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The GPU Daily · #122 · covering Thursday 12 November
The physical layer of AI, every day. Here's what moved on Thursday 12 November 2026.
The chief executive of a four trillion dollar chip company has resigned.
The finance chief steps in as interim chief executive. The board is looking for a permanent successor. The company sits at the centre of the AI market, and its departure threatens to reshape it.
The seat is empty.
The search has only just started.
In this issue
Top story · HARDWARE
US · ▼ Bearish · 12 Nov 14:30 UTC · Newsroom · 26 sources
Jensen Huang is stepping down as CEO of Nvidia, a US$4 trillion company. CFO Colette Kress takes over as interim CEO while the board looks for a permanent successor. A Channel NewsAsia headline says Huang also leaves his posts as president and board member.
Earlier: Nvidia opened probe into report on CEO Huang and alleged Chinese spy (8 November)
Dw · Channelnewsasia · Cnet · Eteknix
MARKET MOVES · 8
US · ◆ Neutral · 12 Nov 13:48 UTC · Company/PR
Nvidia's board announced Huang's resignation as CEO and a director, named Colette Kress interim CEO, and appointed Harvey C. Jones as the first-ever Chair of the Board.
Earlier: Report says Jensen Huang faces sacking over second affair (11 November)
US · ▲ Bullish · 12 Nov 00:00 UTC · Company/PR
US · ◆ Neutral · 12 Nov 10:15 UTC · Newsroom · 2 sources
Earlier: Anthropic priced IPO at $70 to $78 a share, implying up to $1.4tn (10 November)
US · ▲ Bullish · 12 Nov 17:03 UTC · Trade press
Rowan Digital Infrastructure secured over $1.5B of corporate financing on 12 November, including a $600M term loan upsize led by Apterra and a $590M revolver led by Citibank.
Global · ▼ Bearish · 12 Nov 20:36 UTC · Company/PR
On-demand B300 pricing spans $4.70 to $18.00 per GPU-hour as of October 2026, with hyperscalers listing at $12 to $18 and neoclouds at $4.70 to $9.20.
US · ▼ Bearish · 12 Nov 22:00 UTC · Newsroom
US, India, Israel · ◆ Neutral · 12 Nov 15:18 UTC · Trade press
The eighteenth fund targets investments across the US, India and Israel, with expanded focus on physical AI and voice AI.
Why this matters: Physical AI and robotics funding may draw capital toward compute-heavy startups, though the fund is not GPU-specific.
Global · ◆ Neutral · 12 Nov 20:26 UTC · Trade press
Earlier: Jensen Huang accused of second affair, this time with Nvidia executive (11 November)
NEOCLOUD · 4
Global · ◆ Neutral · 12 Nov 21:27 UTC · Trade press
Delays at a Microsoft data centre are raising questions about the financing model.
Why this matters: The plan may show whether neoclouds can fund large build-outs without equity, and the Microsoft delays may affect timing for its capacity.
US · ▲ Bullish · 11 Nov 12:00 UTC · Company/PR
CoreWeave Database runs CloudNativePG inside CoreWeave Kubernetes Service clusters, with pgvector support for RAG workloads, launched on 11 November 2026.
Why this matters: Extending into the data layer may increase lock-in for AI customers already running on CoreWeave's clusters.
Global · ◆ Neutral · 12 Nov 00:00 UTC · Company/PR
The joint offering targets private and sovereign AI deployments with EC2-compatible APIs, autoscaling and hardware-assisted multi-tenancy.
Why this matters: The offering may give enterprises a managed GPU-cloud route on on-premises hardware, which could compete with neocloud rentals.
Global · ◆ Neutral · 12 Nov 00:00 UTC · Company/PR
Of 502 senior AI decision-makers surveyed, 96% report governance gaps, and 73% would pay a premium for a fully managed AI service.
Why this matters: The 73% premium figure may support demand for managed GPU services over raw infrastructure, though the survey is vendor-sponsored.
