TodayToday's edition
Policy & Economics
South Korea plans to exempt energy storage operators from grid usage fees in an 18-measure battery package, KED Global reports. Fee level, duration and start date are not yet stated.
Policy & Economics Desk
Local AIReview roundup
StorageReview's vLLM tests found the ASUS Ascent GX10 tracking other GB10 boxes closely, while ServeTheHome praised its cooling; its 1 TB SSD is slower. Listed at $5,999 on Oct. 30, it showed no price on Nov. 2.
Local AI Desk
PowerProject file
NextEra targets Q1 2029 to restart Iowa's 615 MW Duane Arnold reactor for Google's 25-year PPA. NRC staff aim to decide by Jan. 29, 2028; Palo reviews Google's campus beside it Nov. 9.
Nuclear & Microgrids Desk
Policy & Economics
Local AIReview roundup
PowerProject file
Policy & Economics
Data centers
Musk says xAI's Colossus 2 will add Gun Range by end of November and Spam in December, about 420,000 GB300 chips in all by his figures; the reports give no megawatt load or permit.
Chips & Power Desk
Power
Poland's PEJ filed on Oct. 30 for a permit to start deep reactor excavations at Lubiatowo-Kopalino, ahead of a 2027 construction-permit filing. The voivode has set no decision date.
Chips & Power Desk
Policy & Economics
A Nov. 2 Putin decree makes non-state data centers hold 10% of capacity for a state commission to call within 24 hours, after October drone strikes on Yandex and Sberbank sites.
Policy & Economics Desk
Data centers
Data center ballot measures on Nov. 3 include recalls in Piqua, Ohio, and Yukon, Oklahoma, a ban in Alhambra, California, and a Harwood, North Dakota, charter rule; no results exist yet.
Chips & Power Desk
Local AIComparison
StorageReview's separate vLLM reviews put six NVIDIA GB10 boxes close together on gpt-oss-120b. Listed US prices run $4,759 to $7,967 across configurations and dates.
Local AI Desk
Local AIReview roundup
CDW advertises Gigabyte's 4TB GB10 box at $7,312, 83% above launch and above NVIDIA's DGX Spark. StorageReview's vLLM runs and ServeTheHome's power data show what that buys.
Local AI Desk
Daily Science
University of Osaka researchers used a robot that films perovskite layers as they form to reach 24.4% efficiency in ACS Nano, but the result is a lab cell, not a product.
Science Desk
Power
Hyundai E&C will advise on design and constructability of FANCO's EAGL-1 reactor under the Oct. 30 agreement, but no contract value, site or customer has been set.
Chips & Power Desk
Chips
Qualcomm says a two-layer HBC sample delivered more than 5x HBM4's bandwidth per watt by its own comparison with HBM4's specifications, short of its 6x projection, ahead of AI250 sampling in 2027.
Chips & Power Desk
Cooling & rack power
Envision says its Ulanqab Galaxy campus now runs live AI loads on solid-state transformers and batteries feeding an 800 V DC bus, a claimed commercial first that no outside party has verified.
Energy & Cooling Desk
PowerProject file
Constellation targets a 2027 restart of the 835 MW Crane Clean Energy Center, the former Three Mile Island Unit 1, under a 20-year Microsoft PPA. NRC staff estimate final decisions by March 4, 2027.
Nuclear & Microgrids Desk
Grid
OpenAI said on Nov. 2 it will curb power at campuses it develops during grid emergencies, Axios reported. It names no sites or megawatts beyond Georgia's 1,000 MW of flexible demand.
Energy & Cooling Desk
Chips
Texas state documents cited by the Dallas Business Journal outline a $45B, two-fab plan by an unnamed chipmaker; reports tie it to TSMC and Sherman, which TSMC has not confirmed.
Chips & Power Desk
Chips
Microsoft's Oct. 28 DXR preview ran 66x faster in its own RX 9070 sample and cut acceleration-structure memory 89.7%. Scratch memory trims the net saving to about 80%, and it is not yet in games.
