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The GPU Daily · #107 · covering Wednesday 28 October
The physical layer of AI, every day. Here's what moved on Wednesday 28 October 2026.
In this issue
Top story · MARKET MOVES
US · ◆ Neutral · 27 Oct 18:00 UTC · Newsroom · 7 sources
Broadcom climbed 4% after announcing a $63-billion financing deal in which several Wall Street firms will help Anthropic get access to Broadcom's XPU AI accelerators and networking. CoreWeave jumped 7.9% and Nvidia added 0.9%, pulling the S&P 500 up 0.6% to within 1.2% of its record.
MARKET MOVES · 4
US · ▲ Bullish · 28 Oct 01:15 UTC · Trade press
Amazon's own filings value its $6.2 billion in Anthropic convertible notes at $97.9 billion as of June 30, and Anthropic recorded a $72.4 billion non-cash charge for the first half of 2026 from the change in their fair value.
South Korea · ▲ Bullish · 28 Oct 00:00 UTC · Company/PR
US · ◆ Neutral · 27 Oct 00:00 UTC · Company/PR
Vertiv paid approximately $1.45 billion in upfront cash for UtilityInnovation Group, which provides utility infrastructure services.
US · ◆ Neutral · 28 Oct 14:00 UTC · Newsroom
NEOCLOUD · 13
US · ▲ Bullish · 28 Oct 17:15 UTC · Trade press
The facility funds power infrastructure for Crusoe-built AI data centres, as Crusoe plans more than six gigawatts and bypasses grid interconnection queues.
Global · ▼ Bearish · 28 Oct 13:30 UTC · Trade press
SpaceX's Elon Musk has warned of impending neocloud collapses, while Nvidia's Jensen Huang takes a starkly different view of the same debt loads.
Global · ▲ Bullish · 28 Oct 05:27 UTC · Company/PR
Runpod's Batch Inference handles up to 3 million requests a day on dedicated workers, priced up to 30% below on-demand rates.
Taiwan, Singapore, Thailand, Japan, US · ▲ Bullish · 26 Oct 07:00 UTC · Company/PR
GMI Cloud said in a company post that it closed a Series B led by ARCHIV with NVIDIA participation.
US · ▲ Bullish · 28 Oct 00:00 UTC · Company/PR
Nscale surveyed 500 US AI-native business leaders and found 76% said infrastructure limited their ability to ship features in the past year, with 94% expecting compute needs to grow over the next six to 12 months.
Global · ◆ Neutral · 27 Oct 14:49 UTC · Company/PR
Baseten Loops supports supervised fine-tuning and asynchronous reinforcement learning on Radiant's managed Kubernetes with InfiniBand interconnect, with checkpoints deployable to Baseten Dedicated Inference.
Global · ◆ Neutral · 22 Oct 16:00 UTC · Company/PR
Agentbox provides per-customer isolated containers and access to 200+ models through one API key, with no AWS tenant setup required.
Global · ◆ Neutral · 22 Oct 16:00 UTC · Company/PR
H100 and H200 are available now, with B200 on pre-order, through GMI's asynchronous inference queue.
Global · ◆ Neutral · 22 Oct 16:00 UTC · Company/PR
Each listing shows price, availability and runtime specs before purchase, with a Verified badge tied to running wholly on GMI infrastructure.
Global · ◆ Neutral · 22 Oct 16:00 UTC · Company/PR
Option 01 Compute lets customers keep their own model API contracts, with containers metered per second from Running status.
Global · ◆ Neutral · 22 Oct 16:00 UTC · Company/PR
Customer Oqoqo reports running up to 50,000 concurrent sandboxes in a single evaluation run on the platform, which is a company-stated figure.
Vietnam, Thailand · ◆ Neutral · 27 Oct 00:00 UTC · Company/PR
GreenNode, an NVIDIA Cloud Partner owned by VNG Group, operates across Vietnam and Thailand and claims over 1,000 business customers.
