TodayToday's edition
Power
EIA data shows ERCOT hit a 91.1 GW hourly peak in summer 2026, 6.5% above its 2024 record, as heat waves drove record highs at PJM, ERCOT and SPP.
Chips & Power Desk
Chips
Cisco and NVIDIA are drafting USFP, a pluggable optics spec that carries 1.6 Tbps on four 400G SerDes lanes, Cisco said ahead of the OCP Global Summit.
Chips & Power Desk
Batteries
Enertrag and Enlight, Vattenfall and Fluence, and Giga Storage advanced three German 4-hour BESS projects totalling 3.2GWh before a January 2027 FID cutoff.
Energy & Cooling Desk
PowerProject file
Grid
Fervo Energy is selling power from a 33MW unit at its $2 billion, 500MW Cape Station in Utah, the first utility-scale enhanced geothermal plant online.
Energy & Cooling Desk
Batteries
VSL PowerHive will assemble LFP storage containers at a 7.5GWh-per-year plant near Chennai from April 2027, part of Vikram Solar's 30GWh-by-2030 battery plan.
Energy & Cooling Desk
Power
FERC's Oct. 9 order lets PJM track loads of 50 MW or more but rejects its IRAS curtailment plan, leaving data center emergency rules for the 13-state grid open.
Chips & Power Desk
Chips
NVIDIA has reportedly asked Samsung, SK hynix and Micron to build NVHBM base dies on TSMC 3nm, a single logic node for three rival memory makers.
Chips & Power Desk
Power
Oracle's huge planned AI data center in Port Washington, Wisconsin, cannot run until state regulators approve its power line connection. Research firm Aterio expects real use to start only in 2028.
Chips & Power Desk
Power
Researchers at ETH Zürich and NYU tested 36 real memory chips of the kind used in AI processors. They found the industry's standard worst-case test misses how much power the chips can really draw.
Chips & Power Desk
Data centers
More than 300 local US bans on new data centers are holding up only three projects, a SemiAnalysis review finds. The industry's 2027 growth looks on track. A permit freeze in Texas is the big unknown.
Chips & Power Desk
Chips
The chip NVIDIA has sold in small Linux computers for a year is now inside Windows laptops, led by Microsoft's Surface Laptop Ultra. Its graphics are strong, but its main processor cores are older.
Chips & Power Desk
Chips
Intel's first Crescent Island card is slower on paper than AMD's MI350P but draws 350 W rather than 600 W and needs no liquid cooling. There is no date or price yet.
Chips & Power Desk
Cooling & rack power
Cooler Master has unveiled a 2,500kW in-row coolant distribution unit (CDU) for AI data centers, with mass production targeted for the fourth quarter of 2026.
Energy & Cooling Desk
Cooling & rack power
Trane's LiquidStack CDU 2.X can remove up to 2.5MW of heat from AI servers and is built for several chip platforms, including Nvidia Vera Rubin. Ships Q2 2027.
Energy & Cooling Desk
Grid
The EU has raised minimum import prices on GOES transformer steel until February 2027, after EU mills' share of their home market fell from 66% to 43%.
Energy & Cooling Desk
Grid
Variable frequency drives, simple motor controllers, can cut motor power use 40 to 60 percent. Few US factories use them; makers want tech firms to help pay.
Energy & Cooling Desk
Batteries
About 20.4GWh of big grid batteries came online worldwide in September, 61% more than a year earlier. China led, and Europe is growing fastest.
Energy & Cooling Desk
Batteries
Flatiron Energy has raised about US$850 million for Energizar, a 1,200MWh battery project near Boston. Due in Q4 2027, it would be the US east coast's largest.
Energy & Cooling Desk
PowerProject file