In partnership with
It's time to set up your holiday streaming campaign
Are you ready to reach holiday shoppers on CTV? For many streamers, the season is already underway.
Last year, according to Roku internal data, holiday content searches on Roku saw an 86% increase during October. And in November, those searches rise an average of 39% weekly. This surging holiday spirit is mirrored by consumer activity, as about half of Roku streamers shopped Black Friday and Cyber Monday deals in 2025.
Meeting those shoppers is easier than you might think. Begin with the seasonal outcome you hope to drive: awareness, online sales, leads, store visits, or another measurable goal. From there, define your audience, upload your creative, set the budget and campaign dates, and establish measurement before launching. You can even create a shoppable ad unit that lets streamers buy with a click of their remote.
Our holiday playbook offers a month-by-month guide to reaching shoppers during this all-important time of year.
First-time spenders get a $5,000 match on the first $5,000 spent with code BEEHIIV5K. Terms apply.
The GPU Daily · #120 · covering Tuesday 10 November
The physical layer of AI, every day. Here's what moved on Tuesday 10 November 2026.
An AI cloud company that has never turned a profit beat Wall Street on revenue.
It had spent a month under fire for its debt. Its stock had lost more than forty per cent. Its chief executive answered with the order book. The company now expects more revenue next year than it did three months ago.
The stock fell anyway.
The market has stopped doubting the demand. It is doubting the bill.
In this issue
Top story · NEOCLOUD
US · ▲ Bullish · 10 Nov 22:45 UTC · Newsroom
CoreWeave beat Wall Street on third-quarter revenue, up nearly 170% to $3.66B, and raised its 2026 forecast to $13.0-13.3B. Shares still fell about 4% in extended trading because quarterly capex jumped to $14.5B from $9.4B. CEO Mike Intrator pointed to $9B in customer prepayments due over three months and a $132.5B backlog, up from $104B in June.
MARKET MOVES · 8
US · ▲ Bullish · 10 Nov 14:01 UTC · Trade press
The 825 million Class A share offering targets $57.75bn to $64.35bn in proceeds, while Anthropic reports $900.9bn in compute and infrastructure commitments.
Earlier: Anthropic may get junk rating after IPO, FT reports (30 October)
US, China · ▼ Bearish · 10 Nov 16:15 UTC · Newsroom · 2 sources
Earlier: Nvidia board probes Jensen Huang over ties to suspected Chinese spy (9 November)
China · ▲ Bullish · 10 Nov 07:52 UTC · Trade press
Denglin sold 6.125 million shares at HK$231, the bottom of its range, and expects HK$1.31 billion in net proceeds. Trading began Tuesday.
Global · ▲ Bullish · 10 Nov 13:01 UTC · Trade press
The four-tranche issue on 9 November takes Equinix's cumulative green bonds above US$12bn, with proceeds funding green buildings, renewables and efficiency under its updated framework.
US · ◆ Neutral · 10 Nov 01:27 UTC · Trade press
The Wall Street Journal reports trading could begin the Thursday or Friday of next week, with some investors pushing for a valuation below $1.5 trillion.
Earlier: Anthropic IPO valuation: Why investors are lowering expectations after Wall Street sell-off (7 November)
US · ◆ Neutral · 10 Nov 19:57 UTC · Trade press
Each co-founder will sell 3,378,378 shares at roughly $250 million each at the $74 midpoint, with an IPO valuation of up to $1.4 trillion per the S-1.
Earlier: Anthropic IPO valuation: Why investors are lowering expectations after Wall Street sell-off (7 November)
US · ▼ Bearish · 10 Nov 19:07 UTC · Company/PR
Former acting SDNY US Attorney Joon H. Kim and Wachtell, Lipton, Rosen & Katz will lead the probe, which the independent board members announced on Sunday.
Earlier: Nvidia board launched independent probe into foreign spying reports (8 November)
China · ◆ Neutral · 10 Nov 08:00 UTC · Trade press
Satellites made up 57.7% of first-half 2026 revenue, and orders for 114 AI satellites total RMB3.48 billion.
