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voltgridnews.com · Published by Ege Erten, Türkiyehello@voltgridnews.com

TodayToday's edition

--:-- Chips, power, data centers and the grid

VoltgridNews · AI hardware & energy

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Today Chips Power Data centers Batteries Grid Cooling & rack power Daily Science Policy & Economics Local AI Companies Calendar Tracker

Voltgrid News — AI hardware and energy

In the paper

Chips169
Power88
Data centers102
Batteries84
Grid39
Cooling & rack power18
Daily Science28
Policy & Economics33
Local AI12

Voltgrid News, page 16

Policy & Economics8d ago
Portugal Requires Grid-Forming on Batteries of 45 MW or More
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
Batteries8d ago

Latest

Batteries47m ago
LG Energy Solution ESS Backlog Hits 160 GWh; NA Volume Committed to 2028
Chips3h ago
NVIDIA Reportedly Tells Cloud Clients 51% of Services Must Go Non-Chinese
Batteries5h ago
LG Energy Solution Q3 Operating Profit KRW 756B, Over Half US Credit

Toshiba Pairs a 2 MW SCiB With 15.33 MWh in Mongolia

ESS News says Toshiba has started a 2 MW, 667 kWh SCiB battery for Mongolia's Darkhan substation, beside a 2 MW, 15.33 MWh pack. Operation is set for December 2027.

Energy & Cooling Desk

Key-facts card: Meta's stated plan is $95 billion, with $35 billion of stock launched and $60 billion planned later.

Data centers8d ago

Meta Plans a $95 Billion Raise, $35 Billion of Stock Now

Meta said on Oct. 26 it plans to raise $95 billion for AI infrastructure, starting with $35 billion of stock. Nvidia, AMD and Broadcom may buy up to $5 billion.

Chips & Power Desk

Latest

Batteries47m ago
LG Energy Solution ESS Backlog Hits 160 GWh; NA Volume Committed to 2028
Chips3h ago
NVIDIA Reportedly Tells Cloud Clients 51% of Services Must Go Non-Chinese
Batteries5h ago
LG Energy Solution Q3 Operating Profit KRW 756B, Over Half US Credit
Daily Science6h ago
LUT University Runs 1,000 V Alkaline Electrolyzer, Up From 200–400 V
Policy & Economics7h ago
CERC Adopts ₹2.42-2.54/kWh Tariffs for 400 MW of SECI Solar
Daily Science9h ago
Stanford Photonic Chip Sorts Mixed Laser Light Into 2–3 Pure Beams
Batteries9h ago
L&F to Supply LG Energy Solution 1.035T Won of LFP Cathode in 2028-31

Key-facts card: HD Hyundai Electric installation at SK hynix Cheongju started in Oct 2026, with jobs scheduled through July 2027 and Dec 2027.

Chips8d ago

HD Hyundai Starts SK hynix Fab Power Gear, Work to 2027

TheElec says HD Hyundai Electric began installing switchgear and transformers this month at SK hynix's Cheongju memory fabs. The Cheongju job runs through July 2027.

Chips & Power Desk

Key-facts card: Cadence says Maestro is up to 30 percent higher quality and up to 5 times more efficient. Early access is Q4 2026.

Chips8d ago

Cadence Says Maestro Beats General Models by up to 30%

Cadence on Oct. 26 launched Maestro, chip-design models based partly on Nvidia's Nemotron, which customers can run in their own data centers. The 30 percent gain is Cadence's claim.

Chips & Power Desk

Key-facts card: Apple iPad mini with A20 Pro on a 2-nanometer process, from $699, in stores Nov. 6.

Chips8d ago

Apple iPad Mini A20 Pro Is 2nm, From $699 on Nov. 6

Apple said on Oct. 26 that the new iPad mini uses an A20 Pro chip on its 2-nanometer process, from $699. Pre-orders open Oct. 28 and stores receive it on Nov. 6.

Chips & Power Desk

Key facts card for the T-MED launch: up to €4.5 billion in guarantees, a €25 billion aim by 2035, and 500 MW of Gulf of Suez wind.

Policy & Economics8d ago

EU Launches T-MED With up to €4.5 Billion in Guarantees

The European Commission on Oct. 26 launched the T-MED platform, with up to €4.5 billion in guarantees for Mediterranean renewables, grids, storage and clean-tech manufacturing.

Policy & Economics Desk

Key facts card for the INA Solar and Caelux deal: 3 GW to commercialize, a 29 percent target by 2028, and 5.5 GW of existing Jaipur plants.

Power8d ago

INA Solar, Caelux Sign 3 GW Tandem Deal, 29% by 2028

INA Solar said on Oct. 23 it signed a five-year Caelux deal to commercialize 3 GW of hybrid-tandem modules in India, with a 2028 target of up to 29% efficiency.

Chips & Power Desk

Key facts card: a $6.05 billion summer wholesale gap versus 2021, with 33.1 GWh of ERCOT storage and 62.0 GWh in CAISO.

Batteries8d ago

ERCOT Storage Reaches 33.1 GWh as Summer Prices Fall 42%

SEIA says Texas and California summer wholesale energy costs were $6.05 billion lower than in 2021, as ERCOT battery capacity reached 33.1 GWh and prices fell 42%.

Energy & Cooling Desk

Key facts card for Verizon's Oct. 26 AWS agreement, valued at $2.0+ billion, beside 2026 capital spending of $16.0 to $16.5 billion.

