TodayToday's edition
Data centers
Vantage reserved more than 1 GW of Heron Power's Heron Link output, which turns medium-voltage grid power straight into 800 VDC for AI racks and targets efficiency above 98.5%.
Chips & Power Desk
Chips
Samsung's System LSI unit has chosen a 2nm process for its next 5G modem, and The Elec reports the 4nm capacity this frees is being converted to HBM, where 4nm makes the base die.
Chips & Power Desk
Data centers
Vultr plans a 20 MW supercluster of AMD Instinct MI355X GPUs in Chennai, with 288 GB of HBM3E per GPU, but has not said the GPU count, host site or start date.
Chips & Power Desk
PowerProject file
Local AIReview roundup
Chips
Micron's Taoyuan workers plan a one-day strike on October 22 over bonus and profit-sharing terms, a day after Micron and its Taichung union said they had reached an agreement.
Chips & Power Desk
Data centers
Equinix introduced EPIC, a network of production-ready liquid-cooling environments in Frankfurt, London, Osaka, Paris and Sydney, letting enterprises test high-density AI hardware inside live data centers before committing.
Chips & Power Desk
Chips
Intel has set the first major structural truss on the first fab at its Ohio One site in New Albany, a visible milestone on a project whose schedule has slipped from a 2025 production start to 2030-2031.
Chips & Power Desk
Chips
Elon Musk said suppliers led by ASML are expediting equipment shipments to the Tesla-SpaceX Terafab chip plant in Texas, which targets volume output in Q3-Q4 2028 on a timeline he called highly aspirational.
Chips & Power Desk
Data centers
Amazon withdrew its application for four data centers on the 122-acre campus it bought for $427 million, donating 25 acres to Loudoun County and paying $5 million into its housing fund.
Chips & Power Desk
Chips
AMD is moving its ZenDNN CPU inference library into Intel-driven oneDNN and joining the UXL Foundation as a steering member, giving PyTorch a single x86 code path for AI inference.
Chips & Power Desk
Data centers
Amazon will spend more than €16 billion in Germany in 2027, about €4.8 billion of it expanding the AWS Frankfurt Region for cloud and AI, but gave no capacity or site figures.
Chips & Power Desk
Chips
Advanced Substrate Technologies, a Broadcom and TOPPAN joint venture, opened a 95,000 sq m FC-BGA substrate plant in Singapore, easing a part the industry is short of.
Chips & Power Desk
Chips
Samsung is said to be converting its Xian plant to 286-layer flash by year-end, and SK hynix its Dalian plant to 240+ layers, to hold off YMTC and CXMT as AI data centers drive demand.
Chips & Power Desk
Data centers
NVIDIA's new reference design ships seven Vera Rubin NVL72 racks pre-wired and pre-plumbed in a 28-tonne container. The pitch is time to first token, with partner deliveries from early 2027.
Chips & Power Desk
Grid
Nearly all 94 US reactors were offered AI tools this year, and most accepted. The assistants search decades of records for a shrinking workforce, while humans keep every operating decision.
Energy & Cooling Desk
Cooling & rack power
The three companies signed an MOU in Seoul to build and test standardized immersion-cooled data center designs. LG adds tanks to a lineup that already runs from chillers to coolant distribution units.
Energy & Cooling Desk
Batteries
Yinwang signed a framework deal to make cars running Huawei's Qiankun driving systems work with CATL's Choco-swap stations. No vehicle models, dates or service areas were named.
Energy & Cooling Desk
Chips
A suspected broken bolt on a steel connection plate sent four contract workers falling at TSMC's Kaohsiung 2nm complex. Steel hoisting on Phase 4 has stopped while labor inspectors investigate.
Chips & Power Desk
Power
Palisades, Crane and Duane Arnold are coming back from retirement with federal loans and big-tech buyers. Together they would add about 2.25 GW between 2027 and 2029.
Chips & Power Desk
Batteries
Eos Energy expects record Q3 revenue of up to US$83 million, its eighth straight quarter of margin gains, but now guides to the lower half of its 2026 range.
Energy & Cooling Desk
Chips
Modal will add NVIDIA's Arm-based Vera CPU to its AI agent sandboxes after early tests showed up to double the throughput of an Intel x86 server under load.
Chips & Power Desk
Local AIReview roundup