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The GPU Daily · #115 · covering Thursday 5 November
The physical layer of AI, every day. Here's what moved on Thursday 5 November 2026.
The Nasdaq 100 was on track to lose more than $2 trillion on Thursday.
Nvidia fell 9%, AMD 15%, CoreWeave 12% and Nebius 15%.
UBS says construction pauses could hit 30% of expected US data centre additions in 2028.
In this issue
Top story · MARKET MOVES
Global · ▼ Bearish · 5 Nov 20:00 UTC · Newsroom · 4 sources
Big tech stocks slumped Thursday, putting the Nasdaq 100 on track for market-value losses above $2 trillion and its biggest decline since last year's "Liberation Day" rout. Nvidia fell 9%, AMD 15%, CoreWeave 12% and Nebius 15%, with both neoclouds down half or more since the Nasdaq Composite's October 6 record. UBS analysts estimate construction pauses could hit 30% of expected US data centre capacity additions in 2028.
MARKET MOVES · 6
Taiwan · ▼ Bearish · 5 Nov 12:15 UTC · Newsroom
US · ▲ Bullish · 5 Nov 18:02 UTC · Trade press
Brockman cited 70% quarterly growth in annualised revenue in Q3 2026 and enterprise revenue now making up the majority of the total.
US · ◆ Neutral · 5 Nov 15:19 UTC · Trade press
The deal is expected to close in Q4 2026 and will support DBX Agent Cloud, an S3-compatible storage platform for AI developers.
Germany · ▲ Bullish · 5 Nov 10:32 UTC · Trade press
Deutsche Bank and Rabobank underwrote the €835 million (US$938 million) financing for Return's German battery storage rollout.
China · ◆ Neutral · 5 Nov 02:21 UTC · Trade press
The PBOC is considering replacing seven-day operations as its main policy tool, with the overnight rate guiding DR001, after Governor Pan Gongsheng said on 19 October it would study the switch.
South Korea · ◆ Neutral · 5 Nov 02:15 UTC · Newsroom · 2 sources
NEOCLOUD · 6
UK · ▼ Bearish · 5 Nov 11:15 UTC · Newsroom
US · ◆ Neutral · 3 Nov 00:00 UTC · Company/PR
The agreement is its first site in South Carolina, with service expected to begin 21 December 2026, funded from cash generated by capacity already in production.
US · ◆ Neutral · 5 Nov 00:00 UTC · Company/PR
GMI Cloud hosted the SCALE Cohort 2 demo day on 23 October 2026, with 14 startups reporting $3.9M+ combined annual revenue and 55K+ users, all built on GMI Cloud GPUs.
Global · ◆ Neutral · 1 Nov 16:00 UTC · Company/PR
H100 and H200 capacity is available now, while all Blackwell-generation GPUs and racks remain pre-order, billed per GPU-hour single-tenant.
France · ◆ Neutral · 5 Nov 05:00 UTC · Company/PR
The summit at the Carrousel du Louvre expects over 2,000 attendees and focuses on sovereign AI, following OVHcloud's 2026 acquisitions of Seald, Dragon LLM and Gladia.
Global · ◆ Neutral · 1 Nov 16:00 UTC · Company/PR
The analysis prices in interim capacity and the 72-GPU minimum, with a 72-GPU rack raising effective rate 12.5% for a 64-GPU workload.
SOFTWARE & AI · 26
China · ▲ Bullish · 5 Nov 06:01 UTC · Trade press
Earlier: Kimi K3.1 identifier surfaces in Moonshot API registry (29 September)
Global · ◆ Neutral · 5 Nov 09:00 UTC · Company/PR
Earlier: OpenAI's pipeline generated 948 working Linux kernel exploits at $1,279 each (4 November)
Global · ▲ Bullish · 3 Nov 22:14 UTC · Company/PR
Fireworks is in public preview with Ultra-fast and private preview with Sovereign, which it says already manages over 25,000 GPUs in customer environments.
