TodayToday's edition
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
Data centers
Bloomberg, citing PM Anwar Ibrahim, names Masayoshi Son as the investor behind US$50 billion for Kuching and Peninsular Malaysia; SoftBank has not confirmed, and no MW or timeline is given.
Chips & Power Desk
Data centers
Mubbadrah Investment's consortium plans a $3 billion AI data center of up to 400 MW in Oman, with 400 MW of solar and storage. Crusoe has only expressed interest as off-taker; no site is named.
Chips & Power Desk
Chips
Chips and Cheese measured the six 'Performance' cores in Qualcomm's Snapdragon X2 Elite Extreme as 4-wide, 3.6 GHz designs on a shared L2, but it published no power figures for them.
Chips & Power Desk
Chips
ComputerBase measured AMD's FSR 4.1 upscaler on Radeon RX 6000 at a 10% to 19% frame-rate cost on the RX 6950 XT against FSR 3.1, less than RDNA 3 pays; PCGH found smaller losses.
Chips & Power Desk
Daily Science
A Physical Review B theory paper simulates reading an Andreev qubit from its own supercurrent at up to 99.85% accuracy, with no ancilla qubits. No device has been built.
Science Desk
Chips
Western Digital reported fiscal Q1 revenue of $4.38 billion, up 55% from a year earlier, and guided Q2 to $5.1 billion on cloud and AI storage demand. The board raised its dividend 17%.
Chips & Power Desk
Chips
FSR 4.1 reaches the ROG Xbox Ally X and X20 in an ASUS preview driver dated Oct 23, covering 400-plus games, but no independent frame-rate tests exist yet.
Chips & Power Desk
Chips
Korean press, citing industry sources, reports a Geekbench 6.5 multicore lead of about 20% for Samsung's Exynos 2700 over Qualcomm's Snapdragon 8 Elite Extreme Gen 6. The figures are unverified and neither company has confirmed them.
Chips & Power Desk
Power
Mitsubishi Power Americas plans to add 450,000 sq ft and more than 220 jobs at its Pooler, Georgia turbine plant, with WTOC reporting an early-2029 target, but has given no output figure.
Chips & Power Desk
Data centersAnalysis
Microsoft reports earnings Oct. 28, Amazon and Samsung Oct. 29, and Holtec expects NRC reviews by early November: the dated events for AI power, capacity and chips, Oct. 26 to Nov. 1.
Hardware & Analysis Desk
Chips
Community reports say gpu-unlock lifts FP16 and BF16 (FP32-accumulate) matrix throughput on RTX 40 cards by up to 94.2% in one user's test, but one tester's LLM inference barely moved. The desk found no lab test, and NVIDIA has not commented.
Chips & Power Desk
Policy & Economics
Thailand's Data Centre Board reviews a draft rule on November 27 requiring data centres to reuse 80% of cooling-tower blowdown. It would take effect 180 days after Royal Gazette publication.
Policy & Economics Desk
ChipsAnalysis
Jensen Huang reportedly put NVIDIA agent software at about $2,000 per GPU a year at GTC Berlin, below the $4,500 one-year AI Enterprise list. NVIDIA has published no such price.
Hardware & Analysis Desk
Policy & Economics
China's southern power market, covering five provinces and more than 290,000 registered entities, now uses competitive bidding for cross-region transmission capacity.
Policy & Economics Desk
Daily Science
Yokohama National University researchers report a slow-light silicon modulator that reaches 200 Gb/s with PAM-4 signalling in a 320 µm device. It is a lab result with no commercialization timeline.
Science Desk
Daily Science
A Physical Review Letters study maps two coexisting crystal structures in a 214 cuprate, with boundaries far wider than expected. The team says they may hold back superconductivity.
Science Desk
Grid
Nigeria's Power Ministry says six Kano and Katsina substations add 640 MW of transmission capacity, but TCN's own statement counts five projects and about 616 MW.
Energy & Cooling Desk
Batteries
Rwanda's EDCL opened a tender for a 200 MW floating solar plant with a 200 MW/800 MWh, four-hour battery on Lake Sake. Prequalification bids are due Nov. 12; chemistry and supplier are not named.
Energy & Cooling Desk