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The GPU Daily · #119 · covering Monday 9 November
The physical layer of AI, every day. Here's what moved on Monday 9 November 2026.
In this issue
Top story · DATA CENTRE
Australia · ◆ Neutral · 9 Nov 00:30 UTC · Newsroom · 3 sources
The RBA's chief economist Sarah Hunter warned that the AI building boom could keep interest rates higher, as firms compete for scarce savings to fund investment. Australian data centre investment is up tenfold in three years, and the bank expects $115 billion by 2028, about 2% of GDP a year. The RBA now forecasts business investment up 12% this year, against 0.8% in May.
MARKET MOVES · 4
US · ▼ Bearish · 9 Nov 14:30 UTC · Trade press
A board inquiry into CEO Jensen Huang has exposed Nvidia to key-person risk, while investors weigh the midterms' possible effect on chip controls and AI regulation.
Earlier: Nvidia opened probe into report on CEO Huang and alleged Chinese spy (8 November)
US, China · ▼ Bearish · 9 Nov 22:23 UTC · Trade press
Nvidia's stock slid more than 4% after its board opened an investigation into Jensen Huang's relationship with a suspected Chinese spy.
Earlier: Nvidia board launched independent probe into foreign spying reports (8 November)
China · ◆ Neutral · 9 Nov 12:12 UTC · Trade press
Liu, director of analysis at IT Juzi, argues many 2026 embodied AI valuations run to hundreds of millions of RMB with no prior team working history.
Germany · ◆ Neutral · 9 Nov 14:30 UTC · Company/PR
The purchase was executed on XETRA on 6 November 2026 at an average price of €44.9033 per share.
NEOCLOUD · 7
Europe · ▼ Bearish · 5 Nov 00:00 UTC · Company/PR
OVHcloud says DDR5 RAM now costs six times what it did a year ago, with new rates for Gen 2024 and Gen 2026 dedicated servers applying from 11 August 2026 and renewals from 1 October 2026.
Earlier: OVHcloud raised dedicated server prices citing DDR5 and NVMe shortage (7 October)
China · ◆ Neutral · 9 Nov 01:50 UTC · Trade press
The partners plan GLM integration on MoMA and token-efficiency research, with deployment details still undisclosed.
Australia · ◆ Neutral · 9 Nov 06:00 UTC · Company/PR
Sharon AI deployed a 1,024-GPU NVIDIA Blackwell Ultra cluster on Cisco Nexus Hyperfabric at 800G, online in days instead of weeks.
Global · ◆ Neutral · 9 Nov 23:35 UTC · Company/PR
Finland · ◆ Neutral · 9 Nov 00:00 UTC · Company/PR
Verda, formerly DataCrunch, is a main sponsor of Junction 2026 in Espoo, Finland, on November 13 to 15, giving free cloud credits to every team and a CTO keynote on November 15.
Germany · ◆ Neutral · 9 Nov 00:00 UTC · Company/PR
Hetzner's Cloud Controller Manager cut API requests by 76% during scale-up and 94% in steady state, with the routes change contributed upstream as KEP-5237.
Global · ◆ Neutral · 9 Nov 23:41 UTC · Company/PR
SOFTWARE & AI · 20
US · ◆ Neutral · 9 Nov 19:24 UTC · Trade press
Anthropic released Mythos 5.2 and Fable 5.2 on Monday, cutting Fable's price from $10 to $8 per million input tokens and undercutting GPT-6 Astra.
US · ▲ Bullish · 9 Nov 21:45 UTC · Newsroom
China · ◆ Neutral · 9 Nov 14:18 UTC · Trade press
ERNIE Evolve improved ERNIE-5.5-Flash inference to 623.6% of baseline on Kunlunxin P800 chips, against 14.9% single-stream gains on GPU, per the article.
US · ◆ Neutral · 9 Nov 13:00 UTC · Company/PR
TPU Sync cuts KV transfer latency by over 90% for open-weight MoE models of 235B to 480B parameters, according to Google.
US · ◆ Neutral · 9 Nov 13:00 UTC · Company/PR
Control Room can stop model output within 35 seconds of a stop decision, and fails closed by denying all inference requests if the service goes down.