SOFTWARE & AI · 22
Global · ▲ Bullish · 12 Nov 19:27 UTC · Trade press
Google released Gemini 4 Hydrogen, which it says completes tasks 2.5 times faster than Gemini 3.8 Flash and is rolling out to all Search users globally.
Why this matters: Faster agentic execution may raise inference demand per query, though Google's speed claims are company-stated.
Global · ◆ Neutral · 12 Nov 00:00 UTC · Company/PR
SGLang runs on hundreds of thousands of GPUs and powers production inference at Meta, Microsoft, Google and Amazon, according to the consortium.
Why this matters: The consortium may push inference optimisation toward a shared open-source stack across GPU vendors, which could affect how buyers compare hardware.
US · ▲ Bullish · 11 Nov 23:18 UTC · Company/PR
Three open-weight MIT-licenced MoE models are now on SageMaker JumpStart, including V4-Pro at 1.6T parameters with 49B active per token.
US · ◆ Neutral · 12 Nov 17:36 UTC · Trade press
Hugging Face's CEO pledged to keep fighting for open-source AI after Huang's exit, as Nvidia's $12.9 billion acquisition awaits a DOJ competition inquiry and a first-half 2027 close.
Why this matters: The DOJ inquiry and leadership change may delay or reshape the Hugging Face deal's closing terms.
Earlier: FBI is ‘looking into’ Jensen Huang, as critics pick over the weaknesses in Nvidia’s corporate governance structure (11 November)
Global · ▼ Bearish · 12 Nov 15:02 UTC · Trade press
Fireworks confirmed an intrusion via its cloud provider that exposed billing data and some datasets, and Notion says about 1% of its customers were affected.
Earlier: Hugging Face warns cyberattacks could tighten open AI platform access (10 November)
Global · ▲ Bullish · 9 Nov 16:00 UTC · Company/PR
NVIDIA cuVS integration into Elasticsearch 9.4 builds vector indexes on the GPU, with up to 12x faster indexing, and runs on Dell PowerScale and ObjectScale storage.
Why this matters: The GPU-accelerated index build may free CPU capacity for query serving on enterprise retrieval stacks.
China · ◆ Neutral · 12 Nov 07:11 UTC · Trade press
Zhang Yiming reportedly told the AI team ByteDance could reach OpenAI and Anthropic's level by 2029 or 2030, per Bloomberg via IT Home.
Why this matters: A consumer assistant launch may add inference demand on ByteDance's existing GPU fleet, which could affect its procurement plans.
China · ◆ Neutral · 12 Nov 07:10 UTC · Trade press
The model activates 14 billion of its 280 billion parameters per token and Baidu plans to release weights under Apache 2.0.
Why this matters: A sparse model with a million-token context may lower inference cost per query, which could matter for operators pricing Chinese model serving.
Earlier: Baidu released ERNIE 5.5 Flash Preview, promises open weights in November (11 November)
China · ◆ Neutral · 12 Nov 02:18 UTC · Trade press
The preview offers a 1M-token context with image, video input and tool calling, with no benchmarks or weights published yet.
Why this matters: A long-context model available only via Alibaba's plan may add inference load to its cloud, though no capacity figures were disclosed.
Earlier: Alibaba opened a Qwen4-Max preview with a million-token context (11 November)
Global · ◆ Neutral · 10 Nov 20:00 UTC · Company/PR
GMI Cloud says GPT-6.1 Sol finished a 13-turn coding task with all 23 tests passing, costing $0.46 against $2.40 for GPT-6 Astra.
Global · ◆ Neutral · 12 Nov 19:07 UTC · Company/PR
The 3B and 8B previews claim to avoid 47% more prompt-injection attacks than the best frontier model tested, according to IBM.
Why this matters: If the injection gains hold outside IBM's benchmark, enterprises may adopt the markup format for safer agent pipelines.