US · ▼ Bearish · 5 Nov 01:26 UTC · Trade press
Apple cut its daily AI spending cap for engineering teams from $300 to $200 in October, with further cuts to $100 planned, Bloomberg reported.
US · ▲ Bullish · 5 Nov 18:30 UTC · Newsroom · 11 sources
Global · ▲ Bullish · 5 Nov 19:35 UTC · Company/PR
The four 16B-parameter checkpoints cover multi-view driving data generation, synchronised camera and LiDAR streaming, and robot action prediction, under the OpenMDW1.1 licence.
Global · ▲ Bullish · 1 Nov 00:00 UTC · Company/PR
Pricing for 720p video is 30% lower than Omni 1.1, with multi-turn conversational editing and Provisioned Throughput available on the Gemini API and Google Cloud.
US · ◆ Neutral · 5 Nov 19:06 UTC · Trade press
Earlier: OpenAI plans security sprint with Cathedral and commits $1bn to defenders (3 November)
US · ◆ Neutral · 5 Nov 14:00 UTC · Trade press
Box Content Retrieval will roll out to Enterprise Advance customers in early 2026, and Nvidia claims four times faster queries with 90% fewer tokens (company-stated).
Global · ◆ Neutral · 2 Nov 00:00 UTC · Company/PR
A 552B-parameter MoE model ran on one eight-GPU A100 server using CPU offload for about 188.8 GiB of Engram tables, reaching 129 tokens/s single-stream.
Global · ▲ Bullish · 5 Nov 12:30 UTC · Company/PR
Agent Substrate is generally available on GKE, snapshotting idle agents and restoring them in under 500 milliseconds, and gVisor runs millions of sandboxes daily.
China · ◆ Neutral · 5 Nov 14:22 UTC · Trade press
China's broadcast regulator reported nearly 550,000 micro-dramas online in the first ten months of 2025, and platforms removed 68,000 titles by mid-September.
US · ◆ Neutral · 5 Nov 19:48 UTC · Trade press
Earlier: Meta unveils Muse Charm wearable AI device shipping December 2026. (24 September)
Global · ▲ Bullish · 4 Nov 00:00 UTC · Company/PR
Earlier: OpenAI reports 3B images generated weekly; GPT Image 2.5 reduces latency 50%. (12 September)
Global · ◆ Neutral · 4 Nov 17:00 UTC · Company/PR
Ricursive released Ripple-65B Preview under Apache 2.0, and GMI Cloud reports 100 concurrent agents fixed 100 bugs in 22.3 seconds for about seven cents.
Global · ◆ Neutral · 5 Nov 17:00 UTC · Company/PR
The function runs natural-language aggregation over millions of rows via Vertex AI Gemini, capped at 20 million rows per query.
China · ◆ Neutral · 5 Nov 07:09 UTC · Trade press
China · ◆ Neutral · 5 Nov 02:25 UTC · Trade press
MoWorld 2.0 adds gravity, elasticity and fluids to 4D Gaussian scenes and runs video inference at about 70 fps on Huawei Ascend hardware.
Global · ◆ Neutral · 5 Nov 15:04 UTC · Company/PR
The guide sets out row- and column-level access for external users via Cognito Identity Pools, Lake Formation LF-Tags and a credential-broker Lambda, deployed with AWS CDK.
US · ◆ Neutral · 5 Nov 16:16 UTC · Trade press
Axiom Math translated roughly 7,654 pages of the Stacks Project into about 16 million lines of Lean code.
Global · ◆ Neutral · 5 Nov 00:00 UTC · Company/PR
Phonon was downloaded more than 200,000 times in its first two weeks and ships in 65 MB and 75 MB sizes covering five languages.
US · ◆ Neutral · 5 Nov 20:56 UTC · Company/PR
Web Answer returns cited answers in a single API call, priced per tool call, and is available in US East (N. Virginia).
Global · ◆ Neutral · 5 Nov 14:05 UTC · Company/PR
Earlier: DigitalOcean launched Managed Agents preview on Firecracker microVMs (15 October)
Global · ◆ Neutral · 5 Nov 17:00 UTC · Company/PR
The search ran thousands of agent trials on Google Kubernetes Engine, with one pod per trial.
