TodayToday's edition
Batteries
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
Chips
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
Power
Emerald Horizon says its unbuilt, unlicensed thorium generator would deliver about 10 MW electric per container module; the prototype is due in 2029, a demonstration plant in 2031, and storage ships first.
Chips & Power Desk
Policy & Economics
Data centers
Applied Digital would own 51% of a venture at Soluna's Dorothy 3 site in Briscoe County, Texas, but its intended tenant, ChronoScale, has signed only a non-binding lease letter.
Chips & Power Desk
Power
NANO Nuclear's Oct. 21, 2026 engineering agreement with IMPSA's US arm starts with an estimated six-month review of Kronos parts, led by the pressure vessel. No order, value or delivery date is disclosed.
Chips & Power Desk
Chips
Lam Research reported record $8.22B September-quarter revenue and guided December to $8.60B, saying supply chain constraints held the guide down as it sees 2027 chip equipment spending above $200 billion.
Chips & Power Desk
Data centers
A conservation group's October 20 count puts 35 data center applications on 24,000+ acres of federal land in six Western states, up from roughly 12 in September, with no dedicated permitting process.
Chips & Power Desk
Data centers
Uniserve's 10,000 sq ft VAN-2 site in Vancouver is due at 1 MW in Q4 2026 with a second megawatt later, against the 2 MW first announced in 2025; BC Hydro has committed up to 3 MW of utility power by 2028.
Chips & Power Desk
Data centers
Reliance Global plans to do business as GPU Exchange and trade as XGPU. The Sept. 23 LOI is non-binding, the target is unnamed, and no GPU count or megawatt figure has been given.
Chips & Power Desk
Chips
Intel said on Oct. 21 that tool installation at Fab 62 in Arizona is under way, with operations due by end-2028. The node is unconfirmed: TheElec reports 14A, but Intel's post names none.
Chips & Power Desk
Batteries
Chinese battery makers have announced nearly $90 billion of overseas investment since 2023, the FT reported Oct. 21, 2026. Europe draws $31.5 billion, but it is announced spending, not capacity in operation.
Energy & Cooling Desk
Chips
BOS, LG Electronics and HANA Micron signed an MOU on Sept. 30, disclosed Oct. 20, to split Korean automotive chiplets into NPU, base and packaging work. No node, customer or date is confirmed.
Chips & Power Desk
Data centers
Arbol's policy, launched October 20, pays a set amount when a government halt on data center construction outlasts a waiting period; the waiting period, payout limits and premiums are not public.
Chips & Power Desk
Data centers
Scioto Analysis projects $16 billion in added Ohio electricity costs from data centers in 2027-2034, using a 16% national mid-case rather than an Ohio model.
Chips & Power Desk
Batteries
Dominion Energy's new resource plan adds 3.5GW of BESS over 20 years, along with 8.9GW of gas, as PJM auctions clear short and Virginia mandates storage.
Energy & Cooling Desk
Data centers
Meta says its Huntsville, Alabama campus now exceeds $1.5 billion across two phases, with TVA direct supply and a self-funded substation, but gave no megawatt figure on a media tour.
Chips & Power Desk
Chips
Dell's PowerEdge XE9810 packs 16 liquid-cooled trays of NVIDIA Groq 3 LPUs; LPU count, throughput and power draw are still unpublished, so facility sizing has to wait.
Chips & Power Desk
Data centers
TCEQ suspended 17 Texas data center permits for stormwater construction and shut its STEERS portal after watchdogs found approvals after Abbott's Sept. 21 pause, 404 Media reported. No projects are named.
Chips & Power Desk
Chips
SpaceX has closed $40 billion of mostly callable debt for GPUs arriving in Q1 and Q2, Musk said on X; earlier Apollo-led reports described talks, and final terms are unconfirmed.
Chips & Power Desk
PowerProject file
Amazon funds the Indiana Xe-100 feasibility work and intends to buy the power, but no contract is signed. The releases name no owner or operator, and no investment decision or NRC application is announced.
Nuclear & Microgrids Desk
Policy & Economics