China · ▲ Bullish · 12 Nov 08:39 UTC · Trade press
Volcano Engine's model generates video twice as fast at about 0.99 yuan per second at 720p, with API access opening 15 November.
Why this matters: Cheaper, faster video generation may raise inference demand on Chinese GPU capacity.
Global · ◆ Neutral · 11 Nov 23:36 UTC · Company/PR
The 9B model is designed for single-GPU deployment, and the 35B model runs on a single 24GB consumer GPU, under an MIT licence.
Why this matters: Open models sized for single consumer GPUs may shift some agentic coding inference from cloud rentals to local hardware.
China · ◆ Neutral · 12 Nov 08:39 UTC · Trade press
The marketplace lists models from multiple suppliers behind one API, and Baidu says it serves 700 billion tokens a day.
Why this matters: A single API routing many model suppliers could shift how inference volume is spread across GPU providers.
US · ◆ Neutral · 12 Nov 05:00 UTC · Company/PR
Sessions start in under 2 seconds at P75 on a 2 GB image, down from 29.7 seconds, and idle agents scale to zero.
Why this matters: Faster cold starts and scale-to-zero may reduce idle GPU and memory cost for agent workloads, which could affect how inference capacity is sized.
Earlier: AWS launched AgentCore Runtime V2 with cold starts near 2 seconds (9 November)
Global · ◆ Neutral · 12 Nov 20:51 UTC · Company/PR
US · ◆ Neutral · 11 Nov 21:03 UTC · Company/PR
AWS positions SageMaker Lakehouse on S3 Tables, Bedrock AgentCore Gateway and S3 Vectors as the data layer for agentic AI, citing a Gartner projection that over 40% of agentic projects will be cancelled by 2027.
Why this matters: Data architecture guidance rather than a capacity or pricing move, so it may matter more to software buyers than GPU procurement teams.
Global · ◆ Neutral · 12 Nov 19:31 UTC · Company/PR
The reference architecture has a five-phase agent runtime and cost controls on inference spend, which AWS says is growing faster than productivity gains for many enterprises.
Why this matters: The architecture may shape how enterprises budget inference spend on managed AWS services.
China · ◆ Neutral · 12 Nov 08:39 UTC · Trade press
ERNIE-Wizshot-ME generates 4- to 15-second 1080p expressive clips from still portraits.
Global · ◆ Neutral · 12 Nov 00:00 UTC · Company/PR
The approach uses LoRA adapters of about 9.3 million parameters, and preprocessing 188 objects took about an hour on an A100 80GB.
Global · ◆ Neutral · 12 Nov 21:51 UTC · Company/PR
Global · ▼ Bearish · 12 Nov 00:00 UTC · Company/PR
The campaign hijacks compromised servers' CPUs for cryptomining and installs a Gh0st RAT variant with keylogging and remote shell access.
Why this matters: Exposed database servers running GPU or compute workloads may be targeted, which could divert capacity to mining.
HARDWARE · 18
US · ▼ Bearish · 12 Nov 03:13 UTC · Trade press
Kalshi traders priced Huang's odds of remaining CEO through the week at 30%, after he confirmed an extramarital affair.
Earlier: Report says Jensen Huang faces sacking over second affair (11 November)
US, China · ▼ Bearish · 12 Nov 16:32 UTC · Trade press
Nvidia's board ousted Huang after he admitted an affair with an executive at a Singapore neocloud that US officials suspect of smuggling Nvidia chips to China.
Earlier: Report says Jensen Huang faces sacking over second affair (11 November)
Global · ▲ Bullish · 10 Nov 13:30 UTC · Company/PR
The dual-socket 3U R9825 supports up to 512 cores per server and the single-socket 2U R9815 targets consolidation, with both offering direct liquid cooling as an option.
Why this matters: New x86 server platforms with liquid cooling options may affect rack density planning for CPU-heavy AI and inference hosts.