Global · ◆ Neutral · 2 Nov 00:00 UTC · Company/PR
The DGX Spark's 121 GB unified memory ran the 7.1B-parameter model after the vLLM-Omni support PR was closed unmerged.
Global · ◆ Neutral · 1 Nov 16:00 UTC · Company/PR
The company says it hosts models on its own data centre infrastructure, with 3D generation through Tencent's hunyuan-3d-pro model.
HARDWARE · 16
Global · ▲ Bullish · 5 Nov 17:05 UTC · Trade press
Eaton tracks 366 GW of announced data centre projects worldwide against 50 GW installed, and its Electrical Americas backlog rose 33% to $16 billion.
China · ◆ Neutral · 5 Nov 02:23 UTC · Trade press
Earlier: Moonshot AI launched Kimi K3.1 Pro; full weights promised by November 4 (3 November)
Global · ◆ Neutral · 5 Nov 16:00 UTC · Company/PR
NVIDIA says GB300 NVL72 delivers up to 10x higher throughput per dollar than the H200 platform, with HBM per GPU rising only about 3%.
US · ▲ Bullish · 5 Nov 14:30 UTC · Newsroom · 3 sources
Global · ◆ Neutral · 5 Nov 20:00 UTC · Company/PR
NVIDIA claims Vera delivers 1.6x more agents per watt than the fastest x86 CPU in a 100MW data centre comparison, a company-stated figure.
US · ◆ Neutral · 5 Nov 00:00 UTC · Company/PR
Cerebras says TSMC qualifies its wafers for 10 years of continuous operation at 105°C, and that under half of one percent of CS-3 wafers deployed since 2024 have been decommissioned.
China · ◆ Neutral · 5 Nov 13:27 UTC · Trade press
China's second-largest contract chipmaker outlined the push on its earnings call on Thursday, targeting the AI infrastructure boom.
Global · ◆ Neutral · 5 Nov 20:00 UTC · Company/PR
NVIDIA argues AI agents move between GPU reasoning and CPU execution throughout a task, so AI factories need CPUs alongside GPUs.
Japan · ◆ Neutral · 5 Nov 00:00 UTC · Company/PR
Entegris and Kioxia announced an expanded partnership to develop materials for future BiCS FLASH 3D flash memory, using AI and digital-twin modelling at Kioxia's Geino centre in Japan.
Global · ▲ Bullish · 5 Nov 06:30 UTC · Company/PR
SUSS reported a book-to-bill of 2.1 at 30 September 2026, with nine-month order intake of €633.5M, though nine-month sales fell to €299.8M.
US · ◆ Neutral · 5 Nov 10:37 UTC · Trade press
ASTA supplies copper winding and conductor components for power transformers and will open a US sales office in Q1 2027.
US · ◆ Neutral · 5 Nov 00:00 UTC · Company/PR
Working with IBM and Oak Ridge National Laboratory, AMD is contributing CPU and GPU computing technologies to the classical side of future quantum systems.
Global · ◆ Neutral · 5 Nov 16:00 UTC · Company/PR
Cisco says enterprise AI traffic is shifting inward as companies run private models and inference services closer to their data.
Global · ◆ Neutral · 1 Nov 16:00 UTC · Company/PR
The worked example shows a four-GPU B300 replica at 9 requests per second versus 6 for B200, cutting required GPUs from 36 to 24 at 40 requests per second peak.
Global · ◆ Neutral · 5 Nov 19:00 UTC · Company/PR
Cisco told partners that agentic AI goes mainstream within two to three years and is steering them towards locally hosted sovereign AI deployments.
Global · ◆ Neutral · 1 Nov 16:00 UTC · Company/PR
Each of the 18 compute trays carries four GPUs and two Grace CPUs, with 800 Gb/s network connectivity per GPU and 37 TB of combined fast memory.
