https://aimarketsignal.com/en/2026-09-25/Brad AI Market Signalen2026-09-25Oracle invokes force majeure on its $165B data center — the power bottleneck just became contractual; Nebius locks 17-21% hikes for Oct 1 and TSMC locks 3-6% for 2027, all against a 5.16% 10Y https://aimarketsignal.com/en/2026-09-24/Brad AI Market Signalen2026-09-24Model labs start cutting out the middlemen — a 1GW direct lease here, direct DRAM buying from 2027 there; SoftBank finally puts a price on OpenAI money: 9-10%; Connect gives agents a take-rate and Amazon gives them a blockade