future plant and the filed legal challenge are tracked separately. Actual removals and operating output require follow-up evidence.https://reedos.github.io/stack_ledger/ledger/#coverage-tesla-stagesTesla driving and robotics retain their deployment stages2026-09-06T12:00:00Z2026-07-22T12:00:00ZTesla’s shareholder update distinguishes consumer FSD supervision from city-specific Robotaxi operations. Optimus training builds and manufacturing preparations do not establish a productive deployed fleet. Cortex compute is tracked separately from driving exposure and physical work.https://reedos.github.io/stack_ledger/ledger/#delivery-packagingTSMC and Amkor extend the Arizona packaging supply chain2026-09-06T12:00:00Z2026-07-16T12:00:00ZThe companies describe a long-term U.S. advanced-packaging partnership while Amkor’s Arizona campus and TSMC’s fabrication facilities continue development. An agreement and an expanding site do not establish commissioned packaging throughput.https://reedos.github.io/stack_ledger/ledger/#delivery-hyperionHyperion’s expanded campus remains a construction-stage plan2026-09-06T12:00:00Z2026-07-13T12:00:00ZMeta describes a 5 GW campus expansion and future Entergy-backed energy infrastructure. The project tracker keeps the announced rating separate from verified operational capacity and asks for generation, grid and data-center commissioning evidence.https://reedos.github.io/stack_ledger/ledger/#coverage-hyperionHyperion separates local contracts from investment plans2026-09-06T12:00:00Z2026-07-13T12:00:00ZMeta’s Richland Parish update distinguishes contracts awarded to Louisiana businesses from its regional investment plans and future staffing. The jobs table keeps expected peak construction work apart from promised permanent roles; contracts awarded are not labeled as cash already paid.https://reedos.github.io/stack_ledger/ledger/#delivery-grid-queuesGrid agreements are improving, but the queue is not delivered power2026-09-06T12:00:00Z2026-07-01T12:00:00ZBerkeley Lab reports 2,061 GW of generation and storage active in end-2025 queues. Several regions processed record agreement volumes, while the median path to commercial operation exceeded five years in the available regional data. Queue withdrawals also contributed to the smaller backlog.https://reedos.github.io/stack_ledger/ledger/#industry-semi-memory-2026Memory capacity outlook points to further expansion2026-09-06T12:00:00Z2026-06-29T12:00:00ZSEMI projects global 300mm memory fabrication capacity of 4.1 million wafers per month in 2026 and 4.2 million in 2027. These are forecasts covering memory broadly, not HBM-only output or accelerator shipments.https://reedos.github.io/stack_ledger/ledger/#delivery-fairwaterFairwater moves from construction plans to reported operation2026-09-06T12:00:00Z2026-06-23T12:00:00ZMicrosoft reports its first Mount Pleasant facility fully operational, with nearly 550 full-time employees on site. Construction of the adjacent second facility continues toward a 2028 completion schedule. No commissioned-MW total is supplied in this release.https://reedos.github.io/stack_ledger/ledger/#delivery-chpeCHPE adds an operating transmission link to New York City2026-09-06T12:00:00Z2026-06-16T12:00:00ZThe developer reports commercial operation and power deliveries on the 1,250 MW Quebec-to-New York City link. This is transmission capability, not new generating capacity. The June disclosure also identifies temporary market restrictions; later resolution remains a follow-up.https://reedos.github.io/stack_ledger/ledger/#green-qcells-cellsQcells starts U.S. solar cell manufacturing2026-09-06T12:00:00Z2026-06-09T12:00:00ZQcells reported starting Cartersville solar cell production in June 2026, with module assembly at full capacity. Full integrated production remained targeted for Q3, and the combined Georgia workforce figure was an expectation, not verified hiring.https://reedos.github.io/stack_ledger/ledger/#delivery-metrModel capability needs a reliability threshold2026-09-06T12:00:00Z2026-05-08T12:00:00ZMETR’s current Time