MarketsPrimary
Astera Labs, whose connectivity chips link accelerators inside rack-scale AI systems, reported third-quarter 2026 revenue of $584.9 million, up 154% year over year and 49% sequentially
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Edition of 9 November 2026
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HardwareReported
Arm Holdings said Arm-based server chips' share at the top hyperscalers rose from 15% in calendar 2024 to more than 50% in calendar 2025, with data-center royalties doubling year over year
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EnergyEstimate
An arXiv study using TEMPO and TROPOMI satellites found temporary gas turbines powering SpaceXAI's Colossus 2 produced the most anomalous local nitrogen-dioxide rise among 656 US urban sites since 2020, estimating about 4.4 premature deaths
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LabourPrimary
The Bureau of Labor Statistics' October 2026 employment report, released 6 November, shows payrolls in computer and electronic product manufacturing rose by 6,700 jobs to 1,008,300, while computing-infrastructure and web-hosting employment was unchanged at 454,800
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CapitalPrimary
DTE Energy's November 2026 EEI investor presentation lists approved data-centre contracts already in its plan of 1.4 GW for Oracle and 1.0 GW for Google, plus a 5–6 GW upside pipeline
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ComputeEstimate
Epoch AI estimates Huawei's Horinger AI data centre in Inner Mongolia, one of China's largest by AI compute, has about 81,000 H100-equivalents — just 7% of the compute at SpaceX's Colossus 2, the world's largest AI data centre
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