TodayToday's edition
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
Chips
NVIDIA is in talks to guarantee billions of dollars of Nscale debt for its West Virginia data center for Anthropic, The Information reported on Oct. 29. Nothing is signed and the size is not disclosed.
Chips & Power Desk
PowerProject file
Vistra's 20-year PPA gives AWS up to 1,200 MW from its two-unit Comanche Peak nuclear plant in Texas, with deliveries targeted from Q4 2027 and full volume by 2032. Price and grid setup are undisclosed.
Nuclear & Microgrids Desk
Cooling & rack power
Daily Science
IQM says its cloud-accessible Emerald chip entangled all 54 qubits on Oct. 29, up from about 30 before, but offers no paper and a thin margin over the 0.500 threshold.
Science Desk
Chips
Intel's CEO says Nova Lake is its first client chip on 18A-P; the CFO says Oregon 18A wafer capacity is being swapped for Intel 3 data center output, with client sales seen falling over 20%.
Chips & Power Desk
Data centers
Samsung SDS plans B300 GPU-as-a-service at its Dongtan data center by end-2026 and Vera Rubin service in March 2027, part of a push to more than 800 MW of AI capacity by 2031.
Chips & Power Desk
Chips
Sandisk's fiscal Q1 2027 revenue reached $11.0 billion, with data center sales of $4.8 billion, and it guides to $12.2-12.6 billion next quarter as AI storage demand outpaces its other markets.
Chips & Power Desk
Chips
Intel's fourth-quarter revenue guidance trails LSEG consensus as PC demand weakens. Intel's CFO told Reuters a Kiryat Gat fab outage cuts about $300 million, a figure not in Intel's release.
Chips & Power Desk
Power
Curtiss-Wright said on Oct. 29 it will spend $30 million expanding its Round Rock, Texas plant for reactor sensors, but gave no capacity, schedule or hiring figures.
Chips & Power Desk
Data centersProduct file
Vera CPUs went live on Oracle Cloud on Oct. 27. New tests by Tom's Hardware and Phoronix show a memory-bandwidth lead over x86 and clean two-socket scaling, at about 430-440 W per CPU.
Hardware & Analysis Desk
ChipsAnalysis
Tom's Hardware found the cheapest in-stock RTX 5080 for delivery from a reputable seller at $1,999 on Oct. 29, against a $999 launch price. Our reading: memory makers' AI focus, more than NVIDIA, appears to set GeForce prices.
Hardware & Analysis Desk
ChipsProduct file
NVIDIA said on Oct. 28 that RTX Spark laptops from ASUS, Dell, HP, Lenovo, Microsoft and MSI are on sale, with 128GB models in stock. Acer and Gigabyte are still missing.
Hardware & Analysis Desk
ChipsAnalysis
AMD's 6th Gen EPYC will run OCI Compute E7, Oracle's CPU tier for AI agents. TrendForce sees server CPU shipments up 31% in 2026, but NVIDIA's Arm-based Vera went live on the same cloud the same day.
Hardware & Analysis Desk
Power
OPC Energy's CPV unit entered the non-recourse deal on Oct. 27 for its 725 MW Shore and 745 MW Maryland plants, cutting the loan spread to SOFR plus 2.5% and paying CPV about $130 million at closing.
Chips & Power Desk
Power
FirstEnergy reserved Siemens Energy turbines for a 1,200-MW West Virginia gas plant and sought bids for 3 GW more, as data center demand in its forecast reached 26 GW.
Chips & Power Desk
ChipsAnalysis
Broadcom's 8-K caps its Anthropic backstop, a residual-value guarantee on the $63 billion rack lease, at about $43 billion. Custom-chip growth now carries customer credit risk, though it is contingent.
Hardware & Analysis Desk
Chips
Nvidia calls Jensen Huang's contacts with a Megaspeed executive routine after a New York Times report on a US assessment. Its "debunked" line covers earlier diversion claims, and the assessment is unconfirmed.
Chips & Power Desk
Chips
Iluvatar CoreX says third-party tests put its Tiangai 300 GPU at 1.05 times NVIDIA's H200 per card, but it has not published the method, models or workload, so the claim is unverified.
Chips & Power Desk
PowerProject file
Amazon says its Pecos County, Texas campus is powered by new on-site generation, designed to move to grid service later. Reports tie it to Pacifico's GW Ranch, permitted for up to 7.65 GW of gas; no size is disclosed.
Nuclear & Microgrids Desk
Power
HDF Energy chose Topsoe's SynCOR technology for BaseBlue Power, a planned 250 MW fuel-cell project for West Texas data centers from 2030. No investment decision, cost or fuel-cell supplier is announced.
Chips & Power Desk
Cooling & rack power