In partnership with
What Executive Order #14330 Could Mean for Your 401(k)
President Trump's Executive Order #14330 is pushing a major shift in how retirement plans can invest.
If you have a 401(k), this is worth a few minutes of your time.
See what the order says and how your retirement could be impacted.
The GPU Daily · #116 · covering Friday 6 November
The physical layer of AI, every day. Here's what moved on Friday 6 November 2026.
In this issue
Top story · HARDWARE
Taiwan · ◆ Neutral · 6 Nov 07:30 UTC · Newsroom · 4 sources
Nvidia is putting billions of dollars into expanding CoWoS packaging capacity at SPIL, the ASE Technology unit, according to an industry executive. The scale of that funding had not previously been reported, and ASE says it does not comment on market rumours involving its customers. Yole Group forecasts advanced packaging revenue will overtake the traditional route for the first time this year, with capital spending near $28 billion.
MARKET MOVES · 10
US · ▲ Bullish · 6 Nov 22:53 UTC · Trade press
OpenAI has reportedly raised an additional $11 billion in a round that has not yet closed but is expected to within weeks.
Earlier: OpenAI is reportedly raising $30B at a $1.25T valuation (22 October)
US · ◆ Neutral · 6 Nov 18:45 UTC · Newsroom
US · ▼ Bearish · 6 Nov 19:11 UTC · Trade press
The S&P 500 fell 4.36% and the Nasdaq 5.52% on Thursday, with the Direxion Daily Semiconductor Bull 3X ETF down more than 37% in one day.
Earlier: Gathering AI storm clouds doom tech stocks to darkest day in a year (5 November)
Asia · ▼ Bearish · 6 Nov 03:00 UTC · Newsroom
US · ▼ Bearish · 6 Nov 00:45 UTC · Newsroom
Earlier: Anthropic's growth slowed and costs jumped in Q3, updated IPO filing shows (2 November)
Asia · ▼ Bearish · 6 Nov 03:00 UTC · Newsroom · 2 sources
US · ▼ Bearish · 6 Nov 00:30 UTC · Newsroom
US · ◆ Neutral · 6 Nov 14:04 UTC · Trade press
China · ◆ Neutral · 6 Nov 07:47 UTC · Trade press
Cornerstone Capital and Wangsu Science & Technology led the round, bringing the company's 2025 fundraising to $300 million across three rounds.
US · ◆ Neutral · 6 Nov 06:28 UTC · Trade press
Clutch, last valued at $85 million, is approaching $10 million ARR; the reported $500 million cash-plus-milestones deal would be Palo Alto's seventh acquisition this year.
NEOCLOUD · 9
US · ▲ Bullish · 6 Nov 00:00 UTC · Company/PR
Crusoe raised a $3.9 billion Series F at a $30.9 billion valuation, and Neuberger Specialty Finance committed $700 million for behind-the-meter power.
Earlier: Neuberger Specialty Finance committed $700 million to Crusoe for behind-the-meter power (28 October)
Global · ▲ Bullish · 5 Nov 20:46 UTC · Company/PR
The four-GPU configuration pairs two Grace CPUs with GB200 Superchips offering up to 384 GB of combined HBM3e memory.
Global · ▲ Bullish · 6 Nov 15:08 UTC · Company/PR
Global Volumes run on object storage so a 200GB model library can be stored once and mounted from any Pod in any RunPod datacenter.
Earlier: RunPod released Global Volumes for Serverless endpoints (11 October)
Global · ◆ Neutral · 6 Nov 14:47 UTC · Company/PR
The Hub lists prebuilt repos including ComfyUI, Whisper and Mochi 1, and lets users deploy straight from GitHub.
Kazakhstan · ▲ Bullish · 6 Nov 00:00 UTC · Company/PR
Gcore's Kazakhstan core infrastructure revenue grew more than five times in three years, and it secured one of its largest AI infrastructure deals there last year.
Global · ◆ Neutral · 6 Nov 15:08 UTC · Company/PR
Flash, which deploys Python functions to RunPod Serverless GPUs, can be run with nix run github:runpod/flash on Linux, ARM64 and Apple Silicon.
Canada · ◆ Neutral · 5 Nov 05:29 UTC · Company/PR
Funding more than doubled year over year, with $250,000 allocated to each of Mackenzie and Prince George.
Global · ◆ Neutral · 6 Nov 14:47 UTC · Company/PR
New referrals now pay 3% on pod spend and 5% on serverless spend for six months, with randomised rewards of $5 to $500 for both parties.