France, EU · ◆ Neutral · 3 Nov 00:00 UTC · Company/PR
Cached input tokens on DeepSeek V4.1 Flash fall to €0.12 per million from €0.60 on Scaleway's Generative APIs, and GLM-5.3 and LightOnOCR-3 join the catalogue.
Global · ▲ Bullish · 9 Nov 18:19 UTC · Trade press
Earlier: DeepSeek carried 37% of OpenRouter's record token volume in one week (2 November)
Global · ▼ Bearish · 9 Nov 12:34 UTC · Company/PR
At 50% pruning, HOPE scored 42.3 on SWE-Bench Pro against 41.8 unpruned, while REAP dropped to 36.2 on Qwen3.5-35B-A3B.
Korea · ▲ Bullish · 9 Nov 05:00 UTC · Company/PR
Recipes cover SK Telecom's A.X K2, LG AI Research's K-EXAONE 2.0, Upstage's Solar Open 2 and Motif Technologies' Motif-3, targeting models too large for a single GPU.
India · ◆ Neutral · 9 Nov 11:00 UTC · Newsroom · 2 sources
China · ◆ Neutral · 9 Nov 01:50 UTC · Trade press
An unconfirmed Chinese report suggests a 5.4-trillion-parameter Kimi K4 in 2027; Moonshot has not confirmed the names, specifications or timing.
Earlier: Moonshot AI released Kimi K3.1 Pro weights on Hugging Face (5 November)
Global · ◆ Neutral · 9 Nov 23:35 UTC · Company/PR
Global · ▼ Bearish · 9 Nov 19:41 UTC · Trade press
The vulnerability allows unauthenticated access to privileged accounts on Linux systems running OpenSSH with musl and no PAM, with a fix released and Alpine Linux most exposed.
Earlier: Decade-old SSH flaw let attackers log into some Alpine Linux systems (6 November)
Global · ◆ Neutral · 9 Nov 08:00 UTC · Company/PR
The code review platform, used by over 20,000 organisations, says the same engineering team now ships 20 times more software, company-stated.
Korea · ◆ Neutral · 9 Nov 05:00 UTC · Company/PR
Hyundai Motor Group is exploring NVIDIA NemoClaw blueprints and the OpenShell runtime, while AIM Intelligence is integrating its Starfort platform with OpenShell for secure AI agents.
US · ◆ Neutral · 9 Nov 19:00 UTC · Company/PR
Organisations can buy ChatGPT Enterprise through existing AWS billing, and eligible spend counts toward AWS commitments from 9 November 2026.
China · ◆ Neutral · 9 Nov 08:38 UTC · Company/PR
Seedream 5.5 cut severe text corruption to 0.4% and reported a 55.62% GSB realism gain over its predecessor in image-to-image tasks, per ByteDance's evaluations.
Global · ◆ Neutral · 9 Nov 20:00 UTC · Company/PR
Cisco says its domain-specific SLMs can match frontier-model accuracy on bounded networking tasks while cutting operational costs by up to 30x, company-stated.
Japan · ◆ Neutral · 9 Nov 15:05 UTC · Company/PR
The dataset holds 1M records with 9 personas each, roughly 1.5B tokens, released under CC BY 4.0, with input from Japanese financial institutions.
US · ◆ Neutral · 9 Nov 15:58 UTC · Company/PR
The agent, built on Azure and Microsoft Foundry, reduces onboarding data preparation from about two and a half weeks to three days, per Northern Trust.
HARDWARE · 17
US, Singapore · ▼ Bearish · 9 Nov 05:26 UTC · Trade press
Nvidia's board opened an independent investigation after Huang disclosed a relationship with Megaspeed executive Alice Huang, whom US officials suspect of espionage for China; Megaspeed bought roughly $2 billion of Nvidia chips.
Earlier: Nvidia opened probe into report on CEO Huang and alleged Chinese spy (8 November)
Global · ▼ Bearish · 9 Nov 13:00 UTC · Company/PR
TPU 8tx pairs TPU 8t silicon with custom AMD CPU hosts for confidential computing, and TPU 8i Max puts two TPU 8i chips on one package, doubling compute and HBM bandwidth.