NEOCLOUD · 8
UK · ▲ Bullish · 9 Nov 12:00 UTC · Company/PR
Wayve will train its AI Driver models on CoreWeave Cloud using NVIDIA Blackwell GPUs, with the value of the agreement not disclosed.
US · ◆ Neutral · 10 Nov 00:00 UTC · Company/PR
Rackspace will provide and operate GB300 NVL72 systems for Together AI inference workloads, with deployment planned for 2027, subject to Rackspace securing GPU financing.
Why this matters: The deal depends on financing not yet secured, so it may be a forward commitment rather than capacity available today.
US · ▲ Bullish · 10 Nov 00:00 UTC · Company/PR
The multi-year agreement covers dedicated AMD EPYC CPU compute and storage, with deployment expected from early 2027.
US · ▲ Bullish · 10 Nov 18:25 UTC · Company/PR
DigitalOcean launched a one-click Marketplace deployment for YC's open-source QM agent harness, bundling a Droplet, Managed Agents sandboxes and Serverless Inference.
Global · ◆ Neutral · 10 Nov 06:10 UTC · Company/PR
Three resources were renamed and existing 1.x state needs manual edits before plans run cleanly.
Why this matters: Teams running RunPod infrastructure as code may need migration work before their next plan.
Global · ◆ Neutral · 5 Nov 00:00 UTC · Company/PR
The 5 November 2026 post covers automating storage for neoclouds through k0rdent AI and a VAST Data integration.
Global · ◆ Neutral · 10 Nov 06:09 UTC · Company/PR
The server supports 17 clients and labels every tool read-only or destructive.
Global · ◆ Neutral · 10 Nov 15:32 UTC · Company/PR
SOFTWARE & AI · 28
Global · ▲ Bullish · 10 Nov 01:00 UTC · Company/PR
Llm-d 1.0 reports KV cache hit rates rising from 35% to 70% and 70-85% lower median time-to-first-token on multi-turn agent workloads, company-stated.
Earlier: Google Cloud released llm-d 1.0, an open Kubernetes-native inference stack (20 October)
Global · ▲ Bullish · 10 Nov 16:00 UTC · Company/PR
NVIDIA's Snapshot cut Crusoe's workload readiness on HGX B300 systems from about eight minutes to 31 seconds, per Crusoe's testing.
Earlier: NVIDIA launched the OpenShell Reference Architecture for building and containing AI agents (21 October)
US · ▼ Bearish · 10 Nov 21:12 UTC · Trade press
Security firm Claroc found 24 SpaceXSI internal apps exposed, and Grok Build's URL scheme left the links visible to passive DNS services.
Earlier: Claroc found thousands of Meta Muse share links exposing private data (20 October)
Global · ▼ Bearish · 10 Nov 13:00 UTC · Trade press
A Hugging Face executive warned that cyberattacks could make open-source AI a little less open, TechCrunch reported.
Earlier: Alibaba Cloud warns agent-native attacks can compromise cloud in hours (22 October)
US · ◆ Neutral · 10 Nov 14:05 UTC · Trade press
A local Model Context Protocol lets ChatGPT, Claude and Gemini access Creative Cloud app features, and Builder moves into Figma's territory.
Global · ◆ Neutral · 10 Nov 16:59 UTC · Company/PR
TLX adds explicit warp-group and cluster orchestration to Triton, and Meta says it runs RecSys and LLM pretraining workloads on NVIDIA and AMD GPUs.
US · ◆ Neutral · 10 Nov 17:30 UTC · Trade press
Claude Meetings entered beta on Team and Enterprise plans, drafting plans and mapping timelines inside live Google Meet video calls.
Global · ▲ Bullish · 10 Nov 00:00 UTC · Company/PR
Team and Enterprise subscriptions, Inference Endpoints, Inference Providers and GPU Spaces can be paid through an existing Google Cloud bill.
