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Usage-Based Pricing Is Here. Is Your Finance Team Ready?
More B2B companies are moving to usage-based and hybrid pricing — and finance teams are feeling it. Revenue recognition gets messier, forecasting gets harder, and the manual work compounds fast.
Tabs and PwC teamed up to break it down. In this on-demand session, Rebecca Schwartz and Amit Dhir share how leading finance teams are handling the operational reality of dynamic pricing models — and where AI fits in.
Watch the recording for concrete examples, a practical rev rec framework, and a clear-eyed look at what it takes to scale without the overhead.
If your team is navigating this shift, this session is worth your time.
The GPU Daily · #123 · covering Friday 13 November
Lead story: about 2 million advanced chips slipped into China in 2024 and 2025, Epoch AI estimates. Jump to it.
The physical layer of AI, every day. Here's what moved on Friday 13 November 2026.
The world's most valuable chipmaker has started looking for a new chief executive outside its own building.
Its board has approached the head of a British chip designer, a man who spent seven years inside the company early in his career. The founder left a day earlier. An interim finance chief is holding the seat, and several other names are being weighed.
The search is open to the supplier next door.
The shortlist includes a rival.
In this issue
Top story · HARDWARE
US · ◆ Neutral · 13 Nov 18:45 UTC · Newsroom · 2 sources
Nvidia's board approached Arm CEO Rene Haas about succeeding Jensen Huang, the FT reported, a day after Huang stepped down following revelations of extramarital affairs, including one involving a suspected Chinese spy. Haas spent seven years at Nvidia, rising to vice president and general manager of its computing products business, before joining Arm in 2013. Arm shares fell more than 5% and Nvidia shares dropped over 3%. Reuters could not independently verify the report, and the FT says there is no guarantee Haas will be offered the job or accept it.
Earlier: Nvidia CEO Jensen Huang resigns (12 November)
MARKET MOVES · 2
US · ▼ Bearish · 13 Nov 22:43 UTC · Trade press
Nvidia put tens of billions into AI startups under Huang, and founders and VCs now expect smaller cheques and lower valuations.
Earlier: Huang's ouster from Nvidia could damage AI industry in five ways (12 November)
Canada · ◆ Neutral · 13 Nov 10:30 UTC · Newsroom
NEOCLOUD · 9
UK · ▼ Bearish · 13 Nov 00:00 UTC · Newsroom
Earlier: Nscale files S-1 registration statement for proposed IPO on NYSE. (18 September)
US · ◆ Neutral · 12 Nov 15:47 UTC · Company/PR
The Continuum deployment runs 256 H200 GPUs at each site in active-active mode, linked at 136 Tbps aggregate bandwidth and 0.9ms round-trip latency.
Why this matters: The design shows distributed training across metro sites may be practical, which could influence how operators plan multi-facility clusters.
Global · ▲ Bullish · 12 Nov 00:00 UTC · Company/PR
Nebius reports step speed-ups of 1.42x to 4.93x across four models, with a median of about 3.5x, and DeepSeek-V4.1-Flash running on 40 GPUs where an earlier setup used 56.
EU · ▲ Bullish · 10 Nov 17:14 UTC · Company/PR
WWT plans to secure up to £225m (US$303m) of compute hosted in Europe over six years for a select group of AI startups, connecting them with sovereign neocloud infrastructure.
Earlier: WWT unveiled InfiniteAI, a £35m programme for UK and EU sovereign compute (7 November)
Vietnam, Thailand · ◆ Neutral · 11 Nov 00:00 UTC · Company/PR
GreenNode, with cloud regions in Ho Chi Minh City, Hanoi and Bangkok, offers H100 bare metal instances positioned against AWS P5 and Azure ND-series.
EU · ◆ Neutral · 13 Nov 00:00 UTC · Company/PR
Evroc runs regions in Stockholm, Paris and Frankfurt, and bifrost says its platform removes up to 90% of container exposure (company-stated).
US · ◆ Neutral · 13 Nov 00:00 UTC · Company/PR
The truck replaces a 17-year-old vehicle used by 46 residents in DRI's shredding programme, while Crusoe nears completion of its Abilene campus.
