The GPU Daily · #092 · covering Tuesday 13 October
The physical layer of AI, every day. Here's what moved on Tuesday 13 October 2026.
An OpenAI employee was arrested after the FBI said a listening device was found in a company conference room.
Livemint carried the report, with the FBI and OpenAI both confirming it, and 21 outlets ran the story. Markets had a bad day of their own. Kospi fell more than 7% and SK Hynix lost 8.8% after a report about a rival memory chipmaker in China.
The boom was priced as a certainty.
Now one report has made it a contest.
In this issue
Top story · MARKET MOVES
South Korea · ▼ Bearish · 13 Oct 03:45 UTC · Newsroom · 11 sources
South Korea's Kospi fell 7.4% to 5,914.35 on Tuesday, its lowest level since late July, as chip shares were sold off. SK Hynix dropped 8.8% and Samsung Electronics 7.7% after reports that China's CXMT could increasingly challenge the world's biggest memory chipmakers. The index had crossed 9,000 and hit an all-time high in June on the back of the AI boom.
MARKET MOVES · 5
Global · ▼ Bearish · 13 Oct 04:45 UTC · Newsroom · 2 sources
Australia, New Zealand · ▼ Bearish · 13 Oct 05:15 UTC · Newsroom
Earlier: Firmus Grid IPO flop offers lessons for ASX, AI and superannuation (11 October)
Australia · ▼ Bearish · 13 Oct 06:00 UTC · Newsroom
Earlier: Firmus Grid IPO flop offers lessons for ASX, AI and superannuation (11 October)
US · ▼ Bearish · 13 Oct 09:45 UTC · Newsroom · 2 sources
US · ▲ Bullish · 13 Oct 12:45 UTC · 2 sources
NEOCLOUD · 5
US · ▲ Bullish · 13 Oct 14:32 UTC · Company/PR
NVIDIA has open-sourced Run:ai, its GPU orchestration and scheduling software, and Lambda is integrating it into LKS.
Global · ◆ Neutral · 13 Oct 13:00 UTC · Company/PR
The router sends each request to a chosen model from its catalogue, including Anthropic, OpenAI, Kimi, GLM and DeepSeek, at no added cost during preview.
Earlier: DigitalOcean Inference Router adds cache-aware model selection. (21 August)
Global · ▲ Bullish · 13 Oct 16:20 UTC · Company/PR
Cloudflare's D1 serverless database has passed 5.5 million databases, with daily active databases up 18x over the past year.
US · ◆ Neutral · 13 Oct 17:26 UTC · Company/PR
DigitalOcean's Action Gateway, part of its Managed Agents product, governs external tool calls by AI coding agents with allow, deny or ask policies.
Earlier: DigitalOcean launches Managed Agents with Firecracker microVMs and MCP endpoint. (22 September)
Global · ◆ Neutral · 7 Oct 00:00 UTC · Company/PR
SOFTWARE & AI · 25
Global · ◆ Neutral · 13 Oct 16:00 UTC · Company/PR
Argon is available via API as gemini-4-argon at $2 per million input and $10 per million output tokens through 30 November 2026, rising to $4 and $20 afterwards.
US · ◆ Neutral · 13 Oct 05:00 UTC · Newsroom · 2 sources
Global · ▲ Bullish · 13 Oct 17:05 UTC · Company/PR
LFM2.5-24B-A2B has 24B total and 2B active parameters, scoring 48.09 on LiveClaw versus 38.19 for Qwen3.6-35B-A3B, and reaching over 21K output tokens/s on one NVIDIA B300.
Global · ◆ Neutral · 13 Oct 03:45 UTC · Newsroom
Earlier: Anthropic reports 200M distillation attack exchanges from Alibaba, Moonshot, DeepSeek. (11 September)
US · ▼ Bearish · 13 Oct 21:45 UTC · Newsroom · 21 sources
China · ◆ Neutral · 13 Oct 02:17 UTC · Trade press
The speed figure comes from a single user, and Zhipu has not published an official number.
Global · ◆ Neutral · 13 Oct 14:00 UTC · Company/PR
The skill covers inference optimisation, model customisation, training, and JumpStart deployment, and is available at no additional charge.
UK, Indonesia, Hong Kong, South Africa · ▲ Bullish · 12 Oct 08:00 UTC · Company/PR
The storage class delivers up to 10x faster data access and up to 80% lower request costs than S3 Standard, per AWS, and now covers London, Jakarta, Hong Kong and Cape Town.
