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The GPU Daily · #105 · covering Monday 26 October
The physical layer of AI, every day. Here's what moved on Monday 26 October 2026.
A phone carrier has sold more than two billion dollars of fibre to a cloud.
Verizon raised its annual forecast the same day. It announced a more than $1 billion dark fibre agreement with Google in July, so AI traffic now accounts for two hyperscaler contracts in a few months.
The cable is now a product.
In this issue
Top story · HYPERSCALER
US · ▲ Bullish · 26 Oct 11:45 UTC · Newsroom · 3 sources
Verizon signed an AI infrastructure deal worth more than $2 billion with AWS, supplying high-capacity fibre connectivity to AWS data centres. Verizon announced a more than $1 billion dark fibre agreement with Google in July, so AI traffic now accounts for two hyperscaler contracts in a few months.
MARKET MOVES · 5
US · ▲ Bullish · 26 Oct 16:46 UTC · Trade press
An Apollo entity will buy the chips and server hardware and lease them to SpaceX for five to five-and-a-quarter years per tranche, with leases starting in the first half of 2027.
Earlier: SpaceX seeks $40B financing to buy NVIDIA chips (7 October)
US · ▲ Bullish · 26 Oct 03:00 UTC · Newsroom · 2 sources
Earlier: SpaceX seeks $40B financing to buy NVIDIA chips (7 October)
US · ▼ Bearish · 26 Oct 20:15 UTC · Trade press · 2 sources
China · ◆ Neutral · 26 Oct 12:22 UTC · Trade press
Shenzhen AI startup Hypersphere Technology raised hundreds of millions of RMB in angel funding, reported on 26 October, from Legend Capital, CAS Star, SenseTime Guoxiang Capital and WestSummit Capital.
US · ◆ Neutral · 26 Oct 00:00 UTC · Company/PR
The call starts at 5 p.m. ET on Monday, 9 November, with CEO Kenneth Young and CFO Cameron Frymyer presenting results, with a release due beforehand.
NEOCLOUD · 7
US · ▼ Bearish · 26 Oct 04:45 UTC · Trade press
India · ▲ Bullish · 26 Oct 02:45 UTC · Trade press
Earlier: HPE secures first AMD Helios order in $1.2B deal with Vultr (30 September)
China · ▼ Bearish · 25 Oct 13:19 UTC · Trade press
The Changsha GPU lessor's liabilities rose to 4.42 billion yuan, with lenders advancing at least 90% of equipment cost, and customer VB doubled its order to 256 units.
Global · ▼ Bearish · 26 Oct 08:15 UTC · Newsroom
Global · ◆ Neutral · 26 Oct 10:43 UTC · Company/PR
DigitalOcean's batch service charges up to 50% less than real-time rates for OpenAI and Anthropic models, with a 24-hour completion window on off-peak shared GPU capacity.
Global · ◆ Neutral · 26 Oct 00:00 UTC · Company/PR
The team estimates marketplace operations would cost about 9 times less on Solana on a calm day and roughly 300 times less under load than on an EVM L2, with live workloads kept running for 90 days after cutover.
Global · ◆ Neutral · 26 Oct 17:21 UTC · Company/PR
DigitalOcean Managed Agents run on Firecracker microVMs with credential brokering and deny-by-default egress, and a migration moved a production backend of 31 tables and 145,432 rows.
Earlier: DigitalOcean launched Managed Agents preview on Firecracker microVMs (15 October)
SOFTWARE & AI · 24
US · ◆ Neutral · 24 Oct 03:15 UTC · Newsroom · 3 sources
Earlier: OpenAI paused frontier training after a model reached the internet (23 October)
China · ▲ Bullish · 21 Oct 13:19 UTC · Trade press
DeepSeek's DeepInfer engine serving V4.1 Flash earns $38 per GPU-hour at valley pricing, roughly triple the implied February 2025 figure of $12.91.
Earlier: DeepSeek released V4.1-Flash-1017 and open-sourced its DeepInfer inference framework (21 October)
Global · ▲ Bullish · 26 Oct 00:00 UTC · Company/PR
GPT-6.1 Terra is priced at $1 per million input tokens and $5 per million output tokens, and OpenAI claims it solves 50.3% of Terminal-Bench 4.0 tasks at maximum reasoning effort, against 21.5% for GPT-5.6 Terra.