Horizon 1.1 page distinguishes 50% and 80% success on software tasks measured in human-expert time. It warns that measurements above 16 hours are unreliable with its current task suite. These results do not establish dependable autonomy across ordinary jobs.https://reedos.github.io/stack_ledger/ledger/#coverage-waymoWaymo operating service has a measurable footprint2026-09-06T12:00:00Z2026-04-29T12:00:00ZAlphabet reports fully autonomous rides across an expanded U.S. service footprint. The ledger keeps this disclosure separate from Waymo’s older explicitly paid-trip run-rate, commercial vehicle count and rider-only safety mileage, retaining each record’s geography and date.https://reedos.github.io/stack_ledger/ledger/#iea-outlookA clearer view of the power ahead2026-09-06T12:00:00Z2026-04-16T12:00:00ZThe IEA’s updated outlook puts global data-center electricity consumption at roughly 950 TWh in 2030, from 485 TWh in 2025. Grid delivery and equipment supply remain important to realizing that growth.https://reedos.github.io/stack_ledger/ledger/#delivery-mlperfNew inference results broaden the measurement toolkit2026-09-06T12:00:00Z2026-04-01T12:00:00ZMLPerf Inference v6.0 adds a GPT-OSS 120B workload and an interactive DeepSeek-R1 scenario permitting speculative decoding. Compare compatible workloads, quality targets, accelerator counts and serving scenarios. Throughput results do not by themselves measure dollar cost or application reliability.https://reedos.github.io/stack_ledger/ledger/#delivery-inference-costInference price-performance research extends the cost picture2026-09-06T12:00:00Z2026-03-23T12:00:00ZA revised research paper estimates roughly 5–10-fold annual declines in the price of achieving a fixed benchmark performance level across several task families. This is a retrospective benchmark-based estimate, not a guarantee that frontier API prices or every real task get cheaper at that rate.https://reedos.github.io/stack_ledger/ledger/#fabric-coherent-cpoCoherent optical engines · demonstration announced2026-09-06T12:00:00Z2026-03-17T12:00:00ZCoherent announced OFC demonstrations of several CPO architectures and components. This is a demonstration announcement, not evidence of installed production capacity.https://reedos.github.io/stack_ledger/ledger/#nuclear-horizonA longer horizon for firm power2026-09-06T12:00:00Z2026-03-12T12:00:00ZDOE describes a 400 GW U.S. nuclear capacity goal for 2050. It is an economy-wide ambition; tracking operational additions will help distinguish the target from delivered power.https://reedos.github.io/stack_ledger/ledger/#fabric-lightmatter-passageLightmatter Passage · sampling reported2026-09-06T12:00:00Z2026-03-11T12:00:00ZLightmatter reported Passage chiplet sampling and a throughput demonstration. Sampling is earlier than volume deployment.https://reedos.github.io/stack_ledger/ledger/#delivery-hbmSamsung reports commercial HBM4 shipments2026-09-06T12:00:00Z2026-02-12T12:00:00ZSamsung says HBM4 mass production has begun and commercial products have shipped. This establishes a product milestone, not a verified industry-wide output rate; comparable shipment volumes and packaging throughput remain research gaps.https://reedos.github.io/stack_ledger/ledger/#delivery-rainierAWS reports deployed accelerator supply and production workloads2026-09-06T12:00:00Z2026-02-05T12:00:00ZAmazon reports 1.4 million Trainium2 chips landed across its fleet and more than 500,000 in the operational Rainier cluster. Rainier is a subset of the fleet, so these counts must not be added. The same release says Trainium3 is delivering production workloads.https://reedos.github.io/stack_ledger/ledger/#fabric-marvell-celestialMarvell / Celestial AI · acquisition completed2026-09-06T12:00:00Z2026-02-02T12:00:00ZMarvell completed the acquisition of Celestial AI. Its optical scale-up technology now belongs within the Marvell profile; acquisition value is not product revenue.https://reedos.github.io/stack_ledger/ledger/#workforce-corning-metaFiber supply also creates industrial