Earlier: Supermicro ships next-generation servers powered by 6th Gen AMD EPYC 9006 CPUs (11 November)
Global · ◆ Neutral · 12 Nov 00:00 UTC · Company/PR
Why this matters: The inference claims may matter for buyers comparing rackscale AMD systems against NVIDIA, though the benchmark terms were not in the source.
US · ◆ Neutral · 12 Nov 16:12 UTC · Trade press
In a Truth Social post, Trump named former Apple CEO Tim Cook, who stepped down on 1 September 2026, as the man to replace Huang.
Why this matters: A succession pick by the President rather than the board may complicate Nvidia's governance and its customer relationships.
Earlier: FBI is ‘looking into’ Jensen Huang, as critics pick over the weaknesses in Nvidia’s corporate governance structure (11 November)
US · ◆ Neutral · 12 Nov 03:45 UTC · Newsroom · 4 sources
China · ◆ Neutral · 12 Nov 02:18 UTC · Trade press
The December 29-30 event in Beijing is set to include 10 or more launches, with reports pointing to Lushan graphics GPUs on the Huagang architecture.
Why this matters: A domestic AI card launch could give Chinese buyers an alternative to NVIDIA parts, though the specs are unconfirmed reports.
US · ◆ Neutral · 9 Nov 15:00 UTC · Company/PR
Why this matters: The PowerRack and claimed PowerEdge gains may matter to HPC and AI buyers weighing server refresh timing.
Earlier: Dell launched its latest PowerEdge platforms aimed at AI at scale (21 October)
US · ◆ Neutral · 12 Nov 00:00 UTC · Company/PR
AMD plans an equity investment in PsiQuantum, amount undisclosed, and the collaboration spans Instinct GPUs, EPYC CPUs and Versal FPGAs.
Australia, US · ▼ Bearish · 12 Nov 20:30 UTC · Newsroom · 4 sources
Earlier: Jensen Huang accused of second affair, this time with Nvidia executive (11 November)
China · ◆ Neutral · 12 Nov 08:39 UTC · Trade press
The cache-coherent IP supports up to 32MB of L3 and doubles XL-200 bandwidth, with claimed over 90% eight-core scaling.
Why this matters: RISC-V server CPU interconnect IP could give Chinese chip designers an alternative path to x86 and Arm host processors for AI servers.
US · ◆ Neutral · 12 Nov 17:45 UTC · Newsroom · 2 sources
China · ◆ Neutral · 12 Nov 02:19 UTC · Trade press
The test used 230GBaud over standard G.652.D fibre, its longest 1.6T result, to feed a new ITU-T long-haul standard.
Why this matters: Single-wavelength 1.6T over long-haul fibre may reduce the need for regeneration in data centre interconnect links, though this is a lab test.
Global · ◆ Neutral · 11 Nov 16:06 UTC · Company/PR
CNQ Spark deploys into a customer's Azure subscription in under 10 minutes on a single VM with 1 TB, with no licence fee and no built-in data protection.
Why this matters: Low-cost scratch storage for training runs may suit smaller AI teams on Azure, though it carries no resilience guarantees.
US · ◆ Neutral · 12 Nov 00:00 UTC · Company/PR
The ranking weighted market leadership at 35% and valuation at 30%, and VAST claims deployments across millions of GPUs, company-stated.
Why this matters: Recognition in a ranking may aid VAST's storage positioning with AI buyers, though the GPU deployment claim is unverified.
Global · ◆ Neutral · 12 Nov 00:00 UTC · Company/PR
Global · ◆ Neutral · 12 Nov 00:00 UTC · Company/PR
Global · ◆ Neutral · 9 Nov 14:00 UTC · Company/PR
Dell cites a Prowess Consulting report criticising HPE Private Cloud AI for shifting integration work downstream, and a 2026 study finding only 13% of AI adopters have fully scaled to their business case.