Global · ◆ Neutral · 9 Nov 00:00 UTC · Company/PR
Qwen3.8-27B ran as four copies across two GPUs each and tagged 39,836 images per hour, at $0.011 per 1,000 images in electricity, though outputs were not graded for correctness.
Global · ◆ Neutral · 9 Nov 00:00 UTC · Company/PR
Charg Cloud's 8x A100 node also priced electricity at about 3.4 cents per 1,000 FLUX.1-schnell images at $0.10 per kWh, capital excluded.
China · ◆ Neutral · 10 Nov 01:57 UTC · Trade press
LES prefetches next-layer experts from phone flash, reporting 6.07x its baseline on an iPhone, and the code is open-sourced.
US · ◆ Neutral · 10 Nov 19:03 UTC · Trade press
Global · ◆ Neutral · 10 Nov 13:00 UTC · Company/PR
IBM Consulting contributes more than 6,000 prebuilt agents on its Consulting Advantage platform, with Microsoft supplying the AI, data, cloud and security foundation, and initial frameworks covering financial services, insurance and retail.
China · ◆ Neutral · 10 Nov 01:57 UTC · Trade press
The release links agent workspaces to DingTalk chats and docs, adds event-triggered Automatic Tasks and a mobile app.
US · ◆ Neutral · 10 Nov 21:08 UTC · Trade press
OpenAI has not said what it plans to do with Odessia in travel.
France · ◆ Neutral · 10 Nov 06:00 UTC · Company/PR
The certification covers Bare Metal servers from the OPCP hardware catalogue, with a minimum topology of one supervisor node and three storage nodes.
Global · ◆ Neutral · 9 Nov 20:00 UTC · Company/PR
The run used 94 model calls costing $0.97 and 56 sandbox-minutes costing $0.32, with 39 of 47 repos running successfully.
Global · ◆ Neutral · 9 Nov 00:00 UTC · Company/PR
On 28-29 October 2026, Charg ran OpenMM at 466 ns/day on one A100 and Boltz-2 at 12,796 protein-ligand predictions per day on an 8x A100 node.
Global · ◆ Neutral · 5 Nov 22:00 UTC · Company/PR
Meta reported 466 total interruptions over 54 days on 16,384 H100s, with GPU problems causing 58.7% of failures, yet still exceeded 90% effective training time.
Global · ◆ Neutral · 10 Nov 00:00 UTC · Company/PR
The DecisionPipeline, AutoModelForDecision and DecisionConfig classes return probability distributions over predefined answers rather than generated text.
US · ◆ Neutral · 10 Nov 17:00 UTC · Company/PR
Global · ◆ Neutral · 10 Nov 00:00 UTC · Company/PR
The InvokeWebSearch API returns ranked results from an Amazon-operated index and is available in six regions including US East and Europe (Ireland).
Global · ◆ Neutral · 9 Nov 23:35 UTC · Company/PR
Benoit Rossignol trained a QLoRA model in under six minutes at roughly $0.69/hr on RunPod, then hit a GGUF incompatibility when deploying it to LocalAI.
Global · ◆ Neutral · 5 Nov 22:00 UTC · Company/PR
Cast AI's 2026 report found 5% average GPU utilisation across about 23,000 clusters, while optimised environments reach around 50%.
Earlier: Cisco IT lifted GPU utilisation from 15% to about 50% by pooling networks (6 November)
Global · ◆ Neutral · 9 Nov 20:34 UTC · Company/PR
FleetGPT, built on Claude Sonnet 4.6 and Haiku 3.0, reports a 46% drop in road-behaviour violations across Novus's fleet of over 120 enterprise customers.
Global · ◆ Neutral · 5 Nov 22:00 UTC · Company/PR
Cast AI's 2026 State of Kubernetes Optimisation Report found roughly 20 times more GPU capacity provisioned than used across about 23,000 clusters.
