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SoftBank Group's subsidiary SB7 had been reserving factory capacity and buying power-generation equipment for US AI data-centre projects, including Ohio's PORTS-Pike campus. After realigning those plans, SoftBank booked a loss in the six months to 30 September 2026 of $3.73 billion, including $2.85 billion of non-refundable advance payments
Verified 2026-11-13
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Securing power is one of the hardest parts of building AI data centres, and this write-off shows how costly it can be when those equipment plans change.
The screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
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- American Electric Power, one of the largest US utilities, which counts hyperscalers and manufacturers among its new large customers, signed fresh load commitments in the third quarter of 2026 and now expects its contracted extra load to reach 84 GW by 2031 AEP signed 15 GW of new load commitments in a single quarter
- AI data centres worldwide reached a power capacity comparable to New York State at peak demand in 2025, which Stanford's AI Index puts at 29.6 gigawatts
- OpenAI does not disclose GPT-4o's resource footprint, so Stanford's 2026 AI Index Report turned to independent researchers' estimates of the water needed to cool the servers behind it — as much as 1.58 million kilolitres a year — more than 1.2 million people drink annually
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