HYPERSCALER · 3
China · ▲ Bullish · 5 Nov 07:09 UTC · Trade press
Earlier: Moonshot AI launched Kimi K3.1 Pro; full weights promised by November 4 (3 November)
US · ▲ Bullish · 5 Nov 21:30 UTC · Company/PR
Earlier: AWS launched AWS Interconnect - last mile in preview with Megaport (22 October)
UK · ◆ Neutral · 5 Nov 13:45 UTC · Newsroom
DATA CENTRE · 7
US · ▼ Bearish · 4 Nov 00:00 UTC · Trade press
KPMG found data centre build-out is pushing up skilled trades wages, the Council on Foreign Relations reported.
US · ▼ Bearish · 5 Nov 19:12 UTC · Trade press
Meta president Dina Powell McCormick cited anti-data-centre platforms on the ballot, as Meta runs data centres in 23 states, five of them at 1GW or more.
US · ▼ Bearish · 5 Nov 00:55 UTC · Trade press
Of the 47 data centre ballot measures in cities, towns and counties, 38 were approved by voters, according to a tracker, with six still being counted and one rejected in Harwood, N.D.
US · ◆ Neutral · 5 Nov 02:00 UTC · Company/PR
Earlier: OpenAI may rebrand data centres as 'AI compute campuses' after midterms (2 November)
Canada · ▲ Bullish · 5 Nov 11:00 UTC · Newsroom
Earlier: Alberta's data centre boom faces fierce, growing opposition (31 October)
Indonesia · ▲ Bullish · 3 Nov 09:58 UTC · Company/PR
Earlier: Telkom's NeutraDC runs 48.4MW and targets 1GW across Southeast Asia (31 October)
US · ◆ Neutral · 5 Nov 01:56 UTC · Company/PR
Compass Datacenters CEO Chris Crosby congratulated Texas Governor-elect Hinojosa on 4 November 2026 and said the company will partner with her administration on data centre standards.
Why this matters: The statement offers no figures or commitments, so it may signal engagement rather than a concrete policy change.
ENERGY & POWER · 31
US · ▲ Bullish · 5 Nov 15:51 UTC · Trade press
Earlier: Accounting dispute reshapes Google's Arkansas power contract at West Memphis (21 October)
US · ◆ Neutral · 5 Nov 10:30 UTC · Newsroom
Earlier: OpenAI may rebrand data centres as 'AI compute campuses' after midterms (2 November)
US · ◆ Neutral · 5 Nov 00:44 UTC · Trade press
Exelon filed a complaint arguing PJM's three-year forward Base Residual Auction is no longer just and reasonable, and asks FERC to order an auction two months before the delivery year.
US · ◆ Neutral · 5 Nov 20:03 UTC · Trade press
Earlier: Virginia regulators oppose NextEra-Dominion merger over $150m settlement (12 October)
US · ▼ Bearish · 5 Nov 17:00 UTC · Trade press
Earlier: PG&E trimmed its 2027 capital plan by $2B on wildfire liability concerns (23 October)
US · ▼ Bearish · 5 Nov 06:41 UTC · Trade press
Solar PPA prices reached $64.23/MWh at the P25 benchmark in Q3 2026, reversing a Q2 decline, per LevelTen Energy.
US · ◆ Neutral · 5 Nov 16:50 UTC · Trade press
The report estimates removing policy barriers to distributed energy resources could add over 400 GW of capacity by 2050 and avoid about $614 billion in system costs.
US · ▲ Bullish · 4 Nov 23:10 UTC · Trade press
The NRC finalised a rule in October allowing applicants with DOE- or DoD-authorised reactor designs to pursue a streamlined commercial licensing pathway, effective 25 November.
US · ▼ Bearish · 5 Nov 21:12 UTC · Trade press
US · ◆ Neutral · 5 Nov 16:37 UTC · Trade press
That is about 41 GW, up from 2% or 5 GW in 2017, according to the EIA.
US · ▲ Bullish · 5 Nov 18:05 UTC · Trade press
The $6 billion project, with 65 Siemens Gamesa turbines, was announced on a 5 November investor call and feeds the New England grid.