Global · ◆ Neutral · 10 Nov 12:00 UTC · Company/PR
The platform targets the nearly 28 hours a week clinicians spend reconciling data across systems, and supports HIPAA compliance with model choice between Google and partner models.
Global · ◆ Neutral · 11 Nov 00:00 UTC · Company/PR
Version 8 of Compute JS Static Publish adds Object Storage support, named collections, and preview URLs for edge-served static sites.
HARDWARE · 6
China · ▼ Bearish · 10 Nov 04:00 UTC · Trade press
Traders in Shenzhen's electronics market are reporting falling prices for Nvidia's top-range GeForce GPUs despite speculation over tighter export controls.
US · ▲ Bullish · 9 Nov 00:00 UTC · Company/PR
Entegris set a long-term model of about 15% revenue CAGR, 55% adjusted gross margin, 35% adjusted operating margin, and about 30% adjusted EPS CAGR.
Global · ◆ Neutral · 10 Nov 00:00 UTC · Company/PR
Japan · ▲ Bullish · 10 Nov 07:45 UTC · 7 sources
Global · ◆ Neutral · 10 Nov 00:00 UTC · Company/PR
The MxL77904 delivers up to 95% peak efficiency and saves up to 0.5W per 1.6T PAM4 DSP, company-stated.
US · ◆ Neutral · 10 Nov 19:56 UTC · Company/PR
Confluent consolidated its hot tier from 168 r6gd nodes to 90 oi2 nodes, roughly halving indexing latency and estimating 18% lower on-demand cost.
HYPERSCALER · 3
China, Hong Kong · ◆ Neutral · 10 Nov 14:22 UTC · Trade press
T-Head filed a confidential Form A1 on 11 September, which Alibaba disclosed 60 days later, 18 days after its HK$80bn share placing earmarked for AI infrastructure.
US · ▲ Bullish · 10 Nov 18:00 UTC · Company/PR
The university will also run its electronic health record on Azure as a backup, under the partnership announced 10 November 2026.
Global · ◆ Neutral · 10 Nov 03:00 UTC · Company/PR
PromQL alarms can trigger step and simple scaling policies, but target tracking is not supported in this release.
DATA CENTRE · 6
US · ▲ Bullish · 10 Nov 15:49 UTC · Trade press
Canada · ▲ Bullish · 10 Nov 20:38 UTC · Trade press
Meta announced a 1-gigawatt AI-optimised campus in Sturgeon County, Alberta in July 2026, representing over CAD $13 billion, paired with a planned 932 MW gas plant.
China · ▲ Bullish · 10 Nov 07:23 UTC · Trade press
The project targets 15,000P of compute and about 100MW in Zhangjiakou by 2027.
US · ▲ Bullish · 9 Nov 00:00 UTC · Company/PR
Keel owns land, substations and grid connections at its Panther Creek, Sharon and Scrubgrass sites and has completed the first phase of construction after decommissioning its mining machines.
UK · ◆ Neutral · 10 Nov 09:13 UTC · Trade press
The project removed more than 97,000 tonnes of material and restored 4.2 hectares at Harwell, Oxfordshire.
US · ◆ Neutral · 10 Nov 15:13 UTC · Company/PR
Compass Datacenters announced the one-time $5 million gift on 10 November 2026, tied to its Meridian, Mississippi project.
ENERGY & POWER · 37
US · ▼ Bearish · 10 Nov 17:24 UTC · Trade press
A DOE emergency order from 13-16 October let PJM direct data centre backup generation to run during grid stress, and PJM set a record 168 GW unrestricted demand on 2 July.
Earlier: DOE let PJM tap backup generation as FERC rejected bring-your-own-capacity (15 October)
US · ◆ Neutral · 10 Nov 15:35 UTC · Trade press
Google pays about $32m upfront for its direct connection, while $73.8m of network upgrades will be recovered from all AES Indiana customers.
US · ◆ Neutral · 10 Nov 15:56 UTC · Trade press
The Long Mott Generating Station will have four Xe-100 reactors giving 320 MWe, and the NRC issued the permit after completing its safety review on 30 October.