France · ◆ Neutral · 6 Nov 06:00 UTC · Company/PR
The recap covers FY2026 results, OVHcloud's SecNumCloud qualification, and CNCF Platinum membership.
SOFTWARE & AI · 16
US · ▼ Bearish · 6 Nov 15:54 UTC · Trade press
Ramp data shows AI token spend grew just 1.5% across August and September, down from 42% month-over-month in July, while Anthropic said price cuts slashed revenue growth by about $600 million.
China · ▲ Bullish · 6 Nov 01:58 UTC · Trade press
DeepSeek Harness hit 1.54 million daily users and about 92 trillion tokens a day, with some 35,000 third-party plugins.
China · ◆ Neutral · 6 Nov 01:57 UTC · Trade press
The raw pretraining checkpoint has 280B total and 14B active parameters, 128K training context and 1M-token support.
Global · ◆ Neutral · 6 Nov 00:00 UTC · Company/PR
GPT-6 Astra scored 66.7% mean reward on the benchmark at xhigh reasoning effort, up from 43.8% for GPT-5.6 Sol.
Global · ▼ Bearish · 5 Nov 23:09 UTC · Trade press
Exploitation needs an account with a SHA256 or SHA512 password hash, a '*' in the password field, and OpenSSH built without PAM support.
China · ◆ Neutral · 6 Nov 07:47 UTC · Trade press
The model activates 25 billion parameters per step, supports a one-million-token context and accepts text, images and video.
Global · ◆ Neutral · 6 Nov 13:00 UTC · Trade press
Physicl raised $10 million in seed funding led by Inovia Capital and is launching Studio, with 10,000 3D environments and 100,000 object assets.
Global · ◆ Neutral · 3 Nov 15:01 UTC · Company/PR
VLLM targets GPU memory fragmentation and static batching, while SGLang's RadixAttention reuses shared KV cache prefixes across requests.
China · ◆ Neutral · 6 Nov 07:45 UTC · Trade press
API pricing is $0.30 and $0.90 per million tokens, free for two weeks, with a 1M context window.
US · ◆ Neutral · 6 Nov 18:44 UTC · Trade press
Spaces creates topic-specific conversations where the Muse agent works toward a defined goal, and can pull in third-party app data in the background.
Global · ◆ Neutral · 6 Nov 13:02 UTC · Trade press
Underdog's browser game Woof runs its 31-million-parameter speech model locally without an internet connection.
Earlier: Hugging Face released Phonon, an on-device text-to-speech model (5 November)
Global · ◆ Neutral · 5 Nov 23:00 UTC · Company/PR
The connectors let users query live enterprise data across BigQuery, Spanner, AlloyDB, Cloud SQL and Looker in natural language.
Global · ◆ Neutral · 6 Nov 08:00 UTC · Company/PR
The .bigquery accessor runs ai.predict, ai.embed, ai.forecast and other functions on BigQuery, with TimesFM 3.0 now in Preview.
Global · ◆ Neutral · 6 Nov 16:00 UTC · Company/PR
NVIDIA's blog describes its open source Aerial wireless software and Sionna tools for 6G network research, a year after Aerial was released.
Global · ◆ Neutral · 6 Nov 08:00 UTC · Company/PR
Hacktron gains expanded access to OpenAI's frontier models through Daybreak Red and will focus on interactions with third-party services.
Earlier: OpenAI plans security sprint with Cathedral and commits $1bn to defenders (3 November)
Global · ◆ Neutral · 6 Nov 14:00 UTC · Company/PR
ToyBlocks generates training demonstrations in Isaac Lab at up to 24 times real-time on a single GPU, and early tests showed VLA models generalise poorly outside their training range.
HARDWARE · 7
China · ◆ Neutral · 6 Nov 10:30 UTC · Trade press
Domestic GPU developers including several listed firms swung into profit in the third quarter, though supply chain constraints and higher memory costs weigh on outlook.
China · ▼ Bearish · 6 Nov 02:20 UTC · Trade press
Xiaomi's 18 Pro launched at 5,999 yuan ($896), up 1,000 yuan, and Huawei's Mate 90 standard model rose nearly 28%, as data centres compete for memory chips.
Global · ◆ Neutral · 6 Nov 02:15 UTC · Newsroom
China · ▼ Bearish · 6 Nov 07:17 UTC · Trade press
FOB China n-type M10 and 210R wafers held at $0.146 and $0.153 per piece, with leading producers running at roughly 45-50% capacity.