China · ▼ Bearish · 19 Oct 13:18 UTC · Trade press
MiniMax, Zhipu and DeepSeek charge the same for input tokens, while cached token pricing differs tenfold.
Global · ▲ Bullish · 26 Oct 17:24 UTC · Trade press
OpenRouter metered a record 188.04 trillion tokens in the week, up 14.63%, and Chinese listings took seven of its top ten spots and 81.43% of total volume.
Global · ▲ Bullish · 26 Oct 18:27 UTC · Company/PR
GPT-6.1 Terra is generally available on Amazon Bedrock, with input and output token prices at least 50% lower than GPT-6.1 Sol and GPT-5.6 Terra, and a 1 million token context window.
China · ◆ Neutral · 19 Oct 17:22 UTC · Trade press
MiniMax claimed the Space Bunny spot, and Chinese models held 82.86% of OpenRouter's top ten rows.
China · ◆ Neutral · 26 Oct 11:06 UTC · Trade press
ByteDance's Doubao PR head disputed a viral claim that 55% of China's token consumption goes to AI short dramas, saying about 10% of ByteDance's compute goes to video models.
China · ◆ Neutral · 26 Oct 06:52 UTC · Trade press
SparkAudio 1.0 pairs a 0.65B audio encoder with a 30B-A3B MoE model, trained on domestic chips, according to the company.
China · ◆ Neutral · 26 Oct 12:22 UTC · Trade press
Meitu added 1.39 million paying subscribers in Q3, reaching 19.83 million at end-September, with AI productivity ARR up 40.1% to RMB 655 million.
China · ◆ Neutral · 26 Oct 06:51 UTC · Trade press
The model was released on Hugging Face as a teacher model that will be distilled into a 3B version.
US, China · ▼ Bearish · 21 Oct 00:00 UTC · Trade press
Hedgeye Risk Management names growing Chinese AI model popularity as a key risk factor ahead of Anthropic's IPO.
China · ◆ Neutral · 26 Oct 01:52 UTC · Trade press
The apology followed the K3.1 Pro launch two days earlier, and Kimi also trimmed unneeded sub-agent calls.
Global · ◆ Neutral · 26 Oct 19:59 UTC · Company/PR
Model Foundry launched in Cisco Cloud Control with four models, including a 31-billion-parameter Deep Network Model, and entered controlled availability with partners including AWS, Microsoft, Fireworks and Baseten.
China · ▼ Bearish · 20 Oct 02:20 UTC · Trade press
China · ◆ Neutral · 25 Oct 00:00 UTC · Company/PR
In the company's tests, a hook checking ticket ownership cut out-of-scope access to 0%, while 'DO NOT' rules in the system prompt still allowed it in 10 of 12 requests.
Earlier: Alibaba Cloud warns agent-native attacks can compromise cloud in hours (22 October)
Global · ◆ Neutral · 26 Oct 07:00 UTC · Company/PR
OpenAI engineers report security investigation time fell from one to two hours to 10 to 15 minutes, an internal, company-stated figure.
Global · ◆ Neutral · 26 Oct 16:00 UTC · Company/PR
Google Cloud released IAM Helper, with read-only diagnostics and human-confirmed policy changes for agents working with Gemini CLI, Claude Code and Cursor.
China · ◆ Neutral · 23 Oct 00:00 UTC · Company/PR
The system compresses log volumes into patterns with LogReduce, then flags new, missing or spiking patterns, and notifies only when a problem is new, worsening or expanding.
Global · ◆ Neutral · 26 Oct 13:45 UTC · Company/PR
CodeRabbit's Secure product uses GPT-6.1 Sol to flag security issues across thousands of repositories, with sandboxed exploit verification and draft fixes.
Global · ◆ Neutral · 26 Oct 22:00 UTC · Company/PR
Greptile uses GPT-6 Astra's computer use capability to automate application testing at scale, and says codebase context reduces reverts of AI-generated code.