Chips & Power Desk
Local AIProduct file
GMKtec's EVO-X5 Pro, built on AMD's Ryzen AI Max+ PRO 495, lists 192 GB at $6,799 with 2 TB: 50% more memory than a DGX Spark at the same 273 GB/s, and a 94% price premium over the 128 GB, 1 TB EVO-X2.
Local AI Desk
Batteries
BW ESS took its Hams Hall battery in the West Midlands from energisation to commercial operation in 20 days. Phase 2 will lift the site from 350 MW / 1,243 MWh to 400 MW / 1,424 MWh.
Energy & Cooling Desk
Chips
The Marvell Lumentum deal is signed: 4.500 Marvell shares per Lumentum share, an implied premium of about 23.9% to Oct. 28 closes, with closing expected in H1 2028 pending stockholder and regulatory approvals.
Chips & Power Desk
CoAsia Semi Ships Over-800 mm² Switch Chips on Samsung 4nm, $175M Project
Tesla, Samsung Oppose New US Tariffs on Vietnam as Nov. 29 Probe Nears
Broadcom Loses Korea Supreme Court Appeal on 18.66B Won Samsung Fine
Dell Pro Precision GB10 Review: Dell.com Lists 128GB Box at $8,103
HP ZGX Nano Review: Cool-Running GB10 Box Priced $4,759 to $7,399
Samsung SDS Breaks Ground on 60 MW Gumi AI Data Center, 120 MW Max
Alliant's 3.4 GW Data-Center Build Is Gas, Storage and Renewables
Samsung Reportedly Tells Customers It Will Exit 8-Inch Foundry by 2030
Jensen Huang Spy Report: Trump Says US Will Check It Very Closely
Google Funds US$160M Water Plant for Port Dickson Data Center
Xiaomi XRING O3 Specs and Benchmarks: Leads Most Tablet GPU Tests, Lags on NPU
AMD, Talen, Vistra Earnings Nov 3-6: AI Hardware and Energy Week Ahead
World Nuclear Association Counts 79 Reactors Being Built, 38 in China
AMD Ryzen AI Halo Review: $3,999 Box Trails DGX Spark 3.2x in vLLM
NVIDIA DGX Station Review: 748 GB, 1.6 kW and a $160,195 Dell List Price
General Matter Paducah Enrichment Application Accepted, NRC Eyes April 2028
Radiant Kaleidos Microreactor Wins DOE Full-Power Safety Approval
Aramco Closes 49% HUMAIN Stake: $2.6B Cash, 3 GW Target by 2030
BW ESS Buys Two 100 MW / 400 MWh French BESS Projects From Recurrent
National Grid Reportedly Buys 70+ Acres for Teesside Data Centre Substation
Apple Mac Studio M5 Ultra Review: 256GB Units Measured, 512GB Due Dec. 3
South Korea October Exports Rise 93.7% as Chip Exports Jump 259.4%
Amazon's Xe-100 Bet: NRC Review Lowers Design Risk, Not Project Risk
CXMT 4F² DRAM Platform Passes Sample Validation; Server DDR5 Due End-2026
Samsung Yokohama Packaging Lab to Add Glass Substrates, Wafer Bonding
NVIDIA Rubin HBM4 Slows to 19.2 TB/s as AMD MI455X Leads on Paper
Vietnam Cuts Average Retail Power Price 2% to VND2,159.90/kWh
KT Cloud Liquid Cooling Lab Reproduces 140 kW Racks Without GPUs
1-Minute Grid Frequency Ripple Traced to Battery and UPS Self-Tests
Ghana Says Russia Will Back a 2,000 MW Nuclear Plant; Rosatom Talks
Oklo and Meta's 1.2 GW Ohio Project: Aurora Reactors Targeted by 2034
Policy & Economics