Global · ▼ Bearish · 5 Nov 10:29 UTC · Trade press
Copper wire rod is the upstream input for the continuously transposed conductors used in transformer windings.
US · ▼ Bearish · 5 Nov 02:12 UTC · Trade press
In two orders, FERC rejected PacifiCorp's proposed financing arrangement for the 290-mile Boardman-to-Hemingway line, saying the company did not show it would avoid increased rates.
China · ▲ Bullish · 5 Nov 14:17 UTC · Trade press
The NEA reported 167 GW/435 GWh of new-type storage at end-September 2026, with lithium-ion making up about 96% of installed capacity.
Oman · ◆ Neutral · 5 Nov 13:00 UTC · Trade press
The four-party agreement signed in Beijing includes a term sheet for a solar project development and inverter factory serving MENA, valued at OMR 38.45 million.
US · ◆ Neutral · 5 Nov 05:01 UTC · Trade press
RTO Insider reports the analysis presents distributed energy as a way to build out the US grid faster and cheaper.
US · ◆ Neutral · 5 Nov 02:00 UTC · Trade press
The NEPOOL Markets Committee approved ISO-NE tariff changes to overhaul capacity accreditation and split annual capacity commitment periods into separate winter and summer auctions.
EU · ◆ Neutral · 5 Nov 08:09 UTC · Trade press
European TSOs plan 119 new bipolar HVDC converter stations by 2035, up from 38 today.
Poland · ◆ Neutral · 5 Nov 15:02 UTC · Trade press
Earlier: Westinghouse placed conditional orders with four Polish firms for AP1000 containment modules (14 October)
US · ◆ Neutral · 5 Nov 01:11 UTC · Trade press
Bonneville Power Administration reached a settlement with conservation and clean energy groups that would reduce a $250 million rate hike tied to increased dam spills for salmon.
Belgium · ◆ Neutral · 5 Nov 12:24 UTC · Trade press
The deal would transfer all seven Belgian reactors, personnel and decommissioning liabilities to the state, after missing the 4 November target.
US · ◆ Neutral · 5 Nov 22:22 UTC · Trade press
US · ◆ Neutral · 5 Nov 21:03 UTC · Trade press
Winter Storm Fern caused more than 800,000 US power outages and over three dozen deaths by 27 January 2026.
US · ◆ Neutral · 5 Nov 18:44 UTC · Trade press
The piece argues utilities should treat aggregated customer behaviour as dispatchable flexibility, citing Texas HB 2555 and AI data centre load growth.
Why this matters: Demand response from residential load may become a planning resource as data centre load grows, though this is an opinion piece.
US · ◆ Neutral · 5 Nov 12:42 UTC · Trade press
Five advanced reactor developers achieved initial criticality between June and early November, and at least five have raised more than $1 billion each.
US, UK · ▼ Bearish · 5 Nov 00:00 UTC · Company/PR
A Jacobs survey of 600 senior energy decision makers found 71% believe capital is available, but only 29% see enough investable projects, with 80% of US respondents ranking permitting a top-three barrier.
Australia · ◆ Neutral · 5 Nov 01:44 UTC · Trade press
Postcode 2765 in western Sydney has installed 156 MWh of behind-the-meter home battery storage since July 2025, more than the original 194 MWh Hornsdale Big Battery.
EU · ◆ Neutral · 5 Nov 14:42 UTC · Trade press
The Netherlands-based system integrator Alfen is planning sodium-ion battery energy storage systems with CATL for European deployment.
Finland · ◆ Neutral · 5 Nov 10:40 UTC · Trade press
The assessment covers three candidate sites and capacities up to 700 MW thermal plus 500 MW electrical, with site selection targeted for 2028.
US, Puerto Rico · ◆ Neutral · 5 Nov 11:27 UTC · Trade press
Walmart made a strategic investment in home battery firm Base Power, while Sunrun doubled the size of its home battery virtual power plant in Puerto Rico.
Denmark · ◆ Neutral · 5 Nov 14:39 UTC · Trade press
The planned facility would convert enriched UF6 into uranium tetrafluoride for molten salt reactor fuel salts, with Urenco helping design it.