work2026-09-06T12:00:00Z2026-01-27T12:00:00ZCorning’s Meta agreement is for up to $6 billion over multiple years and supports a North Carolina expansion. Its employment language includes sustaining an existing workforce, not 5,000 newly created jobs.https://reedos.github.io/stack_ledger/ledger/#industry-micron-ny-2026Micron announces New York groundbreaking; production expected in 20302026-09-06T12:00:00Z2026-01-16T12:00:00ZMicron announced the groundbreaking for its New York memory complex, with up to four fabs planned. The company expects production to start in 2030 and ramp through the decade. Its regional jobs projection is a long-term impact claim, not a count of workers already hired.https://reedos.github.io/stack_ledger/ledger/#green-firstsolar-laSolar manufacturing delivers reported Louisiana employment2026-09-06T12:00:00Z2025-11-21T12:00:00ZFirst Solar’s inauguration release reports a $1.1 billion Louisiana facility and more than 700 current employees. Manufacturing began in July 2025; the later staffing target and full-ramp module capacity remain distinct from that reported milestone.https://reedos.github.io/stack_ledger/ledger/#wisconsinAnother chapter in Wisconsin’s buildout2026-09-06T12:00:00Z2025-09-18T12:00:00ZMicrosoft announced an additional $4 billion commitment for a second Wisconsin data center over three years. The pledge is tracked separately from completed construction and actual expenditure.https://reedos.github.io/stack_ledger/ledger/#delivery-alphagenomeAlphaGenome supplies measured scientific prediction results2026-09-06T12:00:00Z2025-06-25T12:00:00ZDeepMind reports gains on DNA-sequence and regulatory-variant prediction evaluations; its research page notes Nature publication in January 2026. These are research prediction outcomes, not evidence of new treatments or demonstrated clinical benefit.https://reedos.github.io/stack_ledger/ledger/#fabric-broadcom-cpoBroadcom Bailly CPO · volume production reported2026-09-06T12:00:00Z2025-05-15T12:00:00ZBroadcom described its Tomahawk 5-Bailly CPO generation as in volume production while announcing a newer generation. That does not establish universal CPO adoption.https://reedos.github.io/stack_ledger/ledger/#workforce-ibew-datacentersTraining capacity matters2026-09-06T12:00:00Z2025-05-01T12:00:00ZIBEW’s May 2025 reporting describes rising data-center labor demand and a nearly tripled apprenticeship program at Baltimore Local 24. This is a dated local union account, not a national hiring statistic.https://reedos.github.io/stack_ledger/ledger/#grid-eaton-jonesvilleTransformer investment links grid demand to manufacturing jobs2026-09-06T12:00:00Z2025-02-12T12:00:00ZEaton announced a $340 million Jonesville transformer manufacturing investment, with production and hiring for 700 local jobs expected to begin in 2027. The 2025 disclosure remains a plan until delivery evidence is reviewed.https://reedos.github.io/stack_ledger/ledger/#industry-ge-jobs-2025Power equipment expansion includes a U.S. workforce commitment2026-09-06T12:00:00Z2025-01-29T12:00:00ZGE Vernova announced almost $600 million for U.S. factories and facilities over two years, with approximately 1,500 expected factory and engineering jobs. This is a dated investment and hiring plan; realized employment remains a follow-up question.https://reedos.github.io/stack_ledger/ledger/#delivery-productivityCustomer-support field evidence goes beyond adoption counts2026-09-06T12:00:00Z2024-11-06T12:00:00ZThe revised Generative AI at Work paper studies 5,172 support agents and reports a 15% average increase in issues resolved per hour, with heterogeneous effects. This is historical evidence from a particular workplace setting, not a 2026 economy-wide productivity estimate.https://reedos.github.io/stack_ledger/ledger/#tsmc-n2An advanced manufacturing milestone2026-09-06T12:00:00ZTSMC reports that its 2 nm technology entered high-volume manufacturing in the fourth quarter of 2025. Its annual report also describes expanding manufacturing capacity across regions.https://reedos.github.io/stack_ledger/ledger/#cost-accessUseful