I am guessing that a lot of inference accelerators with a TCO focus will find homes in sovereign AI deployments around the world, especially in cost sensitive places or those without too much energy surplus.

IREN — Anthropic eyeing a massive Australian data center deal directly benefits IREN, Australia’s largest publicly listed AI data center operator.

BE +9.8% — Brookfield expanded its AI power agreement with Bloom Energy to $25B, guaranteeing long-term fuel cell demand.

MLCCs AI-driven demand for high-end multilayer ceramic capacitors is pushing Japanese and Korean suppliers’ book-to-bill ratios to post-pandemic highs, raising 2H26 shortage risk.

The South Korean memory chipmaker, which currently trades on the Korea Exchange, is pursuing the US listing in part to secure a valuation premium that its domestic market has not fully reflected.

Kingboard, a leading Chinese copper-clad laminate (CCL) manufacturer, announced price increases for its products, including FR-4 and PP prepreg by 15%, and CEM-1/22F by 10%.

Broadcom has extended its custom chip supply agreement with Apple through 2031, expanding the scope of products and new custom chips it will deliver. The long-term commitment signals Apple’s increasing use of custom ASICs for its products and data center inference stack.

TeraWulf announced a 20-year lease agreement with Anthropic at its Justified Data campus in Hawesville, Kentucky , expected to generate approximately $19 billion in contracted revenue. The campus will accommodate 401 MW of critical IT load, with initial capacity in service by H2 2027 .