Nihon Keizai Shimbun

So, uh, due to last-minute scramble on my end, had to prepare things a little bit differently, but nevertheless, I'm gonna give you what, uh, I think is trending this morning, and it has a lot to do with bank earnings.

It has to do with a power grid warning, as well as what we can learn from the Asian contagion that could be when it comes to stocks, and the fact that last night I was watching the Nikkei and the KOPSE just, you know, open and trend lower, causing a lot of concern.

Silver, gold was impacted, and so we just see the interconnectedness of all these markets here and how what happens in the Eastern Hemisphere will eventually make its way to the Western Hemisphere.

It's just a matter of when and how long can this current administration avoid the inevitable.

But what I did notice [chuckles] is what's happening in Asia.

And so let me just give that to you straight.

So here on the screen you can see the Nikkei.

And so as... let me see, just the last day I was watching this last night, I was thinking about doing a somewhat of a live stream or something like that, but didn't get around to it because I'm like, let's just, you know, so let me slow it down, pay attention to it, see how it unfolds, how will the markets end there.

South Korea's KOSPI fell 6.25 percent, the Financial Times has Samsung down as much as 8.8 percent, and SK Hynix down 9.2, with Micron off 4.

The Guardian adds that Japan's Nikkei lost 1.8 percent, and Taiwan and TSMC each fell almost 2.

What set it off? I assume yesterday's Broadcom comments.

Partly.

It's anonymous sourcing, and one loan isn't a market.

Demand for the build-out hasn't gone away either.

Nikkei Asia reports that NTT Data is in advanced talks to build a data center of up to 500 megawatts in Osaka for Anthropic, potentially costing $6.3 billion.

Those are talks, not an announcement.

Y Edo, el lado de la infraestructura en la carrera de la IA acaba de sumar un nuevo dato.

Nikkei Asia reporta que NTT Data Group está en la etapa final de negociaciones para construir el primer centro de datos dedicado de Anthropic en Japón.

Una instalación en Osaka que podría costar hasta seis punto tres mil millones de dólares y demandar quinientos megavatios de potencia, lo que la convertiría en una de las más grandes del país.

[carraspea] El inicio parcial de operaciones está previsto para 2028.

¿Amber?

Nikkei Asia reporta que NTT Data mantiene negociaciones avanzadas para construir un centro de datos en Osaka destinado a Anthropic de hasta quinientos megavatios, con un costo potencial de seis punto tres mil millones de dólares, lo que lo convertiría en uno de los más grandes de Japón.

Esto se suma al pedido de cómputo de tres punto cinco gigavatios con Google que cubrimos antes, lo que sugiere que Anthropic está armando en silencio una de las mayores huellas computacionales de toda la industria.

Y para cerrar, un cambio de lenguaje con peso político.