HYPERSCALER · 8
Global · ▲ Bullish · 11 Nov 19:45 UTC · Company/PR
The limit rises from 16 GB for Provisioned Control Plane 4XL and 8XL tiers, requiring EKS 1.34 or later, with AWS citing large AI/ML training and inference workloads.
Why this matters: Very large Kubernetes clusters running GPU workloads may need fewer control-plane workarounds at this scale.
US · ◆ Neutral · 12 Nov 17:00 UTC · Company/PR
The preview provisions 1 to 50 Gbps in minutes in us-east4, with flat-rate pricing that includes Google Cloud data egress.
Why this matters: The flat-rate pricing may suit GPU operators and neoclouds connecting to Google Cloud.
US · ◆ Neutral · 12 Nov 08:00 UTC · Company/PR
The instances scale to 384 vCPUs, 3 TiB of memory and 22.8 TB of local NVMe storage across 13 AWS Regions.
Why this matters: The local NVMe tier may cut tempdb latency for SQL Server workloads, which could shift some database spend toward these instance types.
EU · ◆ Neutral · 11 Nov 21:00 UTC · Company/PR
The service is now generally available in the AWS European Sovereign Cloud Region and 31 additional regions, supporting AWS WAF and Shield in the sovereign region.
Why this matters: The rollout may matter for sovereign-cloud deployments, though it is not a capacity event.
China · ◆ Neutral · 12 Nov 07:09 UTC · Trade press
The claim followed Tencent's 28th-anniversary all-hands, where executives called for faster changes as resources shift toward AI.
US · ◆ Neutral · 11 Nov 23:25 UTC · Company/PR
Zillow replaced more than 10 campaign generators with one Step Functions-based orchestration platform, ramping to over 100 million daily workflows.
Global · ◆ Neutral · 12 Nov 17:00 UTC · Company/PR
Google Cloud announced general availability of its Organisation Policy MCP server, letting autonomous agents interact directly with cloud policy.
Global · ◆ Neutral · 12 Nov 17:30 UTC · Company/PR
Cisco was named 2026 Microsoft Partner of the Year for Business Transformation in the Marketplace category, picked from over 4,500 global nominations, with company-stated Marketplace billed sales up 862% year-over-year in FY26.
Why this matters: Cisco's partner-led resale model may draw more of its rivals' Marketplace business onto Microsoft's platform.
DATA CENTRE · 5
Australia · ▲ Bullish · 12 Nov 02:50 UTC · Trade press
The projects would supply a 550 MW data centre on the former Kurri Kurri smelter site, with operation expected 2030 to 2032.
Kazakhstan · ▲ Bullish · 12 Nov 00:00 UTC · Company/PR
The phased build would run from 2027 to 2029, with TengriAI handling land, power and construction and Gcore supplying the cloud stack.
Why this matters: The project may give Central Asian customers in-region GPU capacity, though an MoU is an early step rather than a committed build.
Luxembourg · ◆ Neutral · 12 Nov 15:10 UTC · Company/PR
The portal gives customers real-time power and environmental data, rack-level insights and maintenance schedules covering the next 53 weeks.
Why this matters: Colocation customers may get more visibility into facility operations, though the offering is not a capacity change.
US, Sweden · ◆ Neutral · 12 Nov 12:00 UTC · Company/PR
The deals include at least 180,000 tons of lower carbon cement from Sublime Systems and a multi-year agreement with Stegra for near-zero-emission steel.
Earlier: Meta bought certificates for 200,000 tons of low-carbon cement from Missouri plant (30 October)
Global · ◆ Neutral · 12 Nov 00:00 UTC · Company/PR
ENERGY & POWER · 33
US · ▼ Bearish · 12 Nov 17:00 UTC · Trade press
SoftBank reported a $7.1 billion quarterly loss, with over $3 billion from nonrefundable deposits on natural gas turbines for its 9.2GW SB Energy plant.