Earlier: AWS S3 Express One Zone expands to 7 new regions, now available in 15 total. (18 September)
Global · ◆ Neutral · 12 Oct 18:28 UTC · Company/PR
Promotions now replace replicas incrementally and shift traffic in steps, with existing environments keeping their settings.
US · ◆ Neutral · 13 Oct 21:33 UTC · Trade press
Topgolf moved 12,000 virtual machines from VMware to VergeOS after Broadcom licensing changes would have raised its costs 400%.
Global · ◆ Neutral · 13 Oct 12:00 UTC · Company/PR
Higgsfield says GPT-6 Astra lifts its video length from roughly one minute to over 10 minutes, and it employs around 200 creatives and 100 engineers.
Global · ◆ Neutral · 12 Oct 23:10 UTC · Company/PR
CloudFront can now serve web applications built on Lambda Web Functions as an origin, with no application code changes, and AWS charges no extra fee for it.
Earlier: AWS launched Lambda Web Functions for serverless HTTP workloads (12 October)
US · ◆ Neutral · 13 Oct 17:18 UTC · Trade press
Pluto Security raised $42 million across a seed and Series A, with the $34 million Series A led by Jump Capital.
US · ◆ Neutral · 13 Oct 13:50 UTC · Trade press
The X Subscription has five tiers, with the latest Grok models requiring Premium at $30 a month or higher.
US, China · ◆ Neutral · 12 Oct 05:19 UTC · Company/PR
A 30-second 720p clip with sound costs about $9, and Atlas Cloud also resells Seedream 5.0 Pro images at $0.036 each.
France · ◆ Neutral · 13 Oct 05:00 UTC · Company/PR
Global · ▲ Bullish · 12 Oct 16:28 UTC · Company/PR
Kling V3.0 Turbo Image-to-Video now costs $0.095 per second, down from $0.112, making a 10-second clip $0.95.
Earlier: Kuaishou Kling 4 video generation pricing dropped to $0.071 per test (2 October)
Global · ◆ Neutral · 13 Oct 14:32 UTC · Company/PR
VIPRE Integrated Email Security processes over half a million messages a day in production, with detection running custom BERT transformer models on NVIDIA GPUs.
US · ◆ Neutral · 13 Oct 21:30 UTC · Company/PR
China · ◆ Neutral · 12 Oct 16:29 UTC · Company/PR
Kling 4 Flash is a limited rollout capped at 20 seconds and 720p, and Atlas Cloud lists Kling V4 as coming soon with no public price.
Earlier: Kuaishou Kling 4 video generation pricing dropped to $0.071 per test (2 October)
US · ◆ Neutral · 13 Oct 21:00 UTC · Company/PR
Custom metadata fields are now available on records in five AWS Regions, letting organisations attach team ownership and review status.
US · ◆ Neutral · 13 Oct 20:16 UTC · Company/PR
In AWS benchmarks with 16 concurrent writers, automatic conflict resolution delivered a 12x improvement in commits completed.
Global · ◆ Neutral · 13 Oct 12:22 UTC · Company/PR
All five versions share the MCP client and A2A protocol, and the Go build compiles to a roughly 2 MiB distroless image.
Earlier: Google Cloud introduces Agent Development Kit for autonomous coding (25 September)
Global · ◆ Neutral · 12 Oct 07:00 UTC · Company/PR
The feature runs at no extra cost on emr-spark-8.1.0 across commercial, GovCloud and China regions, with 30+ rule types.
Earlier: Amazon EMR introduces 36-month Long Term Support with Apache Spark 4.1. (23 September)
US · ◆ Neutral · 13 Oct 16:00 UTC · Company/PR
Meta is rolling out 'Your algorithm', letting Facebook users add and manage Feed and Reels topics in freeform text, with LLMs now powering the ranking.
HARDWARE · 14
Global · ▲ Bullish · 12 Oct 13:21 UTC · Trade press
The CPU-only Helion rack supports up to 32,768 EPYC cores, and the all-in-one rack combines EPYC nodes with MI350P GPU nodes.
South Korea · ▲ Bullish · 13 Oct 06:15 UTC · Newsroom
US · ▲ Bullish · 13 Oct 04:36 UTC · Company/PR
Both systems are built to OCP Open Rack v3 with Flex as production validation partner, shown at the 2026 OCP Global Summit.