China · ◆ Neutral · 6 Nov 07:46 UTC · Trade press
Huawei says the components are 100% domestically sourced and cumulative HarmonyOS computer shipments exceed one million units, company-stated.
Global · ◆ Neutral · 6 Nov 14:00 UTC · Company/PR
Cisco introduced its SMB and Mid-Market Velocity Growth Engine, with stacked pricing, Play-See-Try-Buy sales and the Velocity Hub deal desk.
Earlier: Cisco's Partner Summit 26 pushed sovereign AI deployments hosted locally (5 November)
US · ◆ Neutral · 5 Nov 00:00 UTC · Company/PR
Haynesworth chaired Micron's Security Committee from 2024 to 2026, and the board will have eight directors after her departure.
HYPERSCALER · 7
China · ▲ Bullish · 6 Nov 06:59 UTC · Trade press
Tencent said WorkBuddy users hit quotas on day one, prompting a tenfold expansion of the Hy4 inference cluster, and cited second place among Chinese models on Artificial Analysis.
Earlier: Tencent released Hy4, an open-weight model with vision and computer-use features (4 November)
Global · ▲ Bullish · 6 Nov 17:00 UTC · Company/PR
The Z4M series offers up to 168,000 GiB of Local SSD and up to 400 Gbps of Cloud RDMA per instance, with GPUDirect Storage support.
Global · ◆ Neutral · 6 Nov 15:00 UTC · Company/PR
US · ◆ Neutral · 6 Nov 14:00 UTC · Company/PR
Capacity Reservation Resource Groups in AWS GovCloud (US) Regions can now include EC2 Capacity Blocks for ML and interruptible Capacity Reservations.
Global · ◆ Neutral · 5 Nov 15:39 UTC · Company/PR
The new ceiling is 16x the previous 12,000 IOPS limit, applying to new file systems in all Regions where the storage class is available.
US · ▲ Bullish · 6 Nov 19:48 UTC · Company/PR
The managed agent discovery catalogue inside Amazon Bedrock AgentCore is now available in GovCloud US-West, with CloudTrail audit logging.
US · ◆ Neutral · 5 Nov 20:00 UTC · Company/PR
The launch keeps connection routing local to Phoenix targets, rather than running load balancers in the parent Region.
DATA CENTRE · 9
UK · ▲ Bullish · 6 Nov 14:48 UTC · Trade press
The partners announced on 3 November a plan for over 1 GW at Drax in North Yorkshire, with a first 100 MW phase targeting operations in early 2028.
US · ◆ Neutral · 6 Nov 00:00 UTC · Company/PR
Google acquired Crusoe's southeast Wyoming data centre site, completing pre-development work on approvals and a hybrid power strategy with Tallgrass Energy.
Singapore · ▲ Bullish · 6 Nov 08:32 UTC · Trade press
The roughly $290 million facility has about 1,550 cabinets, a planned build-out to 20 MW, PUE of 1.20, and liquid cooling for GPU infrastructure.
Malaysia · ▲ Bullish · 6 Nov 10:00 UTC · Newsroom · 4 sources
Australia · ▼ Bearish · 6 Nov 08:30 UTC · Newsroom · 3 sources
Canada · ▲ Bullish · 6 Nov 01:30 UTC · Newsroom
US · ▲ Bullish · 6 Nov 19:35 UTC · Company/PR
Spain · ◆ Neutral · 6 Nov 08:16 UTC · Trade press
The MoU covers data centre projects Ignis is developing in Spain, with feasibility tied to nearby heat demand and connection conditions.
US · ◆ Neutral · 5 Nov 12:00 UTC · Company/PR
ENERGY & POWER · 38
US · ▲ Bullish · 6 Nov 18:00 UTC · Trade press
Duke's large-load pipeline is 15.4 GW, with 7.8 GW under signed electric service agreements, alongside a $103 billion capital plan weighted toward new gas generation.
US · ▲ Bullish · 6 Nov 16:01 UTC · Trade press
Evergy signed a letter of intent for 1.4 GW with Digital Realty for its Astra North campus west of Kansas City, which may require about $4 billion in transmission investment.
US · ▲ Bullish · 6 Nov 16:10 UTC · Trade press
Oncor's base capital plan of $47.5 billion over five years is expected to rise 20% in its upcoming annual update, with Oncor reaching a new 33 GW system peak.