Global · ◆ Neutral · 13 Nov 14:52 UTC · Company/PR
Earlier: RunPod's Global Volumes beta stores model weights on object storage (6 November)
Global · ◆ Neutral · 13 Nov 14:00 UTC · Company/PR
Cloudflare reports spend visibility with under 10 minutes of latency, and the feature works alongside AI Gateway budgets.
SOFTWARE & AI · 19
Global · ▲ Bullish · 13 Nov 00:00 UTC · Company/PR
The 552B-parameter model with 1M-token context runs on an SGLang deployment that Verda says peaks at about 29,300 tokens per second per GPU.
Global · ▲ Bullish · 12 Nov 00:00 UTC · Company/PR
Anyscale distributed the planning workload across 8 A100-40GB GPUs using Ray Serve, reaching 2.86 seconds per action, a 7.5x speedup over one A100, per its own blog.
Why this matters: Multi-GPU Ray Serve scaling for world-model inference could raise GPU count needs for real-time robot control workloads.
US · ◆ Neutral · 13 Nov 19:37 UTC · Trade press
LangChain claims 7,000 customers for LangSmith, its model- and platform-agnostic agent management tool.
China · ◆ Neutral · 13 Nov 02:32 UTC · Trade press
The model is billed as the first Ascend-native world model from Huawei Cloud's Industry AI Dream Factory, with specs not yet public.
Why this matters: The Ascend-native model may add demand for domestic accelerators, though its specs remain unknown.
US · ▲ Bullish · 13 Nov 13:13 UTC · Company/PR
Grok 4.7 offers a 500K context window with experimental support, and requests over 200K tokens are billed at 5.4x.
Why this matters: Availability of a frontier model inside a government cloud region may add inference demand on AWS GovCloud.
Global · ▲ Bullish · 13 Nov 15:00 UTC · Company/PR
The kernels also produce more accurate and fully reproducible gradients during OpenFold3 fine-tuning, per Lambda's blog.
Global · ◆ Neutral · 13 Nov 20:20 UTC · Company/PR
Kitesurf runs on Cloudflare Workers without a browser container and supports the Chrome DevTools Protocol under an Apache 2.0 licence.
Why this matters: Agent workloads that need browser rendering may be able to run on lighter serverless compute rather than full Chromium instances.
Earlier: Cloudflare advances agentic browser with Kitesurf updates (28 September)
Global · ◆ Neutral · 13 Nov 14:05 UTC · Company/PR
The project supports more than 150 model architectures, with NVIDIA, AMD, Qualcomm, Arm, IBM and Intel providing CI hardware.
US · ◆ Neutral · 13 Nov 13:00 UTC · Company/PR
Cleveland Clinic used Synapsis AI to review records for more than 7,800 aortic valve replacement patients.
Why this matters: On-premises clinical inference on hospital GPU servers may suit buyers of small GPU clusters.
Global · ◆ Neutral · 13 Nov 17:00 UTC · Company/PR
Conversation logging in BigQuery is now generally available, and per-query byte scan caps and daily token quotas are in preview.
Why this matters: Enterprises running agents on BigQuery may get better cost control, which could shape how much inference load those agents generate.
Global · ◆ Neutral · 13 Nov 20:58 UTC · Company/PR
AWS found Spark SQL ran 11.8 times faster than a standard Python UDF on 100 million rows, and the native Arrow UDF ran 18 percent faster than the pandas UDF.
Why this matters: Data pipeline teams may be able to cut Spark compute time on Glue, though the gains are for analytics workloads rather than GPU use.
Global · ◆ Neutral · 12 Nov 23:13 UTC · Company/PR
The tutorial trains on 30 minutes of speech for about 75 minutes on an NVIDIA L4 for 200 epochs, with checkpoints around 5.4 GB.
Global · ◆ Neutral · 12 Nov 20:00 UTC · Company/PR
Amplitude estimates Wave cuts product improvement shipping time from about a month to 1-2 days, company-stated.
Global · ◆ Neutral · 13 Nov 18:00 UTC · Company/PR
The walkthrough runs a UR17G arm and Robotiq gripper in Isaac Sim 6.2, using a scripted grasp with a 2 N·m drive-effort cap.
Global · ◆ Neutral · 12 Nov 22:28 UTC · Company/PR
The guide packages a FastAPI and PyTorch service into a Docker image with bearer-token authentication, noting RunPod's HTTP proxy times out after 100 seconds.
