Vingroup shifts from a 4.8 GW LNG plant to wind, solar, and storage in Haiphong, citing Middle East risks; seeks clearance to replace LNG with renewables, aligns with PDP VIII; Green SM IPO planned for 2028; VinFast targets profitability in 2027. Abstract: Vietnam’s Vingroup abandons a planned 4.8 GW LNG project in Haiphong to pursue wind, solar, and battery storage, citing Middle East risk and PDP VIII alignment; a Green SM IPO is planned for 2028, while VinFast targets profitability in 2027 and 300,000 vehicle deliveries in 2026.

Amazon has expanded its partnership with Anthropic, committing $5 billion upfront and potentially $20 billion more. Anthropic will invest over $100 billion in AWS tech and receive up to 5 GW of capacity for AI models.

Oracle shares rose 5% as it expanded its partnership with Bloom Energy, which will provide 2.8 gigawatts of fuel cell systems. Bloom Energy's stock surged 20%. This deal follows Oracle's $400 million warrant to buy Bloom shares and is part of broader AI infrastructure initiatives.

Golden Finance reports that U.S. stocks opened collectively rising, with the Dow up 1.08%, the Nasdaq up 2.19%, and the S&P 500 index up 1.6%. Nvidia had a big pump of 5%, with Nvidia's third fiscal quarter revenue reaching $57 billion, a year-on-year rise of 62%; the fourth fiscal quarter revenue is expected to be around $65 billion, with market expectations at $62 billion. AMD rose nearly 4%, and AMD plans to build and operate AI infrastructure of up to 1 gigawatt (GW) in Saudi Arabia before 2030.

Golden Finance reports that market news: Luma AI has secured $900 million in Series C funding led by Humain and will collaborate to build a 2 GW AI supercluster in Saudi Arabia.