Taiwan, US · ◆ Neutral · 9 Nov 04:49 UTC · Trade press
The Information reported TSMC had begun drawing up 3D DRAM plans at NVIDIA's request; TSMC says its mission remains logic chip manufacturing.
Earlier: TSMC considers making advanced AI memory chips, according to a report (8 November)
US, China · ◆ Neutral · 8 Nov 21:00 UTC · Trade press
Huang admitted in a company message to an affair with Alice Huang, a former executive at Singapore-based chip company Megaspeed, and the board says it has no reason to believe secrets were compromised.
Earlier: Jensen Huang apologises to Nvidia staff over affair (8 November)
US · ◆ Neutral · 9 Nov 13:00 UTC · Company/PR
Dynamic slicing cuts AI workload startup by up to 5x and recovery by 4.5x against static nodepools, and supports single slices up to 8,000 chips.
US, China · ▼ Bearish · 9 Nov 22:46 UTC · Trade press
Korea · ◆ Neutral · 9 Nov 08:00 UTC · Company/PR
NVIDIA announced an investment in Point2 Technology, which builds RF-based interconnects for AI factories, with planned investments in Motif, RLWRLD and Upstage.
Korea · ◆ Neutral · 9 Nov 05:00 UTC · Company/PR
The collaboration combines NVIDIA's NVLink Fusion platform with Rebellions' Korean-designed AI processors and SK Telecom's AI data centre, model and service capabilities.
US · ◆ Neutral · 9 Nov 00:00 UTC · Company/PR
Purdue's TPU deployment, housed in its renovated Mathematical Sciences Building data centre, raises its AI compute capacity by 30%, with researcher access expected in January 2027.
US · ◆ Neutral · 9 Nov 00:00 UTC · Company/PR
Global · ◆ Neutral · 9 Nov 14:00 UTC · Company/PR
GR00T 2 is trained on 100,000 hours of human egocentric data, and Isaac Lab 3.0 with the Newton engine reaches up to 2.5x training throughput over Isaac Lab 2.3.
Korea · ◆ Neutral · 9 Nov 05:00 UTC · Company/PR
NVIDIA is applying accelerated computing, AI and simulation with Korean firms across semiconductor manufacturing, robotics and autonomous vehicles, with Samsung using its technology for semiconductor engineering.
US · ◆ Neutral · 9 Nov 20:09 UTC · Trade press
Earlier: Nvidia opened probe into report on CEO Huang and alleged Chinese spy (8 November)
China · ◆ Neutral · 9 Nov 09:29 UTC · Trade press
AutoChips has shipped its AC8015 SoC in around five million vehicles, and SEEWAY.AI plans the AC8035 in Q1 2027.
US · ◆ Neutral · 9 Nov 23:28 UTC · Trade press
Earlier: US intelligence reportedly believes Jensen Huang had ties to a Chinese spy (7 November)
US, Germany · ◆ Neutral · 9 Nov 00:00 UTC · Company/PR
HLRS exhibits at SC26 in Chicago from November 15 to 20 at Booth 4106, showing HammerHAI and hardware from Q.ANT, NextSilicon and Openchip.
Germany · ◆ Neutral · 9 Nov 06:41 UTC · Company/PR
The ASC9500 targets 38 to 90 nanometre nodes and uses acid-free in-situ UV cleaning, and SUSS has begun manufacturing it.
HYPERSCALER · 8
US · ▲ Bullish · 9 Nov 06:00 UTC · Company/PR
EKS now supports DRA for NVIDIA GPUs and EFA devices, letting Karpenter launch the lowest-cost EC2 instances that match device attributes, with GPU sharing across Pods.
US · ◆ Neutral · 9 Nov 17:00 UTC · Company/PR
A Google Cloud and Hypothesis Group survey of 1,250 US enterprise decision-makers found 49% say on-premises software has delayed, reduced, paused or cancelled AI or other technology initiatives.
Global · ◆ Neutral · 9 Nov 08:00 UTC · Company/PR
Nitro Sandboxes run on existing Nitro-based EC2 instances in all commercial regions at no additional charge.
