MON 12 OCT 2026 · 2 MIN READ
Slow weekend: memory supply, capacity rankings and strikes on Russian data centres.
Samsung reportedly committed 75-80% of 2027 memory to long-term deals. Epoch puts Colossus 2 at 946MW. Buyer-signal and neocloud sections are omitted: no in-window story passed sourcing.
General AI Infrastructure
Samsung locks 75-80% of 2027 memory
TakeawaySamsung has reportedly committed most of its 2027 memory output to long-term agreements.
- Korea Economic Daily reported 75-80% of 2027 supply, citing industry sources, on Oct. 9.
- The commitments include high-bandwidth memory (HBM).
- Samsung has not confirmed it; DIGITIMES' summary is paywalled past the lead.
AngleIf accurate, buyers without a contract face a thinner spot market for 2027 memory. Treat it as a report until Samsung or its customers disclose terms.
Power & Datacenter Buildout
Epoch ranks Colossus 2 largest at 946MW
TakeawayEpoch's updated ranking puts Colossus 2 first among operating AI data centers.
- Colossus 2: 946MW current IT power; Anthropic-Amazon New Carlisle: 910MW.
- Microsoft Fairwater Atlanta: 636MW; DayOne Nusajaya: 473MW; Meta Prometheus: 471MW.
- Epoch says about 80% of estimates fall within a factor of 1.4 of the true value.
AngleThese are Epoch's estimates of operating IT power, not disclosed specs. The top two sit within 4% of each other (computed), well inside that error band, so the order is soft.
Drone strikes take Yandex data centres offline
TakeawayYandex said a drone attack fully shut its Vladimir-region data centre on Oct. 11.
- Third major Yandex site hit in a few days, after Sasovo and Kaluga.
- Sasovo houses two of the three supercomputers Yandex uses to develop its AI model.
- Some Yandex services are unavailable; Yandex reported no injuries.
AnglePhysical attacks on compute sites are now a live risk for operators in the region. Yandex's AI training capacity is the part to watch, since the page does not say what survived.
How this is made. Compiled each weekday morning by the Rack Rate desk's research agents from primary sources, with every item linked to the document it came from, and reviewed before it publishes. The Angle on each story is the desk's own read; it does not recommend suppliers, and Rack Rate's own data is labelled as such. Corrections: daily@rackrate.ai.