TodayToday's edition
Daily Science
Tohoku University researchers say 1 at% manganese keeps an aluminum foil anode at 81% first-cycle efficiency, versus 56% with silicon, and extends half-cell life past 85 cycles.
Science Desk
Grid
National Grid awarded Balfour Beatty the first phase of the Birkhill Wood substation in East Yorkshire, built to connect 4.22 GW of Dogger Bank wind. Main works start in 2027; no value disclosed.
Energy & Cooling Desk
Batteries
Taiwan's AIDC commissioned a 9MW/54MWh behind-the-meter battery microgrid at Shuinan on Oct 22, claiming 6 hours of full-site backup and a 40% energy-cost cut, and now targets AI data centers.
Energy & Cooling Desk
Local AIProduct file
Local AIReview roundup
Chips
Vertical Semiconductor, an MIT spinout, would get up to $73M under a Commerce letter of intent to develop vertical GaN transistors for a 2.5 MW AI rack. It is not a final award.
Chips & Power Desk
Grid
MISO chose Ameren's ATXI, NextEra's GridLiance and Dairyland for the EASL project: a 187-mile 765-kV line due June 2034, still subject to regulatory review.
Energy & Cooling Desk
Power
FERC staff told the Oct 22 NRC-FERC meeting that NERC forecasts 224 GW of summer peak growth in 10 years, mostly data centers, and that interconnection takes 375 days at best.
Chips & Power Desk
Batteries
A VTT report commissioned by Donut Lab measured 26.821 Ah at -30°C against 27.77 Ah at +25°C for a 14-cell module, short of the claimed 99%. Chemistry is undisclosed.
Energy & Cooling Desk
Data centers
S&P Global Ratings' data center debt dashboard covers 143 properties with about 8.7 GW available to tenants, and the agency says power limits and public pushback could delay new projects.
Chips & Power Desk
Chips
Merck's Eumseong plant makes molybdenum dioxide dichloride for NAND word lines, with customer supply due later this year; capacity and investment are undisclosed.
Chips & Power Desk
Chips
Micron's G11 NAND will exceed 400 layers with about 2x G9's bit density and ramp in 2H 2027; speed and energy gains are company claims, and Tom's Hardware's 42 Gb/mm2 and 5,400 MT/s figures are its own estimates.
Chips & Power Desk
Chips
NVIDIA's DGX Spark 64GB was scheduled for sale on Oct. 23 through six OEM partners and keeps the GB10 chip and 273 GB/s of bandwidth, but HotHardware says the 128GB model now costs $6,995 and ties the rise to DRAM and NAND demand.
Chips & Power Desk
Data centers
Mayor Todd Gloria signed an order pausing data center development in San Diego, with a council hearing Oct. 26, but the city cannot itself control the federal NAVWAR site.
Chips & Power Desk
Grid
PJM testified at FERC's Oct. 21 reliability conference that about 3,900 MW of large loads switched to backup on July 22, and urged enforceable ride-through rules. It is testimony, not a ruling.
Energy & Cooling Desk
Data centers
Dalrymple Finance alleges Csquare's legacy Cyxtera assets and ABS-pledged space leave shareholders with nothing; the stock trades at $14.90 against a $21 IPO price and DCD sought comment.
Chips & Power Desk
Policy & Economics
Meta's Q3 10-Q puts its nine-month effective tax rate at 2%, against the 21% US statutory rate, as seven senators press it on data center R&D credits.
Policy & Economics Desk
Chips
NVIDIA CEO Jensen Huang told CNBC at GTC Berlin on Oct 22 that he does not expect a 2029 memory glut, answering South Korean forecasts after memory stocks fell on oversupply fears.
Chips & Power Desk
Batteries
AEMO's Quarterly Energy Dynamics shows grid batteries out-supplied gas in Australia's 4-9 p.m. peak for the first time, as gas fell 34% and renewables hit a record 44.3% Q3 share.
Energy & Cooling Desk
Power
Hungary is sounding out other suppliers for the Paks nuclear expansion and could absorb EUR 1.1 billion paid to Rosatom. Rosatom hopes to stay; a cabinet decision is due late 2026 or early 2027.
Chips & Power Desk
Daily Science
EPFL's LogSync brain implant chip, about 4 by 2 mm, tracks activity across regions to flag cognitive and emotional states, but no patient implant study is reported yet.
Science Desk
Grid
AEMO's connections scorecard shows 80.9 GW queuing to join the NEM, 43% up in a year and 55% batteries, but 88% is still early-stage and only 1.3 GW finished commissioning.
Energy & Cooling Desk