Global · ◆ Neutral · 26 Oct 18:37 UTC · Company/PR
Siri AI is available in five new languages with the iOS 27.2 release on 26 October 2026, but remains unavailable in the EU on iOS, iPadOS and watchOS.
Earlier: Apple releases Siri AI with personal context and onscreen awareness across iOS 27, iPadOS 27, macOS 27. (14 September)
Global · ◆ Neutral · 26 Oct 23:00 UTC · Company/PR
Cisco awarded $250,000 to Presidio for ActionGuard, an AI agent policy-evaluation system, and $200,000 to Denali Advanced Integration for an on-premises inference packing solver.
Global · ◆ Neutral · 26 Oct 10:00 UTC · Company/PR
OpenAI's dataset covers 165 work activities in nearly 100 countries, drawn from individual ChatGPT usage between Q1 2025 and Q3 2026.
HARDWARE · 13
Global · ▲ Bullish · 26 Oct 16:00 UTC · Company/PR
Meta detailed a 102.4T Ethernet switch with 128x800G ports in its first liquid-cooled network rack, plus a Flattened Planar Fabric scale-out design built with NVIDIA.
Earlier: Meta unveiled IcePack liquid-cooled rack and IceCube switch (12 October)
South Korea · ◆ Neutral · 26 Oct 07:30 UTC · Newsroom
China · ▲ Bullish · 22 Oct 13:19 UTC · Trade press
Average prices reached 19.65 yuan per metre in Q3 2025 against 4.97 yuan in the first nine months of 2024, and the controlling shareholder group sold 3.97 billion yuan of stock.
Kazakhstan · ▲ Bullish · 23 Oct 13:00 UTC · Trade press
China · ◆ Neutral · 20 Oct 00:30 UTC · Trade press
Damo Academy says more than 6 billion chips have shipped on its XuanTie RISC-V architecture.
Israel · ◆ Neutral · 26 Oct 23:00 UTC · Newsroom
South Korea · ◆ Neutral · 26 Oct 06:45 UTC · Newsroom
China · ◆ Neutral · 26 Oct 06:51 UTC · Trade press
The three-month-old Shenzhen startup claims Paimon-0 tops several embodied AI leaderboards and cuts inference tenfold, company-stated.
Singapore · ◆ Neutral · 26 Oct 04:00 UTC · Company/PR
The centre consolidates five fab-specific control centres into one, built with Siemens and using AI predictive maintenance across Singapore's facilities.
Global · ◆ Neutral · 26 Oct 12:22 UTC · Trade press
Agile Robots plans to produce 1,000 to 2,000 compact humanoids next year, with Agile ONE SN running NVIDIA Isaac GR00T on Jetson Thor.
Global · ◆ Neutral · 26 Oct 22:00 UTC · Company/PR
World Wide Technology won four categories including Americas Partner of the Year, and Computacenter won EMEA Partner of the Year and AI Cloud Partner of the Year.
Israel · ◆ Neutral · 26 Oct 20:30 UTC · Company/PR
Intel has signed a definitive agreement to acquire Tel Aviv-based Classiq, with closing expected in the first half of 2027, subject to regulatory approvals.
Global · ◆ Neutral · 26 Oct 00:00 UTC · Company/PR
The ISO 26262 compliant combination sensors combine multi-axis accelerometers and gyroscopes in one 6mm x 6mm package, in production now, with 15-year availability.
HYPERSCALER · 6
US · ◆ Neutral · 26 Oct 16:49 UTC · Trade press
More than half of Anthropic's customers spending at least $100,000 a year now use both the Claude platform and a first-party app, up from about 30% at the end of last year.
US, UK, India, Canada · ▼ Bearish · 26 Oct 15:33 UTC · Company/PR
Microsoft's Voluntary Exit Offer covers employees at level 70 and below in Canada, India, the UK and the US, with participation varying by business unit.
China · ◆ Neutral · 20 Oct 13:19 UTC · Trade press
ByteDance says video accounts for 10% of its compute, and the 55% figure came from a June roadshow slide.
