TodayToday's edition
Daily Science
POSTECH researchers say controlling oxygen loss in a lithium- and manganese-rich cathode raised usable capacity and held 98.4% of initial performance over 200-plus cycles. A lab result, not a product.
Science Desk
Data centers
Cowboy Space unveiled its Big Iron orbital data center design on Oct. 27, an 86 m rocket whose upper stage is meant to carry five NVIDIA Vera Rubin racks. Launch price and total cost were not disclosed.
Chips & Power Desk
Data centers
San Diego's council ratified Mayor Todd Gloria's Oct. 23 order, but the moratorium has little force over the federal NAVWAR site where a 400 MW data center was floated.
Chips & Power Desk
Policy & Economics
Cooling & rack power
Vertiv's Q3 2026 sales rose 61.2% to $4,312.8 million on Oct. 28 and full-year guidance went up $650 million, but the release gives no backlog or liquid-cooling split.
Energy & Cooling Desk
Batteries
SK On says its container storage system met UL 9540A criteria, with no thermal runaway in the adjacent container. It is converting 3 GWh of 7 GWh at Seosan to LFP storage lines.
Energy & Cooling Desk
Batteries
CATL said on Oct. 27 it still expects small-scale all-solid-state battery production in 2027 but named no volume, customer or vehicle. Chairman Robin Zeng put the industry at level 4 of 9 in June.
Energy & Cooling Desk
Grid
Taihan Cable & Solution signed the 115 billion won supply contract with its Dutch subsidiary, running to Aug. 14, 2030; the German client and total turnkey value are undisclosed.
Energy & Cooling Desk
Daily Science
Cell-inspired channels pass lithium and block look-alike ions, the University of Texas at Austin reports in a Journal of the American Chemical Society paper. It is lab-scale and untested on real brines.
Science Desk
Daily Science
IBM researchers joined two 120-qubit processors with four 80 cm superconducting cables and moved quantum states between them at 99.00% average fidelity. It is a preprint, and the chip-to-chip gates are still weaker.
Science Desk
Cooling & rack power
LG Uplus and Ecolab Korea will write liquid cooling operating standards, starting with a TCS loop test at Pyeongchon 2. No heat load, rack density or deadline was disclosed.
Energy & Cooling Desk
Grid
PJM called the Mon Power complaint "a fishing expedition without substance" in its Oct. 26 filing, Utility Dive reported, while West Virginia officials want FERC to investigate.
Energy & Cooling Desk
Power
Antares Nuclear has a multi-year TRISO fuel agreement with BWXT, POWER reports, with an initial 1 MTU allocation; quantities depend on later task orders. DOE's Mark-1 approval does not allow operation.
Chips & Power Desk
Power
DOE's conditional loan commitment to Constellation, announced Oct. 27, would fund nearly 1.1 GW of uprates at eight nuclear plants. It is not a final loan and appears to overlap uprates Google, Amazon and Meta already back.
Chips & Power Desk
Batteries
CATL says its 9 MWh Tener+ system needs 40% fewer containers and a 35% smaller footprint, per ESS News. It signed three Australian MoUs but named no Tener Sodium order.
Energy & Cooling Desk
Batteries
CATL's five-year MOU with German integrator Intilion covers Tener Sodium systems in Germany, Switzerland and Austria, but names no price, first-delivery date or site.
Energy & Cooling Desk
Data centers
Hermantown's council postponed final approvals for Google's roughly 500 MW data center near Duluth after two hours of protest on Oct. 26, and a Tuesday replacement meeting was cancelled.
Chips & Power Desk
Data centers
AMD's Oct. 27 release says it will invest $1 billion in Meta's equity offering and that Meta will deploy a custom Instinct GPU, but it gives no price, closing date or rack count.
Chips & Power Desk
Chips
CXMT expects to begin limited HBM3E production over the next two months, one person told Reuters, with yields of 20% to 30% versus about 70% at SK hynix; CXMT has not commented.
Chips & Power Desk
Chips
Apple's 14-inch MacBook Pro with M6 gets a 12-core CPU and 12-core GPU, with up to 30 percent faster graphics than M5 by Apple's own claim. Pre-orders open Oct. 28.
Chips & Power Desk
Chips
SK hynix plans a shareholder return of about 100 trillion won for 2026, about $75 billion per Reuters, after record Q3 operating profit, and says demand for DRAM and HBM will exceed supply through 2030.
Chips & Power Desk
Policy & Economics