Alibaba Group Holding is expected to report a 50 per cent jump in AI cloud revenue for the September quarter, while Gotion High-tech and Volkswagen plan a joint €3.22 billion investment in European battery supply chains.
European drivers are accessing a rapidly expanding range of affordable electric cars, with sales of models under €25,000 set to rise sevenfold in 2026, according to a new report by T&E.
American manufacturers face rising costs as Washington accelerates the removal of Chinese components from the supply chain. Meanwhile, Singapore attracts major infrastructure investments to position itself as a regional tech hub.
General Motors sold 5.5% fewer vehicles in the third quarter, with electric models collapsing. The Equinox EV dropped 92.4% to 1,905 cars after the US withdrew a $7,500 purchase credit, according to figures reported on 1 October.
The US Nuclear Regulatory Commission has issued its first construction permit for a commercial small modular reactor, clearing the Tennessee Valley Authority to build a 300-megawatt unit at Clinch River, Tennessee, according to World Nuclear News.
Transport & Environment's 1 October briefing on grid connections at European ports and airports puts the waiting list at 375 GW of clean energy projects and 455 GW of battery storage, and names grid congestion, not ambition, as the binding constraint on EU electrification.
Britain has launched its largest solar procurement round, Net Zero Investor reported on 30 September. A new Ember estimate puts African solar growth at twice the level recorded by the IEA. Both point to the same problem: capacity is rising faster than the statistics that are supposed to track it.
Micron said on Wednesday that the global memory shortage will get tighter in 2027 and 2028, after reporting record quarterly revenue of $54.23bn for the three months to 3 September.
California's attorney general issued an investigative subpoena to OpenAI on Thursday, opening a state-level inquiry into cybersecurity incidents and risks tied to the company's AI models, his office said.
European fleet operators, battery analysts and equipment makers warn that high energy prices and supply chain uncertainty are forcing a rethink of the continent's industrial base. The latest flashpoint arrived on 1 October, when EV100 members wrote to the European Commission opposing any weakening of truck CO2 standards.
OpenAI launched Dots, its "always-on" personal agent, at DevDay on Tuesday, 29 September, following Meta's Muse. The personal-agent rush is colliding with a US labour market that is already sending mixed signals about AI.
South Korea's climate ministry lifted connection restrictions in the Honam region on 1 October and set out a plan to add more than 100 GW of renewable capacity by 2030, the latest sign that grid capacity, not generation, is the binding constraint on electrification.
US utilities are pausing procurement and pressing vendors for provenance answers during active bids, weeks before the Department of Energy publishes implementing rules for an executive order signed on August 26, 2026, according to SemiEngineering.
California's attorney general issued an investigative subpoena to OpenAI on Thursday, opening a formal inquiry into cybersecurity incidents involving the company's AI models, while Egypt moved ahead on a $270 million data center investment.
CATL and BYD controlled 54.6% of the global electric vehicle battery market from January to August 2026, according to SNE Research data published on Friday. European policymakers are simultaneously weighing a carbon market overhaul that could reshape industrial demand for batteries and clean power.
On 1 October, fleet operators including IKEA and EDF wrote to the European Commission urging it not to weaken truck emissions rules. European manufacturers enter the fourth quarter under pressure from high energy prices, with steel exports down a fifth and Brussels weighing whether to release emergency diesel stocks.
Insurance underwriter TMGX warned on 1 October that shared grid connection points at co-located battery storage sites are concentrating hundreds of millions of dollars of exposure in single locations, the same day South Korea set out a grid overhaul aimed at connecting more than 100 GW of renewables by 2030.
South Korea lifted hard caps on new renewable connections in its southwestern Honam region on 1 October, part of a package its climate ministry says will lift national transmission hosting capacity from 119 GW to 171 GW by 2030.