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Brazil’s R$959 Million AI Supercomputer Tender Moves to 4 November, With Scoring Now Favouring National Production
ConvergenciaDigital reports Brazil's R$959m AI supercomputer tender moved from 8 Oct to 4 Nov, with 20% of the score now for national production.
Bitdeer AI Signs an 8-Year Agreement for a 60MW Malaysian Data Centre, With No Customer Yet
Bitdeer AI says it signed an 8-year agreement for a 60MW data centre in Cyberjaya, Malaysia. Its release says no customer has committed to the capacity yet.
Malaysia’s Budget 2027 Says a Sovereign AI Cloud Is “Now Being Planned”, With No Cost, Size or Date
Malaysia's Budget 2027 speech says a sovereign AI cloud is "now being planned", with no cost, size, site, operator or date. Parliament has yet to pass it.
ASML and Zeiss Engineers Publish a “Hyper NA” Chipmaking Concept. It Is Not a Product.
Engineers at ASML and Zeiss published a concept for "hyper NA" chipmaking scanners with an NA of at least 0.75. It is a paper, not a product or an order.
Arista Announces Ethernet Racks to Link Up to 144 AI Chips. Every Figure Is Arista’s Claim.
Arista announced Etherlink SU-144, Ethernet racks to link up to 144 AI chips. Every performance figure is Arista's claim; no ship date, price or buyer is given.
Metals Market: A Lithium Survey Says Chinese Supply Is Lagging, and SMM Says Tungsten Has Two Prices
Mysteel says China's lithium carbonate supply is falling short of expectations in Q4; SMM says tungsten has one market and two prices. Both are data firms' estimates.
Arafura Breaks Ground at Its Nolans Rare Earths Project in Northern Territory, Australia
Arafura says it broke ground at its Nolans rare earths project in Australia's Northern Territory on 8 October. It is the start of construction, not production.
Unions Say a Strike at Antofagasta’s Centinela Copper Mine Could Halve November Output
A strike at Antofagasta's Centinela copper mine in Chile began on 7 October. Unions say November output could fall by half; the company declined to comment on that.
EU and China Say They Will Ease Rare-Earth Export Licences. It Is an Understanding, Not a New Rule
After talks in Beijing, China says it is willing to keep facilitating rare-earth and magnet export licences for the EU. It is an understanding, not a rule change.
Hightouch Says It Has Acquired Strata, a Startup That Builds API Integrations With AI Agents
Hightouch says it has acquired Strata, a startup whose AI agent builds API integrations without code. Terms were not disclosed, and the account is Hightouch's own.
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