US · ◆ Neutral · 13 Oct 23:00 UTC · Trade press
Earlier: Microsoft will scale Azure Maia to multi-gigawatt deployments (12 October)
Taiwan · ▲ Bullish · 13 Oct 06:15 UTC · Trade press
Earlier: Wiwynn showcased next-gen AI platforms and thermal engineering at OCP Global Summit (12 October)
Global · ▲ Bullish · 13 Oct 15:15 UTC · Newsroom · 2 sources
Global · ◆ Neutral · 13 Oct 12:00 UTC · Company/PR
RTX Spark offers up to 128GB of unified memory and 1 petaflop of AI compute, with Nemotron 3.5 Bolt 74B releasing on 15 October under an open licence.
Earlier: NVIDIA accelerates local AI at IFA 2026. (3 September)
US · ◆ Neutral · 13 Oct 00:00 UTC · Company/PR
K&S positions its FTC process, which supports interconnect pitches below 10 microns, as a lower-cost alternative to hybrid bonding for AI and HPC packaging.
Earlier: Kulicke & Soffa advances co-packaged optics assembly for AI infrastructure. (6 September)
US · ◆ Neutral · 13 Oct 23:05 UTC · Trade press
China · ▼ Bearish · 13 Oct 07:32 UTC · Trade press
Shipments fell to 57.9 million units, with Huawei shipping 12.2 million for about 21% share, per preliminary IDC data.
EU · ◆ Neutral · 13 Oct 05:13 UTC · Company/PR
US · ◆ Neutral · 13 Oct 00:00 UTC · Company/PR
Earlier: AMD CEO Lisa Su to lead keynote at 2026 OCP (29 September)
Global · ◆ Neutral · 13 Oct 12:00 UTC · Company/PR
Earlier: NVIDIA accelerates local AI at IFA 2026. (3 September)
EU · ◆ Neutral · 13 Oct 00:00 UTC · Company/PR
The Supervisory Board asked Chery to stand for an additional one-year term, which he accepted, with a shareholder vote at the 2027 AGM.
HYPERSCALER · 4
US · ◆ Neutral · 13 Oct 22:45 UTC · Trade press
Earlier: Microsoft will scale Azure Maia to multi-gigawatt deployments (12 October)
US · ▲ Bullish · 13 Oct 16:01 UTC · Company/PR
Meta's GEM model delivered an 18.9% conversion gain and 12% ad click-through improvement over the past year, and its 2026 generation trains one model across Facebook, Instagram and Reels.
US · ▲ Bullish · 13 Oct 15:59 UTC · Company/PR
Lambda handled over 2.3 trillion invocations a day during Prime Day 2026, and Claude Haiku 5.5 launched on Bedrock at roughly 75% lower cost than Haiku 4.5.
Earlier: Claude Haiku 5.5 costs 75% less than Haiku 4.5 on AWS (7 October)
Germany, Sweden · ▲ Bullish · 12 Oct 22:30 UTC · Company/PR
G7 instances carry up to 8 RTX PRO 4500 GPUs with 32 GB each, and AWS claims up to 4.6x the AI inference performance of G6.
DATA CENTRE · 6
Japan · ▲ Bullish · 13 Oct 05:45 UTC · Newsroom
Indonesia, Malaysia · ◆ Neutral · 13 Oct 07:15 UTC · Newsroom
Finland · ▲ Bullish · 12 Oct 12:00 UTC · Company/PR
The FIN02 site will recycle waste heat to warm a neighbouring Kesko supermarket, cutting emissions by 200 tonnes of CO2 a year.
US · ◆ Neutral · 13 Oct 01:33 UTC · Trade press
Global · ◆ Neutral · 13 Oct 15:51 UTC · Company/PR
Cloudflare's spring 2026 rearchitecture eliminated roughly 43 GB/s of compressed transit traffic, against 7 GB/s of added cross-data-centre replication.
Germany · ◆ Neutral · 8 Oct 00:00 UTC · Company/PR
The stack moved to Open vSwitch in 2019 and 2020 and now supports over one million cloud servers, with a custom Python orchestration layer called Flusskrebs.
ENERGY & POWER · 38
US · ▼ Bearish · 13 Oct 15:55 UTC · Trade press
US · ▼ Bearish · 13 Oct 00:42 UTC · Trade press
The framework would have required new large loads either to bring their own new capacity or accept curtailment.
