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The GPU Daily · #117 · covering Saturday 7 November
The physical layer of AI, every day. Here's what moved on Saturday 7 November 2026.
Protesters climbed the cranes on a software giant's data centre site in Amsterdam.
Police reportedly detained up to two hundred of them. The same campaign ran in sixteen countries over two days. The activists want new building paused until the rules catch up.
The company says it respects the right to protest.
It did not say it would stop building.
In this issue
Top story · DATA CENTRE
Netherlands · ▼ Bearish · 7 Nov 11:30 UTC · Newsroom
More than 100 activists occupied Microsoft's $1 billion Amsterdam data centre construction site on November 6, climbing cranes and unfurling banners. Dutch police reportedly detained 150 to 200 demonstrators on suspicion of trespassing. The Sloterdijk site is being built by Pure Data Centres for Microsoft, part of a two-day Stop Dirty Data Centres campaign across 16 countries. The Netherlands has roughly 200 data centres planned, under construction or operating.
MARKET MOVES · 1
US · ▼ Bearish · 7 Nov 02:45 UTC · Newsroom
NEOCLOUD · 7
US · ◆ Neutral · 7 Nov 00:45 UTC · Newsroom
Global · ◆ Neutral · 1 Nov 16:00 UTC · Company/PR
GMI Cloud has launched Managed GPU Cluster in early access, with H200 worker nodes available now and B200 nodes on pre-order, and onboarding that requires a hardware matrix and written access boundary.
Earlier: GMI Cloud lists Blackwell GPUs and racks as pre-order only (5 November)
UK, EU · ◆ Neutral · 5 Nov 13:43 UTC · Company/PR
The programme's Infinite Innovation Centre opens in March 2027 at Imperial College London's White City campus, with the EU holding about 2 gigawatts of AI compute against 35 gigawatts in the US.
Vietnam · ◆ Neutral · 5 Nov 00:00 UTC · Company/PR
The models include GLM-5.3, GLM-5.3 Flash, Gemma 4 31B and Qwen3.8-27B, served through an OpenAI-compatible API with per-token billing since 31 October 2026.
Global · ◆ Neutral · 1 Nov 16:00 UTC · Company/PR
GMI Cloud's blog sets out a method to test its early-access Managed GPU Cluster, using RunPod Instant Clusters as the baseline for teams migrating off RunPod.
Global · ◆ Neutral · 1 Nov 16:00 UTC · Company/PR
GMI Cloud's blog works through a 2 TB input transfer over a 5 Gbps link, taking about 53 minutes, as a worked example of bursting queued jobs from on-prem to its H200 nodes.
Global · ◆ Neutral · 6 Nov 00:00 UTC · Company/PR
Each UTC day Salad sends the RENDER amount for Chef payouts and usage revenue to the Render Network burn address on Solana, with Milestone 3 to replace daily burns with full settlement.
SOFTWARE & AI · 9
Global · ◆ Neutral · 5 Nov 12:00 UTC · Company/PR
Runway moved cache upkeep from 69.7ms to 6.2ms per step and fused tensor-parallel all-reduce into FP8 matrix multiplication, reducing per-step latency from 240.9ms to 147.4ms on four H100s.
Global · ▲ Bullish · 6 Nov 22:15 UTC · Trade press · 2 sources
Global · ▲ Bullish · 6 Nov 22:47 UTC · Company/PR
Kimi K3.1 Pro is an open-weight model with a 1-million-token context window, offered across all Amazon Bedrock regions via cross-Region inference.
Earlier: Moonshot AI released Kimi K3.1 Pro weights on Hugging Face (5 November)
Global · ◆ Neutral · 5 Nov 00:00 UTC · Company/PR
The run reached 13.7k tokens/s at 1M context using 144.5 GiB per GPU, after fixing GLM sparse attention falling back to dense attention.
Global · ◆ Neutral · 6 Nov 00:00 UTC · Company/PR
Snorkel peaks at tens of thousands of sandboxes per hour and cut its total sandbox bill by about 20% using Modal's memory and CPU bursting.
Global · ◆ Neutral · 7 Nov 08:00 UTC · Company/PR
Civo CTO Dinesh Majrekar said Anthropic suspended access to two of its newest models for almost three weeks in summer 2026 to comply with US export controls, and that there is 'basically one inference provider in the world' at present, Nvidia.
Global · ◆ Neutral · 5 Nov 22:57 UTC · Company/PR
Token Router directs inference between in-cluster deployments and external providers such as OpenAI and Anthropic, with daily or monthly spending limits per organisation, project or user.
China · ◆ Neutral · 7 Nov 07:06 UTC · Trade press
OpenCSG's 27B agent model targets tool selection and failure recovery, with test results on a single A800, and its licence requires permission for commercial use.
Global · ◆ Neutral · 1 Nov 16:00 UTC · Company/PR
GMI Cloud's blog recommends 120 to 240 daily API calls across DeepSeek-V4-Pro-0813 and Qwen3.8-Max-0902 to detect silent model changes on its MaaS endpoint.
HARDWARE · 5
US · ▼ Bearish · 7 Nov 02:15 UTC · Newsroom
China · ▲ Bullish · 7 Nov 01:57 UTC · Trade press
Moore Threads says its MTT S5000 GPUs and MUSA stack can load and serve Kimi K3.1 Pro for text and image inference, including sparse-attention and online weight-conversion support.
