TodayToday's edition
Data centers
Naver said Brookfield will fund up to $9 billion of GPUs and data centers through a new vehicle, clearing the condition for NVIDIA's $1 billion stake, with 55 MW planned for 2027 and 200 MW for 2028.
Chips & Power Desk
Data centers
Aurora's council fell one vote short of reopening an indefinite pause on new data center applications. It would not have covered Vantage's Trident project, which Vantage says is designed for 334 MW.
Chips & Power Desk
Chips
Tom's Hardware, following Wccftech, reports Intel CEO Lip-Bu Tan said he spoke with AMD's Lisa Su about possible cooperation. No areas were named and no agreement is announced; Intel reports Q3 on Oct. 29.
Chips & Power Desk
Policy & Economics
Batteries
SVOLT said on Oct. 26 its first mass-produced 100 kWh semi-solid-state packs, rated for 900 V and 6C charging, left a Changzhou line. Cell density, batch size and customers were not given.
Energy & Cooling Desk
PowerProject file
A New Mexico hearing officer refused to dismiss the air-permit application for Oracle's Project Jupiter fuel-cell plant. The bid seeks a 1,600 MW operating cap on a 2,462 MW nameplate.
Nuclear & Microgrids Desk
ChipsAnalysis
Infineon said on Oct. 27 it will spend €1.1 billion so Villach can make 300 mm GaN power chips by the end of 2027 for AI rack supplies. Brussels has cleared €319 million in aid that Austria has not formally granted.
Hardware & Analysis Desk
Policy & Economics
Singapore's revised SS673 requires renewable-electricity claims to rest on power delivered to its grid, as the EMA conditionally approves a Sembcorp import of 1.3 GW via Malaysia.
Policy & Economics Desk
Power
World Nuclear News reported on Oct. 26 that the NRC's final environmental review recommends a construction and operating licence for Global Laser Enrichment's Paducah plant, for fuel up to 8% U-235.
Chips & Power Desk
Chips
Anthropic's Oct. 26 filing says SK hynix, Samsung and Micron may not add high-bandwidth memory fast enough, as first-half compute and infrastructure costs reached $8.945 billion.
Chips & Power Desk
Data centers
CoreWeave said on Oct. 27 that most of a planned 22.5 MW of IT capacity is online at atNorth's Copenhagen site, its first in Denmark, using NVIDIA Blackwell systems.
Chips & Power Desk
Chips
TrendForce, citing Commercial Times, says TSMC is weighing a CoWoS packaging price rise of up to 20%. The foundry has not confirmed the increase.
Chips & Power Desk
Chips
NVIDIA said on Oct. 26 it will invest $3 billion in Meta's equity offering and widen work on Muse. The stake is still proposed, with no closing date.
Chips & Power Desk
PowerProject file
Elementl signed an October 26 letter of intent for a partnership of up to $750 million to fund pre-construction work on an Ohio nuclear plant of up to 1.5 GW. No buyer is named, and it is not a final investment decision.
Nuclear & Microgrids Desk
Policy & Economics
Yonhap, citing Nikkei, said Japan will provide about 100 billion yen through 2029 for perovskite lines at Ricoh and Choshu. Ricoh confirmed a METI slot and a Miyagi plant of several hundred MW a year by 2030.
Policy & Economics Desk
Batteries
Giga Storage closed €260 million from seven banks for its 350 MW, 1.4 GWh Albatross battery in Lower Saxony. CATL will engineer and maintain it. Amprion signed a 380 kV connection. Commissioning is now early 2029.
Energy & Cooling Desk
Batteries
LG Energy Solution said on Oct. 27 it signed an MOU with Israel's Energix to aim at 2 GWh of storage over 24 months, 1.5 GWh in Europe and 0.5 GWh in North America, starting with about 320 MWh in Lithuania.
Energy & Cooling Desk
Chips
Intel agreed on Oct. 26 to buy quantum-software firm Classiq and add QPUs to its CPU, GPU and ASIC lineup. Close is targeted for the first half of 2027. Calcalist reported $2.3 billion, which Intel did not state.
Chips & Power Desk
Chips
Applied Materials agreed on Oct. 26 to take its BE Semiconductor holding to about 20% of outstanding shares. Reuters says that is up from 9% bought in April 2025. Delivery waits on U.S. antitrust review.
Chips & Power Desk
Chips
Bank of America, Blackstone, Citi and Morgan Stanley committed $63 billion to buy Broadcom XPU accelerators and networking gear and lease them to Anthropic, with deliveries planned from 2027.
Chips & Power Desk
Policy & Economics
From Oct. 23, new batteries on Portugal's transmission grid, or rated 45 MW or more, must provide grid-forming capability and synthetic inertia, ESS News reported.
Policy & Economics Desk
Policy & Economics