US · ◆ Neutral · 13 Oct 18:54 UTC · Trade press
We Energies filed an engineering plan for a 750 MW gas plant as Wisconsin's peak demand is projected to pass 20 GW by 2032, 72% of the rise attributed to three data centre developments.
US · ▲ Bullish · 13 Oct 07:19 UTC · Trade press
Deliveries of 38 kV-class switchgear and distribution transformers run April to July 2027, with cumulative LS-Bloom orders above $500 million.
US · ◆ Neutral · 13 Oct 00:16 UTC · Trade press
The rules aim to cut the risk of cost shifts from network upgrades serving large loads, though three commissioners said further reform is needed.
US · ▼ Bearish · 13 Oct 15:27 UTC · Trade press
PG&E said planned shutoffs could run from Wednesday through Saturday, and CAISO demand peaked around 46,000 MW on 5 October during a heat wave.
Australia · ▼ Bearish · 13 Oct 22:52 UTC · Trade press
Snowy Hydro's COO said a cost review of Snowy 2.0 is imminent, with the project currently listed at $12 billion and critics expecting over $20 billion.
Italy · ◆ Neutral · 13 Oct 05:19 UTC · Trade press
Grid operators project Italian data centre electricity demand reaching about 15 TWh in 2030 and 48 TWh in 2040.
Australia · ◆ Neutral · 13 Oct 03:56 UTC · Trade press
RenewEconomy reported that AGL ruled out new coal plants and is repurposing former sites for data centres.
US · ▼ Bearish · 13 Oct 22:52 UTC · Trade press
Australia · ◆ Neutral · 13 Oct 21:23 UTC · Trade press
Grid-scale batteries set the wholesale price 48% of the time in the September quarter, up from 18% a year earlier.
Czech Republic · ▲ Bullish · 13 Oct 10:58 UTC · Trade press
The 470 MWe reactor project, selected in October 2024 with up to 3 GW planned and a 20% ČEZ stake in Rolls-Royce SMR, targets operation in the second half of the 2030s.
Europe · ▼ Bearish · 13 Oct 10:42 UTC · Trade press
Google signed a 22-year, 507 MW PPA supporting extended operations at Finland's Loviisa nuclear plant, and flexible power agreements reached 2.1 GW in September.
Global · ▲ Bullish · 13 Oct 17:35 UTC · Trade press
EPRI found the global lithium-ion BESS failure rate fell 98% per GWh from 2018 to 2025, with pre-2021 facilities holding just 3% of global storage capacity.
US · ◆ Neutral · 13 Oct 16:15 UTC · Trade press
Data centre growth is pushing power transformers toward continuous high-stress operation, with IEEE C57.91 noting insulation aging roughly doubles for every 7-9°C rise in hot-spot temperature.
US · ◆ Neutral · 13 Oct 12:50 UTC · Trade press
A 10-point rise in utility-scale solar's generation share is linked to residential prices just over 8% lower, while a 5-point rise in rooftop share is linked to prices roughly 16% higher.
US · ◆ Neutral · 12 Oct 00:00 UTC · Company/PR
Bloom states that 100 MW at three-nines availability needs 130 to 150 MW of gas turbines but only 109 MW of fuel cells, and that turbine lead times run five to seven years.
Why this matters: Company-stated and unverified. If the lead-time gap holds, fuel cells may shorten AI campus power timelines.
Brazil · ◆ Neutral · 13 Oct 05:11 UTC · Trade press
Brazil's EPE released the draft PDE 2036 for public consultation on 8 October, forecasting total generation rising from 829.2 TWh in 2026 to 1,132.5 TWh in 2036.
US · ◆ Neutral · 13 Oct 20:01 UTC · Trade press
Four advanced reactor projects achieved criticality under DOE authorisation in summer 2025, according to Nuclear News.
US · ◆ Neutral · 13 Oct 14:56 UTC · Trade press
Xcimer can receive up to $30.5 million more in DOE funding, and CFS was selected to lead a DOE Genesis Mission AI digital twin project for its SPARC machine.
Australia · ◆ Neutral · 13 Oct 05:02 UTC · Trade press
Luminous Robotics will receive up to AUD 17.8 million for a Melbourne plant making about 100 robots by 2029, and Built Robotics up to AUD 14.5 million for a Brisbane hub.
