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The GPU Daily · #114 · covering Wednesday 4 November
The physical layer of AI, every day. Here's what moved on Wednesday 4 November 2026.
OpenAI staff warned leadership and the board about lax security before ChatGPT launched.
Most of the code sat in one repository. Anyone with access could read the details behind many projects, five people familiar with the matter said.
The warnings predate the product.
In this issue
Top story · SOFTWARE & AI
US · ▼ Bearish · 3 Nov 22:45 UTC · Newsroom · 12 sources
OpenAI staff warned leadership and the board about lax security before ChatGPT launched in late 2022, according to five people familiar with the matter. Anyone with code access could see the details behind many projects, because most code sat in a single monorepo. Federal agents arrested Abdulrahman Alfozan, a Saudi engineer at OpenAI, on October 9, and the DOJ charged him with using a hidden audio recorder to intercept conversations in an executive conference room.
MARKET MOVES · 6
China · ▼ Bearish · 3 Nov 22:30 UTC · Trade press
The third securities-industry swap operation on Tuesday provided RMB100 billion in liquidity, while optical-networking and semiconductor stocks posted double-digit declines.
US · ◆ Neutral · 4 Nov 21:44 UTC · Trade press
Global · ▲ Bullish · 4 Nov 15:32 UTC · Trade press
LG Energy Solution cited ESS shipment growth in Q3 2026, with a 160GWh order backlog.
US · ◆ Neutral · 4 Nov 14:36 UTC · Trade press
Shoals shareholders would hold 65% of the combined company, with the deal expected to complete in early 2027.
US · ◆ Neutral · 4 Nov 14:00 UTC · Newsroom
China · ◆ Neutral · 4 Nov 14:21 UTC · Trade press
Changxin's chairman proposed lifting the buyback from 1-2 billion yuan to 2.5-5 billion yuan, the largest in STAR Market history at the top end.
NEOCLOUD · 4
US · ▲ Bullish · 4 Nov 15:02 UTC · Company/PR
Lambda states the project will create over 1,000 construction jobs and generate billions in local tax revenue, with the $33bn investment company-stated.
Europe · ▲ Bullish · 4 Nov 00:00 UTC · Company/PR
The managed API runs on Verda's own GPUs in European data centres, and Verda says it fit 16 times more agent sessions per GPU in six weeks on the same hardware.
US · ◆ Neutral · 4 Nov 19:45 UTC · Company/PR
The IAM update introduces roles, groups and service identities in the Lambda Cloud console for teams managing GPU access.
China · ◆ Neutral · 3 Nov 20:53 UTC · Trade press
SOFTWARE & AI · 26
China · ▲ Bullish · 4 Nov 09:22 UTC · Trade press
Earlier: Tencent plans Hy4 and Hy4 flash models with visual understanding (29 October)
Pandaily
Global · ▲ Bullish · 4 Nov 00:00 UTC · Company/PR
Together AI claims its compiler delivers up to 2.6x higher tokens per second on frontier open models, based on its own benchmarks, in under 24 hours of optimisation.
China · ◆ Neutral · 4 Nov 06:53 UTC · Trade press
Released under Apache-2.0, GPUWorks runs one cluster across mixed accelerators; its developers say one server managed 1,003 GPU machines.
Global · ◆ Neutral · 4 Nov 00:00 UTC · Company/PR
Together AI says it serves trillions of tokens per day and that 80% of OpenRouter traffic goes to models released in the last three months.
China · ▲ Bullish · 4 Nov 06:54 UTC · Trade press
The release adds UnifiedBus 2.0 support, mxFP4 tuning, vNPU slicing and prefill-decode split inference on Ascend hardware.
US · ▲ Bullish · 4 Nov 07:00 UTC · Company/PR
Approved customers in AWS GovCloud (US-East) can access GPT-5.6 Cyber through Amazon Bedrock, and inference data is not used for training.
