TodayToday's edition
Cooling & rack power
FläktGroup produced its first 2.5 MW refrigerant-based coolant distribution unit in Arkansas for a US campus planned at 200 MW, joining a crowded 2.5 MW CDU class.
Energy & Cooling Desk
Data centers
Hermantown's council unanimously approved Google's special-use permit on Oct. 30. The roughly 500 MW data center still needs a state PUC vote on its power supply and faces three lawsuits.
Chips & Power Desk
Chips
Sam Altman met Samsung affiliate presidents in Yongin and lunched with SK Group's Chey Tae-won in Seoul on Oct. 31, a day after his RAM remark. No HBM or DRAM terms were disclosed.
Chips & Power Desk
Cooling & rack power
Policy & Economics
Daily Science
SLAC reports chiral X-ray evidence in manganese telluride, backing a third class of magnetism. Spintronic memory uses are still prospective, and the result covers one material.
Science Desk
Chips
Tokyo Electron expects sales of 3.7 trillion yen in the year to March 2027 after a first-half operating profit of 506.7 billion yen, and sees WFE spending near $160 billion in 2026.
Chips & Power Desk
ChipsAnalysis
MediaTek expects US$2.5 billion from its first AI accelerator ASIC in Q4 and about US$16 billion in 2027 as phone sales fell 17% year on year. The pivot rests on one unnamed buyer and supply it only partly controls.
Hardware & Analysis Desk
Data centers
Google's Palo, Iowa data center needs a city annexation of 650 acres beside the Duane Arnold nuclear plant; the planning commission reviews it Nov. 9. A Google-funded water study is due March 2027.
Chips & Power Desk
Data centers
Anthropic is reportedly negotiating a lease at Beacon Data Centers' Sturgeon County campus near Edmonton, where Alberta approved a 920 MW gas plant on Oct. 23; no deal is signed.
Chips & Power Desk
Chips
A second Radeon GPU price increase is reportedly coming in November, per Wccftech and Club386, citing ChannelGate. Its size and models are unknown, and AMD has not confirmed it.
Chips & Power Desk
Power
Alliant Energy's CFO told Reuters he expects about 1 GW of added data-center contracts within six months, on top of 3.4 GW already signed. The load would ramp in 2029-2031.
Chips & Power Desk
Grid
The UK government granted development consent on Oct. 30 for National Grid's 138 km Sea Link between Suffolk and Kent; construction is due to start in early 2027 and finish in 2031.
Energy & Cooling Desk
PowerProject file
AEP Ohio's fuel cells for AWS and Cologix data centers, about 98 MW across two contracts, are final after court appeals ended in June, AEP's Oct. 28 10-Q says. It gives no in-service date.
Nuclear & Microgrids Desk
Chips
AMD's optional Adrenalin 26.10.2 driver, posted Oct. 30, lists fixes for RX 7000 video timeouts and RX 9000 Frame Generation crashes, with 9 known issues open. No independent tests yet.
Chips & Power Desk
Power
Energy Secretary Chris Wright said on Oct. 29 he hopes Holtec's Palisades plant restarts by the end of November, but Holtec's release set no date for the 805 MW unit, with fuel loading, tests and NRC sign-off ahead.
Chips & Power Desk
Data centers
Naver's amended filing, reported by Edaily, moves NVIDIA's payment for new shares from Oct. 30 to Nov. 6 and the listing to Nov. 27. The 4.54% stake stays expected, not closed.
Chips & Power Desk
Data centers
Google said on Oct. 30 that its Project Suncatcher prototype returned its first AI response from orbit; TechCrunch reports its up-to-1 kW budget runs one of four TPUs at a time.
Chips & Power Desk
Chips
DRAMeXchange put October's DDR4 8Gb contract price at a record $27.5, up 5.77% from September, while MLC NAND held at $30.61. TrendForce sees PC DRAM up 13% to 18% in Q4.
Chips & Power Desk
Power
TerraVolt Holdings signed options on 1,077 acres in Cassia County, Idaho for a data center campus on 240 MW of islanded gas power. No tenant, permit or price is disclosed yet.
Chips & Power Desk
PowerProject file
Centrus Energy shipped the first new centrifuge from Oak Ridge to Piketon, Ohio, on Oct. 29, ahead of its year-end target. New enrichment capacity for LEU, HALEU and national-security customers remains a 2029 target; total cost is undisclosed.
Nuclear & Microgrids Desk
Power
X-energy says the NRC issued the Long Mott final safety evaluation for Dow's Texas Xe-100 plant on Oct. 30, ahead of a November target. The permit decision and Dow's build decision remain open.
Chips & Power Desk
Policy & Economics