Data centers8d ago

Verizon Signs a $2 Billion-Plus AWS Deal for AI Compute

Verizon said on Oct. 26 it signed an AWS agreement worth more than $2 billion, a commercial framework to scale distributed compute for agentic and generative AI workloads.

Chips & Power Desk

Key facts card: one RTX 4090 reached 331.6 TFLOPS FP16 after an unofficial unlock, from 165.6 TFLOPS, with a 94 percent TF32 gain on one RTX 3090 Ti.

Chips8d ago

NVIDIA RTX 4090 Peak Tensor Rate Doubles to 331.6 TFLOPS

Tom's Hardware says an unofficial module lifted one RTX 4090's FP16 tensor rate from 165.6 to 331.6 TFLOPS. Gains in ordinary matrix math on the same cards were smaller.

Chips & Power Desk

Key facts card: Rapidus and HCLTech opened design centers in Bengaluru and Hubli on Oct. 26, with the manufacturing base in Japan.

Chips8d ago

Rapidus, HCLTech Open Bengaluru and Hubli Design Centers

HCLTech and Rapidus opened design centers in Bengaluru and Hubli on Oct. 26 for mask, kit and layout work tied to Rapidus's logic plans in Japan. No contract value was disclosed.

Chips & Power Desk

Holtec workers move a fuel-transfer canister at the Palisades plant in Covert, Michigan.

PowerProject file8d ago

Holtec's Palisades Restart: 805 MWe, No Date After Fuel Recovery

The Palisades restart still has no date after Holtec recovered a tilted fuel assembly on Oct. 21. The core is designed for 805 MWe, and a sales commitment cites March 1, 2027.

Nuclear & Microgrids Desk

Key figures for Viettel's Hanoi chip plant: a 2027 trial target, a $1.3 billion estimate, and a 2030 operation claim

ChipsAnalysis8d ago

Vietnam's 2027 Chip Trial Has No Signed ASML Tool Yet

Reuters found no buildings at Viettel's Hanoi site and no signed ASML machine. ASML says planned 2027 and 2028 tool supply will not meet demand it already sees.

Hardware & Analysis Desk

NVIDIA Vera Rubin NVL72 rack with the side open, showing stacked compute trays

Data centers8d ago

NVIDIA Vera Rubin Page Lists 19.2 TB/s HBM4, Not 22

NVIDIA's Vera Rubin NVL72 page lists 19.2 TB/s of HBM4 bandwidth per GPU, below the up to 22 TB/s in its Jan. 5 blog. NVLink per GPU is listed at 3 TB/s, not 3.6.

Chips & Power Desk

Singapore peak demand could hit 13 GW by 2031

Policy & Economics8d ago

Singapore Peak Power Demand Could Reach 13 GW by 2031

Channel News Asia says EMA puts peak demand on a path from 8.6 GW to as much as 13 GW by 2031, led by data centres and chip plants. Five gas plants and a S$5.3 billion grid budget back that range.

Policy & Economics Desk

Tamil Nadu cleared a 600 MW solar buy with storage

Power8d ago

Tamil Nadu Approves 600 MW Solar With 1,800 MWh Storage

TNERC cleared a 25-year buy of 600 MW of solar plus a 300 MW, 1,800 MWh battery from SECI at Rs 3.12 per kWh, Mercom India reported. No cell supplier or data-centre buyer is named.

Chips & Power Desk

Samsung HBM4E memory chip beside an unpackaged package, with a fingertip for scale

Chips8d ago

Samsung Reportedly Led Q3 HBM Revenue at $8.7 Billion

Bernstein estimates Samsung's third-quarter HBM revenue at $8.7 billion, $1.1 billion ahead of SK hynix, The Korea Herald reported on Oct. 26. Neither figure is a company result, and both firms report this week.

Chips & Power Desk

Key-facts card: Samsung SDI 1 GWh SBB 1.7 deal with Alpha Omega Power, 1.5 GWh total, delivery in 2026

Batteries8d ago

Samsung SDI, Alpha Omega Power Sign 1 GWh ESS Deal, 1.5 GWh in Total

Samsung SDI America signed a 1 GWh deal to supply SBB 1.7 storage systems to Alpha Omega Power, with delivery due by end-2026, lifting total AOP volume to 1.5 GWh.

Energy & Cooling Desk

Key-facts card: SK hynix reportedly weighs a 16 trillion won special dividend, possibly announced Oct 28

Chips8d ago

SK hynix Reportedly Weighs $12B Special Dividend From Kioxia Gains

SK hynix is reportedly weighing a special dividend of about 16 trillion won from Kioxia stake gains, Reuters reports via The Korea Herald, possibly with Q3 results on Oct. 28. The company has not confirmed it.

Chips & Power Desk

← Newer storiesPage 16 of 29Older stories →

04

Daily Science6h ago

LUT University Runs 1,000 V Alkaline Electrolyzer, Up From 200–400 V

05

Policy & Economics7h ago

CERC Adopts ₹2.42-2.54/kWh Tariffs for 400 MW of SECI Solar

06

Daily Science9h ago

Stanford Photonic Chip Sorts Mixed Laser Light Into 2–3 Pure Beams

07

Batteries9h ago

L&F to Supply LG Energy Solution 1.035T Won of LFP Cathode in 2028-31