TodayToday's edition
Daily Science
Cornell researchers and battery maker C4V used live cell measurements to shorten lithium-ion formation, but the plant power and dollar savings are the team's own estimates.
Science Desk
Chips
Samsung is the first tech company to pass KRW 100 trillion in a quarter, with KRW 106.5 trillion from chips. It scaled up HBM4 sales but gave no HBM revenue figure.
Chips & Power Desk
Data centers
Generac said on its Oct. 28 earnings call that initial production began at its Sussex, Wisconsin plant, with $2.4B of Amazon generator deliveries due in 2027 and 2028.
Chips & Power Desk
Cooling & rack power
Data centers
Google confirmed due diligence on a roughly 1,000-acre West Creek site in Goochland County, Virginia. No plans are filed, and by-right zoning means no public hearing would be required.
Chips & Power Desk
Data centers
Microsoft's additions to property and equipment hit $39.4 billion in the September quarter, double last year's, cutting free cash flow about 27% to roughly $18.6 billion; finance-lease spending is not disclosed.
Chips & Power Desk
Batteries
Xcel Energy says battery units have reached its 135.5 MW Blue Lake site in Minnesota, due to serve customers in 2027 as part of more than 735 MW of storage in the state.
Energy & Cooling Desk
Policy & Economics
Hungary sent parliament a bill approving its US nuclear accord on Oct. 27. It centres on SMRs and a 12-month technology study, names no vendor or budget, and leaves room for EU procurement exemptions.
Policy & Economics Desk
Power
Cleanview estimates 110 GW of onsite gas projects are under way, up from 20 GW last summer, while Latitude Media reports turbine failures and fuel-price risk at behind-the-meter data center plants.
Chips & Power Desk
Power
Blueleaf Energy, owned by Macquarie Asset Management, signed two long-term PPAs on Oct. 28 with Microsoft as sole buyer of two Japan solar projects. Capacity, term and price were not disclosed.
Chips & Power Desk
Chips
The Justice Department has asked how NVIDIA's Hugging Face purchase would affect AI competition, Reuters reports, as a wider conduct probe continues. No action is announced; NVIDIA expects a close in H1 2027.
Chips & Power Desk
Daily Science
A Harvard-led paper in ACS Energy Letters puts 500 Wh/kg as the battery energy density that makes months-long solar flight in the stratosphere viable, against about 250 Wh/kg in EV cells today.
Science Desk
Daily Science
NVision says its Nature paper shows one organic molecule can act as a qubit and be laid on photonic chips like OLED material. First prototype chips with HyperLight are due in Q4 2026.
Science Desk
Grid
CAISO's Board approved a large-load plan on Oct. 28 that lets data centers connect on flexible terms before network upgrades finish. The FERC filing is due by Nov. 16, and no MW threshold was given.
Energy & Cooling Desk
Batteries
Mecpower Solutions and Navitas Solar plan a 5 GWh-a-year battery storage assembly plant in Karjan, Gujarat, due to start in FY 2027-28, but cells will at first come from outside suppliers.
Energy & Cooling Desk
Data centers
US Signal bought a 63,000 sq ft Hillsboro, Oregon data center with 4.5 MW on site, its first owned Portland-area site, while the city's data center moratorium is still in force.
Chips & Power Desk
Data centers
Sioux County, Iowa, lifted its data center moratorium and adopted an ordinance on Oct. 27, with a 25 MW cap in the September proposal. PathOne's Hull plan is not approved.
Chips & Power Desk
PowerProject file
Talen's Amazon PPA at Susquehanna moved to a front-of-the-meter structure in April 2026, targeting full volume of 1,920 MW by 2032 at the latest. Talen reports Nov. 3, Amazon Oct. 29.
Nuclear & Microgrids Desk
PowerProject file
Amazon's 20-year deal for 690 MW at Maryland's Calvert Cliffs includes a 190 MW uprate targeted for 2030-2032, and the plant is among eight in a conditional DOE loan commitment; licences expire in 2034 and 2036.
Nuclear & Microgrids Desk
Data centers
Alphabet's Q3 earnings show capex of $51.4B against $24.0B a year ago and Google Cloud revenue of $30.7B. It repurchased no stock, and the release gives no capex guidance.
Chips & Power Desk
Data centers
Tata Communications will build about 10,000 km of long-haul fiber linking India's data-center corridors, starting with Mumbai-Pune-Hyderabad-Chennai, but has named no customers or dates.
Chips & Power Desk
Cooling & rack power