US · ◆ Neutral · 6 Nov 15:27 UTC · Trade press
US · ◆ Neutral · 6 Nov 01:54 UTC · Trade press
Ohio's ratepayer advocate urged FERC to set strong customer safeguards before PJM proceeds with an untested study approach for a large data centre complex in southern Ohio.
US · ◆ Neutral · 6 Nov 09:00 UTC · Trade press
The spending is part of a $44 billion five-year plan; DTE is also selling its non-utility DTE Vantage business for about $3 billion, with completion expected in H1 2027.
US · ◆ Neutral · 6 Nov 19:36 UTC · Trade press
Earlier: Mark Christie says the Senate permitting bill needs three amendments before passage (3 November)
Poland · ▲ Bullish · 6 Nov 07:10 UTC · Trade press
The ZREW plant will make transformers up to 160 MVA and 220 kV, roughly doubling output by 2028 and employing about 200 people.
US · ◆ Neutral · 5 Nov 23:17 UTC · Trade press
US · ▲ Bullish · 6 Nov 11:49 UTC · Trade press
Fluor will handle engineering and design for four 80 MWe Xe-100 units at Energy Northwest's Cascade facility near Richland, Washington; contract value was not disclosed.
US · ◆ Neutral · 6 Nov 15:47 UTC · Trade press
The EIA projects commercial electricity sales will surpass residential sales in 2026, and the Crusoe Abilene campus is planned at about 1 GW.
US · ◆ Neutral · 6 Nov 14:44 UTC · Trade press
Eversource's Q3 income fell 22% year over year to $346 million, partly due to the June sale of its Aquarion water utility subsidiary.
US · ◆ Neutral · 5 Nov 23:54 UTC · Trade press
China · ▼ Bearish · 6 Nov 12:16 UTC · Trade press
US, South Korea · ◆ Neutral · 6 Nov 13:18 UTC · Trade press
US · ◆ Neutral · 6 Nov 00:00 UTC · Company/PR
US · ◆ Neutral · 6 Nov 01:07 UTC · Trade press
Clara Pratte and Jonathon Hill were elected to the five-seat commission, which sets utility rates.
US · ◆ Neutral · 5 Nov 23:56 UTC · Trade press
US · ▲ Bullish · 6 Nov 17:26 UTC · Trade press
US · ◆ Neutral · 6 Nov 15:12 UTC · Trade press
Earlier: Shoals and Array propose stock-for-stock merger, targeting $2.2bn to $2.4bn 2027 revenue (4 November)
China, US, Europe · ◆ Neutral · 6 Nov 12:34 UTC · Trade press
China · ◆ Neutral · 6 Nov 11:03 UTC · Trade press
The Golmud facility began generating on October 30, delivering 10 hours of continuous output and about 180 GWh a year; CGDG says it is the largest grid-connected liquid-air storage project.
Global · ◆ Neutral · 6 Nov 10:55 UTC · Trade press
The IEA projects renewables supplying almost 45% of global electricity by 2031, with solar overtaking hydro as the largest renewable source by 2029.
US · ◆ Neutral · 6 Nov 00:00 UTC · Company/PR
Oklo published Q3 2026 results on 6 November, and submitted the first custom combined licence application for an advanced reactor to the NRC.
Earlier: Oklo set Q3 2026 results and earnings call for 6 November (23 October)
Canada · ◆ Neutral · 6 Nov 02:04 UTC · Trade press
IESO recommends adding transformer capacity in eastern GTA, where summer peak demand is forecast to double by 2044.
US · ◆ Neutral · 6 Nov 14:06 UTC · Trade press
Renewables developer DESRI and Ford's energy storage subsidiary Ford Energy will partner to deploy energy storage in the US.
India · ◆ Neutral · 6 Nov 14:02 UTC · Trade press
China · ◆ Neutral · 6 Nov 12:47 UTC · Trade press
The first concrete was poured for the nuclear island of unit 3 at the Xuwei plant, a 660 MWe high-temperature gas-cooled reactor using the Chilong One design.
France · ◆ Neutral · 6 Nov 12:31 UTC · Trade press
Türkiye · ◆ Neutral · 6 Nov 09:24 UTC · Trade press
The plan raises the 2035 target of 120 GW and requires about $190 billion of investment, with total capacity reaching 281 GW and renewables 77% of the mix.
US · ◆ Neutral · 6 Nov 01:03 UTC · Trade press
CAISO's third-quarter joint energy markets report shows EDAM recorded almost $33 million in benefits since launching in spring 2026.