Global · ◆ Neutral · 9 Nov 16:00 UTC · Company/PR
Google Cloud CISO Chris Betz predicts criminal groups will increasingly steal model weights and cloud GPU compute in high-volume data theft.
US · ◆ Neutral · 9 Nov 18:30 UTC · Company/PR
Claude Mythos 5.2 is now offered in AWS GovCloud (US) Regions to allow-listed customers, the first Anthropic model with cybersecurity capabilities there.
US · ◆ Neutral · 9 Nov 18:30 UTC · Company/PR
Fable 5.2 is now on AWS GovCloud (US) for regulated customers in software engineering, scientific research and finance, with covered-model data retention required.
Global · ◆ Neutral · 9 Nov 17:55 UTC · Company/PR
AgentCore Runtime V2 cut P75 cold starts to about 2 seconds for container images up to 2 GB, versus roughly 5.4 to 30 seconds on the original runtime.
Global · ◆ Neutral · 9 Nov 08:00 UTC · Company/PR
S3 Access Points for FSx for NetApp ONTAP expanded to 4 additional regions and for FSx for OpenZFS to 20 additional regions.
DATA CENTRE · 5
Brazil · ▲ Bullish · 9 Nov 04:50 UTC · Trade press
Bloomberg reports ByteDance is considering a phase two at Pecém in Ceará, larger than the existing 300MW project already under construction, and is seeking developers.
Philippines · ▲ Bullish · 9 Nov 00:00 UTC · Company/PR
Global · ◆ Neutral · 9 Nov 20:15 UTC · Company/PR
Japan · ◆ Neutral · 9 Nov 08:00 UTC · Company/PR
Kuken built a search tool on the OpenAI API that finds replacement drawings in 4.5 minutes, down from nearly an hour, across 70 years of archives.
Global · ◆ Neutral · 9 Nov 00:00 UTC · Company/PR
Fastly's 2025 Sustainability Report says all its global Points of Presence and offices ran on renewable electricity, and the Green Web Foundation now lists it as a verified green hosting provider.
ENERGY & POWER · 40
US · ▲ Bullish · 9 Nov 16:38 UTC · Trade press
PPL projects about 50 GW of potential load growth in Kentucky and Pennsylvania, with data centres making up 12.8 GW of Kentucky's 14.7 GW pipeline through 2032.
US · ▲ Bullish · 9 Nov 12:36 UTC · Trade press
The first phase, $769 million for the 491 MW Big Rooter West, funds a solar build at Twin Oaks that includes 790 MW of data centre capacity under development.
US · ◆ Neutral · 9 Nov 16:56 UTC · Trade press
Anthropic has bought billions of dollars of natural gas turbines, according to TechCrunch, which frames the deal as one that could give it buyer's remorse.
US · ◆ Neutral · 9 Nov 15:05 UTC · Trade press
The six plants span Texas, New York, Rhode Island and Connecticut, and combined with LS Power's pending Constellation purchase take its gas fleet from 2.2 GW to 11.5 GW.
Earlier: LS Power closed $6b private equity round, $1.7b for 5 GW from Constellation (20 October)
US · ◆ Neutral · 9 Nov 13:16 UTC · Trade press
At NARUC's annual meeting in San Juan, Xcel's Jeff Lyng said a gigawatt of hyperscaler load could put about $1 billion of downward pressure on rates over 15 to 20 years.
US · ▲ Bullish · 9 Nov 10:00 UTC · Trade press
Data centres take 18 to 24 months to build against 4 to 7 years for new grid interconnection, according to the article, citing Bloom Energy's 2026 Utilities Insights Report.
Australia · ▲ Bullish · 9 Nov 10:31 UTC · Trade press
The NSW farm owned by European Energy carries a PPA with AirTrunk and Google covering 25 MW, with a 25 MW/100 MWh battery still to be added.
US · ◆ Neutral · 9 Nov 15:50 UTC · Trade press
Projects starting construction after July 4, 2026 must be in service by 31 December 2027 to keep federal credits, and Wood Mackenzie counts 216 to 240 GWdc safe-harbored.