Australia · ◆ Neutral · 13 Oct 02:38 UTC · Trade press
The price event on 12 October drove the estimated earnings, per Energy Storage News.
Global · ◆ Neutral · 13 Oct 12:01 UTC · Trade press
Up to 15 cabinets can be connected in parallel for 3.915 MWh and 1.875 MW, with 86% round-trip efficiency.
India · ◆ Neutral · 13 Oct 06:45 UTC · Newsroom
US · ◆ Neutral · 12 Oct 22:11 UTC · Trade press
Poland · ◆ Neutral · 13 Oct 13:46 UTC · Trade press
The Ministry of Energy, PEJ and PGE agreed to start work on the second plant, with construction around 2032 and first start-up around 2040.
Australia · ◆ Neutral · 13 Oct 04:03 UTC · Trade press
The battery will plug into the Swanbank substation, near CleanCo's 250 MW / 500 MWh battery that began operating earlier this year.
US · ◆ Neutral · 13 Oct 19:44 UTC · Trade press
US · ◆ Neutral · 13 Oct 07:00 UTC · Trade press
Qcells set a 28.6% tandem efficiency record in 2024 and passed UL and IEC accelerated degradation testing in July 2026.
Australia · ◆ Neutral · 13 Oct 04:05 UTC · Trade press
The 200 MW / 800 MWh project connects via AusNet's 220 kV line near Warragul, with public comment open until 26 October.
Germany · ◆ Neutral · 13 Oct 06:54 UTC · Trade press
The HSI Joint Venture of Smulders HSM and Iv is delivering two substations that will connect the 927 MW Gennaker wind farm to Germany's grid.
US · ◆ Neutral · 12 Oct 22:38 UTC · Trade press
US · ◆ Neutral · 13 Oct 16:00 UTC · Trade press
Wonder saved about $20,000 over six months using David Energy's 2 kW, 6 kWh batteries, which discharge at predicted 15-minute demand peaks.
US · ◆ Neutral · 13 Oct 11:55 UTC · Trade press
Earlier: Trump administration unwinds offshore wind leases through negotiated buybacks. (17 August)
US · ◆ Neutral · 13 Oct 10:50 UTC · Trade press
The agreement covers concept studies for floating nuclear power and the ports and shipyards needed to build nuclear-powered vessels, coordinated through the US Maritime Administration.
UK · ◆ Neutral · 13 Oct 06:49 UTC · Trade press
The new quad boosters are scheduled for delivery between February and April 2027 as part of the North London Reinforcement project.
Australia · ◆ Neutral · 13 Oct 02:56 UTC · Trade press
The 800 MWh battery energy storage system in Victoria's Gippsland region has been referred to the federal government under the EPBC Act.
Türkiye · ◆ Neutral · 13 Oct 09:23 UTC · Trade press
The $35 million plant delivered 664 MWh across 21 projects in nine months and holds letters of intent for 4 GWh.
REGULATION & POLICY · 9
US · ▼ Bearish · 13 Oct 14:20 UTC · Trade press
The 4-1 vote approved committed revenue contributions equal to 75% of megawatt value for 15 years on loads of 100 MW or larger, mainly from data centres.
US · ▲ Bullish · 13 Oct 08:58 UTC · Trade press
PJM forecasts data-centre demand in its territory to triple by 2030 to about 29 GW, and FERC ruled PJM lacked authority to curtail new 50 MW-plus data centres in emergencies.
US · ▼ Bearish · 13 Oct 14:56 UTC · Trade press
Distribution costs doubled over two decades, and CPUC tracking accounts rose from $86 million in 2018 to $2.4 billion in 2024.
US · ◆ Neutral · 13 Oct 21:54 UTC · Trade press
US · ◆ Neutral · 12 Oct 23:24 UTC · Trade press
US · ◆ Neutral · 13 Oct 09:00 UTC · Trade press
Georgia Power received approval in December 2025 to build 10 GW of gas and batteries for data centre demand, raising average bills by an estimated $20 per month.
US · ◆ Neutral · 13 Oct 17:45 UTC · Trade press
The agreement replaces earlier 2016 and 2025 deals and takes effect on 1 November, with NASA holding mission authority and DOE handling reactor design and delivery.
US, China · ◆ Neutral · 12 Oct 23:21 UTC · Trade press
US · ◆ Neutral · 13 Oct 00:40 UTC · Trade press