Global · ◆ Neutral · 12 Nov 22:00 UTC · Company/PR
Services and AI agents can swap a user token for a narrower, single-audience token, with an act claim identifying intermediaries.
Global · ▼ Bearish · 13 Nov 19:26 UTC · Company/PR
Cloudflare says over 50 LLM pentest framework families scanned its customers in the three days before November 12, and ARTEX-derived tools now number over 12,000 repositories.
Why this matters: Operators exposing APIs and CI/CD tokens may face more automated attack traffic, which could raise their security and bandwidth costs.
US · ◆ Neutral · 13 Nov 15:00 UTC · Company/PR
The limited US launch is for Pro subscribers aged 18 and older, built with American Express, Mastercard and Visa.
Global · ◆ Neutral · 11 Nov 14:59 UTC · Company/PR
GitHub's Octoverse report counted 225 million developers and 1.3 billion merged pull requests in the 12 months to 30 September 2026, with agent-first drafts rising from 17 to over 40 percent.
Why this matters: Rising agent-driven development may increase sustained inference demand on developer-tool platforms, though the report gives no GPU consumption figures.
HARDWARE · 14
US · ▼ Bearish · 13 Nov 12:28 UTC · Trade press
Nvidia had been in talks to provide $250bn in credit for OpenAI's Ohio data centre and committed $105bn after Kress scaled back the commitment, TechCrunch reported.
Why this matters: A smaller credit commitment to OpenAI's Ohio site may reduce how much Nvidia backs data centre buildouts for customers.
Earlier: Report says Jensen Huang faces sacking over second affair (11 November)
US · ▲ Bullish · 12 Nov 00:00 UTC · Company/PR
Cerebras reported third-quarter results above expectations and named new large customers.
Taiwan · ◆ Neutral · 13 Nov 10:30 UTC · Newsroom
Israel · ◆ Neutral · 13 Nov 12:52 UTC · Trade press
Nvidia employs 6,000 people in Israel, its largest R&D site outside the US, built on the 2019 $6.9b Mellanox acquisition.
Why this matters: Leadership uncertainty at Nvidia may draw venture funding toward inference chip rivals and inference software.
US · ▲ Bullish · 13 Nov 14:12 UTC · Trade press
The Uptime Institute reports 57% of major data centre outages cost over $100,000, with one in five above $1 million.
China · ▲ Bullish · 13 Nov 07:07 UTC · Trade press
RDIMMs reach 128GB at 8,000Mbps and MRDIMMs reach 192GB at 12,800Mbps, and CXMT says servers now account for over half of memory demand.
Why this matters: Higher-density memory from a Chinese supplier could matter for server memory sourcing if export controls allow it.
Austria, Germany · ▲ Bullish · 9 Nov 00:00 UTC · Company/PR
Infineon processed 300 mm SiC wafers into functional power devices at its Villach fab, yielding 2.3 times more chips per wafer than 200 mm.
Why this matters: Larger SiC wafers could lower power device cost per chip for data centre power conversion, though this is company-stated and not yet a production volume figure.
US · ◆ Neutral · 13 Nov 12:49 UTC · Trade press
India · ▲ Bullish · 13 Nov 07:45 UTC · Trade press
The facility lifts annual capacity to 20,000 MVA and makes transformers up to 80 MVA and 132 kV, with trial production reached in under 14 months.
Why this matters: Wilson's added transformer capacity in India could ease equipment lead times for data centre substations, though the factory serves general grid equipment.
US · ◆ Neutral · 13 Nov 12:01 UTC · Trade press
Hyperion Research CEO Earl Joseph says financing $100 million-plus supercomputers is harder as GPU generations arrive every 12 months.
Why this matters: The 12-month GPU refresh cycle may make long-life supercomputer financing harder for HPC buyers.
China · ◆ Neutral · 13 Nov 08:20 UTC · Trade press
The angel round will fund a first system-on-chip combining perception, decision-making and motion control, with partner testing planned for 2027 and a chip release in 2028.
Why this matters: MetaX may extend its silicon into edge AI through Xilect, though the first product is two years away.
China · ▼ Bearish · 13 Nov 08:21 UTC · Trade press
DJI cited sustained increases in semiconductor and memory costs, with the notice not listing which products are affected.
