A stack of European filings wants to triple data center capacity and own more of the AI stack — on the same day a JP Morgan report says the country building fastest can't pour its own concrete on schedule. Lenar and Damra trace the day's real constraint: not model quality, but megawatts, transformers, capital, and rights.

• The EU's Cloud and AI Development Act (CADA) aims to triple data center capacity in 5–7 years, paired with a tech-sovereignty communication and open-source strategy and a Chips Act 2.0 — a statement of intent about which layers of the stack Europe wants to own.
• JP Morgan, via the WSJ, says 60%+ of US data center capacity planned for 2027 isn't yet under construction — the build-out is power- and permit-bound, not building-bound.
• Alibaba's Qwen 3.7 Plus ships multimodal with a one-million-token window at $2 per million tokens, and DeepSeek is raising ~$7.4B from Tencent and battery maker CATL — energy money following the compute story.
• Microsoft's on-device Aion 1.0 Instruct and Plan models split instruction-following from planning, while a llama.cpp build report shows reproducible local gains on two 3090s.
• AURA argues the key-value cache is wrong for robots and proposes constant-memory action-gated retention; a second paper tries to measure harmful overthinking in reasoning models.
• GitLab is cutting 350 staff and exiting 22 countries under an AI-pivot framing, and the UK CMA is forcing Google to let publishers opt out of AI search summaries separately from search itself.