TodayToday's edition
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
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
Data centers
Finnish police said on Oct. 29 they opened a criminal probe at the Google Muhos data center site after an LVV request, aiming to finish in 2027. No suspects or charges are reported.
Chips & Power Desk
Cooling & rack power
Grid
GE Vernova signed a $9.0 billion deal on Oct. 28, 2026 to buy Trench Group from Triton Partners, taking in-house bushings used in grid transformers. Closing is not expected before late 2027.
Energy & Cooling Desk
Daily Science
Regensburg, Marburg and Jülich researchers recorded electrons crossing an energy gap in graphene within one light cycle, a basic-physics result in Nature on Oct. 28, not a device.
Science Desk
Chips
FuriosaAI closed a $620 million round at about $2.9 billion post-money, with Korea's National Growth Fund the largest investor, to lift RNGD output to over 40,000 chips in 2027.
Chips & Power Desk
Power
KHNP broke off construction talks on two 1,000-MW APR1000 reactors in the Czech Republic and will tender a new builder, saying the schedule holds. The Daewoo-Doosan group wants talks reopened.
Chips & Power Desk
Batteries
Samsung SDI's Q3 operating profit swung from a 591.3 billion won loss a year earlier, as ESS and backup batteries for AI data centers sold. It reports over 60 GWh of ESS orders, mainly US.
Energy & Cooling Desk
PowerProject file
Energy Northwest's Cascade SMR in Washington has Amazon funding and a right to buy the output of its first four modules, expected at 320 MW, but no power price or investment decision, and its NRC permit filing has slipped to H1 2027.
Nuclear & Microgrids Desk
Policy & Economics
Deputy Prime Minister Fadillah Yusof said Oct. 27 that Malaysia approved a 30% renewable-energy requirement for data centres, but the Energy Commission has yet to publish guidelines or a start date.
Policy & Economics Desk
Chips
TSMC will pay NT$38.8 billion, excluding tax, for AUO's Phase II plant in Taichung, and says only that it is for operations and production. AUO also ended its NT$19.7 billion Huaya sale to Quanta.
Chips & Power Desk
Cooling & rack power
Vertiv said on Oct. 27 it is adding Solenis and expanding its Dow pact to manage coolant health, flushing and leak detection in liquid-cooled AI data centers, with no pricing or regions.
Energy & Cooling Desk
Data centers
L&T's Vyoma.AI began building a 52 MW liquid-cooled AI data center in Chennai on Oct. 28, next to a 30 MW facility already running, but gave no cost, tenant or completion date.
Chips & Power Desk
Chips
Huawei's Pura 90 Plus, launched in China on Oct. 28, is the first phone with the Kirin 9025, with a claimed gain of about 20% over the Kirin 9020. Prices start at CNY 5,499; sales open Oct. 31.
Chips & Power Desk
Grid
FERC's Oct. 23 order largely accepts MISO's penalties for demand response and behind-the-meter generation that fail to perform, effective June 1; MISO has 30 days to fix one tariff inconsistency.
Energy & Cooling Desk
ChipsAnalysis
Samsung says 2nm project orders will more than double in 2026, but major-customer production starts in 2H 2027. No hyperscaler is named; 4nm HBM base dies drove Q3's foundry gain.
Hardware & Analysis Desk
Chips
Marvell is reportedly in advanced talks to buy Lumentum, which has a market value of about $83 billion, Bloomberg reported on Oct. 28. Neither company has confirmed the talks, and no price has been reported.
Chips & Power Desk
Power
Doosan Enerbility will make the first upper reactor pressure vessel module for NuScale's SMR project, widening their tie to commercial equipment; value, module count and schedule are undisclosed.
Chips & Power Desk
Chips
Samsung Electro-Mechanics posted record Q3 revenue of KRW 3.7633 trillion, with AI server MLCCs and chip substrates driving growth, The Elec reported. Its substrate unit grew 58% on the year.
Chips & Power Desk
Chips
Samsung Electronics said on its Oct. 29 call that next year's planned HBM is sold out at target prices, and it is negotiating LTAs with 10 more customers, Korean press reported.
Chips & Power Desk
Cooling & rack power