Vietnam · ◆ Neutral · 27 Oct 00:00 UTC · Company/PR
The assessment by A-LIGN covered Security and Availability criteria over a six-month review period.
SOFTWARE & AI · 22
India · ▲ Bullish · 28 Oct 05:30 UTC · Newsroom · 4 sources
US · ◆ Neutral · 28 Oct 19:19 UTC · Trade press
The tools track team output, token costs and workflow breakdowns, and Anthropic says it will not use customer reporting data for training by default.
US · ◆ Neutral · 27 Oct 15:15 UTC · Newsroom · 6 sources
Global · ◆ Neutral · 28 Oct 13:15 UTC · Company/PR
The expanded deal integrates OpenAI models into ServiceNow products, gives ServiceNow employees access to ChatGPT Work and Codex, and sets early access for OpenAI-powered security features in January 2027.
China · ◆ Neutral · 28 Oct 06:58 UTC · Trade press
Ant Group's Ling team released Ling-3.1-flash-1019, scoring 44 on the Artificial Analysis Intelligence Index, plus a base model under MIT.
Global · ◆ Neutral · 28 Oct 15:00 UTC · Trade press
The 30-billion-parameter model transcribes 40 languages and translates 31 to and from English, but works only on recordings, not live audio.
Global · ◆ Neutral · 22 Oct 16:00 UTC · Company/PR
Kimi K3 is a 2.8T-parameter MoE model whose smallest B300 deployment is one 8-GPU node, while B200 needs 16 GPUs across two nodes.
Why this matters: The sizing figures may help buyers compare B200 and B300 node counts for large MoE inference, though the guidance is a vendor blog.
China · ◆ Neutral · 28 Oct 05:14 UTC · Trade press
Baidu is developing a world model and is expected to share research progress soon, per a STAR Market Daily report dated October 28.
France · ◆ Neutral · 28 Oct 00:00 UTC · Company/PR
Twin cut workflow-building costs from roughly $6-8 to $0.11 and autonomous task costs from $0.71 to $0.02 by switching from Anthropic models to open-weight alternatives.
Global · ◆ Neutral · 28 Oct 14:58 UTC · Company/PR
Transcribe ranks first among open-weight models on the Hugging Face Open ASR Leaderboard, and Granary v2 covers 463,062 hours across 48 languages.
Global · ◆ Neutral · 28 Oct 16:51 UTC · Company/PR
The harness supports bring-your-own-key and per-task model routing, and now powers Copilot Code, Copilot Studio and the GitHub Copilot app.
China · ◆ Neutral · 28 Oct 07:01 UTC · Trade press
Hi3D released inference code and weights for a model refining coarse meshes to a 1536-cubed sparse grid resolution.
US · ◆ Neutral · 28 Oct 17:33 UTC · Company/PR
EKS Auto Mode now provisions and manages load balancing for Gateway and HTTPRoute resources in every region where the service runs, with standard charges applying.
Global · ◆ Neutral · 22 Oct 16:00 UTC · Company/PR
The model library holds more than 40 image models, about 100 video models and over 20 audio models.
China · ◆ Neutral · 28 Oct 06:59 UTC · Trade press
ByteDance's Doubao Work and Tencent's WorkBuddy both extended desktop agent features, including phone remote control.
Why this matters: Phone control of desktop agents may widen how often these tools run, though the direct effect on GPU demand is unclear.
Global · ◆ Neutral · 28 Oct 16:00 UTC · Company/PR
GKE Dataplane V2 provisioned 300 isolated agent sandboxes per second at sub-second latency, per Google, and a customer ran over 30,000 sandboxes on one cluster.
Global · ◆ Neutral · 26 Oct 19:00 UTC · Company/PR
GMI Cloud lists MiMo-V2.6 Pro at $0.435 per million input tokens and $0.87 per million output, after Xiaomi released the 1.02 trillion parameter model under MIT licence on 21 September.