US · ▼ Bearish · 10 Nov 20:17 UTC · Trade press
Large-load customers of 50 MW or more must make nonrefundable upfront payments for dedicated grid facilities under the agreement, with the NCUC expected to rule by mid-November.
Earlier: Tech giants press Duke Energy in North Carolina for clean power tariff (15 October)
US · ▲ Bullish · 10 Nov 18:18 UTC · Trade press
The facility includes a 120 MWh battery system serving a hyperscale data centre customer in PJM territory, with Citi, Liberty Bank and Siemens also participating.
US · ▼ Bearish · 10 Nov 14:30 UTC · Trade press
NERC reports 1,154,231 MW of net winter capacity, up 7%, with 633 units and 85,691 MW constrained by cold-weather limits.
US · ▲ Bullish · 9 Nov 00:00 UTC · Company/PR
Backlog reached $2.5 billion, up 571% year on year, and the company's data centre pipeline exceeds 6GW of power generation opportunities, including a North Dakota project in permitting.
Earlier: Babcock & Wilcox set its Q3 2026 earnings call for 9 November (26 October)
US · ▲ Bullish · 10 Nov 21:00 UTC · Trade press
The NRC issued a construction permit for Dow's Long Mott Generating Station in Seadrift, Texas, covering four X-energy Xe-100 reactors totalling 320 MWe.
Earlier: X-energy receives additional $1B DOE funding for four 80-MW reactors at Dow Chemical site. (23 September)
US · ◆ Neutral · 9 Nov 23:42 UTC · Trade press
ERCOT has split the work to verify and audit large-load interconnection requests into three workstreams so smaller loads are covered.
US · ▲ Bullish · 10 Nov 21:00 UTC · Trade press
GE Vernova is investing $34.5 million to expand its Shreveport, Louisiana transformer facility, with full capacity projected by 2028.
China · ◆ Neutral · 10 Nov 12:37 UTC · Trade press
San'ao unit 1 entered commercial operation in April 2025, and unit 2 completed fuel loading last week and is due to supply electricity in 2027.
US · ◆ Neutral · 10 Nov 17:49 UTC · Trade press
GE Vernova confirmed its LM2500XPRESS for fuel blends up to 50% hydrogen and completed testing of the LM6000VELOX for 100% hydrogen at its Greenville, South Carolina facility.
US · ◆ Neutral · 10 Nov 16:05 UTC · Trade press
Urban Land Institute and UL data show 58 GWh of on-site storage installed in 2025, with 500 GWh expected between 2026 and 2032.
US · ▼ Bearish · 10 Nov 06:01 UTC · Trade press
The decision ends an initiative that covered ten proposed corridors spanning more than 5,600 km.
Global · ◆ Neutral · 10 Nov 17:39 UTC · Trade press
More than 80 SMR designs exist globally, and utilities rank SMRs second among emerging technologies for clean baseload power.
China · ◆ Neutral · 10 Nov 13:30 UTC · Trade press
The system pairs a 5 MW, 1.25 MWh flywheel with a 0.5 MW, 125 kWh inertia flywheel, and Huaneng claims a sub-100 millisecond grid response, company-stated.
US · ◆ Neutral · 9 Nov 23:09 UTC · Trade press
Arshad Mansoor argues transmission utilisation should be measured against post-failure operation and tied to specific constraints and actions.
Italy · ◆ Neutral · 10 Nov 11:43 UTC · Trade press
The company claims more than 10 GWh of potential projects across the Mediterranean, Middle East and Caribbean, and its demonstrator is scheduled for the first half of 2027.
US · ◆ Neutral · 9 Nov 22:49 UTC · Trade press
Invenergy contests MISO's position that merchant HVDC resources are not capacity resources, arguing the RTO benefits from private lines without paying for them.
Portugal · ▲ Bullish · 10 Nov 06:58 UTC · Trade press
The standalone tender reserves 750 MVA and the co-located tender 300 MVA, with applications open until 22 December 2026.