Why this matters: The write-down may slow gas-fired power projects planned to supply AI data centres.
US · ▲ Bullish · 12 Nov 00:00 UTC · Company/PR
Deliveries from Centrus' Pike County, Ohio plant begin in 2029, and Meta's prepayment funds the procurement for Oklo's planned 1.2 GW Ohio campus.
Why this matters: Meta's prepayment for future Oklo power may become a template for hyperscalers securing firm nuclear supply for AI campuses.
US · ▲ Bullish · 12 Nov 06:02 UTC · Trade press
US orders climbed 70.8% to $30.8 billion, and group backlog reached $182 billion with a book-to-bill of 1.54.
Why this matters: Transformer and grid equipment backlogs at this scale may keep lead times long for data centre substation and grid connection projects.
Earlier: GE Vernova's grid backlog hit $42.2B as rivals report record orders (11 November)
Australia · ▲ Bullish · 12 Nov 21:12 UTC · Trade press
AirTrunk signed an exclusivity agreement with European Energy Australia covering more than 800MWh of battery storage, as part of a 1GW Hunter renewables deal.
Why this matters: The deal may tie data centre load in Australia more closely to co-located storage.
Earlier: AirTrunk signs exclusivity deal for two Hunter renewable projects (11 November)
US · ▼ Bearish · 12 Nov 01:34 UTC · Trade press
The alert was issued in May, and stakeholders expect compliance efforts to be cumbersome.
Why this matters: Tighter NERC expectations on large loads could add compliance cost for data centre operators connecting to bulk power systems.
US · ◆ Neutral · 12 Nov 18:25 UTC · Trade press
EIA expects more than 25GW of battery storage installed in 2027 and utility-scale solar rising from 7% to nearly 10% of US generation between 2025 and 2027.
Why this matters: The forecast may set the grid mix that new data centre load connects into.
US · ◆ Neutral · 12 Nov 00:00 UTC · Trade press
US · ▼ Bearish · 12 Nov 15:48 UTC · Trade press
Developers say turbine deliveries have slipped, and equipment arriving after 31 December 2027 loses about $24 million in credits across one project.
Why this matters: Wind supply for data centre power procurement may tighten if Defence review stays stalled.
US · ◆ Neutral · 12 Nov 00:28 UTC · Trade press
The report counts 165 GW of proposed gas capacity co-located with US data centres.
Why this matters: Co-located gas at this scale may shift data centre power procurement toward grid supply if policy changes, which could affect siting choices.
US · ◆ Neutral · 12 Nov 16:05 UTC · Trade press
Con Edison and peer utilities propose owning up to 1 GW of land-based renewables a year, and project a NYC capacity shortfall of 675 MW by 2036.
Why this matters: Utility-owned generation could add supply for large loads in New York, though the proposal is not yet approved.
Australia · ◆ Neutral · 12 Nov 22:09 UTC · Trade press
OX2 filed a 300MW, four-hour battery storage proposal for federal environmental assessment, providing up to 1,200MWh near Adelaide, with operations targeted for 2029.
Why this matters: The project may add storage capacity to a grid that already runs heavily on renewables.
Finland · ◆ Neutral · 12 Nov 17:22 UTC · Trade press
Wärtsilä will supply a 43MW gas engine power plant and a six-year service agreement to EPV Energy, with the Lappeenranta plant scheduled to be operational in the first half of 2029.
Why this matters: The plant may add flexible gas-fired capacity in Finland for balancing power.
US · ◆ Neutral · 12 Nov 14:30 UTC · Trade press
Terabase says each Terafab V2 line produces around 20 MW a week, with Solv Energy as EPC contractor on the Tormes Solar project.
Why this matters: Automated construction could shorten build schedules for power supply to data centre campuses, though the productivity claims are the vendor's.
