TodayToday's edition
Data centers
Tata Communications will build about 10,000 km of long-haul fiber linking India's data-center corridors, starting with Mumbai-Pune-Hyderabad-Chennai, but has named no customers or dates.
Chips & Power Desk
Power
Westinghouse is running a six-month engineering study for one AP1000 reactor at Slovakia's Bohunice site, part-funded by a US State Department grant, but no order, cost or unit size is announced.
Chips & Power Desk
Chips
ChangXin Memory Technologies joined the Shanghai Composite on Oct. 28 as its largest stock, three months after listing; Huayuan Securities sees 25.075 billion yuan of index buying.
Chips & Power Desk
Policy & Economics
Chips
Onsemi is reportedly negotiating to acquire Ferric, a startup working on power delivery for AI chips, for about $1 billion, The Information said on Oct. 27; onsemi has not confirmed it.
Chips & Power Desk
Batteries
TheElec reports the Korean battery cap assembly maker expects its North American unit to pass 100 billion won in 2027, up from 25.4 billion won in 2025, as ESS shipments grow.
Energy & Cooling Desk
Batteries
Fastmarkets began publishing calculated FOB China battery-grade lithium hydroxide and carbonate prices on Oct. 28, giving Korean and Japanese cell makers an export benchmark, but no first price level yet.
Energy & Cooling Desk
Policy & Economics
Japan's ruling party wants the benchmark gasoline price lifted from about ¥170 a liter in steps, shrinking a ¥43-a-liter subsidy that costs over ¥10 billion a day. The government has not adopted it.
Policy & Economics Desk
Grid
LS Electric said it will show HVDC and 800 V DC data-center gear at BIXPO on Nov. 4-6 while pursuing Korea's West Coast Energy Highway converter transformers; no contract is announced.
Energy & Cooling Desk
Power
Fortum's comparable operating profit rose to EUR 102 million but trailed the EUR 105 million consensus, and it trimmed 2026 nuclear output to 23.0 TWh, while the CEO says Finnish data centre demand holds up.
Chips & Power Desk
Power
CMS Energy CEO Garrick Rochow expects more zoning progress on the up-to-1 GW Microsoft site after next week's vote, while Consumers has energized 450 MW of 745 MW in signed large-load contracts.
Chips & Power Desk
Batteries
Hyundai Mobis has opened bidding for HEV battery module and pack equipment for 2170 cylindrical cells, TheElec reports, but no cell supplier is confirmed; LG Energy Solution and Samsung SDI are named as possible.
Energy & Cooling Desk
Data centers
Amphenol said IT datacom led organic growth of 37%, but its release does not break out data-center revenue, and acquisitions lifted reported growth to 65%.
Chips & Power Desk
Data centers
The Air Force and Space Force are building a 56,000-square-foot lab and data center in Kīhei to run Haleakalā telescopes, but the AP says its water use is unstated and residents want answers.
Chips & Power Desk
Chips
Cadence lifted its 2026 revenue forecast to $6.387 billion-$6.417 billion after third-quarter sales rose 22% to $1.633 billion, and said AI agents are driving use of its chip design tools.
Chips & Power Desk
Chips
Maxsun plans a CRI Mini PC for edge AI on the Crescent Island chip behind Intel GPU D270, Notebookcheck reported Oct. 27, but has given no specs, price or date.
Chips & Power Desk
ChipsProduct file
The OLED MacBook Pro, Apple's first touchscreen Mac, pairs a tandem panel with the M5 Pro or M5 Max and up to 128GB of memory. It ships Nov. 6; its AI and 24-hour battery figures are Apple's own and untested.
Hardware & Analysis Desk
Chips
Apple's Mac Studio M5 Ultra with 512GB is a $15,500 memory upgrade over the 96GB base, shipping late Nov.-early Dec. It sits between NVIDIA's DGX Spark and DGX Station on memory and price.
Chips & Power Desk
Data centers
Schneider Electric will commercialise its NVIDIA DSX digital twin next year after a pilot at Nscale's 26 MW SIN01 on Portugal's 1.2 GW Sines campus. It is not yet on sale, and no results are published.
Chips & Power Desk
Data centers
Bloomberg reports Indonesia's NVIDIA-backed Zankore is syndicating a five-year loan that rests on a six-year NVIDIA contract. Collateral, new lenders and the closing date are unconfirmed.
Chips & Power Desk
Power
The US Trade and Development Agency signed an agreement on Oct. 26 to fund a study of small modular reactors at Türkiye's largest refiner, but gave no grant amount and has not yet chosen a contractor.
Chips & Power Desk