ComputeLabs Research

AI & Compute Infrastructure — November 2, 2026

Edition of November 2, 2026 · 17 stories

Furniture distributor XMax (Nasdaq: XMAX) signed a B300 GPU-as-a-Service agreement carrying approximately $122.5 million in scheduled five-year charges.

XMax’s November 2 Form 8-K discloses a definitive service agreement signed on October 28, 2026, with Singapore-incorporated DSH HYPER PTE. LTD. The arrangement provides dedicated graphics processing unit (GPU) computing capacity, included storage, and infrastructure support; it is a GPU-as-a-Service (GPUaaS) contract rather than a disclosed purchase of the underlying hardware.

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XMax’s five-year commitment requires board approval, a security guarantee, and a standby letter of credit by November 17.

The filed announcement makes the five-year service commitment conditional on XMax board approval and delivery of a security guarantee and standby letter of credit (SBLC) in favor of kt cloud by November 17, 2026. Service and billing nevertheless commenced on October 29, distinguishing the start of service from satisfaction of the longer-term commitment’s closing conditions.

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Compute provider Vertical Data (VDTA) disclosed a nonbinding term sheet for approximately 16,000 NVIDIA Blackwell GPUs; definitive agreements and financing remain pending.

Vertical Data’s November 2 Form 8-K describes a September 2026 term sheet with an unnamed cloud services provider for a fully managed, dedicated cluster of approximately 16,000 NVIDIA Blackwell-generation GPUs. The cloud provider would use the capacity to serve a sovereign-government end customer under an initial five-year, take-or-pay arrangement.

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Oracle launched $20 billion in financing through $10 billion each of investment-grade bonds and common stock; proceeds may fund capital expenditure.

The supplied Telegram report says Oracle launched US$20 billion of debt and equity financing on November 2, comprising US$10 billion of investment-grade bonds and an equal-sized common-stock offering. It attributes the offering information to separate company filings, but those filings themselves are not included in the supplied article set.

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South Korea’s proposed 2027 budget allocates KRW 21.3 trillion to semiconductors, physical AI, and AI data centers.

President Lee Jae-myung presented the budget proposal to South Korea’s National Assembly on November 2. The report places proposed total 2027 spending at KRW 820.9 trillion, approximately US$610.14 billion, an increase of 12.8%.

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Apple’s advanced-node chip production constraints are easing as the company shifts more products to 2-nanometer technology.

Apple’s chief operating officer said on the earnings call that constraints on advanced-node chip output are loosening as more products move to 2-nanometer technology. The statement describes improving production availability but supplies no wafer-volume, yield, or product-specific allocation figures.

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Automotive technology provider ECARX signed a nonbinding memorandum with Arm to explore next-generation AI computing platforms for mobility and other industries.

ECARX announced the nonbinding memorandum of understanding with Arm on the evening of November 2. Its stated purpose is to establish a framework for exploring and developing next-generation, high-performance AI computing platforms for mobility and cross-industry applications.

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Automotive chipmaker SiEngine’s 7-nanometer Dragon Eagle-1 surpassed one million cumulative shipments; its 5-nanometer Dragon Eagle-2 remains under development.

SiEngine’s Dragon Eagle-1 is described as a 7-nanometer automotive-grade intelligent-cockpit chip that has entered mass production. Cumulative shipments have surpassed one million units, a lifetime shipment milestone rather than a quarterly sales figure or manufacturing-capacity measure.

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Data-center developer VivoPower (Nasdaq: VIVO) owns an energized 41.5-MW data center in Mo i Rana, Norway; AI conversion remains pending.

VivoPower’s November 2 Form 20-F identifies the energized 41.5-megawatt (MW) Mo i Rana data center as its principal operating asset, acquired during the year ended June 30, 2026. The disclosed figure concerns the data-center asset’s power capacity, not installed AI GPUs or demonstrated AI-compute throughput.

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Seven of Japan’s ten major electric utilities announced increases in residential electricity prices for November.

The supplied report says seven of Japan’s ten major electric utilities announced higher residential electricity prices for November. Its stated context is rising fuel costs, although it does not provide individual utility increases or household bill amounts.

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U.S. liquefied natural gas exports to Europe reached 6.89 million tonnes in October, up from 5.91 million tonnes in September.

The source reports that U.S. LNG shipments to Europe rose to 6.89 million tonnes in October from 5.91 million tonnes in September. These figures measure monthly export cargo volume to Europe, not U.S. liquefaction capacity or European gas-storage inventories.

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XMax’s Korean service began October 29 with 480 NVIDIA B300 GPUs across 60 nodes; expansion to 512 GPUs requires acceptance testing.

XMax’s Form 8-K states that service and billing began on October 29, 2026, with 60 NVIDIA B300 compute nodes containing 480 GPUs and 300 terabytes (TB) of storage. The filed announcement locates the infrastructure in Korea and identifies kt cloud as the infrastructure provider through DSH.

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Storage provider Backblaze (BLZE) disclosed five- and seven-year CoreWeave orders totaling approximately $335.1 million, less $21.7 million warrant fair value.

Backblaze’s November 2 Form 10-Q describes a Master Strategic Agreement entered into with CoreWeave in June 2026. The agreement covers committed B2 Cloud Storage capacity and managed storage delivered on CoreWeave’s infrastructure.

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Backblaze’s B2 Neo enables neocloud platforms to offer native, branded object storage alongside their GPU and compute services.

Backblaze describes B2 Neo as its white-label offering for neocloud platforms, built on the B2 Cloud Storage foundation. It enables those platforms to present native, branded object storage alongside GPU and compute services, rather than supplying the GPUs themselves.

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CrowdStrike and Dell introduced an integrated AI security offering for Dell AI Factory with NVIDIA, enabling coordinated infrastructure and security purchases.

CrowdStrike and Dell Technologies announced an integrated AI security offering for Dell AI Factory with NVIDIA. The supplied messages identify the target platform but do not specify individual server models, GPU configurations, or security-product modules.

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DeepSeek launched Creator Mode for custom plugins, demonstrating natural-language creation of 3D-rendering tools and video-editing workspaces.

DeepSeek introduced Creator Mode as a feature for quickly creating custom plugins to support AI agents handling complex tasks. The supplied Telegram report attributes the announcement to the DeepSeek Harness team’s post on X, but provides no direct X-post URL.

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Palantir’s third-quarter revenue reached $2.31 billion, while adjusted earnings before interest, taxes, depreciation, and amortization reached $1.43 billion.

Palantir’s reported third-quarter 2026 revenue was US$2.31 billion, compared with the cited analyst expectation of US$2.17 billion. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) were US$1.43 billion versus an expected US$1.33 billion.

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