The AI supply chain produced six items on November 5, spread across four layers, four of them completed, yet the counted column is entirely empty. NTT DATA signed a 900 MW onsite power agreement with The AI supply chain produced six items on November 5, spread across four layers, four of them completed, yet the counted column is entirely empty. NTT DATA signed a 900 MW onsite power agreement with
US Stocks AI Daily on Nov 6, 2026: NTT DATA Signs a 900 MW Onsite Power Deal With Bloom Energy
The AI supply chain produced six items on November 5, spread across four layers, four of them completed, yet the counted column is entirely empty. NTT DATA signed a 900 MW onsite power agreement with Bloom Energy (Ticker: BE), the only transaction that reached signature all period, and the release disclosed no consideration at all. The same day Google (Ticker: GOOGL) committed $17.0B to a Wyoming campus, while Microsoft (Ticker: MSFT) tightened third-party compute leases and three lessors fell hard.
AI Supply Chain in Six Layers
Today's AI Briefs
Layer 1 Models & Apps | 1 item
Microsoft tightens third-party compute leases and three lessors slump
Remarks | Press report, not confirmed by the parties | Bloomberg via Reuters 2026/11/05
Bloomberg reported that Microsoft (Ticker: MSFT) declined an option to more than double an Nscale contract in Texas and tightened project review across Nebius (Ticker: NBIS), IREN (Ticker: IREN) and Nscale, with Nebius closing down 14.94%, IREN down 16.95% and CoreWeave (Ticker: CRWV) down 9.83%, while a Microsoft spokesperson said only that its infrastructure approach is built on flexibility and optionality.
Layer 3 Fab & Packaging | 1 item
Industrial gas and specialty chemicals ride AI chip demand in the third quarter
Launch | Completed | Reuters via The Star 2026/11/05
Syensqo beat third quarter expectations and chief executive Mike Radossich said semiconductor sales should improve about 25% in the second half against the first, while Linde (Ticker: LIN) and Air Liquide posted double-digit electronics growth last week and Air Liquide's electronics investment in the first nine months nearly doubled all of 2025.
Layer 5 Racks & Cooling | 2 items
IREN posts $200M of first-quarter AI cloud revenue, up 182% sequentially
Launch | Completed | IREN press release (GlobeNewswire) 2026/11/05
IREN (Ticker: IREN) reported total quarterly revenue of $228M, up 66% sequentially, and lifted revenue backlog 22% to $20.3B, but pushed its $4B annualized revenue target from year-end 2026 to January 2027 after a customer-requested change and supplier timing.
Hon Hai posts a record NT$1.305 trillion of October revenue
Launch | Completed | Hon Hai monthly revenue report via ANI 2026/11/05
Hon Hai's October consolidated revenue rose 45.73% year on year and 12.66% month on month, with January to October reaching NT$8.98 trillion, up 40.40%, and its revenue report credits pull-in momentum for AI products in cloud and networking; Hon Hai is listed in Taiwan and has no US ticker.
Layer 6 Power | 2 items
NTT DATA signs a 900 MW onsite power agreement with Bloom Energy
Contract | Completed | Bloom Energy press release 2026/11/05
NTT DATA will deploy 900 MW of solid oxide fuel cells across multiple data center projects globally with initial shipments from 2027, and Bloom Energy calls it its largest international project to date, while the release discloses no consideration and names no site or country.
Google commits $17.0B to its first Wyoming data center
Launch | Under review | Google official blog 2026/11/05
It is paired with a 702 MW carbon-capture fuel cell development contracted with AEP (Ticker: AEP), taking Google's total contracted carbon-capture capacity to nearly 1 GW, though fitting carbon capture to Tallgrass turbines is still at the front-end engineering design stage.
Today's Takeaway
Includable deal value this period is $0 with a further $32.0B excluded. The includable column is empty not because nothing was signed, but because the one signed 900 MW agreement disclosed no consideration; the excluded side is Google's $17.0B Wyoming campus and IREN's $15.0B of remaining fiscal 2027 capex, both self-build spending with no counterparty to negotiate against. The hardest timing fact is that IREN pushed its $4B annualized revenue target from year-end 2026 to January 2027, on the same day Microsoft was tightening project review across three compute lessors.
How to use this next time: ask first whether an agreement carries a price, then ask who that price is paid to. Today's $32.0B is all self-build spending with no counterparty to bargain with, so it tells you nothing about market rates, while the one deal that did have a counterparty carried no price at all. Counting money with a counterparty separately from money without one shows how much of a day's big number is an actual trade.
Disclaimer: This article was prepared by the MEXC US equities spot team (MEXC RealStocks) for market information and educational reference only. It is not investment advice and contains no buy or sell opinion. All stocks and companies mentioned are publicly discussed names and do not represent a recommendation or view of MEXC. Investing involves risk, so please exercise your own judgement.
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