TodayToday's edition
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
Power
ARPA-E chose eight HORNIG projects on Oct 29, with awards near $45M of a $50M ceiling. Westinghouse, Oregon State and INL get $7M each; the goal is fuel qualification in under seven years.
Chips & Power Desk
Chips
Kioxia posted July-September revenue of 2,480.0 billion yen and operating profit of 1,994.7 billion yen on AI data-center demand, and guided the next quarter flat as a stronger yen weighs.
Chips & Power Desk
Cooling & rack power
Chips
Notebookcheck measured 18 h 50 min of Wi-Fi use and a 22 W sustained limit on the Snapdragon X2 Plus X2P-42-100, but a lower Cinebench 2024 multi-core score than last year's chip; Geekbench multi-core rose. NPU throughput is still unmeasured.
Chips & Power Desk
Chips
CXMT said third-quarter revenue rose 613.18% to RMB 118.71 billion and profit reached RMB 54.4 billion, but growth slowed to 19.3% from the second quarter.
Chips & Power Desk
Policy & Economics
Takaichi said Oct. 29 that electricity and gas subsidies return for December to February, worth about 7,000 yen per household, while the gasoline reference price rises 5 yen a month.
Policy & Economics Desk
Cooling & rack power
Lite-On's Q3 net profit rose about 60% to NT$7.4 billion as 8.5 kW PSUs and 110 kW power shelves ramp, 800 VDC racks sample, and US power limits slow some customer orders.
Energy & Cooling Desk
ChipsAnalysis
Intel's CFO expects PC units to fall about 12% in 2026 and roughly 10% in 2027 with no memory relief next year, even as its budget Wildcat Lake chip sells out. Memory now sizes the PC market.
Hardware & Analysis Desk
Data centers
Tom's Hardware's full test of a dual-socket Vera found an estimated 1.5% SPEC CPU 2026 intrate lead over AMD's EPYC 9755, below NVIDIA's 3% claim, with Python and bandwidth wins but AVX-512 and crypto losses.
Chips & Power Desk
Grid
PJM asked FERC on Oct. 29 to open its 6,800 MW backstop auction March 1, 2027, with costs tied to large-load growth, lower LSE credit rates and new exit rules.
Energy & Cooling Desk
Chips
China's foreign ministry rejected a New York Times report that US officials suspect a Chinese executive close to Nvidia CEO Jensen Huang of relaying information to Beijing. No US agency has confirmed it.
Chips & Power Desk
PowerAnalysis
Amazon's Q3 10-Q puts its fair-value energy contracts at about 690 million MWh, up from 270 million in June, with an 18-year average term. The filing names no deals and no technology.
Nuclear & Microgrids Desk
Batteries
A Hungarian court dismissed residents' lawsuit against CATL's planned 100 GWh Debrecen cell plant after 3.5 years, Reuters reported, weeks after trial production began on Sept. 22.
Energy & Cooling Desk
Batteries
Panasonic's energy unit earned 55.6 billion yen in the second quarter, up from 1.2 billion yen, on EV and data-centre storage sales, Reuters reported. Its full-year forecast rose 16%.
Energy & Cooling Desk
Batteries
POSCO Future M expects to supply LG Energy Solution 720,000 tons of cathode and anode materials from 2027 to 2033 under an MOU. LFP cathode starts early 2027, and a formal contract is planned within 2026.
Energy & Cooling Desk
Chips
AM Intelligence, set up by Greenko's founders, is reportedly seeking up to $3 billion in bonds and loans for NVIDIA Vera Rubin chips, plus a $300 million offtaker advance. Talks are early.
Chips & Power Desk
Chips
Amazon said AWS grew 39.3% to $46.0 billion in Q3. CEO Andy Jassy told analysts Amazon intends to offer Trainium outside AWS from late 2027, Tech Times reports, as cash capex hit $75.9 billion.
Chips & Power Desk
Grid
AEP lifted its five-year capital plan from $78 billion on Oct. 28 and put contracted load at 84 GW by 2031. A 10.4-GW Ohio data center campus drives a 765-kV build that SoftBank affiliates will fund.
Energy & Cooling Desk
Chips
AMD's first tagged Loom release, hrx-loom 0.1.0, compiles and serves models on CPUs, AMD GPUs and AMD XDNA NPUs on Linux and Windows 11. It is early access, with no independent benchmarks yet.
Chips & Power Desk
Data centers
Voters in 10 states decide at least 41 data center ballot measures on Nov. 3, 21 of them in Ohio; Sunbury's 25 MW ban could derail Amazon's $2 billion project, Reuters reported.
Chips & Power Desk
Cooling & rack power