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The GPU Daily · #110 · covering Saturday 31 October
The physical layer of AI, every day. Here's what moved on Saturday 31 October 2026.
A chipmaker is in talks to cosign the loans of one of its own customers.
Nscale had about twenty-five thousand chips running in August, a fraction of the nearly five hundred thousand it plans to deploy. It is building a campus in West Virginia for Anthropic. The chipmaker has backed leases and chip purchases before. Now it may back the construction.
The buyer of the chips needs a lender.
The lender wants a seller willing to catch the fall.
In this issue
Top story · NEOCLOUD
US · ▼ Bearish · 31 Oct 01:20 UTC · Trade press
Nvidia is in talks to guarantee billions in debt for Nscale's West Virginia campus. Anthropic signed a $44.6 billion contract for its first 460MW building. Under the residual value guarantee, Nvidia would take over the facility if Nscale defaulted on construction payments, then help find a buyer and new tenant. Its earlier support covered leases and chip purchases, not construction.
MARKET MOVES · 8
US · ▼ Bearish · 31 Oct 19:15 UTC · Newsroom
China · ◆ Neutral · 31 Oct 13:22 UTC · Trade press
Kling closed at 19.80bn yuan, 645m yuan short of the 20.45bn yuan cap after two investors missed the 30 October deadline.
US · ◆ Neutral · 31 Oct 09:45 UTC · Newsroom
Australia · ◆ Neutral · 31 Oct 20:00 UTC · Newsroom
US · ◆ Neutral · 31 Oct 18:30 UTC · Trade press
US · ▼ Bearish · 31 Oct 13:45 UTC · Newsroom
Earlier: Intel's stock crash cut $12B from the US government's stake (30 October)
US · ◆ Neutral · 31 Oct 19:15 UTC · Newsroom
US, Canada · ◆ Neutral · 29 Oct 16:15 UTC · Company/PR
World Wide Technology acquired Softchoice for $1.3B, and Softchoice has grown more than 50% since, according to WWT's global alliances EVP.
NEOCLOUD · 3
US · ▲ Bullish · 30 Oct 20:54 UTC · Company/PR
Perplexity will run workloads on IREN AI Cloud using NVIDIA Blackwell Ultra GPUs, with IREN citing 5GW of grid-connected power worldwide.
Spain, Australia · ▲ Bullish · 30 Oct 21:53 UTC · Company/PR
IREN holds grid agreements for more than 5GW globally, with a 300MW Spanish campus targeting 2028 and an 800MW Bundey campus in South Australia.
Earlier: IREN plans a 300MW campus in Spain for European sovereign AI (21 October)
Global · ▼ Bearish · 31 Oct 02:30 UTC · Trade press
SOFTWARE & AI · 9
Global · ▲ Bullish · 31 Oct 21:45 UTC · Trade press
US · ◆ Neutral · 30 Oct 19:00 UTC · Company/PR
OpenAI released GPT-6 Luna on 22 September 2026 at $0.10 per million input tokens, and a 1.39M-token repository run cost $0.284 on GMI Cloud, one tenth of the GPT-5.6 Luna equivalent.
Why this matters: Company-stated pricing tests may show lower per-token costs for inference buyers, though the source is a single provider blog.
China · ◆ Neutral · 31 Oct 07:15 UTC · Trade press
HarnessPro raised pass rates 2 points and cut cost per task 26.1% by having agents rewrite their own harness without reference answers.
Why this matters: Lower per-task cost may reduce inference spend for agent workloads if the gains hold outside the paper.
China · ◆ Neutral · 31 Oct 07:19 UTC · Trade press
Singapore · ◆ Neutral · 31 Oct 07:12 UTC · Trade press
China · ◆ Neutral · 31 Oct 02:53 UTC · Trade press
US · ◆ Neutral · 31 Oct 17:15 UTC · Trade press
Earlier: Google's Suncatcher prototype satellite runs a TPU in orbit (30 October)
US · ◆ Neutral · 30 Oct 18:07 UTC · Company/PR
Google states Genie 4 has scene drift and imperfect object permanence, with continuous interaction lasting only a few minutes, and has published no standard location-fidelity benchmark.
Earlier: DeepMind opened Genie 4 world model to trusted testers (29 October)
Global · ◆ Neutral · 31 Oct 16:00 UTC
HARDWARE · 7
Taiwan · ▼ Bearish · 31 Oct 10:00 UTC · Newsroom
US · ▲ Bullish · 31 Oct 10:45 UTC · Trade press
US · ▲ Bullish · 30 Oct 16:21 UTC · Company/PR
The St. Louis Business Journal reported that WWT's $500M AI investment has deepened its NVIDIA relationship, in a piece reposted on the company blog.