US · ◆ Neutral · 13 Nov 00:00 UTC · Company/PR
Global · ◆ Neutral · 11 Nov 00:00 UTC · Company/PR
HYPERSCALER · 5
Global · ▲ Bullish · 13 Nov 17:00 UTC · Company/PR
A5X bare metal instances use the Vera Rubin NVL72 platform, alongside A4 and A4X instances on Blackwell, and TPU 8t and 8i were announced.
Why this matters: Early Vera Rubin capacity on Google Cloud may shift where large HPC and training buyers place next-generation GPU orders.
Earlier: Google Cloud readies A5X Vera Rubin instances for general availability (21 October)
China · ▼ Bearish · 13 Nov 08:20 UTC · Trade press
Shi leads ByteDance's AI chip and DPU teams, which reached tape-out this year with performance below expectations, according to LatePost.
Why this matters: The departure of the chip lead may slow ByteDance's in-house alternative to NVIDIA parts, which fell short on performance.
US · ◆ Neutral · 10 Nov 08:00 UTC · Company/PR
CloudWatch now discovers every NVIDIA GPU in an EKS cluster automatically and shows idle workloads and estimated cost per token, at no additional charge.
Why this matters: Per-token cost visibility on idle GPUs may help operators of self-hosted inference fleets tune utilisation, which is directly relevant to GPU cost management.
US · ▲ Bullish · 12 Nov 08:00 UTC · Company/PR
The minimum provisioned throughput falls from 4,000 to 1,000 MBps, and metadata IOPS from 6,000 to 1,500.
Earlier: Amazon FSx for Lustre lifted metadata IOPS to 192,000 on Intelligent-Tiering (6 November)
US · ▲ Bullish · 12 Nov 19:02 UTC · Company/PR
R9g instances deliver up to 30% better performance and 22% better price-performance than Graviton4 on Aurora, per AWS.
DATA CENTRE · 11
US · ▼ Bearish · 13 Nov 16:30 UTC · Trade press
SB Energy plans a 10 GW AI data centre at the PORTS Technology Campus, with 9.2 GW of gas turbines costing more than $30bn.
Earlier: SoftBank booked $3bn loss on gas turbine deposits for AI power (12 November)
India · ▲ Bullish · 13 Nov 07:40 UTC · Trade press
The INR 80,000 crore plan includes a 1 GW green hyperscale data centre in Anakapalli and INR 11,000 crore for polysilicon and metallurgical silicon plants.
Why this matters: A 1 GW renewable-powered campus could add a large data centre to India's pipeline, though the scale is an announced plan.
Singapore, China · ◆ Neutral · 13 Nov 02:20 UTC · Trade press
Huang was a senior executive at Shanghai Hexi Investment, whose founder Kang Wei is under criminal scrutiny, and later moved to Singapore data centre firm Megaspeed.
Why this matters: If the Megaspeed link holds up, scrutiny of its ownership could affect buyers and partners in the Singapore data centre market.
Earlier: Caixin reports scrutiny of ex-Megaspeed executive Alice Huang (10 November)
Malaysia · ◆ Neutral · 13 Nov 14:16 UTC · Trade press
The first phase is priced at 90 MW of IT load and 4.65 billion yuan, with no formal compute sales orders signed yet.
China, US · ◆ Neutral · 12 Nov 17:45 UTC · Newsroom · 2 sources
US · ▼ Bearish · 13 Nov 18:59 UTC · Trade press
Global · ◆ Neutral · 12 Nov 08:03 UTC · Company/PR
DE-CIX expects compute demand to shift toward distributed edge and regional facilities as inference grows.
Why this matters: If inference becomes the dominant workload, demand may move toward edge and regional capacity rather than large training campuses.
China · ◆ Neutral · 13 Nov 07:15 UTC · Trade press
The batch will join 20 satellites already in orbit as part of a planned 2,800-satellite orbital computing network.
Why this matters: An orbital compute network of this size, if built, may become a new supply source for AI inference, though current scale is small.
Singapore, Malaysia, Philippines · ◆ Neutral · 12 Nov 00:00 UTC · Company/PR
Cundall says some AI deployments now exceed 100 kW per rack, and that power availability has overtaken land as the main site selection constraint.