REGULATION & POLICY · 20
Southeast Asia, China · ▼ Bearish · 5 Nov 06:03 UTC · Trade press
The deal would have given Tencent access to around 100,000 advanced AI chips across Oracle data centres in Southeast Asia, per the Financial Times.
US · ▼ Bearish · 5 Nov 01:10 UTC · Trade press
Several Western states are expected to consider statewide data centre moratoriums after the midterms, in which Democrats won numerous governor's races.
Why this matters: Possible moratoriums may slow data centre development across the region and shift capacity planning toward other states.
US · ▼ Bearish · 5 Nov 01:02 UTC · Trade press
An NBC exit poll found almost 80% of voters oppose data centre construction in their neighbourhoods, and nearly 60% said data centres were a crucial or major factor in their vote.
Australia · ▼ Bearish · 5 Nov 06:53 UTC · Trade press
A NSW parliamentary inquiry recommended data centres source 100% renewable energy on an hourly basis, which would be Australia's toughest such rule.
US · ▼ Bearish · 5 Nov 16:35 UTC · Trade press
Democrats took both chambers of Congress, and gubernatorial candidates backing data centre pauses won in Texas and Georgia.
China, EU · ◆ Neutral · 5 Nov 14:00 UTC · Newsroom
US · ▼ Bearish · 5 Nov 00:47 UTC · Trade press
Earlier: Mark Christie says the Senate permitting bill needs three amendments before passage (3 November)
US · ▼ Bearish · 5 Nov 11:15 UTC · Newsroom
The rise and fall of the LGC market and the data centre policy decision that will determine its fate
Australia · ▲ Bullish · 5 Nov 04:15 UTC · Trade press
The government's data centre standards consultation confirms LGCs are being considered as interim offsets, which could mandate 50 to 100 million LGCs this decade.
US · ▼ Bearish · 5 Nov 10:15 UTC · Newsroom
US · ◆ Neutral · 4 Nov 22:45 UTC · Trade press
American Mission and Building the Future spent $4.8M backing a South Carolina Senate candidate who lost, while Leading the Future spent $27.38M in the primaries.
US · ◆ Neutral · 4 Nov 21:25 UTC · Trade press
Earlier: OpenAI may rebrand data centres as 'AI compute campuses' after midterms (2 November)
US, China · ▼ Bearish · 4 Nov 22:35 UTC · Trade press
Some Republicans reportedly object to Trump's approach to China on Taiwan and chips, according to a Sinocism newsletter item with limited detail.
US · ◆ Neutral · 3 Nov 00:00 UTC · Trade press
The CSIS report, published 3 November 2026, cites IBM, Rapidus, imec and Tokyo Electron as partners at the 25-year-old Albany NanoTech Complex, which supports sub-2nm research.
US · ▼ Bearish · 5 Nov 17:00 UTC · Trade press
By mid-October roughly a dozen importers were being blocked each week, around 30 or more per month.
US · ◆ Neutral · 5 Nov 00:00 UTC · Trade press
A federal court in September 2026 imposed behavioural remedies on Google's ad-tech business but rejected the DOJ's divestiture request; CSIS analyst Matt Pearl argues national security should be assessed first.
US · ◆ Neutral · 5 Nov 01:40 UTC · Trade press
Democrats gained some state regulatory commission seats in the midterms, but Republicans kept many others.
US · ◆ Neutral · 5 Nov 00:00 UTC · Trade press
In a CSIS column, Bill Reinsch unpacks the 2026 midterm results and how Democratic House and Senate majorities might approach trade policy.
Turkey · ◆ Neutral · 5 Nov 19:24 UTC · Trade press
The presidency proposes a voluntary pledge to lift electricity to 35% of final energy use by 2035, and a voluntary commitment to make AI more sustainable.
US · ◆ Neutral · 5 Nov 11:23 UTC · Trade press
Democrats took the House and Senate in the midterms, flipping several long-held Republican strongholds, with changes expected in clean energy policy.