China · ◆ Neutral · 31 Oct 07:11 UTC · Trade press
China · ◆ Neutral · 31 Oct 02:53 UTC · Trade press
US · ◆ Neutral · 29 Oct 18:19 UTC · Company/PR
WWT deployed a five-node Dell Private Cloud lab with PowerStore storage and VMware, completing the cluster build in about 2.5 hours, with Dell's claimed 65% cost savings unverified.
US · ◆ Neutral · 28 Oct 08:14 UTC · Company/PR
The design uses NetBox as the source of truth for fabric configuration, replacing manually managed YAML files, and supports Arista and Cisco Ansible collections.
HYPERSCALER · 3
US · ◆ Neutral · 31 Oct 11:45 UTC · Newsroom
US · ◆ Neutral · 31 Oct 21:41 UTC · Trade press
Apple's new CEO defended the company's current position in AI, rejecting a rush to release AI products for their own sake.
China · ◆ Neutral · 31 Oct 03:06 UTC · Trade press
DATA CENTRE · 6
Canada · ▼ Bearish · 31 Oct 12:30 UTC · Newsroom
Indonesia · ◆ Neutral · 29 Oct 13:10 UTC · Company/PR
Telkom's NeutraDC unit operated 48.4MW of data centre capacity across Indonesia and Southeast Asia as of Q3 2026, with expansion ambitions up to 1 gigawatt.
Earlier: Indonesia's communications minister reviews NeutraDC AI data centre offer (23 October)
Indonesia · ◆ Neutral · 29 Oct 00:00 UTC · Company/PR
Telkom's NeutraDC signed the MoU on 27 October with Danantara Indonesia, PLN and industrial estate managers, with no investment or capacity figures committed.
China · ◆ Neutral · 31 Oct 02:55 UTC · Trade press
InSpatio opened what it calls China's first simulation-led embodied AI data centre, aiming for a million hours of robot training data a month.
Indonesia · ▲ Bullish · 27 Oct 00:00 UTC · Company/PR
The Cikarang deployment includes 76 km of dark fibre and Batam 96 km, with interconnect latency below 2 milliseconds between the two zones.
France · ▼ Bearish · 26 Oct 12:00 UTC · Company/PR
CERT-FR reported on October 13 that refrigeration controllers from Danfoss and Copeland/Dixell have been compromised, with entry methods unconfirmed.
ENERGY & POWER · 6
China · ◆ Neutral · 31 Oct 07:13 UTC · Trade press
The agreement signed on 27 October covers power-carbon-compute coordination, AI and the Dianhong power IoT OS.
Australia · ◆ Neutral · 30 Oct 23:39 UTC · Trade press
Australia's Limondale battery in NSW was commissioned with eight hours of storage, with longer durations of 10 hours and beyond now coming.
India · ◆ Neutral · 31 Oct 05:00 UTC · Trade press
India's module manufacturing capacity has expanded, with suppliers weighing wafer and ingot production ahead of tighter domestic content rules.
Earlier: India's solar module capacity topped 200 GW against 50-60 GW demand (24 October)
US · ◆ Neutral · 30 Oct 23:13 UTC · Trade press
Global · ◆ Neutral · 30 Oct 17:49 UTC · Company/PR
Chile · ◆ Neutral · 28 Oct 14:35 UTC · Company/PR
The observatory's four telescopes carry 98,000 detectors, and its megawatt-scale solar array will replace diesel generators as the main power source.
REGULATION & POLICY · 5
US · ▼ Bearish · 31 Oct 21:17 UTC · Trade press
A US judge let an NAACP lawsuit go ahead, accusing the SpaceX-owned AI company of violating the Clean Air Act.
US · ▼ Bearish · 31 Oct 19:15 UTC · Newsroom
Canada · ◆ Neutral · 31 Oct 14:00 UTC · Newsroom
US, France · ◆ Neutral · 30 Oct 15:59 UTC · Company/PR
France's cybersecurity agency plans to require post-quantum cryptography for certified products from 2027, and federal contractors face a 2030 PQC compliance target.
US · ◆ Neutral · 30 Oct 16:05 UTC · Company/PR
The US Army picked Amazon Web Services and World Wide Technology to support Project Griffin, with WWT partnering with Crogl on API and MCP integrations linking AI agents to cyber defence tools.
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