US · ▼ Bearish · 9 Nov 11:00 UTC · Trade press
US · ◆ Neutral · 9 Nov 16:42 UTC · Trade press
Arizona is seeing rising large-load requests from data centres and semiconductor plants, and the Corporation Commission has not standardised large-load tariffs statewide.
US · ◆ Neutral · 9 Nov 18:49 UTC · Trade press
The partnership aggregates more than 16 GW of residential batteries and smart thermostats and will sell capacity directly to hyperscale data centre operators.
Earlier: Sunrun says residential power plants for data centres near commercial deals (16 October)
Australia · ▼ Bearish · 9 Nov 06:48 UTC · Trade press
Snowy 2.0 is now forecast to cost $22.2-$25 billion, and AEMO's updated forecasts are expected in early December.
EU · ▼ Bearish · 9 Nov 13:35 UTC · Trade press
Corporate PPAs secured 5.9 GW of renewable capacity through early November 2026, with standalone solar PPA volumes down 43%.
Australia · ◆ Neutral · 9 Nov 03:50 UTC · Trade press
Yallourn's 1.45GW closure in 2028 and Victoria's gas output falling below consumption by 2029 frame the state's energy debate, with the Coalition's VNI West cancellation at issue.
Australia · ◆ Neutral · 9 Nov 22:06 UTC · Trade press
AEMO's Integrated System Plan projects Australia needs 17 GW of gas turbines by 2050 to cover overnight and cloudy-day demand, and experts argue pumped hydro could fill much of that gap.
US · ▼ Bearish · 9 Nov 10:00 UTC · Trade press
Long qualification timelines and retirements compound shortages of experienced operators, engineers and technicians.
Australia · ▼ Bearish · 9 Nov 06:46 UTC · Trade press
SolarEdge ended sales in Australia and New Zealand, with final orders due 20 November 2026 and final deliveries by 18 December 2026.
India · ◆ Neutral · 9 Nov 06:01 UTC · Trade press
The 2 × 3,000 MW Barmer II to South Kalamb link will carry renewable power from Rajasthan, with GE Vernova covering design, converters and commissioning.
US · ◆ Neutral · 9 Nov 19:27 UTC · Trade press
Eland pairs 758 MW of solar with 300 MW/1,200 MWh of batteries in Kern County, with Eland 2 online in August 2025.
US · ▼ Bearish · 9 Nov 16:37 UTC · Trade press
Municipalities across the US Northeast have passed moratoria on battery storage systems after lithium-ion fires, and several states have published model permitting laws.
Latvia · ◆ Neutral · 9 Nov 08:44 UTC · Trade press
The Tume solar farm in Tukums municipality spans 302 hectares with over 282,000 panels and is expected to supply 85,000 households annually.
US · ◆ Neutral · 9 Nov 17:07 UTC · Trade press
AI training load ramps of 100 MW to 200 MW per minute can destabilise islanded data centre sites, and STATCOM lead times have pushed up with steep price increases.
France · ◆ Neutral · 9 Nov 11:54 UTC · Trade press
The EUR9 million facility, funded under France 2030, has two platforms for studying passive safety systems in reactors and SMRs.
US · ◆ Neutral · 9 Nov 18:04 UTC · Trade press
Section 48E rules require 55% of storage project cost to trace to non-prohibited-foreign-entity sources for 2026 construction starts, rising to 75% by 2030.
Romania · ◆ Neutral · 9 Nov 14:13 UTC · Trade press
Unit 1 reconnected on 6 November after a shutdown beginning in late July, and Romania estimates the two-unit outage cost EUR200 million.
US · ◆ Neutral · 9 Nov 11:01 UTC · Trade press
Estonia · ◆ Neutral · 9 Nov 15:27 UTC · Trade press
Fermi Energia plans two 300 MWe GE Vernova Hitachi BWRX-300 SMRs, with the first unit targeted for the second half of 2035.
US · ◆ Neutral · 9 Nov 20:39 UTC · Trade press
PSE&G has invested $30 billion in its electric and gas systems, with nearly three-quarters aimed at reliability, and has installed more than 1,500 smart switching devices.
