TodayToday's edition
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
Policy & Economics
DOE's Oct 23 helium designation brings more federal financing for producers, AP reports, but DOE gave no amount. The US made 43% of world supply as Qatar exports were curtailed.
Policy & Economics Desk
Policy & Economics
Local AIProduct file
Local AIReview roundup
Policy & Economics
Trump's Oct. 22 Section 232 order skips new wind turbine tariffs and gives Commerce's Lutnick and USTR's Greer 180 days to report on talks. Existing steel, copper and aluminum duties stay.
Policy & Economics Desk
Power
Bloom Energy's Q3 revenue rose 138% to $1.24 billion, Reuters reports, as US grid waits of three to six years push data centers toward on-site fuel cells; Rystad puts the order book near 9 GW.
Chips & Power Desk
Batteries
Bulgaria's battery storage grew from 3 GW to about 6 GW in a year on EU grants, Reuters reports, as exports reached 3.5 TWh and the Energy Ministry warns narrowing spreads may erode revenue.
Energy & Cooling Desk
Data centers
Data center spending is forecast at $1 trillion in 2026 and $2.1 trillion by 2028, BofA Global Research said, with the market reaching $2.93 trillion by 2030, Reuters reported.
Chips & Power Desk
Data centers
Finland's LVV found drainage work at Google's Muhos site needs a Water Act permit and ordered a water-management plan by 5 November, after a halt order issued on 6 October.
Chips & Power Desk
Policy & Economics
A Brussels court ruled on October 20 that seizing Enaire's Eurocontrol receivables to collect Spain's renewable-subsidy arbitration awards breaches EU law and state-aid rules.
Policy & Economics Desk
Grid
The Illinois Commerce Commission granted ComEd a certificate for four underground 138 kV lines and a new substation near O'Hare; ComEd expects service in Q2 2029. Cost and capacity are not disclosed.
Energy & Cooling Desk
Power
Rosatom's CEO says construction of two 1,000 MW reactors at the Jizzakh site starts in 2027, lifting its Uzbekistan nuclear plan past 2,100 MWe, but no cost or licence dates are given.
Chips & Power Desk
Batteries
Hana Technology passed factory acceptance testing this month for cell-filling and baking equipment bound for Agratas, TheElec reported; neither company has announced the shipment.
Energy & Cooling Desk
Batteries
GM's fourth-generation EV platform will use LMR prismatic cells from Ultium Cells, designed for 33% more energy density than LFP at comparable cost. No cell-level data yet.
Energy & Cooling Desk
Data centers
STT GDC said Indian AI cloud Neysa picked its STT Noida 2 data center for a first phase of up to 9,000 GPUs, live from Q1 2027; the operator did not give a power figure for the deployment.
Chips & Power Desk
Data centers
Oregon's data center permit pause drew a financial-emergency declaration from Umatilla's council on Oct. 20, which cites $6 million in city losses and Amazon and Sabey projects on hold.
Chips & Power Desk
Chips
The FCC's first action under its component-level Covered List rules stops a dashcam and a video transmitter carrying Huawei unit HiSilicon silicon, but it named no maker, model or part number.
Chips & Power Desk
Power
Snowy Hydro now targets AUD 22.2 billion to finish Snowy 2.0, with a AUD 25 billion scenario allowed, up from AUD 12 billion in 2023. The 2.2 GW / 350 GWh pumped hydro is due in late 2029.
Chips & Power Desk
Chips
NVIDIA says model builders can keep control of models and data on rented bare-metal GPU servers. Google's A4X Max is named and Cohere only plans to adopt it; pricing and dates are not given.
Chips & Power Desk
Policy & Economics
Ofgem approved an agreement stopping gas import capacity on the Zeebrugge–Bacton pipeline falling to 16.5 GW. Cost: about £1.19 per gas customer a year for five years; consultation open to 20 Nov.
Policy & Economics Desk
Grid
Emerald AI's Conductor software cut AI rack power about 25% for 30 minutes at Nscale's Iceland site, a vendor-reported grid flexibility pilot announced at NVIDIA GTC Berlin.
Energy & Cooling Desk
Local AIReview roundup