model capability became more affordable2026-09-06T12:00:00ZStanford’s 2025 AI Index records a drop from $20 to $0.07 per million tokens at a GPT-3.5-equivalent benchmark threshold between November 2022 and October 2024.https://reedos.github.io/stack_ledger/ledger/#adoptionAI reaches more organizations2026-09-06T12:00:00ZThe 2026 AI Index reports organizational AI adoption of 88%, following 78% in the previous report. These survey results track use; measured business outcomes remain a separate research question.https://reedos.github.io/stack_ledger/ledger/#note-1ea1559ce6e643d86baaVeo 3 zero-shot video reasoning2026-09-07T02:52:53ZGoogle DeepMind’s Veo 3 demonstrated zero-shot abilities to simulate physical behaviors like buoyancy and maze solving across more than 18,000 generated videos, indicating emergent video reasoning without task-specific training.https://reedos.github.io/stack_ledger/ledger/#note-191cdc963d3034277350Lumentum UHP laser accelerated life test2026-09-07T21:48:24Z2026-06-17T12:00:00ZLumentum reports an accelerated life-test program for its ultra-high-power laser platform used in ELSFP solutions for co-packaged optics. The company states more than 100 million accelerated device hours with zero observed failures and stable operating characteristics, supporting reliability objectives for large-scale AI and CPO deployments.https://reedos.github.io/stack_ledger/ledger/#note-70fe9bd09a1938646026Richland Parish Data Center · Mortenson scope2026-09-07T22:05:26ZMortenson lists its scope for the Richland Parish Data Center as site prep and grading, underground utilities, medium-voltage distribution and substations for onsite power, onsite water treatment, offsite wastewater treatment, administration and IBOS buildings and guard houses, and outside plant fiber distribution.https://reedos.github.io/stack_ledger/ledger/#note-96a73a25700c591a9b01Turner Construction selected for Meta Jeffersonville hyperscale data center2026-09-08T07:18:33Z2024-01-25T12:00:00ZTurner Construction announced on January 25, 2024 that it was selected to build a hyperscale data center campus for Meta in Jeffersonville, Indiana. The company states the nearly 700,000-square-foot campus will represent an investment of more than $800 million and support approximately 100 jobs once completed.https://reedos.github.io/stack_ledger/ledger/#note-a0f76118e940cbe3b5aaIsomorphic Labs Series B funding2026-09-08T17:37:20Z2026-05-12T12:00:00ZIsomorphic Labs announced $2.1 billion Series B funding on 12 May 2026 to scale its AI drug design engine and advance therapeutic programs toward the clinic. The financing is led by Thrive Capital with participation from Alphabet, GV, MGX, Temasek, CapitalG and the UK Sovereign AI Fund.https://reedos.github.io/stack_ledger/ledger/#correction-f21b782b05987822e4dbNVIDIA describes NVLink Fusion for custom XPUs2026-09-09T03:51:53Z2026-08-24T12:00:00ZNVIDIA describes NVLink Fusion as a way to connect custom XPUs to its AI infrastructure. The company presents performance and time-to-market benefits for semi-custom AI factories; the article does not establish measured deployment gains. Correction: Classifies a company architecture announcement; avoids implying an initial launch or measured deployment gains.https://reedos.github.io/stack_ledger/ledger/#correction-bdf88a88599fdadd3400Amazon Nova Act SDK research preview2026-09-09T03:51:53ZAmazon announced a research preview of the Amazon Nova Act SDK on nova.amazon.com, allowing developers to experiment with an early version of a model trained to perform actions within a web browser. Correction: Classifies research-preview availability as a company announcement rather than a measured research result.https://reedos.github.io/stack_ledger/ledger/#correction-388bb6fc196f6f62b89dNebius multi-billion dollar Microsoft AI infrastructure agreement2026-09-09T03:51:53Z2025-09-08T12:00:00ZIn its September 8, 2025 announcement, Nebius said it would deliver dedicated AI infrastructure capacity to Microsoft from its Vineland, New Jersey data center under a multi-year agreement, with