Earlier: Amazon Bedrock added OpenAI GPT-5.6 models in AWS GovCloud (US) (30 October)
Openai
China · ◆ Neutral · 4 Nov 07:58 UTC · Trade press
Seedance's overseas revenue rose nearly fivefold over the past six months, according to a 3 November 36Kr report citing a Volcano Engine source.
US · ◆ Neutral · 4 Nov 18:44 UTC · Trade press
On TechCrunch's Equity podcast, Hugging Face's Irene Solaiman argued that deep-pocketed players like Nvidia may be needed to match Chinese open models.
Global · ◆ Neutral · 4 Nov 14:30 UTC · Company/PR
OpenAI will acquire Pierre, developer of Code Storage and open-source tools Trees and Diffs, subject to regulatory approvals.
Global · ◆ Neutral · 4 Nov 21:10 UTC · Trade press
Conductor lets software engineers deploy teams of agents to work on different parts of a project at once.
China · ◆ Neutral · 4 Nov 12:00 UTC · Trade press
A DeepSeek engineer says the company will keep pursuing open-source AI to accelerate AGI, despite US safety concerns and scrutiny in China.
China · ◆ Neutral · 4 Nov 08:36 UTC · Trade press
The restriction covers all L4-level code repositories and Feishu documents, effective from the start of the month.
Global · ◆ Neutral · 4 Nov 19:30 UTC · Trade press
China · ◆ Neutral · 4 Nov 07:58 UTC · Trade press
The company says the system produces real-time camera and lidar data and is already used for Apollo Go's global development.
Earlier: Baidu reportedly developing a world model for autonomous driving (28 October)
Technode
China · ◆ Neutral · 4 Nov 01:55 UTC · Trade press
At the Wuzhen Summit, speakers from DeepSeek, Qwen and MiniMax explained their open-source release rationale and how irrevocable releases should be governed.
Global · ◆ Neutral · 3 Nov 23:00 UTC · Company/PR
Per-second pricing ranges ninefold across the models, from $0.045 for PixVerse V6 to $0.40 for Veo 3.1.
China · ◆ Neutral · 4 Nov 08:02 UTC · Trade press
Huxiu reported on November 3 that the product shares underlying capabilities with the Yuanbao Search API opened to business customers.
Earlier: Tencent opened Yuanbao Search to outside developers via Tencent Cloud (21 October)
Technode
China · ◆ Neutral · 4 Nov 06:53 UTC · Trade press
OmniMem-Lens splits long videos at event boundaries using sight and sound, lifting recall up to 45.7% and cutting answer times by up to 97%.
Global · ◆ Neutral · 4 Nov 08:00 UTC · Company/PR
Global · ◆ Neutral · 4 Nov 14:00 UTC · Company/PR
Global · ◆ Neutral · 4 Nov 14:00 UTC · Company/PR
Global · ◆ Neutral · 4 Nov 23:34 UTC · Company/PR
S3 Tables can now migrate existing Hive datasets in Amazon S3 to managed Iceberg tables, with no pipelines to build and no compute to provision.
Global · ◆ Neutral · 4 Nov 00:00 UTC · Company/PR
The beta framework gives AI coding agents manufacturer-specific context and verified reference code, and ST says it cut tokens used by 15 times.
Global · ◆ Neutral · 4 Nov 17:30 UTC · Company/PR
Cisco says its MCP surface cut tool calls from 256 to 36 across 17 enterprise test scenarios, company-stated.
Global · ◆ Neutral · 4 Nov 14:00 UTC · Company/PR
Cloudflare now categorises personal agent traffic separately and offers Allow, Block on pages with ads, or Block options per agent.
Brazil · ◆ Neutral · 4 Nov 17:50 UTC · Company/PR
Dharma-AI's model scored 0.834 on a 546-document benchmark against 0.816 for Claude Opus 5, with self-hosted costs company-stated as 6 to 147 times cheaper.