France · ◆ Neutral · 9 Nov 13:42 UTC · Trade press
French demand rises 1.8 GW per degree of winter cold below 15.5C, and each degree cuts French net exports by 1.04 GW on average.
Australia · ◆ Neutral · 9 Nov 09:23 UTC · Trade press
Earlier: AGL referred a 2GWh Queensland BESS to Australia's EPBC Act review (2 November)
India · ◆ Neutral · 9 Nov 08:44 UTC · Trade press
Jakson plans 3 GW of ingot, wafer and cell capacity by end-2028, with potential expansion to 10 GW for ingots and wafers and 5 GW for cells.
US · ◆ Neutral · 9 Nov 16:45 UTC · Trade press
US customers averaged 11 hours of interruptions in 2024, with major events causing 80% of outage time, according to EIA data.
US · ◆ Neutral · 9 Nov 13:58 UTC · Trade press
The project will show construction methods for a scaled steel-plate composite containment vessel and a reactor building at Purdue's Bowen Laboratory.
China · ◆ Neutral · 9 Nov 12:49 UTC · Trade press
The Ali Prefecture plant sits at an average 4,300 metres, which CGN says makes it the world's highest-altitude operational grid-connected CSP plant.
Australia · ◆ Neutral · 9 Nov 09:19 UTC · Trade press
The record is up 203% year-on-year, per Energy Storage News.
India · ◆ Neutral · 9 Nov 06:00 UTC · Trade press
PGCIL also commissioned 2,616 circuit-km of transmission lines and reported H1 FY27 capital expenditure of $1.8 billion.
Global · ◆ Neutral · 8 Nov 23:56 UTC · Trade press
Developed countries mobilised nearly $137 billion in climate finance in 2024 per OECD data, against a $300 billion annual target agreed for 2035 at COP29.
US · ◆ Neutral · 9 Nov 19:07 UTC · Trade press
The orders, effective 8 November 2026 to 5 February 2027, authorise PREPA to dispatch generation needed for critical capacity, covering 3.2 million residents.
US · ◆ Neutral · 9 Nov 16:52 UTC · Trade press
Up to one million tons of US photovoltaic panels will retire by 2030, and glass makes up 65% to 80% of panel weight, which many recyclers skip.
Turkey · ◆ Neutral · 9 Nov 10:32 UTC · Trade press
More than 2,240 cubic metres of concrete went into the turbine foundation, which needs about 60 days to reach design strength before regulator approval.
REGULATION & POLICY · 10
US, ASEAN · ◆ Neutral · 9 Nov 00:00 UTC · Trade press
US · ▼ Bearish · 9 Nov 00:00 UTC · Trade press
A CSIS analysis published 9 November 2026 says BIS is moving from proactive engagement to enforcement, with no updates to the Entity List, Unverified List or red-flag guidance.
US · ▼ Bearish · 7 Nov 04:16 UTC · Trade press
The Trump administration signed a December executive order creating the AI Litigation Task Force to challenge state AI laws, while data centre moratoriums are gaining traction at state and local level.
US · ▼ Bearish · 9 Nov 01:00 UTC · Newsroom
Canada · ▲ Bullish · 9 Nov 14:34 UTC · Trade press
The budget also sets out over CAD50 billion to double grid capacity by 2050, and Ontario and Saskatchewan are exploring more than 17 GW of new nuclear.
US · ◆ Neutral · 9 Nov 12:38 UTC · Trade press
Earlier: Senate permitting and transmission bill heads for floor vote within days (6 November)
Korea · ◆ Neutral · 9 Nov 05:00 UTC · Company/PR
NVIDIA and MSIT are expanding collaboration across Korea's sovereign AI market, covering AI semiconductors, data centre infrastructure, talent, models and security.
US, China · ◆ Neutral · 9 Nov 15:00 UTC · Trade press
The forthcoming CSET study says the US leads in semiconductors, hyperscale computing and frontier reasoning models, while China has advantages in power generation.
US · ◆ Neutral · 9 Nov 02:00 UTC · Newsroom
US · ◆ Neutral · 9 Nov 18:10 UTC · Trade press
Minnesota approved a plan letting the utility own up to 200 MW of batteries on a $430 million budget without competitive bidding.