US · ◆ Neutral · 12 Nov 18:37 UTC · Trade press
Duke Energy Florida filed plans with the Florida Public Service Commission for four solar sites in Orange and Sumter counties, tentatively in service by June 2028.
France · ◆ Neutral · 12 Nov 06:00 UTC · Trade press
The French company targets 800 VDC conversion from medium-voltage grid power, with commercial deployment planned for 2028.
UK · ◆ Neutral · 12 Nov 20:23 UTC · Trade press
UK Fusion Energy launched a procurement programme of up to £115 million across five systems for the STEP prototype fusion plant, with two-year contracts.
Why this matters: Awarding five major systems contracts could set the supplier base for the STEP prototype plant.
Asia · ◆ Neutral · 12 Nov 14:15 UTC · Trade press
The fund's first investment backs a Manila developer targeting 450 MW of solar and 350 MWh of battery storage by 2030.
Why this matters: A fund of this size may speed up solar-plus-storage build-outs in markets like the Philippines.
Australia · ◆ Neutral · 11 Nov 23:21 UTC · Trade press
Ausgrid released spatial planning data for Mascot-Botany, the Northern Central Coast and Caringbah under a $72.8m Community Power Network trial.
Australia · ◆ Neutral · 12 Nov 04:10 UTC · Trade press
The 800 MWh system would sit on the demolished Vales Point A site, next to the operating 1,320 MW Vales Point B plant.
US · ◆ Neutral · 12 Nov 02:01 UTC · Trade press
The plan covers data access, dual-fuel incentives and use of demand flexibility at the open board meeting.
US · ◆ Neutral · 12 Nov 17:58 UTC · Trade press
DRC · ◆ Neutral · 12 Nov 09:03 UTC · Trade press
The facility guarantees 30MW of round-the-clock supply and entered commercial operation on 12 August.
Why this matters: Off-grid solar-plus-storage with firm baseload may become a template for remote high-load industrial sites, including mining-adjacent compute.
Australia · ▼ Bearish · 12 Nov 03:28 UTC · Trade press
Energex said hundreds of powerlines were down and some network sections would need rebuilding.
Why this matters: Grid damage in Queensland's densest region may raise questions about network resilience for new large loads there.
US · ◆ Neutral · 11 Nov 23:22 UTC · Trade press
The series cover timing, load alternation and voltage and phase monitoring, and Trystar lists data centres among its target sectors.
Why this matters: Panel builders serving data centres may adopt these narrow relays to save space in control cabinets.
US · ◆ Neutral · 12 Nov 14:33 UTC · Trade press
US · ▲ Bullish · 12 Nov 12:30 UTC · 2 sources
Global · ◆ Neutral · 12 Nov 07:31 UTC · Trade press
The process recovered 99.8% of module mass, including glass, silicon cells and encapsulant, in lab tests on mini-modules.
Why this matters: Scaling the method to full-size panels could matter for solar supply chains feeding data centre power.
Global · ◆ Neutral · 12 Nov 17:59 UTC · Trade press
Itron has 15 million metres running its Distributed Intelligence stack out of more than 300 million deployed globally, with a 2,000-unit battery programme launched in late 2025.
Singapore, US · ◆ Neutral · 12 Nov 15:44 UTC · Trade press
Turkey · ◆ Neutral · 12 Nov 12:05 UTC · Trade press
The study covers a potential 4.5GW plant, with AtkinsRéalis contributing 35% to 40% of capex and Turkey the remainder.
Why this matters: Power for future AI campuses in the region may draw on new nuclear, though the project is still at feasibility stage.
Earlier: Canada and Turkey sign civil nuclear partnership covering CANDU for Sinop (29 October)
Mexico · ◆ Neutral · 12 Nov 07:37 UTC · Trade press
Solar supplied 484.36 MW of the 485.76 MW added in the first half of 2026, bringing cumulative investment to an estimated $14.58 billion.