China · ◆ Neutral · 25 Oct 22:00 UTC · Trade press
US · ◆ Neutral · 21 Oct 19:08 UTC · Trade press
State court Judge Francis Mathew issued the penalty, which the report describes as among the largest verdicts in US legal history.
Global · ◆ Neutral · 26 Oct 08:00 UTC · Company/PR
AWS EC2 Auto Scaling now lets customers allow Launch Before Terminate as a default across all groups in an account, at no additional cost in all Regions.
DATA CENTRE · 10
India · ▲ Bullish · 26 Oct 09:00 UTC · Newsroom
US, Russia · ◆ Neutral · 23 Oct 00:00 UTC · Trade press
Kirill Dmitriev proposed the joint data centre during wider negotiations, while preexisting 2022 technology sanctions and Treasury and Commerce rules remain in place.
Australia · ▼ Bearish · 26 Oct 08:45 UTC · Newsroom
Earlier: NextDC's expansion plans stall at a Melbourne power pole (23 October)
Global · ◆ Neutral · 21 Oct 00:00 UTC · Trade press
Chinese open-weight models accounted for 41 percent of Hugging Face downloads by early 2026, and Gulf data centre capacity is projected to exceed 3.3 gigawatts by 2030.
Ireland · ▲ Bullish · 26 Oct 06:30 UTC · Newsroom
Gulf · ◆ Neutral · 23 Oct 00:00 UTC · Trade press
Iran threatened Gulf data centres in March and April 2026, and the report recommends the US president assess and reduce risks facing companies caught in conflict.
Global · ◆ Neutral · 26 Oct 09:00 UTC · Trade press
SMA's model puts rack-delivery losses at 20 kW per MW with medium-voltage AC converted to 800 VDC outside the building, against 80 kW per MW with traditional AC.
US · ▼ Bearish · 22 Oct 00:00 UTC · Trade press
CSIS identifies two terrorist attacks motivated by opposition to AI as of October 2026, both in April 2026.
Russia, Ukraine · ◆ Neutral · 26 Oct 23:00 UTC · Newsroom
UK · ◆ Neutral · 26 Oct 09:48 UTC · Company/PR
ENERGY & POWER · 28
US · ▼ Bearish · 26 Oct 13:58 UTC · Trade press
US · ◆ Neutral · 26 Oct 12:26 UTC · Trade press
Heron Power and NiSource separately announced US data centre-focused battery energy storage deals in recent days, including with Vantage and Microsoft.
Brazil · ▲ Bullish · 26 Oct 07:13 UTC · Trade press
The Pindamonhangaba plant will make bushings and tap changers for Brazil, North America and the Middle East, bringing its Brazil investment plan to $350 million.
Global · ◆ Neutral · 26 Oct 16:30 UTC · Trade press
Virtual transmission systems coordinate BESS to emulate physical lines, with Fluence reporting over 3 GW of projects and Transgrid's 850 MW Waratha project partly operating since mid-2025.
India · ▲ Bullish · 26 Oct 06:52 UTC · Trade press
The expansion adds 10,000 MVA to take the T3 facility to 75,000 MVA over 12 to 15 months, as order backlog reached $2 billion on 30 September 2026, up 81% year on year.
US · ▼ Bearish · 22 Oct 08:00 UTC · Trade press
Screening 2025 import data, RAND found a single supplier accounted for more than 95% of US imports of nuclear reactors, production well equipment and hydraulic turbines.
US · ◆ Neutral · 26 Oct 20:05 UTC · Trade press
US · ▲ Bullish · 26 Oct 16:24 UTC · Trade press
Holtec recovered a tilted fuel assembly from the Palisades reactor vessel using a custom machine built in two weeks, under an NRC emergency licensing revision.
Earlier: NRC approved Holtec's plan to remove a tilted fuel assembly at Palisades (16 October)
Australia · ◆ Neutral · 26 Oct 02:15 UTC · Trade press
The Wallareenya project covers 200,000 hectares near Port Hedland, with a first 1 GW stage targeted for 2028 and fibre links to Perth and Singapore.
US · ◆ Neutral · 26 Oct 07:30 UTC · Trade press
Massachusetts reached 1.6 GW of installed storage, passing its 1 GW by 2025 target, and Jupiter Power plans a 700 MW project outside Boston with construction slated for next year.