Earlier: Portugal makes grid-forming mandatory for large-scale BESS and launches 1 GW tender (29 October)
Austria · ◆ Neutral · 10 Nov 06:00 UTC · Trade press
Kärnten Netz will deploy three Gridscale X applications covering network visibility, outage management and flexibility management, extending to low-voltage networks.
US · ◆ Neutral · 9 Nov 23:04 UTC · Trade press
NYISO staff at the Installed Capacity Working Group asked stakeholders whether to abandon or continue the project.
Australia · ▲ Bullish · 10 Nov 03:48 UTC · Trade press
The 285 MW project, fully owned by CS Energy, cleared AEMO's Grid R1 approval, with Vestas part of the consortium building and operating it.
Romania · ◆ Neutral · 10 Nov 12:49 UTC · Trade press
The 1,625 projects over 1 MW include 238 with storage totalling more than 15.3 GW, and 730 projects representing 40.4 GW have commissioning dates between 2026 and 2035.
Australia · ◆ Neutral · 10 Nov 09:13 UTC · Trade press
Two Australian battery storage projects, in South Australia and Victoria, were submitted to the federal government under the EPBC Act.
US · ▼ Bearish · 10 Nov 08:30 UTC · Trade press
Only 0.3 GW of the 39 GW projected by 2035 was online at end-2024, and the administration paid RWE $1.22 billion to drop leases.
Australia · ◆ Neutral · 10 Nov 03:09 UTC · Trade press
The 201 MW, 855 MWh four-hour battery would sit on a 7 hectare site beside Bendigo's main substation, which has abandoned gold mine shafts that must be made safe.
Earlier: Pacific Blue refers an 855 MWh Victorian battery to Australia's EPBC Act (9 November)
US · ◆ Neutral · 10 Nov 00:18 UTC · Trade press
FERC approved Western Power Pool's request to revise the Western Resource Adequacy Programme's forward showing schedules to create a third subregion.
US · ◆ Neutral · 10 Nov 20:36 UTC · Trade press
The second transformer at Lakewood, Ohio came online four months early, at about $1.85 million each.
Australia · ▲ Bullish · 10 Nov 08:39 UTC · Trade press
The state will cover up to 50% of eligible costs for a relocatable vanadium electrolyte plant for flow battery projects.
Global · ◆ Neutral · 10 Nov 04:12 UTC · Trade press
The 2026 Global Carbon Budget projects 38.2 billion tonnes of fossil CO2, with the remaining budget for 1.5°C at 150 billion tonnes.
US · ◆ Neutral · 9 Nov 22:42 UTC · Trade press
A NYISO consumer impact analysis found no benefits from breaking TCCs into blocks smaller than 24 hours.
Canada · ◆ Neutral · 10 Nov 13:02 UTC · Trade press
Italy · ◆ Neutral · 10 Nov 12:11 UTC · Trade press
Australia · ◆ Neutral · 10 Nov 09:10 UTC · Trade press
The federal programme has sold more than 600,000 home battery systems, roughly 16.8GWh.
Global · ◆ Neutral · 10 Nov 01:01 UTC · Trade press
Fossil CO2 is projected at 38.2bn tonnes, with a 1.9% drop in oil emissions tied to the closure of the Strait of Hormuz.
US · ◆ Neutral · 10 Nov 19:27 UTC · Trade press
The vanadium flow battery gives the station at least 10 hours of backup power during outages and shutoffs, on a reservation that has seen some outages last over 24 hours.
REGULATION & POLICY · 18
US, China · ▼ Bearish · 9 Nov 23:23 UTC · Trade press
Media reports also allege Jensen Huang had an affair with a suspected PRC spy, and that Nvidia executives improperly interfered in investigations into Megaspeed.