Why this matters: Developers may need to weight grid access above land when shortlisting sites for high-density AI halls.
Global · ◆ Neutral · 13 Nov 21:13 UTC · Trade press
UK · ◆ Neutral · 13 Nov 00:00 UTC · Company/PR
The March 2025 North Hyde substation fire cut power to Heathrow systems, with reconfiguration estimated at 10-12 hours.
Why this matters: Power loss lessons from airport critical systems may transfer to data centre continuity planning.
ENERGY & POWER · 39
US · ▲ Bullish · 13 Nov 14:45 UTC · Trade press
Data centre usage on Southern Co.'s system rose 59% year over year in Q3, and its base plan stands at $81bn.
US · ▲ Bullish · 12 Nov 21:25 UTC · Trade press
The 20-year agreement starts delivery in 2028, and the Crane restart at Three Mile Island-1 remains on track for second half 2027.
Earlier: Constellation's Peak+ prices nuclear power at $3,000/kW build cost (11 November)
US · ▲ Bullish · 13 Nov 21:05 UTC · Trade press
Appalachian Power will build about 3 GW of new gas-fired capacity by 2031, and separately commit $7.5bn to upgrade three coal plants through 2050.
US · ◆ Neutral · 12 Nov 23:30 UTC · Trade press
PJM's Operations Assessment Task Force expects adequate reserve margins this winter, though load management may be needed in some scenarios.
Why this matters: Load management deployments may be needed in stress cases, which could matter for data centre operators drawing on PJM capacity.
US · ◆ Neutral · 12 Nov 22:00 UTC · Trade press
The draft would apply retroactively and affects the 620 MW Cardinal coal unit, slated to close by end of 2028 under a 2015 Sierra Club settlement.
US · ▲ Bullish · 13 Nov 17:26 UTC · Trade press
Google's Tyler Norris put US grid utilisation at 40% to 60%, and Aligned agreed to deploy a 31 MW/62 MWh battery at a 72 MW Hillsboro, Oregon data centre.
Global · ◆ Neutral · 13 Nov 16:14 UTC · Trade press
BloombergNEF estimates the data centre boom is driving plans for 181 GW of on-site gas-fired generation.
Why this matters: The 181 GW on-site gas estimate could show how much behind-the-meter generation data centres plan to build without waiting for grid connections.
US · ◆ Neutral · 13 Nov 14:39 UTC · Trade press
SUPERHOT targets 10 to 20 GW of baseload geothermal power at under $30 per MWh by 2040.
Why this matters: Geothermal baseload may become a power source for data centres, though the programme is still at research-funding stage.
China · ◆ Neutral · 13 Nov 10:37 UTC · Trade press
CATL launched its sodium-ion storage system in June 2026 and expects around 1 GWh cumulative shipments by end-2026.
Australia · ◆ Neutral · 13 Nov 03:14 UTC · Trade press
The up-to-26 GW Australian Renewable Energy Hub has flagged power deals for up to 5 GW of data centres alongside its ammonia plans.
Why this matters: The 5 GW data centre plan may matter if it converts to firm contracts, but this is only an exploratory bunkering agreement.
Canada, US · ◆ Neutral · 12 Nov 23:39 UTC · Trade press
The two governments issued a joint request for information on developing offshore wind in Nova Scotia for delivery to New England.
Why this matters: The project may add generation supply for New England load, though the item gives no capacity or timeline.
Canada · ▲ Bullish · 13 Nov 15:23 UTC · Trade press
The 55,000 sq ft expansion raised the size of what BWXT calls the world's largest commercial nuclear clean room by 40%.
Brazil · ▲ Bullish · 13 Nov 10:25 UTC · Trade press
The two public-private partnerships cover 138.8 km of new lines plus substation works in São Paulo and Paraná.
Why this matters: New transmission in São Paulo and Paraná may add grid capacity for data centre growth in Brazil.
US · ◆ Neutral · 13 Nov 19:43 UTC · Trade press
UK · ◆ Neutral · 13 Nov 10:03 UTC · Trade press
The Planning Inspectorate accepted the Development Consent Order application, which still requires consent.
US · ◆ Neutral · 13 Nov 21:12 UTC · Trade press
The pilot will test whether connected home batteries can cut energy costs, improve reliability and add flexibility to the grid.