Australia · ▲ Bullish · 26 Oct 02:42 UTC · Trade press
Twelve large-scale renewable projects totalling 2.6 GW reached final investment decision in the first half of 2026, and nine storage projects totalling 2.3 GW / 7.1 GWh were commissioned.
US · ◆ Neutral · 26 Oct 15:06 UTC · Trade press
Developers placed 2.8 GW of wind turbine orders in Q2 2026 before the July 4 commence-construction deadline, and the US installed about 5 GW onshore, mostly from SunZia.
Singapore · ◆ Neutral · 26 Oct 07:14 UTC · Trade press
The Energy Market Authority's plan responds to unprecedented demand growth and includes a gigawatt-hour energy storage target.
Serbia · ▲ Bullish · 26 Oct 07:02 UTC · Trade press
The Barajevo plant targets about 150 power transformers a year by 2030, with most output exported to Northern and Western Europe.
Global · ▼ Bearish · 26 Oct 08:02 UTC · Trade press
Data centres are adding gigawatts of demand, with utilities and suppliers asked to move faster than supply chains allow, according to T&D World.
US · ▲ Bullish · 26 Oct 13:30 UTC · Trade press
The X1 Piling R6 cuts pile-driving cycle times by 45% and became commercially available on 26 October 2026, after deployment across 67 US sites via the PD10 platform.
India · ▼ Bearish · 26 Oct 17:00 UTC · Trade press
Grid curtailment in India reached 6,825 GWh in the first half of 2026, equal to 4.9% of renewable generation, with solar accounting for 4,729 GWh.
US · ◆ Neutral · 26 Oct 11:06 UTC · Trade press
Samsung SDI will supply 1 GWh of containerised NCA storage from its Kokomo, Indiana plant to Alpha Omega Power, with delivery before end-2026.
UK · ◆ Neutral · 26 Oct 14:50 UTC · Trade press
A joint paper from the British Ports Association and Lloyd's Register says a single 100 MWe-class SMR could power a medium-sized port and its industrial tenants.
Philippines · ▲ Bullish · 26 Oct 11:40 UTC · Trade press
Three Philippine banks provided PHP 35.014 billion in syndicated financing for five solar projects in Batangas, CREC's largest syndicated loan to date.
Global · ▼ Bearish · 19 Oct 02:21 UTC · Trade press
US · ◆ Neutral · 26 Oct 20:13 UTC · Trade press
Space Nuclear Power Corporation received a DARPA other transaction agreement to design, build and ground test a kilopower reactor with Los Alamos National Laboratory.
US · ◆ Neutral · 26 Oct 15:39 UTC · Trade press
The NRC's final EIS for Global Laser Enrichment's Paducah facility recommends a construction and operation licence, with a licence decision expected in early 2027.
Australia · ◆ Neutral · 26 Oct 13:19 UTC · Trade press
The SigenCube packs 401 kWh per cabinet at over 220 kWh per square metre, with up to 100 units in parallel and Australian grid-connected availability pending certification.
Chile · ◆ Neutral · 26 Oct 17:48 UTC · Trade press
US · ◆ Neutral · 26 Oct 12:39 UTC · Trade press
Nucleon Fuel applied for a $20 million grant and possible $10 million loan from Wyoming's Energy Dominance Fund for a conversion facility with three SMR-5000 modules.
US · ◆ Neutral · 26 Oct 12:00 UTC · Trade press
US · ◆ Neutral · 26 Oct 09:00 UTC · Trade press
A survey of 141 North American utility professionals found 61% cite affordability as the biggest barrier to accelerating grid resilience investment.
Earlier: Zpryme survey found 80% of grid resilience respondents expect higher spending (22 October)
REGULATION & POLICY · 20
Australia · ▼ Bearish · 26 Oct 05:30 UTC · Trade press
The analysis models 5 GW of data centre load on Australia's east coast grid without matching new generation, with AEMO's queue holding 17 projects totalling 9 GW at the end of June.