delivery planned to begin later in 2025. This records the agreement, not subsequent commissioning. Correction: Classifies the agreement as a company announcement and limits the summary to the retained evidence; removes the 2026 growth statement.https://reedos.github.io/stack_ledger/ledger/#correction-6da38e8f55121f0e70a0America’s Workforce Academy first cohort graduates2026-09-09T03:51:53Z2026-08-18T12:00:00ZIn its August 18, 2026 update, Meta reported that the first America’s Workforce Academy cohort had graduated the preceding week. Meta described a free program with credentials and guaranteed jobs, backed by an initial $115 million first-year investment. This is a company-reported milestone, not a verified placement count. Correction: Anchors relative timing to the source publication date and distinguishes a company announcement from verified job placements.https://reedos.github.io/stack_ledger/ledger/#astra-coding-shipping-20260621Coding activity and shipped software are different outcomes2026-09-06T12:00:00Z2026-06-21T12:00:00ZA matched event study of more than 100,000 GitHub developers estimates larger gains in commits than in software releases after AI-tool adoption. The authors identify review and integration as potential bottlenecks. These are observational estimates for the studied tools and users, not a universal productivity multiplier.https://reedos.github.io/stack_ledger/ledger/#astra-metr-uplift-20260224METR flags limits in updated coding-productivity estimates2026-09-06T12:00:00Z2026-02-24T12:00:00ZMETR says selection effects and time measurement make its follow-up developer experiment an unreliable measure of current AI productivity. It considers improved speed plausible but the size uncertain. Its early-2025 slowdown finding remains a result for that earlier study, not a current universal effect.https://reedos.github.io/stack_ledger/ledger/#astra-anthropic-expertise-20260616Agent use extends into analysis and document work2026-09-06T12:00:00Z2026-06-16T12:00:00ZAnthropic analyzes roughly 400,000 Claude Code sessions and reports increasing use for analysis, prose and operating software. Its expertise and success measures rely on transcript classifiers and telemetry. The study supports broader-use investigation, but does not directly measure company productivity, worker earnings or net employment.https://reedos.github.io/stack_ledger/ledger/#astra-primary-care-rct-20260626Primary-care trial separates workflow assistance from patient outcomes2026-09-06T12:00:00Z2026-06-26T12:00:00ZA cluster-randomized trial enrolled 9,691 patients at 16 Kenyan primary-care facilities during April–July 2025. LLM assistance did not significantly change the primary 14-day treatment-failure outcome. This study does not establish universal benefit, lack of benefit, or safety equivalence; the result applies to the studied workflow and follow-up period.https://reedos.github.io/stack_ledger/ledger/#note-70397d573f35452fa15eMicron HBM4 high-volume production for NVIDIA Vera Rubin2026-09-10T03:30:17Z2026-03-16T12:00:00ZMicron says it has begun volume shipment of HBM4 36GB 12H in the first quarter of calendar year 2026 and is designed for NVIDIA Vera Rubin. The company reports over 11 Gb/s pin speeds enabling bandwidth greater than 2.8 TB/s, representing a 2.3 times bandwidth and greater than 20% power efficiency improvement over its HBM3E.https://reedos.github.io/stack_ledger/ledger/#note-d13949dbfe3d888c1725Fervo 3.0 well design drilling pace record at Cape Station Phase II2026-09-10T19:12:51Z2026-07-08T12:00:00ZFervo says it drilled Sawtooth 7, the ninth 3.0 well at Cape Station Phase II, from spud to total depth in 21 days, reaching 19,448 feet measured depth with a 7,500-foot lateral in a 460 degrees Fahrenheit resource. The company says this sets a new company record for drilling pace on its most complex well design to date.https://reedos.github.io/stack_ledger/ledger/#note-9e418c7757942480b5deS+B Gruppe secures planning permission for 12MW NIMB data center in Bucharest2026-09-10T19:14:28Z2026-09-10T12:00:00ZS+B