HARDWARE · 12
US · ◆ Neutral · 4 Nov 06:45 UTC · Newsroom · 2 sources
China · ◆ Neutral · 4 Nov 07:58 UTC · Trade press
STAR Market Daily reported on November 3, citing industry sources, that Ascend would move from inference into training.
Earlier: DeepSeek's Liang: next models must train on Huawei and domestic chips. (22 September)
Technode
Global · ◆ Neutral · 4 Nov 00:00 UTC · Company/PR
The STM32G5 is an Arm Cortex-M33 MCU at 280MHz, targeting power-supply control in AI data centres where STMicroelectronics says rack power is approaching 1 MW.
US · ◆ Neutral · 4 Nov 16:15 UTC · Newsroom
Global · ▲ Bullish · 4 Nov 16:00 UTC · Company/PR
The 1RU switch pairs 48 100G ports with 400G uplinks and offers NX-OS or ACI software, built on Cisco's 12.8T ASIC for up to 8Tbps forwarding.
US · ◆ Neutral · 4 Nov 21:38 UTC · Trade press
VSphere Express lists at $9,600 per year for up to 128 cores through TD Synnex, with vMotion and HA but no central management.
China · ◆ Neutral · 4 Nov 01:56 UTC · Trade press
The device pairs a Zhaoxin KX-7000 with a Houmo LQ50 NPU for 160 TOPS and runs Qwen3.6-35B-A3B locally at about 29 tokens per second.
Earlier: Lenovo previewed AI Host P7 with Houmo M50 and CIX P1 chips (25 October)
Pandaily
India · ◆ Neutral · 4 Nov 08:55 UTC · Trade press
The full-implementation scenario requires roughly $89B of manufacturing investment, with a projected 313GW of solar installed by 2030 and about 2,275GW by 2047.
Global · ◆ Neutral · 4 Nov 10:00 UTC · Trade press
Five cabinets at full charge showed no propagation, thermal runaway or collapse in the four adjacent units during a mid-August test.
Global · ◆ Neutral · 4 Nov 00:00 UTC · Company/PR
The new STM32A family extends the platform into automotive and safety-critical systems, with the first three microcontrollers sampling now and broader availability planned for 2027.
Global · ◆ Neutral · 4 Nov 00:00 UTC · Company/PR
Southeast Asia · ◆ Neutral · 4 Nov 00:00 UTC · Company/PR
HYPERSCALER · 10
Malaysia · ▲ Bullish · 4 Nov 14:30 UTC · Newsroom
US · ▲ Bullish · 4 Nov 07:00 UTC · Company/PR
Supportability checks score each instance type and Availability Zone High, Medium or Low without launching instances, and new metrics show capacity delivered against requested.
Global · ▲ Bullish · 4 Nov 17:00 UTC · Company/PR
The preview covers quad-redundant private connections from Equinix's 282 data centres to AWS, with 1 Gbps free during preview and a 99.99% availability SLA.
Earlier: AWS launched AWS Interconnect - last mile in preview with Megaport (22 October)
Aws Amazon
China, US · ◆ Neutral · 4 Nov 07:33 UTC · Trade press
The 1.5-metre, 48-kilogram Max runs on Nvidia's Jetson Thor, and Meta has started a second version with Fourier, which shipped an estimated 300 humanoids in 2025.
Global · ◆ Neutral · 4 Nov 14:00 UTC · Company/PR
Cross-cloud interconnect and caching for AWS and Azure are generally available with zero variable egress fees, company-stated.
Earlier: Google Cloud integrated its borderless Lakehouse into Gemini for cross-cloud queries (15 October)
Cloudblog Withgoogle
Malaysia · ◆ Neutral · 4 Nov 15:30 UTC · Newsroom
Global · ◆ Neutral · 4 Nov 16:00 UTC · Company/PR
Stable versions 2026-09-01 are published quarterly and immutable, while the existing /v1 API stays supported as the default.