US · ◆ Neutral · 12 Nov 00:15 UTC · Trade press
US, Iran · ◆ Neutral · 12 Nov 00:00 UTC · Company/PR
Former ambassador Ian Kelly describes a virtual ceasefire with Strait of Hormuz control unresolved, and says oil prices are unlikely to fall.
Why this matters: Unresolved Strait of Hormuz risk may keep energy costs high for data centre operators in affected markets, though the link is indirect.
REGULATION & POLICY · 14
US · ▼ Bearish · 12 Nov 17:00 UTC · Trade press
Executive Order 14421, signed 26 August, creates a national-security screen for foreign-produced substation transformers, high-voltage breakers and grid-connected inverters.
US, China · ▼ Bearish · 12 Nov 22:42 UTC · Trade press
This is the second Congressional investigation into Nvidia since news of the alleged spy affair broke.
Why this matters: The probe may bring Nvidia's China chip sales under closer scrutiny, which could affect export licensing decisions.
Earlier: Reports allege Nvidia sold to Megaspeed and interfered in its investigation (10 November)
US · ◆ Neutral · 12 Nov 16:36 UTC · Trade press
Huang, who stepped down as Nvidia CEO after reports of an alleged affair with a suspected Chinese spy, agreed to testify before Thanksgiving after committee chairs threatened a subpoena.
Earlier: House Republicans summon Jensen Huang over Chinese spy affair (11 November)
Netherlands, China · ◆ Neutral · 12 Nov 07:09 UTC · Trade press
Stefan Tilger told Reuters that an equity stake in the Chinese business is another option, with Wingtech to be compensated if the split becomes permanent.
Why this matters: The outcome may determine whether Nexperia's discrete chip supply for cars and industrial equipment stays split between Europe and China.
US · ◆ Neutral · 12 Nov 17:11 UTC · Trade press
CSET Georgetown mapped AI kill-switch mechanisms across hardware, infrastructure, network and software layers, from disconnecting a single chip to cutting power to a data centre.
Why this matters: Proposals that let government order shutdowns may place obligations on chip and data centre operators.
US · ▼ Bearish · 12 Nov 00:14 UTC · Trade press
The group argues the results should give new momentum to opposition to natural gas generation for AI.
Why this matters: Political momentum against gas-fired data centre power may raise permitting risk for behind-the-meter generation projects.
China, UK · ◆ Neutral · 10 Nov 10:58 UTC · Trade press
The directory assesses each unit's potential involvement in Chinese defence capabilities across six indicators.
Why this matters: The directory may serve as a due diligence tool for suppliers vetting Chinese research partners under export controls.
US · ◆ Neutral · 10 Nov 15:00 UTC · Newsroom · 2 sources
Earlier: Anthropic's lower-than-expected IPO valuation: smart strategy or sign of trouble? (11 November)
US · ◆ Neutral · 12 Nov 00:00 UTC · Trade press
The request follows Democrats taking both the House and Senate in the midterms, which makes the defence budget fight in the lame duck session more contested.
Why this matters: A larger defence budget may include AI and compute procurement, though the source does not break out infrastructure lines.
China · ◆ Neutral · 12 Nov 14:16 UTC · Trade press
IDC counted nearly 25,000 humanoid robots shipped worldwide in H1 2026, with more than 19,000 in China.
Why this matters: The gap between capacity targets and shipments may leave robot factories underused and weaken demand for robotics AI compute.
US · ◆ Neutral · 12 Nov 08:30 UTC · Trade press
Democrats broke the GOP supermajority in the Ohio House, though Republicans still control both chambers.
US, China · ◆ Neutral · 12 Nov 00:00 UTC · Trade press
The white paper summarises three anonymous surveys of US-China Global Economic Order Dialogue participants held between May 2025 and July 2026.
UK · ◆ Neutral · 12 Nov 16:55 UTC · Trade press
Sweden · ◆ Neutral · 12 Nov 12:47 UTC · Trade press