Global · ◆ Neutral · 28 Oct 12:45 UTC · Company/PR
Quarry combines ML classifiers, LLM judges and symbolic checks to detect attacks spread across many permitted steps, and integrates with Cisco's AI Security & Safety Framework.
Global · ◆ Neutral · 27 Oct 21:40 UTC · Company/PR
The new architecture separates compute from storage, persisting data to Amazon S3 and scaling compute up to 20 times faster, with idle compute scaling to zero after 10 minutes.
Why this matters: The scale-to-zero model may lower idle cost for time-series workloads on managed search infrastructure.
Global · ◆ Neutral · 28 Oct 18:44 UTC · Company/PR
Lambda now fetches only needed files at startup, cutting container startup times by up to 70%.
Global · ◆ Neutral · 22 Oct 16:00 UTC · Company/PR
Singapore · ◆ Neutral · 28 Oct 00:00 UTC · Company/PR
Meta launched Muse in Singapore on iOS, Android and muse.ai, running on a dedicated cloud computer per user and free for most features.
HARDWARE · 11
US · ▲ Bullish · 27 Oct 13:22 UTC · Trade press
Helios rackscale systems are installed and being tested at Meta, with broader deployment planned, and Meta will deploy a custom AMD Instinct GPU.
China · ◆ Neutral · 28 Oct 13:19 UTC · Trade press
Moore Threads booked Q3 revenue of 1.55 billion yuan, 18.7 times the year-earlier figure, but nine-month operating cash flow was negative 3.31 billion yuan against 3.29 billion yuan of revenue.
US · ◆ Neutral · 28 Oct 21:00 UTC · Company/PR
The earnings call starts at 2 p.m. PT on Tuesday 17 November for the quarter ended 25 October 2026, with CFO Colette Kress publishing written commentary beforehand.
Global · ◆ Neutral · 27 Oct 00:00 UTC · Company/PR
The offering expands Vertiv's collaboration with Dow on advanced coolants and adds a new partnership with Solenis, aimed at operators running liquid cooling as one integrated system.
Global · ◆ Neutral · 26 Oct 00:00 UTC · Company/PR
Vertiv SmartIT is a pre-engineered architecture for high-density AI deployments in existing and new facilities, aimed at enterprises, research institutions and colocation providers.
US · ◆ Neutral · 28 Oct 14:59 UTC · Trade press
HPE announced a QuEra collaboration on 22 September, and Quantinuum's Helios 98-qubit system is slated for an Oracle Cloud facility in the US.
Australia · ◆ Neutral · 28 Oct 04:20 UTC · Trade press
CATL signed three MoUs with Australian partners alongside the launch of the 9MWh TENER+ battery storage system.
Canada · ▲ Bullish · 28 Oct 19:00 UTC · 2 sources
China · ◆ Neutral · 28 Oct 01:49 UTC · Trade press
Global · ◆ Neutral · 28 Oct 15:00 UTC · Company/PR
RTX Spark laptops start at $2,599 with up to 128GB unified memory and 1 petaflop of FP4 AI performance, and DGX Spark 64GB is now available from partners.
Global · ◆ Neutral · 28 Oct 13:00 UTC · Company/PR
HYPERSCALER · 5
US · ▲ Bullish · 28 Oct 21:58 UTC · Trade press
Microsoft disclosed Azure revenue of $33.2 billion for the quarter, TechCrunch reported.
Global · ◆ Neutral · 28 Oct 21:48 UTC · Trade press
Alphabet reported third-quarter revenue of $127.6 billion, up 25% year over year, alongside the global AI Search ads expansion.
US · ◆ Neutral · 27 Oct 23:31 UTC · Company/PR
Amazon ECS now lets multiple tasks run concurrently on a single NVIDIA GPU via MPS, with users setting GPU memory per container and optionally capping compute share.