US · ◆ Neutral · 6 Nov 08:30 UTC · Trade press
US cell capacity reached 19.5 GW a year after several factory openings, while polysilicon and wafer production still lag; installations hit 47.9 GW DC in 2025.
Australia · ◆ Neutral · 6 Nov 03:27 UTC · Trade press
Battery imports reached US$4.93 billion (up 85%) and EV imports US$7.05 billion (up 153%), while the CATL-Quinbrook Supernode storage project in Queensland will reach 780 MW.
China · ◆ Neutral · 6 Nov 00:01 UTC · Trade press
Coal use fell 3% and oil 4% year on year, and solar, wind and nuclear added 110 TWh of generation, more than twice demand growth.
US · ◆ Neutral · 6 Nov 18:29 UTC · Trade press
US behind-the-meter small-scale solar reached 44 GW in 2023, with EIA estimating about 55 GW for 2024.
US · ◆ Neutral · 6 Nov 17:34 UTC · Trade press
Germany · ◆ Neutral · 6 Nov 12:06 UTC · Trade press
Soluxtec resumed production at its Trier-Föhren facility after Ronmaa acquired the company, now making G12-format TOPCon modules; annual capacity has not been disclosed.
US · ◆ Neutral · 6 Nov 08:05 UTC · Trade press
The work covers engineering and procurement for four transformer substations and a battery storage project.
REGULATION & POLICY · 17
US · ▼ Bearish · 6 Nov 06:00 UTC · Trade press
Analysts warned an impending regulatory clampdown could derail the multi-trillion-dollar AI data centre buildout after Democrats' midterm wins, and Wall Street forecasters cut Big Tech infrastructure projections.
Earlier: Democrats' midterm wins raise questions about the data centre buildout's political footing (5 November)
US · ▼ Bearish · 6 Nov 00:30 UTC · Trade press
Democrats won trifectas in Michigan, Minnesota, Nevada, Pennsylvania and Wisconsin, and won a 3-2 majority on Georgia's Public Service Commission.
Earlier: Democrats won control of Georgia's Public Service Commission (4 November)
US, China · ▼ Bearish · 5 Nov 23:07 UTC · Trade press
The letter also requested details on Nvidia's security protocols against foreign adversary espionage.
US · ▼ Bearish · 6 Nov 17:23 UTC · Trade press
US, China · ▼ Bearish · 6 Nov 00:45 UTC · Newsroom
US · ▼ Bearish · 6 Nov 18:45 UTC · Newsroom
US, China · ◆ Neutral · 5 Nov 20:27 UTC · Trade press
Democrats swept both chambers in the midterms, winning the House popular vote by the largest margin in over fifty years.
US · ▼ Bearish · 6 Nov 02:15 UTC · Newsroom
US · ▼ Bearish · 6 Nov 19:58 UTC · Trade press
Democrats won control of Congress, and candidates in Texas and Ohio ran on slowing data centre expansion through moratoriums and restrictions.
Earlier: Democrats' midterm wins raise questions about the data centre buildout's political footing (5 November)
US · ▼ Bearish · 6 Nov 06:45 UTC · Newsroom · 2 sources
US · ◆ Neutral · 5 Nov 20:56 UTC · Trade press
South Korea, US · ◆ Neutral · 5 Nov 00:00 UTC · Trade press
The report identifies South Korea's hard-to-replace positions in advanced memory chips and shipbuilding.
US · ◆ Neutral · 6 Nov 00:32 UTC · Trade press
FERC has not seen much impact so far from the Supreme Court's Trump v. Slaughter decision, though long-term effects remain unclear.
Canada · ◆ Neutral · 6 Nov 00:00 UTC · Company/PR
Canada's AI Sovereign Compute Infrastructure Programme launched a competitive call in April 2026 for Canadian-owned AI computing infrastructure.
US · ◆ Neutral · 6 Nov 17:33 UTC · Trade press
Earlier: Analysis: US candidates opposed to data centres won big in the midterms (4 November)
China · ◆ Neutral · 6 Nov 01:58 UTC · Trade press
An AI agent identity registration platform was launched at Wuzhen, and 20 organisations including Huawei, Alibaba and Tencent signed an agent self-discipline pact.
Australia · ▲ Bullish · 6 Nov 03:11 UTC · Trade press
The duty on hollow steel tubing from China, Taiwan, Malaysia and South Korea was reversed from 5 November 2026, retrospective to 4 September 2025, after developers warned of cost and delay.