US · ◆ Neutral · 13 Nov 20:00 UTC · Trade press
Leah Stokes expects Becerra to prioritise utility affordability and environmental justice, and proposes a free midday 'Power Hour' for solar oversupply.
Why this matters: Changes to California grid programmes may affect the cost and flexibility of power for data centres in the state.
Global · ◆ Neutral · 13 Nov 16:13 UTC · Trade press
The Microgrid Integrated Switchboard uses Siemens' SICAM A8000 control system and supports grid-connected and islanded operation.
US · ◆ Neutral · 13 Nov 11:38 UTC · Trade press
Mexico · ▲ Bullish · 13 Nov 07:50 UTC · Trade press
The portfolio now totals 8,026 MW of generation and more than 2,500 MW of storage, with CFE holding 54% of each project.
Why this matters: Mexico's generation build-out could add supply for data centres in the country, though the projects are still at planning stage.
US · ◆ Neutral · 13 Nov 02:01 UTC · Trade press
The November 12 solicitation follows eight contracts totalling 950 MW from its first bulk storage round two months earlier.
Why this matters: Another gigawatt of New York storage may add grid capacity, though the item states no link to data centre demand.
Australia · ▼ Bearish · 13 Nov 01:27 UTC · Trade press
The rebate passed 600,000 installations, its upfront discount falls from 6.8 to 5.7 at the start of 2027, and RedEarth Energy Storage entered administration on September 25.
Why this matters: Oversupply and rebate uncertainty may hit residential storage makers, with no direct bearing on data centre power or GPU capacity.
Earlier: Australia's Cheaper Home Batteries Programme passed 600,000 systems sold (10 November)
US · ◆ Neutral · 13 Nov 18:04 UTC · Trade press
China · ◆ Neutral · 13 Nov 13:11 UTC · Trade press
Bids ranged from CNY 0.695/W to CNY 0.779/W, and Drinda cancelled its 5 GW Oman cell plant.
Why this matters: Solar module pricing may affect the power costs of renewable-backed data centres, though the link is indirect.
Türkiye · ◆ Neutral · 13 Nov 08:50 UTC · Trade press
The memorandum covers 7 GW of solar and wind, energy storage and 4 GW of transmission, signed between the two countries' energy ministries at COP31.
Why this matters: Chinese capital for Turkish generation may add supply that data centre developers there could draw on, though an MoU is not binding.
US · ◆ Neutral · 13 Nov 16:43 UTC · Trade press
Australia · ◆ Neutral · 13 Nov 03:53 UTC · Trade press
The project proposes up to 92 turbines and a 500 MW / 4,000 MWh battery in Western Australia's Wheatbelt, and was referred under the EPBC Act less than a month after state approval was sought.
Global · ◆ Neutral · 13 Nov 01:35 UTC · Trade press
Ember says solar PV passed nuclear in 2025 and wind is projected to pass it in 2026.
US · ◆ Neutral · 13 Nov 00:41 UTC · Trade press
US · ◆ Neutral · 13 Nov 19:41 UTC · Trade press
The final RAI response is now due December 14, and the NRC estimates technical review will finish by June 2027, two months later than planned.
Why this matters: Enrichment supply for future reactors may arrive later, though this is a fuel-cycle item rather than GPU infrastructure.
Germany · ◆ Neutral · 13 Nov 15:41 UTC · Trade press
Hydrogen from the Bad Lauchstädt Energy Park will be delivered to TotalEnergies' Leuna refinery from 2027.
Global · ◆ Neutral · 13 Nov 14:38 UTC · Trade press
The fusion private sector has raised about $22 billion in committed capital, with over 90% raised in the past five years.
Why this matters: Fusion remains a long-dated power option, so the report may have little near-term effect on GPU or data centre supply.
UK · ◆ Neutral · 13 Nov 12:24 UTC · Trade press
Turkey · ◆ Neutral · 13 Nov 10:33 UTC · Trade press
Unit 1 is targeted to supply Turkey's grid by the end of 2026, with Rosatom building four VVER-1200 reactors.
China · ◆ Neutral · 13 Nov 09:36 UTC · Trade press
The 2 Ah to 7 Ah cells are aimed at vehicle starting, telecom backup and robotics, with company-stated lab results showing 94% capacity retention after 2,000 cycles.
