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The GPU Daily · #104 · covering Sunday 25 October
The physical layer of AI, every day. Here's what moved on Sunday 25 October 2026.
In this issue
Top story · REGULATION & POLICY
Australia · ▼ Bearish · 25 Oct 12:00 UTC · Newsroom · 4 sources
A Resolve poll of 2200 Australians found 32 per cent support data centres, 33 per cent oppose them and 35 per cent are unsure. Power use is the top concern at 50 per cent, ahead of water at 48 per cent. Westpac economists count $155 billion of data centres in the construction pipeline, more than 5 per cent of GDP.
MARKET MOVES · 6
US · ▲ Bullish · 25 Oct 11:30 UTC · Newsroom
US · ▼ Bearish · 25 Oct 16:57 UTC · Trade press
Apollo chief economist Torsten Slok argues AI has produced no financial payoff for corporate America outside tech, with flat profit margins and revenue per worker across the S&P 493.
Global · ▼ Bearish · 25 Oct 02:45 UTC · Newsroom
Global · ◆ Neutral · 25 Oct 22:00 UTC · Newsroom
US · ◆ Neutral · 25 Oct 17:15 UTC · Newsroom
Asia · ◆ Neutral · 25 Oct 06:00 UTC · Trade press
NEOCLOUD · 1
Australia · ▼ Bearish · 25 Oct 09:30 UTC · Newsroom
Earlier: Firmus IPO collapse left early investors facing valuation questions (16 October)
SOFTWARE & AI · 4
China · ◆ Neutral · 25 Oct 06:58 UTC · Trade press
The open-source MOSS-Image model from MOSI and OpenMOSS drew about 1.3M downloads across repositories four days after release.
Why this matters: Download volume may show demand for open-weight image inference, though it does not measure GPU usage.
US · ◆ Neutral · 25 Oct 18:45 UTC · Newsroom
Singapore · ◆ Neutral · 25 Oct 04:00 UTC · Trade press
China · ◆ Neutral · 25 Oct 06:56 UTC · Trade press
At CNCC 2026, Alibaba's Qwen algorithm lead described personal agents built on models, memory and an ecosystem, with a map of 8,000+ atomic capabilities across 30+ industries.
HARDWARE · 3
Global · ▲ Bullish · 25 Oct 04:00 UTC · Trade press
China · ◆ Neutral · 25 Oct 01:58 UTC · Trade press
Global · ◆ Neutral · 25 Oct 05:15 UTC · Company/PR
HYPERSCALER · 2
China · ▲ Bullish · 25 Oct 01:57 UTC · Trade press
A China Mobile-led national AI pilot base for the auto sector opened a shared compute, data and model platform rated at 112.7 EFLOPS, with six agents for carmakers.
Global · ◆ Neutral · 25 Oct 12:30 UTC · Newsroom
DATA CENTRE · 4
India · ◆ Neutral · 25 Oct 15:15 UTC · Newsroom
India · ◆ Neutral · 25 Oct 12:30 UTC · Newsroom
US · ◆ Neutral · 25 Oct 19:15 UTC · Newsroom
Asia · ◆ Neutral · 25 Oct 10:30 UTC
ENERGY & POWER · 8
US · ◆ Neutral · 25 Oct 19:53 UTC · Trade press
PJM will resubmit its Reliability Backstop Procurement to FERC on Oct. 29, with changes to three core areas after the commission's recommendation.
Earlier: DOE let PJM tap backup generation as FERC rejected bring-your-own-capacity (15 October)
US · ◆ Neutral · 25 Oct 20:05 UTC · Trade press
SPP says it is 90% compliant with FERC's show-cause order on large load interconnection, pointing to a new participation model for flexible, price-sensitive loads.
US · ◆ Neutral · 25 Oct 17:25 UTC · Trade press
New York transmission owners proposed a large-load cost recovery agreement, RTO Insider reported.
US · ◆ Neutral · 25 Oct 18:54 UTC · Trade press
MISO is raising member rates in 2027 and requesting its largest-ever budget at $550M, mostly to cover interest refunds owed to interconnection customers leaving the queue.
US · ◆ Neutral · 25 Oct 18:50 UTC · Trade press
MISO is drafting one method for accrediting the capacity of external resources, including those brought in over HVDC lines.
US · ◆ Neutral · 25 Oct 18:31 UTC · Trade press
The new projects were added since the last update to the transmission owners' project list, the RTO told its Planning Advisory Committee.
Australia · ◆ Neutral · 25 Oct 00:05 UTC · Trade press
US · ◆ Neutral · 25 Oct 17:13 UTC · Trade press
The American Council on Renewable Energy's grid forum described a system under stress from rising load and outlined several relief options.
REGULATION & POLICY · 4
US · ▼ Bearish · 25 Oct 17:30 UTC · Trade press
Counties and municipalities across the West are tightening data centre regulations without waiting for state legislatures, which convene in January 2027.
US · ◆ Neutral · 25 Oct 17:33 UTC · Trade press
Most of MISO's Advisory Committee opposed the DOE's emergency orders blocking the retirement of three coal plants in the RTO footprint.
China · ◆ Neutral · 25 Oct 04:00 UTC · Trade press
Earlier: DeepSeek and MiniMax complete China's AI export registration (23 October)
US · ▼ Bearish · 25 Oct 08:00 UTC · Newsroom
Earlier: Employee arrested after listening device found in OpenAI conference room, FBI says (13 October)