US · ◆ Neutral · 28 Oct 16:00 UTC · Company/PR
The mixture-of-experts retrieval model runs at roughly 300x fewer inference FLOPs than the 2024 system, a 100x throughput gain, with NVIDIA contributing GPU kernels.
US · ▲ Bullish · 27 Oct 16:30 UTC · 2 sources
DATA CENTRE · 10
US · ◆ Neutral · 28 Oct 18:03 UTC · Trade press
Wood Mackenzie puts the disclosed pipeline above 430 GW, with nearly 80 GW under construction, up from 44 GW at the end of Q1.
India · ▲ Bullish · 28 Oct 13:15 UTC · Newsroom
Canada · ◆ Neutral · 28 Oct 13:45 UTC · Newsroom
UK · ◆ Neutral · 27 Oct 00:00 UTC · Company/PR
OpenAI paused its UK data centre project earlier this year, with media reports citing energy costs and regulation, and NESO and Ofgem are reforming grid connection queues.
Indonesia · ◆ Neutral · 27 Oct 08:52 UTC · Company/PR
NeutraDC will develop an AI Ready Data Centre with an expansion aspiration of up to 1 gigawatt, one of four capabilities in TelkomGroup's initiative launched at DTIIF 2026 on 26 October.
US · ◆ Neutral · 27 Oct 12:00 UTC · Company/PR
DC BLOX says data centre buildings have grown from 5-10 MW in 2016 to 1 GW-plus campuses, with the Southeastern US holding 40% of the US market.
Global · ◆ Neutral · 26 Oct 00:00 UTC · Company/PR
AtNorth says it is designing for over 200 kW per rack, against 30-50 kW now common for AI workloads, and NVIDIA's 800V DC and AMD's Helios ±400V bipolar designs differ.
Why this matters: Operators may need to support several high-voltage DC architectures rather than one vendor standard, which could complicate facility design.
US · ◆ Neutral · 28 Oct 00:39 UTC · Trade press
US · ◆ Neutral · 28 Oct 20:10 UTC · Trade press
The dividend is payable on 16 December 2026 to shareholders of record on 18 November 2026.
Global · ◆ Neutral · 28 Oct 00:00 UTC · Company/PR
Nlyte has built a bidirectional integration with ServiceNow that syncs cabinet locations, rack-unit positions and hardware attributes into the ServiceNow CMDB.
ENERGY & POWER · 39
US · ▲ Bullish · 28 Oct 12:51 UTC · Trade press
Constellation received a conditional commitment of up to $5 billion for nuclear uprates adding almost 1.1 GW, while Alliant closed $5.1 billion for gas plants and storage adding over 2.6 GW.
Global · ▲ Bullish · 28 Oct 14:54 UTC · Trade press
The deal is funded equally through cash and debt, and Trench holds about $5 billion in backlog and framework agreements with 800-plus utilities and hyperscalers.
US · ▲ Bullish · 28 Oct 21:48 UTC · Trade press
The Department of Energy loan will fund 1.8 GW of additional gas-fired generation and 1 GW of storage in Iowa and Wisconsin.
US · ▼ Bearish · 28 Oct 16:46 UTC · Trade press
The Microsoft campus could draw up to 1 GW from Consumers Energy's grid, while about 450 MW of 745 MW of signed large load is energised so far.
Why this matters: A permitting delay on a 1 GW campus may show how grid and permit timing hold back hyperscaler capacity.
US · ▼ Bearish · 28 Oct 12:15 UTC · Trade press
Deep Fission signed a master energy purchase agreement for an initial 150 MW at Parsons by 2028, while its stock fell from $8.12 to $2.59 after a short report.
US · ▲ Bullish · 28 Oct 13:41 UTC · Trade press
Backed by a $13.7 million DOE award, Entergy is installing more than 600 DLR sensors across Arkansas, Louisiana and Mississippi, citing data centre load growth.
