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Statnett, Norway's national grid operator, on Monday stopped granting new grid-capacity reservations to data centres until as late as Aug. 1, 2027, after requests piled up far beyond what the country can supply: 800 megawatts of data centres are connected, 4,200 MW hold reservations, 9,100 MW wait in the queue and another 18,000 MW have asked, against national peak demand of a little over 25,000 MW. The government said the same day it will draft a licensing regime that favours data centres serving security and critical services and treats crypto mining as of no public benefit. In Idaho, Boise Mayor Lauren McLean proposed a moratorium on mega data centres that goes to public comment at Tuesday's city council meeting, and in Michigan, Clinton Township imposed a 180-day pause before any developer has filed. Nvidia, SK Telecom and Rebellions agreed to pair Nvidia GPUs with Korean-designed R200 inference chips in racks due in 2028.
Date: 2026-11-09
Updated: 2026-11-09 06:30
Status: LIVE
Broadcast
Statnett, Norway's grid operator, stopped granting new grid reservations to data centres on Monday until as late as Aug. 1, 2027, saying 27,100 MW of data centre load is queued or requested in a country whose peak demand is just over 25,000 MW. The government said it will license data centres and favour those serving defence, health and other critical services, while treating crypto mining as of no public benefit. Boise Mayor Lauren McLean proposed a moratorium on mega data centres that goes to public comment on Tuesday, and Clinton Township, Michigan, paused proposals for 180 days before anyone applied. Nvidia, SK Telecom and Rebellions agreed to pair Korean inference chips with Nvidia GPUs in racks due in 2028. A national grid and two local governments said not yet on the same weekend, and the builders answered by planning further out.
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Stories
Norway's national grid operator on Monday temporarily stopped granting new connection reservations to data centres and suspended processing of applications to connect them directly to the 420-kV transmission grid, a pause it expects to lift no later than Aug. 1, 2027. Statnett said 800 MW of data centres are connected, 4,200 MW hold reserved capacity, 9,100 MW sit in the queue and a further 18,000 MW have been requested, against national peak demand of a little over 25,000 MW.
-- A country that exports power has concluded that data centre requests now exceed its entire peak load, and its government says a coming licence will favour defence, health and other critical uses over global cloud and crypto firms.
2026-11-09 / Statnett / energy, chip / local / #statnett-halts-new-data-centre-grid-reservations
Boise Mayor Lauren McLean proposed a moratorium on mega data centre development within city limits, and the proposal goes to public comment at the city council meeting at 6 p.m. on Tuesday, Nov. 10. The city has no applications on file, but Bannock County and Mountain Home already have emergency moratoria, and Idaho laws passed this year make large new loads pay for their own infrastructure and limit data centre water use.
-- Idaho's largest city would join the pause before any developer arrives, while a separate proposal for a data centre on 3,200 acres of federal land south of Boise remains in play.
2026-11-08 / Idaho Press / energy / local / #boise-mayor-proposes-a-moratorium-on-mega-data-c
Clinton Township, Michigan, has adopted a 180-day moratorium on data centre proposals while it writes rules on electricity, water, noise and traffic, even though no developer has applied. Treasurer Paul Gieleghem said officials want limits in place before a company arrives, after watching neighbouring Lenox, Richmond and Washington townships scramble to respond.
-- A built-out suburb of 28 square miles is drafting decibel limits, traffic studies and closed-loop water requirements in advance, and its treasurer is asking the state for minimum standards that still leave room for local rules.
2026-11-08 / MLive / energy / local / #clinton-township-in-macomb-county-imposes-a-180-
Rebellions will connect its next-generation R200 neural processing units to Nvidia hardware through NVLink Fusion and the MGX rack design, and SK Telecom plans to deploy the systems in its AI data centre with support from Korea's science ministry. The companies plan to split inference, with Nvidia GPUs handling prefill and Rebellions chips handling decode, and expect R200 systems to be ready in 2028.
-- Nvidia is turning rival inference silicon into a component of its own racks, so even a national push for home-grown chips ends up inside an Nvidia data centre design.
2026-11-08 / Nvidia Newsroom / chip / central / #nvidia-sk-telecom-and-rebellions-agree-to-pair-k
Axis
local [########################------] central
Score: 81
clusters still winning
-1
Norway's grid operator froze new data centre reservations with 27,100 MW waiting or asking, Boise's mayor proposed a mega data centre moratorium, Clinton Township, Michigan, paused proposals for 180 days, and Nvidia opened its racks to Korean inference chips for 2028. The score falls one point to 81.
Forces
| Force | Meter | Score | Pull | Note | ||
| CHIP / CAPEX |
|
96 | central | Rebellions will connect its R200 inference chips to Nvidia GPUs through NVLink Fusion and MGX racks, with GPUs handling prefill and the Korean NPUs handling decode, and SK Telecom will deploy the systems in its AI data centre once they are ready in 2028. | ||
| ENERGY |
|
95 | central | Statnett says data centres have connected 800 MW, reserved 4,200 MW, queued 9,100 MW and requested a further 18,000 MW in a country whose peak demand is just over 25,000 MW, so it has paused new reservations and stopped processing 420-kV direct connections until rules are in place. | ||
| EFFICIENCY |
|
84 | local | Every pause on new large loads raises the value of AI that runs on hardware people already own; no fresh open-weight release cleared the verification bar this morning, so the gauge holds at 84. |
Line charts (0=local 100=central 2026-10-25 to 2026-11-09)
Market overlay (2026-10-11 to 2026-11-09)
Latest: BTC $74,042 / hashrate ~964.74 EH/s / token markers avg $5.2583/M / axis 81. These lines are different units. We compare timing, not dollars-to-hashrate.
Not shown: GPU cloud $/hour, hub electricity, miner hashprice, or lab cost per token -- none of those are a clean public feed.
Power and list prices
BTC $74,042 / hashrate ~965 EH/s. List-price gap (not a subsidy %): 123.1x list gap (blended) Mercury 3 -> Claude Fable 5.1 ($0.16/M to $20.00/M). (mempool.space + Coinbase/CoinGecko)
Marker prices (USD per 1M tokens; verified 2026-11-06; blended = (3*input + 1*output) / 4; -- = open/self-host or no single public list)
| # | Model | Org | CC | Weights | Tier | In | Out | Blend |
| 1 | Claude Sonnet 5 | Anthropic | US | closed undisclosed |
workhorse | $2.00 | $10.00 | $4.00 |
| 2 | GPT-5.5 | OpenAI | US | closed undisclosed |
flagship | $5.00 | $30.00 | $11.25 |
| 3 | DeepSeek V4.1 Flash | DeepSeek | CN | open ~284B total / ~13B active (MoE) |
commodity | $0.30 | $1.20 | $0.53 |
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