US · ▼ Bearish · 26 Oct 00:15 UTC · Newsroom · 2 sources
US · ▼ Bearish · 26 Oct 00:00 UTC · Trade press
China · ▼ Bearish · 21 Oct 09:02 UTC · Trade press
The proposed controls span AI-related technologies, solar-related technologies and machinery, and come alongside continued tension over Japan's rare earth access.
China · ▼ Bearish · 24 Oct 13:18 UTC · Trade press
The 23 October opinion requires employment risk assessments for AI projects in market-access-regulated fields that may cause large employment shocks.
Why this matters: Projects in regulated sectors may now face an extra approval step, which could slow AI deployments that touch large workforces.
US, China · ◆ Neutral · 23 Oct 02:20 UTC · Trade press
The package follows Xi Jinping's state visit to the US and includes deals on coal, soybeans, fentanyl enforcement and military communications, but aviation rights and a permanent trade deal remain unresolved.
Australia · ▼ Bearish · 26 Oct 05:02 UTC · Trade press
The plan would fund income tax bracket indexation by abolishing ARENA, the Housing Australia Future Fund, the National Reconstruction Fund and the Net Zero Economy Agency, adding $31 billion to the budget bottom line.
China · ◆ Neutral · 19 Oct 22:59 UTC · Trade press
The newsletter covers new export controls on AI, biomedicine, photovoltaic tech, drones and dredgers, and Xi Jinping's inspection of Ulanqab, Inner Mongolia.
Australia · ◆ Neutral · 26 Oct 01:14 UTC · Trade press
The scheme would shift capacity procurement from gentailers to state governments, with developers bidding into auctions for contracts-for-difference against a $600/MWh cap and $0 floor.
US, China · ▼ Bearish · 21 Oct 14:00 UTC · Trade press
The US Department of Homeland Security ordered federal contractors to stop using DeepSeek, and experts say the ban could chill wider enterprise adoption.
Earlier: China defended DeepSeek after the US banned its AI from government systems (20 October)
US, China · ◆ Neutral · 26 Oct 13:41 UTC · Trade press
The CSET explainer covers how DeepSeek and Moonshot AI may have distilled proprietary US models, citing a September 2026 advisory on billions of extracted tokens.
Earlier: Anthropic reports 200M distillation attack exchanges from Alibaba, Moonshot, DeepSeek. (11 September)
Czechia · ▼ Bearish · 26 Oct 09:45 UTC · Trade press
The draft amendment moves two supplementary capacity auctions from 2026 to 2027, a year later than prospective battery participants had planned.
Why this matters: The delay may push battery capacity revenues in Czechia back a year for storage developers planning 2026 entry.
China · ◆ Neutral · 20 Oct 12:23 UTC · Trade press
The new state-owned enterprise, National Data Group Co, is based in Xiongan and will manage China's large data resources to support its AI industry.
US · ◆ Neutral · 26 Oct 14:33 UTC · Trade press
CISA's four-year strategy promises a 60-day service review and 180-day implementation plan, with supply-chain guidance for third-party dependencies and little on AI.
Gulf · ▼ Bearish · 23 Oct 18:49 UTC · Trade press
Three of the US's eleven carrier groups are expected in the Middle East by the end of next week, and a US naval blockade has shut Iranian oil exports.
China · ◆ Neutral · 26 Oct 09:00 UTC · Trade press
China · ◆ Neutral · 26 Oct 02:20 UTC · Trade press
Engineer Tian Xianyin was jailed for copying technical files from rival Jingdiao Technology, and his new employer was ordered to pay 381.63 million yuan.
Ukraine, US · ▼ Bearish · 22 Oct 00:00 UTC · Trade press
SpaceX's Starlink and Starshield services in Ukraine were disrupted in October 2026, with the Trump administration denying it restricted access and pointing to Elon Musk.
China · ◆ Neutral · 19 Oct 13:30 UTC · Trade press
State media say China now has fully self-controlled polar communications via its home-grown satellite internet.
China · ◆ Neutral · 21 Oct 22:10 UTC · Trade press
The newsletter covers Chinese tech policy, AI export controls, and Premier Li's visit to Russia; the full text is paywalled.