The Financial Times reports that Anthropic bought commitments for 1.7 gigawatts of heavy duty generators for $3.4 billion in late September from OnePWR Solutions, an equipment supplier based in San Antonio, Texas. Bloomberg's relay of the report calls it the largest known single purchase of power generation equipment by an AI lab. The deal was struck in September but first reported on Nov 8. The scan found no Anthropic confirmation.

Watch for Anthropic to confirm the deal, where the generators will be installed, and whether other labs follow with their own power purchases.

Reuters reports that President Trump said AI risks can be managed and signaled openness to guardrails. The article was not opened, so the exact remarks, their context and any specific measures are not detailed here.

Watch for which guardrails the White House would back and how they line up with bills in Congress.

The Information reports that Apollo plans $75 billion in AI chip purchases, which it says would eclipse the chip financing deals of every neocloud and put the private equity firm behind only the major hyperscalers. The scan found no Apollo statement.

Watch for Apollo to confirm the plan, who the chips are for, and how the purchases are financed.

Unusual Whales says the Senate could vote as soon as this week on the Bipartisan American Affordability and Jobs Act, led by Senators Shelley Moore Capito, Sheldon Whitehouse, Mike Lee and Martin Heinrich. It would shorten environmental reviews for energy projects, require data centers to pay for the electricity and grid upgrades they need, and make large developers put up money in case a facility closes early. The post names no outlet, and the vote timing is unconfirmed. The bill has not passed.

Watch for the Senate schedule, the final vote, and whether the House takes up the bill.

The Kobeissi Letter says US data center construction spending rose 90% year over year in September to a record annualized $96.5 billion, the largest yearly increase in 10 years, while office construction fell 8% and total construction spending fell 1.9% from August. The original government release was not opened, so the figures are as relayed.

Watch the next monthly construction spending release to see whether the pace holds.

Bloomberg reports that DeepSeek released adoption numbers for its AI agent infrastructure, with its headline putting the platform at 1.54 million daily users. Andrew Curran and Rohan Paul relayed the figure as reached in under three months. The scan found no DeepSeek post on X with the numbers.

Watch for DeepSeek's own figures and how they compare with usage of Claude Code and Codex.

Jukan, citing Nikkei, says Elon Musk's Terafab has told semiconductor equipment suppliers it is targeting capacity of 1 million wafers per month from 2032, with 700,000 for memory chips and 300,000 for logic chips. The scan found no confirmation from Musk or Terafab.

Watch for Terafab's site, financing and equipment orders, which would show whether the target is realistic.

The Information reports that, amid a server shortage, Anthropic has been asking where it can find 5 to 10 MW of power in older buildings, as demand revives interest in decades old telecom facilities. The same report covers Nvidia's plan to put servers in Brightspeed telecom buildings. It is separate from the FT's report on Anthropic's generator purchase. The scan found no Anthropic confirmation.

Polymarket says Bloomington, Indiana, voted unanimously to ban the use and deployment of superintelligent AI within city limits, citing catastrophic risks. Unusual Whales says the council voted 7 to 0, that the ban covers apps and browsers, that violators face fines and possible prosecution, and that lifting it would need approval from more than 95% of registered voters. No city document or news report was checked, so treat the details as unconfirmed.

Watch for the city's official ordinance text and for legal challenges.

The Verge reports that Suno faces two more lawsuits over AI music clones, with its headline saying rights holders for Elvis and Eminem are suing. The article was not opened, so the claims and the courts involved are not detailed here.

Watch for Suno's response and whether other rights holders join.