Why this matters: Sodium-ion backup and storage cells could compete with LFP in cold-weather UPS and telecom power, though the figures are company-stated.
US · ◆ Neutral · 13 Nov 20:07 UTC · Trade press
Canada · ◆ Neutral · 13 Nov 01:20 UTC · Trade press
Global · ◆ Neutral · 13 Nov 14:14 UTC · Trade press
US · ◆ Neutral · 12 Nov 08:00 UTC · Company/PR
Transmission Services recorded $116 million against a $226 million target, and court-ordered spill cut hydropower output by an estimated 1.1 million MWh.
REGULATION & POLICY · 15
US, China · ▼ Bearish · 13 Nov 18:40 UTC · Trade press
Epoch AI estimates about two million advanced chips entered China in 2024 and 2025 through schemes that hid their final destination.
Why this matters: If confirmed, the findings could tighten enforcement on chip diversion and raise compliance risk for distributors and cloud providers.
US · ◆ Neutral · 13 Nov 00:00 UTC · Newsroom
Singapore, US · ▼ Bearish · 13 Nov 11:45 UTC · Trade press · 2 sources
China · ▲ Bullish · 13 Nov 05:55 UTC · Trade press
SMIC forecasts that data centre buildout will keep AI computing power in short supply for the next two years, as scrutiny of Huang threatens tighter chip curbs.
US · ◆ Neutral · 13 Nov 00:25 UTC · Trade press
The Trump administration is preparing more federal land for data centres, RTO Insider reported.
Why this matters: More federal sites for data centres could open new capacity, but the item gives no site count or timeline.
Australia · ◆ Neutral · 13 Nov 04:02 UTC · Trade press
Tom Koutsantonis's comments contradict the state's Data Centre Strategy, which cited long-duration batteries, and the federal rule requiring new renewable supply for new data centres.
Why this matters: A state minister backing gas could weaken the federal renewable-only rule for data centre power, though federal policy still applies.
US · ◆ Neutral · 12 Nov 23:52 UTC · Trade press
The permitting bill has split environmental groups, with the Wilderness Society and Earthjustice opposing it.
Why this matters: A permitting reform vote could change transmission and generation approval timelines that matter for data centre power.
Earlier: Senate voted 73-25 to open debate on the permitting bill (10 November)
US · ◆ Neutral · 13 Nov 18:24 UTC · Trade press
Global · ◆ Neutral · 13 Nov 12:51 UTC · Trade press
Global nuclear capacity stood at 423 GWe at end-2025, with 88 GWe under construction, per the World Nuclear Association.
Why this matters: A nuclear role in the 35-by-35 target may strengthen policy support for nuclear power sold to data centres.
US · ◆ Neutral · 13 Nov 17:00 UTC · Trade press
SB 253 covers companies with over $1 billion in revenue, with a first filing deadline of 10 November, while SB 261 was ruled likely unconstitutional.
EU · ◆ Neutral · 13 Nov 04:00 UTC · Company/PR
Cisco argues the Commission's draft and the Parliament's report lack investment incentives for fibre, optical transport and edge compute needed for AI.
Why this matters: If the Act directs funding to fibre and edge compute, it may shape European capacity for AI-grade networking.
Germany · ▼ Bearish · 13 Nov 11:11 UTC · Trade press
Subsidies for solar could be suspended from 1 January 2027 if state aid approval for the reformed EEG is not secured.
Why this matters: Subsidy uncertainty may slow German solar builds that could supply power to data centres.
US · ▲ Bullish · 13 Nov 08:30 UTC · Trade press
The solar-funded super PAC spent $17 million and won 83% of its races, with 40% of Republicans who signed the 2025 IRA repeal letter not returning to Congress.
Why this matters: A solar-funded PAC that unseated repeal supporters may make clean-energy tax credit policy more predictable, though the effect is hard to isolate.
US · ◆ Neutral · 13 Nov 01:08 UTC · Trade press
EU · ▼ Bearish · 11 Nov 00:00 UTC · Company/PR
The revised EPBD sets zero-emission standards for new public buildings from 2028 and other new buildings from 2030, with Spain yet to finalise implementation.
Why this matters: Retrofit and zero-emission requirements may add cost and timeline pressure to European data centre developers using existing buildings.