Earlier: Alibaba Cloud's M890 SuperPoD runs Kimi K3.1 Pro on day zero (5 November)
Global · ◆ Neutral · 1 Nov 16:00 UTC · Company/PR
GMI Cloud is taking GB300 NVL72 pre-orders and says an 8-GPU replica leaves roughly 1,674 GB for KV cache after weights and a 10% buffer, per its worked example.
Earlier: GMI Cloud details GB300 NVL72 rack: 72 GPUs, 36 Grace CPUs, 130 TB/s NVLink (5 November)
Global · ◆ Neutral · 1 Nov 16:00 UTC · Company/PR
GMI Cloud says NVIDIA rates NVLink at 1.8 TB/s per GPU on both B200 and B300, and recommends GB300 NVL72 for communication-bound workloads with parallel groups wider than eight GPUs.
Earlier: GMI Cloud details GB300 NVL72 rack: 72 GPUs, 36 Grace CPUs, 130 TB/s NVLink (5 November)
Global · ◆ Neutral · 1 Nov 16:00 UTC · Company/PR
GMI Cloud's illustrative model puts full-rack GB300 NVL72 throughput roughly 18% to 31% below a linear extrapolation from 8 GPUs, and recommends tests at three or more GPU counts.
Why this matters: The figure is an illustrative model from the vendor, not a measured result, but may matter for buyers sizing full-rack reservations.
Earlier: GMI Cloud details GB300 NVL72 rack: 72 GPUs, 36 Grace CPUs, 130 TB/s NVLink (5 November)
HYPERSCALER · 1
Indonesia · ◆ Neutral · 6 Nov 16:33 UTC · Company/PR
Telin's submarine cable portfolio spans 429,167 kilometres and 211 Points of Presence across 38 countries as of Q3 2026.
DATA CENTRE · 4
US · ▼ Bearish · 7 Nov 06:45 UTC · Newsroom
Earlier: Data centres feature in US midterm attack ads (4 November)
US · ◆ Neutral · 7 Nov 11:15 UTC · Newsroom
US · ◆ Neutral · 7 Nov 02:30 UTC · Trade press · 2 sources
Earlier: OpenAI to pay for data centre power after election shows AI concern (5 November)
US · ◆ Neutral · 6 Nov 00:00 UTC · Company/PR
The report covers research spanning particle physics to cosmology on NERSC systems.
ENERGY & POWER · 6
US · ▲ Bullish · 5 Nov 13:01 UTC · Company/PR
The acquisition from FTAI Infrastructure adds a 505 MW combined-cycle plant and over 1,600 contiguous acres, with currently authorised output at 485 MW and full nameplate expected in H1 2027.
US · ▼ Bearish · 7 Nov 10:50 UTC · Trade press
US solar equipment inventories rose 126% in Q2 2026 as developers bought ahead of Section 232 measures taking effect 4 December, which set minimum import prices of $0.22/W for cells and $0.38/W for modules.
Earlier: US solar PPA prices rose 4.9% in Q3 on Section 232 tariffs (5 November)
India · ◆ Neutral · 7 Nov 07:00 UTC · Trade press
The IEA's India Renewable Energy Market Report 2026 forecasts solar PV above 350 GW by 2030, with total renewables near 530 GW and India having passed 300 GW of renewable capacity in 2026.
Australia · ◆ Neutral · 7 Nov 02:37 UTC · Trade press
EnergyAustralia has installed the final battery pack at the Hallett BESS in South Australia, which will provide 50 MW and 245 MWh initially, with commercial operation expected mid-2027.
Ecuador · ◆ Neutral · 7 Nov 09:30 UTC · Trade press
Lighthouse, a subsidiary of Difare Group, inaugurated the 82 MW Faro de San Marcos plant in Santa Elena province on 5 November, after building it in eight months for about $50 million in first-phase investment.
Global · ◆ Neutral · 6 Nov 19:47 UTC · Trade press
Submissions run 500 to 1,500 words for case studies, with editorial review taking four to six weeks.
REGULATION & POLICY · 6
Canada · ◆ Neutral · 7 Nov 02:00 UTC · Newsroom
US, China · ▼ Bearish · 7 Nov 21:17 UTC · Trade press
A US intelligence memo circulated earlier this year reportedly claimed China's Ministry of State Security recruited a female technology executive at Megaspeed to spy on Nvidia's CEO.
Earlier: Three Republican Congressmen seek Nvidia briefing on Jensen Huang's Megaspeed dealings (6 November)
China · ◆ Neutral · 7 Nov 14:21 UTC · Trade press
The Supreme People's Court opinion of 7 September 2026 holds AI providers liable for defamatory chatbot output only after a valid notice from the rights holder and a failure to stop the content.
US, China · ◆ Neutral · 5 Nov 00:00 UTC · Trade press
CSIS analyst Matt Pearl argues that breaking up US firms or blocking mergers could shift market share toward Chinese competitors.
US, China · ◆ Neutral · 7 Nov 07:00 UTC · Newsroom
Earlier: Nvidia's Jensen Huang faces lawmakers' demand for closed-door briefing on spy probe (6 November)
US · ◆ Neutral · 7 Nov 19:53 UTC · Trade press