UK · ▲ Bullish · 28 Oct 13:30 UTC · Trade press
Four utility-scale solar projects, including Elements Green's 1.12 GW DC Great North Road scheme near Newark, won development consent, each pairing solar with battery storage.
US · ▲ Bullish · 28 Oct 06:59 UTC · Trade press
Hitachi Energy received conditional FCC approval in October 2026 to import, sell and deploy its inverter products in the US, following the FCC's July 2026 decision on foreign-produced inverters.
US, South Korea · ◆ Neutral · 28 Oct 12:52 UTC · Trade press
The Korean engineer signed memorandums with NANO Nuclear for the KRONOS micro reactor at the University of Illinois and with ARC Clean Technology for the ARC-100 at Idaho National Laboratory.
US · ◆ Neutral · 28 Oct 12:25 UTC · Trade press
The storage developer-operator filed an Option 2 REP application in Texas, with the stated aim of serving data centre load.
Australia · ▼ Bearish · 28 Oct 04:27 UTC · Trade press
Energy analyst Oliver Nunn puts the chance of winter blackouts in Victoria over the next term at 30%, as EnergyAustralia closes the 1.45 GW Yallourn coal plant in 2028.
US · ▼ Bearish · 28 Oct 13:42 UTC · Trade press
The framework takes effect 1 June and targets Load Modifying Resources that fail during emergencies, with demand-side resources clearing 9.1 GW in MISO's latest auction.
Germany · ▲ Bullish · 28 Oct 10:14 UTC · Trade press
Kyon Energy put its 137.5MW/282MWh Alfeld BESS into operation, potentially Germany's largest storage project to reach that milestone.
Australia · ▼ Bearish · 28 Oct 03:02 UTC · Trade press
The Liberal-Nationals coalition would scrap the VNI West transmission project and launch an independent review of the Victorian Transmission Plan if it wins the 28 November state election.
US · ▼ Bearish · 28 Oct 21:07 UTC · Trade press
US utilities built or upgraded fewer than 1,500 miles of transmission in 2024, against projections calling for tens of thousands of miles.
US · ▲ Bullish · 28 Oct 15:09 UTC · Trade press
SB 913 sets a June 2028 deadline for the CPUC to count DER aggregations as resource adequacy capacity, and CAISO's initiative could add over 2 GW.
Portugal · ◆ Neutral · 28 Oct 08:34 UTC · Trade press
Portugal now requires plants of 45 MW or more, or connected at 110 kV and above, to provide grid-forming capability from 23 October.
US · ◆ Neutral · 27 Oct 23:06 UTC · Trade press
US · ◆ Neutral · 27 Oct 23:04 UTC · Trade press
US · ▲ Bullish · 28 Oct 08:15 UTC · Trade press
Maryland's Megawatts for Maryland programme offers up to $100M for FY 2027 with bids due January 22, 2027.
Paraguay · ◆ Neutral · 28 Oct 08:45 UTC · Trade press
Itaipu modelled 100 MW to 1,000 MW of solar at three Paraguayan substations and found a controller could damp a 0.4 Hz oscillation.
Australia · ◆ Neutral · 28 Oct 04:26 UTC · Trade press
CATL will supply batteries for the 400 MW / 1.86 GWh Baranduda Electrical Energy Reserve near Wodonga, developed by Birdwood Energy, with the State Electricity Commission of Victoria taking a $43 million minority stake.
US · ◆ Neutral · 27 Oct 22:45 UTC · Trade press
Australia · ▼ Bearish · 28 Oct 22:05 UTC · Trade press
Modelled estimates put solar output down up to 70% within 50 km of bushfire hotspots during the 2019-2020 Black Summer fires, and around 40% more than 150 km away.
US · ◆ Neutral · 28 Oct 17:53 UTC · Trade press
Xcel Energy provided $3.4 million for Jefferson County's six-bus project, and Oakland's 74 buses can deliver 2.5 to 2.7 MW to the grid on a given day.