Gruppe has secured planning permission to build a 12MW Tier III data center named NIMB in Bucharest’s northern office district, with 36,597 square feet of white space and an expected opening in 2028.https://reedos.github.io/stack_ledger/ledger/#note-87533d1fd4c2bd40cd88Sunrun Voltus residential battery capacity for AI hyperscale data centers2026-09-10T19:16:56Z2026-08-17T12:00:00ZSunrun will supply Voltus with capacity from residential solar-plus-storage systems in PJM and MISO under an agreement supporting Voltus’ Bring Your Own Capacity programs for AI hyperscale data centers, announced August 17, 2026. The companies did not disclose the capacity, number of participating homes, or specific hyperscaler projects.https://reedos.github.io/stack_ledger/ledger/#note-c6a710a3939e84bdf618AMD Instinct MI355X systems now live in Saudi Arabia2026-09-10T19:44:19Z2026-08-31T12:00:00ZAMD says AMD Instinct MI355X GPU-based AI infrastructure built on Cisco Silicon One-based AI networking is now live in Saudi Arabia and serving HUMAIN customers in the Kingdom and beyond.https://reedos.github.io/stack_ledger/ledger/#policy-2026-14132Enhanced Favorable Treatment for the United Arab Emirates Under the Export Administration Regulations2026-09-06T12:00:00Z2026-07-14T12:00:00ZRule from Commerce Department, Industry and Security Bureau. Docket Docket No. 260710-0168. Published in the Federal Register 2026-07-14. https://www.federalregister.gov/documents/2026/07/14/2026-14132/enhanced-favorable-treatment-for-the-united-arab-emirates-under-the-export-administrationhttps://reedos.github.io/stack_ledger/ledger/#note-54fe2b28bbcb1d9531cdZankore secures $3.1bn senior term loan for AI cloud build-out2026-09-11T09:58:16Z2026-09-10T12:00:00ZZankore has secured $3.1 billion in financing for the first phase of its AI cloud build-out. The joint venture targets an initial buildout of 100MW of Nvidia AI infrastructure in Indonesia, ultimately aiming to expand to 1GW.https://reedos.github.io/stack_ledger/ledger/#note-69812ea669e7551dc910Nostrum Evergreen Data Center electrical authorization2026-09-11T10:40:27Z2026-09-11T12:00:00ZData Riocaya’s Nostrum Evergreen Data Center in Badajoz received preliminary administrative authorization for electrical infrastructure, including a 220-kV interconnection field and underground lines, with grid connection capacity up to 300MW for AI infrastructure.https://reedos.github.io/stack_ledger/ledger/#note-b26a7868f00c04379ddeOracle Q1 FY2027 GPU delivery and data center capacity2026-09-11T11:03:44Z2026-09-11T12:00:00ZOracle says it delivered more than 300,000 GPUs and 850MW of data center capacity to customers during Q1 of fiscal year 2027, revealed during the earnings call on September 10, 2026.https://reedos.github.io/stack_ledger/ledger/#run-20260912T000244Z-79ede1d191db4abe94ac07ee3d856becResearch run: partial · 0 new research records2026-09-12T00:02:48ZFetched 1 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T000314Z-971f941579f24424b6bfd0e43a8189d1Research run: partial · 0 new research records2026-09-12T00:03:14ZFetched 0 documents; accepted 0 records; quarantined 0 proposals. 1 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T000519Z-757204c505c14dfbb4ba8f731a50e36eResearch run: partial · 0 new research records2026-09-12T00:05:23ZFetched 5 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T000729Z-f232550683f04fcca7a263fe365c43d5Research run: partial · 0 new research records2026-09-12T00:07:31ZFetched 2 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T000934Z-6586330c9b8943198e9ab8c6c0bac718Research run: partial · 0 new research records2026-09-12T00:09:37ZFetched 1 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T001139Z-fa1f5ec9773f437a8ed81fb223f8af94Research run: partial · 0 new research records2026-09-12T00:11:42ZFetched 2 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T001345Z-087aad64dfe94154883e32f7c5046b9eResearch run: partial · 0 new research records2026-09-12T00:13:46ZFetched 3 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T001550Z-a4e46e0b30e9407c927b763df564742dResearch run: partial · 0 new research records2026-09-12T00:15:53ZFetched 3 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T001755Z-e163d9e2c88c4132b14aa31cd00c6ce5Research run: partial · 0 new research records2026-09-12T00:17:57ZFetched 1 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T002000Z-3e2daba4b9774575984652b08bf5c494Research run: partial · 0 new research records2026-09-12T00:20:04ZFetched 1 documents; accepted 0 records; quarantined 0 proposals. 