US · ◆ Neutral · 4 Nov 17:00 UTC · Company/PR
Global · ◆ Neutral · 3 Nov 18:00 UTC · Company/PR
US · ◆ Neutral · 4 Nov 21:05 UTC · Company/PR
Walmsley, a Microsoft director since 2019, will not stand at the 8 December 2026 shareholders meeting, following her appointment as HP Inc. CEO effective 4 January 2027.
DATA CENTRE · 8
US · ◆ Neutral · 4 Nov 17:00 UTC · Trade press
The company's plug-in modular data centre systems are designed to retrofit existing solar plants, with manufacturing at its factory in California.
Global · ▲ Bullish · 4 Nov 16:01 UTC · Trade press
DNV expects cooling demand to rise over 60% in the next decade, and to consume twice as much electricity as EV charging or AI data centres by 2035.
US · ◆ Neutral · 4 Nov 01:07 UTC · Trade press
Developers and financiers want near-constant uptime, expressed as three or five 9s, while also pressing for faster grid connections.
Sweden · ◆ Neutral · 4 Nov 00:00 UTC · Company/PR
Calentix will lead technical, commercial and financial development of heat recovery from the SWE04 data centre in Sollefteå into the Långsele district heating network.
Canada · ◆ Neutral · 4 Nov 15:45 UTC · Newsroom
EU · ▼ Bearish · 4 Nov 00:00 UTC · Company/PR
Global · ◆ Neutral · 4 Nov 00:00 UTC · Company/PR
Global · ◆ Neutral · 4 Nov 12:55 UTC · Company/PR
The post asks infrastructure providers where data goes once it leaves their systems and does not give a dated event or figure.
ENERGY & POWER · 31
US · ▲ Bullish · 4 Nov 18:29 UTC · Trade press
AEP will invest about $4 billion in a 702 MW solid oxide fuel-cell project under a 20-year PPA with Google, with full operations targeted for late 2028.
Earlier: AEP plans $4bn Wyoming fuel cell plant to power Google (15 October)
Datacenterfrontier
Malaysia · ▲ Bullish · 4 Nov 11:01 UTC · Trade press
DayOne holds a 21-year offtake agreement with TNB for up to 500MWac under Malaysia's CRESS scheme, on a 1,300-acre site in Bahau.
US · ▼ Bearish · 4 Nov 05:00 UTC · Trade press
US · ◆ Neutral · 4 Nov 17:27 UTC · Trade press
APS expects peak demand to grow 3.4% a year to over 14.5 GW by 2041, driven by industrial and data centre load, and adds 4,000 MW of gas through 2036.
Brazil, US · ▲ Bullish · 4 Nov 06:00 UTC · Trade press
Most of the spend goes to a new power transformer factory in Contagem, Brazil, with output committed through 2029 and US demand from utilities, IPPs and data centre operators.
US · ◆ Neutral · 4 Nov 08:30 UTC · Trade press
The plants cost an estimated $6.4B, and DTE has signed contracts with Oracle and Google for a combined 2.4GW of load.
US · ◆ Neutral · 3 Nov 23:51 UTC · Trade press
The committees supported the proposal despite opposition from the generation sector.
US · ▲ Bullish · 4 Nov 06:02 UTC · Trade press
Jacobs and WSP will support transmission delivery across 11 states under AEP's 2027 to 2031 investment programme.
US · ▼ Bearish · 3 Nov 23:40 UTC · Trade press
Shoulder-season scarcity in PJM and MISO this October was driven by abnormal heat rather than typical outage-season dynamics, according to RTO Insider.
Australia · ▲ Bullish · 4 Nov 22:52 UTC · Trade press
The 250 MW / 500 MWh Williamsdale BESS in Tuggeranong, ACT, is fully commissioned and operating commercially, using 136 Tesla Megapack 2 XL units.
Netherlands · ▼ Bearish · 4 Nov 10:55 UTC · Trade press
Sixteen municipalities in Gelderland will have new high-voltage connection applications waitlisted until at least 1 July 2027.