EU · ◆ Neutral · 28 Oct 11:43 UTC · Trade press
Australia · ◆ Neutral · 28 Oct 02:54 UTC · Trade press
Fortescue signed its first third-party power purchase agreement to supply 325 GWh a year from its Pilbara Green Grid to PLS Group's Pilgangoora lithium mine, with supply expected from 2029.
US · ▼ Bearish · 28 Oct 20:11 UTC · Trade press
Bangladesh · ◆ Neutral · 28 Oct 13:17 UTC · Trade press
Rosatom says the initial fuel for the second VVER reactor at Rooppur has been delivered by cargo plane and road from its Novosibirsk plant.
US · ◆ Neutral · 27 Oct 23:56 UTC · Trade press
Australia · ◆ Neutral · 28 Oct 17:00 UTC · Trade press
Retrofits of existing solar sites with storage are on par in number with new-build storage, and the federal DCAP programme was announced in August 2026.
US, EU · ◆ Neutral · 28 Oct 10:45 UTC · Trade press
The non-binding memorandum covers energy storage projects in Europe and the US with owner-operator Energix-Renewable Energies.
Ethiopia · ◆ Neutral · 28 Oct 10:29 UTC · Trade press
Prime Minister Abiy Ahmed said Ethiopia intends two 1200 MWe reactors, with three candidate sites shortlisted and completion at least ten years away.
Canada · ◆ Neutral · 28 Oct 00:40 UTC · Trade press
US · ◆ Neutral · 27 Oct 23:21 UTC · Trade press
EU · ◆ Neutral · 28 Oct 12:18 UTC · Trade press
Spain · ◆ Neutral · 28 Oct 08:40 UTC · Trade press
The Port Authority of Valencia tendered a €18.7M GIS substation to double port electricity supply, with 20 months' construction time.
Uzbekistan, Oman · ◆ Neutral · 28 Oct 08:18 UTC · Trade press
Uzeltexsanoat is exploring a joint transformer plant with Oman's Voltamp Energy, with no capacity or schedule given.
US · ◆ Neutral · 27 Oct 19:53 UTC · Trade press
REGULATION & POLICY · 9
UK · ◆ Neutral · 28 Oct 18:16 UTC · Trade press
The budget may cut the warm homes plan from £15bn to as little as £9bn and requires new data centres to meet strict environmental rules.
China · ◆ Neutral · 28 Oct 11:00 UTC · Trade press
Huawei brought its Tau Scaling Law chip design into base stations, the South China Morning Post reported.
US · ▼ Bearish · 28 Oct 20:58 UTC · Trade press
The cancellations leave none of the originally planned ten corridors, which covered more than 3,500 miles.
US · ◆ Neutral · 28 Oct 09:00 UTC · Trade press
The EDF found 90 of 184 operating US coal plants receive federal support, and six plants held open by DOE emergency orders have cost customers up to $593 million.
US · ◆ Neutral · 28 Oct 20:37 UTC · Trade press
Helion was selected for up to $175 million and Commonwealth Fusion Systems for up to $85 million, with Commerce taking minority equity stakes in each.
US, Canada · ◆ Neutral · 28 Oct 20:18 UTC · Trade press
Ottawa has not yielded in the US trade war, with tariffs straining US border states ahead of the midterms.
Global · ◆ Neutral · 28 Oct 08:30 UTC · Trade press
Richard Danzig's 46-page RAND paper argues open-weight models and agents are largely uncontrolled and need separate governance.
US · ◆ Neutral · 28 Oct 00:00 UTC · Trade press
The administration requested $1.15 trillion in base defence appropriations for FY 2027 plus $350 billion in reconciliation funding, while the House budget resolution offers only $60 billion.
US · ◆ Neutral · 27 Oct 00:00 UTC · Trade press
The CSIS column says the Liberation Day tariff formula was arbitrary, and the administration has since revised rates, including Section 338 tariffs on some Canadian imports.