Earlier: Nvidia opened probe into report on CEO Huang and alleged Chinese spy (8 November)
US, China · ▼ Bearish · 10 Nov 10:40 UTC · Trade press
Beijing has called the espionage claims baseless, and Nvidia is investigating whether a Chinese businesswoman close to Huang was working for its intelligence services.
Earlier: Nvidia board probes Jensen Huang over ties to suspected Chinese spy (9 November)
US · ▼ Bearish · 9 Nov 21:10 UTC · Trade press
Texas governor-elect Gina Hinojosa has called for a moratorium on data centre approvals until the state legislature addresses the topic, and a federal permitting bill faces a lame-duck vote.
Earlier: How the US midterm elections reflected resistance to data centres (7 November)
US · ◆ Neutral · 10 Nov 15:02 UTC · Trade press
The Senate voted 73-25 on Monday to advance the Bipartisan American Affordability and Jobs Act, and TD Cowen cut its odds of enactment from about 40% to 25%.
Earlier: Mark Christie says the Senate permitting bill needs three amendments before passage (3 November)
US · ◆ Neutral · 10 Nov 00:15 UTC · Newsroom
US, China · ◆ Neutral · 10 Nov 20:23 UTC · Trade press
Reports say a suspected Chinese intelligence asset targeted Nvidia's Jensen Huang.
Earlier: Nvidia's board opened an investigation into reports Jensen Huang was targeted (9 November)
US · ▼ Bearish · 10 Nov 14:55 UTC · Trade press
Many communities voted in the 2026 midterms to restrict data centre development, and Yucca Mountain has had no new appropriations since 2010.
Earlier: How the US midterm elections reflected resistance to data centres (7 November)
US, Singapore · ◆ Neutral · 10 Nov 08:30 UTC · Trade press
U.S. authorities reportedly suspect Alice Huang, a former Megaspeed executive, disclosed American information to outside parties.
Earlier: Megaspeed executive reportedly recruited to spy on Nvidia's CEO (7 November)
US · ◆ Neutral · 10 Nov 11:09 UTC · Trade press
Joseph Sullivan also said MISO's cost allocation framework for large loads is overly complex and may not make some data centres pay both incremental and embedded costs.
US · ▲ Bullish · 10 Nov 00:49 UTC · Trade press
The Senate moved the Bipartisan American Affordability and Jobs Act through cloture, a key lame-duck hurdle for permitting and transmission reform.
Earlier: Senate prepares first vote on permitting reform (9 November)
US · ◆ Neutral · 10 Nov 00:42 UTC · Trade press
Senators invoked cloture on the motion to proceed to the Bipartisan American Affordability and Jobs Act, just after the president publicly cast doubt on the deal.
Earlier: Senate permitting and transmission bill heads for floor vote within days (6 November)
US · ▲ Bullish · 10 Nov 03:41 UTC · Trade press
The bill cleared its first and most important procedural hurdle on Monday evening, when 73 senators voted to end debate.
Earlier: Senate permitting and transmission bill heads for floor vote within days (6 November)
US · ◆ Neutral · 10 Nov 20:21 UTC · Trade press
US · ◆ Neutral · 10 Nov 20:52 UTC · Trade press
Major AI developers must register, disclose safety practices, and report critical incidents or face fines under the state's law.
US · ◆ Neutral · 10 Nov 14:13 UTC · Trade press
Earlier: Senate permitting and transmission bill heads for floor vote within days (6 November)
US · ◆ Neutral · 10 Nov 17:32 UTC · Trade press
Idaho, Louisiana, Oklahoma, Tennessee and Utah are exploring sites under DOE's Nuclear Lifecycle Innovation Campuses initiative for fuel recycling and advanced reactor development.
EU, China · ◆ Neutral · 10 Nov 02:20 UTC · Trade press
Lamy called for a negotiated EU-China arrangement backed by a credible threat of trade restrictions if talks fail.
Australia · ◆ Neutral · 10 Nov 02:23 UTC · Trade press
The High Court overturned the approval 3-2, and MACH Energy plans to extract 406 million tonnes over 22 years from December 2026.