US · ◆ Neutral · 4 Nov 00:49 UTC · Trade press
The companies accepted further conditions in Virginia but pushed back on limits to NextEra's access to capital.
Earlier: Virginia regulators oppose NextEra-Dominion merger over $150m settlement (12 October)
Rtoinsider
US · ▲ Bullish · 4 Nov 21:32 UTC · Trade press
The new range includes a 120 kW/120 kWh node and two trailer-mounted 1 MW units with 1.2 MWh and 1.3 MWh capacity.
US · ▲ Bullish · 3 Nov 22:44 UTC · Trade press
A CAISO report says battery capacity rose 42% in 2025, and batteries supplied almost twice as much energy to the grid as the year before.
US · ▲ Bullish · 3 Nov 23:16 UTC · Trade press
MISO expects a relatively warm winter 2026/27 under El Niño conditions and rates the season as low risk.
US · ◆ Neutral · 4 Nov 21:07 UTC · Trade press
The ATRIS retrofit isolates leaking radiator sections on nitrogen-blanketed transformers without an outage, developed after the December 2022 Moore County substation attack.
Global · ◆ Neutral · 4 Nov 14:33 UTC · Trade press
The article covers transformer production expansion and emissions reduction at sites in Germany, China and Austria.
Vietnam · ▲ Bullish · 4 Nov 10:31 UTC · Trade press
Completion is targeted for end-2028, with a 220kV line to the Krong Buk substation and a battery system whose capacity is undisclosed.
US, South Korea · ◆ Neutral · 4 Nov 11:41 UTC · Trade press
The 30 October agreement covers constructability reviews and design consulting for the 240 MWe lead-bismuth cooled reactor.
Australia · ▲ Bullish · 4 Nov 03:51 UTC · Trade press
The approvals cover two wind farms and four utility batteries, including Potentia's 200 MW/800 MWh Tragowell battery and European Energy's 600 MW Gippsland battery, before election caretaker mode from November 18.
Australia · ◆ Neutral · 4 Nov 11:35 UTC · Trade press
ITK modelling shows the gap opening once the Loy Yang A and B brown coal plants close, against a VNI West cost of about $7.75B.
Earlier: Victorian Coalition would scrap VNI West and review transmission plan (28 October)
Reneweconomy Com Au
Other · ◆ Neutral · 4 Nov 12:34 UTC · Trade press
Energinet proposes two products giving producers quicker connections in exchange for accepting production limits, with consultation to 13 November.
Kazakhstan · ◆ Neutral · 4 Nov 11:45 UTC · Trade press
At least 150,000 tonnes are to be reserved by 2050 for planned nuclear plants, including Rosatom's two-unit Balkhash plant, estimated at USD14.4 billion.
Australia · ◆ Neutral · 4 Nov 02:15 UTC · Trade press
Akaysha says Australia has completed grid-forming battery trials for system security services and needs contracts signed within two years.
Canada · ◆ Neutral · 4 Nov 01:50 UTC · Trade press
AESO disputed findings that it inadequately monitored generator primary frequency response and failed to refer suspected violations.
US · ◆ Neutral · 4 Nov 18:41 UTC · Trade press
The cylinder is enriched to 5 to 10 percent U-235, with first customer shipment planned for late spring 2027.
UK · ◆ Neutral · 4 Nov 06:00 UTC · Trade press
The partnership combines protection and control panel engineering and factory testing, already used on a National Grid upgrade in North Yorkshire, with over £10 million of opportunities estimated over two years.
France · ◆ Neutral · 4 Nov 07:30 UTC · Trade press
US · ◆ Neutral · 4 Nov 03:53 UTC · Trade press
EnerVenue's Henning Rath described the nickel hydrogen chemistry, first used on the Hubble Telescope, and its target in the long duration storage market.
