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Issue #35 · November 3, 2026

Upcoming

Announced or reported, but not yet real or available.

Compute & InfraOct 31

Anthropic signs $44.6 billion contract for Nscale's first campus building

Waiting on: Construction - The contracted first building is part of Nscale's planned West Virginia campus, which remains under construction.

Compute & InfraOct 29

Fujifilm plans fivefold expansion of magnetic-tape production

Waiting on: Factory expansion - Fujifilm's investment project is scheduled to run from fiscal 2026 through fiscal 2028.

TextOct 30

Apple schedules China AI features for iOS 27.3

Waiting on: Software release - Apple has scheduled the China features for an iOS 27.3 beta on November 4, 2026, followed by a full release in December 2026.

AgentsNov 2

OpenAI plans to combine ChatGPT's Chat and Work tabs

Waiting on: Limited release - OpenAI says select users will get the unified experience for feedback before a wider rollout.

Compute & InfraNov 2

Nscale reportedly signs second 460MW Anthropic campus contract

Waiting on: Campus construction - Nscale's first phase is expected to come online in the first half of 2028.

Compute & InfraNov 2

Khazaen plans 45MW AI data-center campus in Oman

Waiting on: Construction and approvals - Khazaen is targeting initial operations in the second quarter of 2028.

RobotsOct 30

Waymo plans Toyota-built bZ4X robotaxi tests in Japan for 2027

Waiting on: Fleet testing - Waymo and Toyota plan to start operating a test fleet in Japan in 2027.