2 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T002210Z-a24348ab610a4a87a05c08514bdb7d6dResearch run: partial · 0 new research records2026-09-12T00:22:12ZFetched 3 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T002416Z-a796578167e941a3a99eff9eff7c28b6Research run: partial · 0 new research records2026-09-12T00:24:20ZFetched 5 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T002626Z-e023f7c2ac4c428f903b4c98d50fbee3Research run: partial · 0 new research records2026-09-12T00:26:30ZFetched 5 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T002836Z-67b9153a779f41b39c0455f444bf150bResearch run: partial · 0 new research records2026-09-12T00:28:38ZFetched 2 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T003041Z-3ab58bf0a1d94b8ab16e50224a13e99fResearch run: partial · 0 new research records2026-09-12T00:30:44ZFetched 1 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T003246Z-feca1176d8ff4f3aa58736dab763ca81Research run: partial · 0 new research records2026-09-12T00:32:48ZFetched 2 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T003451Z-4b4df1d00681458aad5bb45b32f611d7Research run: partial · 0 new research records2026-09-12T00:34:53ZFetched 3 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T003657Z-75d18cd1273045b992dfa25960d92570Research run: partial · 0 new research records2026-09-12T00:36:59ZFetched 3 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T003902Z-995c7d26969b43b1ac78bb314fabe3b6Research run: partial · 0 new research records2026-09-12T00:39:04ZFetched 1 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T004107Z-a29bc2eed9b944b0be1bacd00a4ea936Research run: partial · 0 new research records2026-09-12T00:41:10ZFetched 1 documents; accepted 0 records; quarantined 0 proposals. 1 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T004312Z-8be4c717412f47d09d6074902248bbafResearch run: partial · 0 new research records2026-09-12T00:43:14ZFetched 4 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T004517Z-34078f6b6bac4bdaadd0a760336733eaResearch run: partial · 0 new research records2026-09-12T00:45:22ZFetched 5 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T004728Z-3ff67a166975437a9d3e01068e4f60e7Research run: partial · 0 new research records2026-09-12T00:47:32ZFetched 5 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T004938Z-052dd3e4845842ddafcd18b1e24fa7afResearch run: partial · 0 new research records2026-09-12T00:49:40ZFetched 2 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T005143Z-21f2a826b230452db840485914fd1c22Research run: partial · 0 new research records2026-09-12T00:51:46ZFetched 1 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T005348Z-0cebafc0ac854ede8a489c9ec62257d7Research run: partial · 0 new research records2026-09-12T00:53:50ZFetched 2 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T005553Z-02681ae03e9a4d5fa8edb707bed5cb12Research run: partial · 0 new research records2026-09-12T00:55:55ZFetched 2 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T005758Z-eed8daa15fb2481ba896de3121fff666Research run: partial · 0 new research records2026-09-12T00:58:01ZFetched 3 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T010004Z-34a0a3511f98464b89cdaa0e5ff229e8Research run: partial · 0 new research records2026-09-12T01:00:06ZFetched 1 documents; accepted 0 records; quarantined 0 proposals. 0 source failures.https://reedos.github.io/stack_ledger/ledger/#run-20260912T010209Z-77bcb42adb7146a5944870fcc8ac2729Research run: partial · 0 new research records2026-09-12T01:02:13ZFetched 1 documents; accepted 0 records; quarantined 0 proposals. 2 source failures.