Global · ◆ Neutral · 4 Nov 00:21 UTC · Trade press
The IEA's 2008 forecast for 2030 solar output is now matched by Chinese factories in a couple of days of production.
US · ◆ Neutral · 3 Nov 22:57 UTC · Trade press
REGULATION & POLICY · 20
US · ▼ Bearish · 4 Nov 16:41 UTC · Trade press
Executive Order 14421 lets the Energy Secretary block foreign-made grid equipment deemed an 'undue risk' and order removal of installed units; the US imported over $22bn of bulk-power equipment since 2025.
Earlier: Trump bulk power equipment import ban draws industry pushback from storage sector (2 November)
Utilitydive
US · ▼ Bearish · 4 Nov 01:34 UTC · Trade press
The Florida Public Service Commission rejected the proposed tariff in the first test of a state law meant to shield residents from the cost of serving hyperscale data centres.
US · ▼ Bearish · 4 Nov 17:00 UTC · Newsroom
US · ▼ Bearish · 4 Nov 18:29 UTC · Trade press
Utilities requested a record $31 billion in rate increases in 2025, double the previous record, with another $23.1 billion requested through the first three quarters of 2026.
US · ◆ Neutral · 4 Nov 16:40 UTC · Trade press
Democrats took the Senate and House in the midterms, with CFR experts expecting new rules for powerful AI developers and oversight of data centre buildout.
US · ◆ Neutral · 4 Nov 21:59 UTC · Trade press
US · ◆ Neutral · 4 Nov 05:07 UTC · Trade press
Democrats claimed two seats in a special election last year, ending almost 20 years of unanimous Republican control over the state's energy regulator.
US · ◆ Neutral · 4 Nov 22:32 UTC · Trade press
Kazakhstan · ▲ Bullish · 4 Nov 09:31 UTC · Trade press
Energy Minister Yerlan Akkenzhenov says 13.3 GW of new generation is planned by end-2029, with a 20% generation surplus targeted and a 900 MW solar pipeline.
US · ◆ Neutral · 4 Nov 03:29 UTC · Trade press
Voters handed Democrats both chambers, creating the first divided government since Donald Trump's return to the White House.
US · ◆ Neutral · 4 Nov 10:38 UTC · Trade press
The result follows Trump pulling the US out of the Paris agreement a second time and 714 administration actions partly weakening the IRA.
US · ▼ Bearish · 4 Nov 05:16 UTC · Trade press
Democratic campaigns and affiliated super PACs ran data-centre-themed attack ads, which Heatmap says tied votes for tax cuts to aid for developers.
US, China · ◆ Neutral · 4 Nov 15:00 UTC · Trade press
Analysts say the Democratic takeover of Congress could slow US AI development, with implications for the Washington-Beijing technology rivalry.
US · ◆ Neutral · 4 Nov 17:30 UTC · Newsroom
US · ◆ Neutral · 4 Nov 16:17 UTC · Trade press
Google will require K-12 schools to opt in to Gemini to keep Search access, drawing criticism from Senators Sanders and Blumenthal and former FTC chair Lina Khan.
Canada · ◆ Neutral · 4 Nov 00:00 UTC · Trade press
Canada's Plan for a Stronger Canada, released 29 October 2026, commits to defence spending of 5% of GDP by 2035.
US · ◆ Neutral · 4 Nov 22:29 UTC · Trade press
US · ◆ Neutral · 4 Nov 20:57 UTC · Trade press
US · ◆ Neutral · 4 Nov 15:24 UTC · Trade press
Three dozen business groups urged Congress to renew CISA 2015 before it expires on 11 December, with the House NDAA draft adding AI to shareable topics.
Global · ▼ Bearish · 3 Nov 16:47 UTC · Company/PR
The campaign hit 24 perimeter firewalls and one internal management server across the US, Japan, Taiwan and South Korea, and Palo Alto confirmed PAN-OS 10.2 through 12.2 are affected.
