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February 01, 2026

Global

Cross-border grid disturbance and restoration 400 kV transmission line voltage drop risk Taiwan sovereign AI (TAIDE) development Domestic supercomputing capacity expansion GPU cluster scaling (NVIDIA GB200/H200) New Tainan computing centre timeline (H1 2026)

Top news (Global)

  • Cross-border grid fault triggers Moldova emergency shutdown; restoration underway. Moldova began gradually restoring electricity after an emergency shutdown linked to faults in Ukraine’s grid, reconnecting 110 kV and 10 kV lines and restoring critical services in Chisinau. The disturbance began at 10:42 after a voltage drop on the 400 kV Isaccea–Vulcanesti–MGRES line; Moldelectrica is coordinating with the Ukrainian operator to restore full connections within hours: Moldova gradually restores electric supply after emergency shutdown.

  • Taiwan advances “sovereign AI” with a domestic LLM (TAIDE) targeted at local use cases. Taiwan’s NSTC developed TAIDE, a Taiwan-centric generative AI chatbot/LLM (launched April 2023) trained on Taiwan-specific corpora and positioned for adoption across sectors including agriculture, healthcare, and smart manufacturing: Taiwan develops TAIDE sovereign AI with domestic supercomputing.

  • Taiwan expands supercomputing capacity with new Tainan compute centre; additional GPU clusters cited. NCHC is expanding supercomputing capacity: Nano 5 came online in 2025, and Nano 4 (using TSMC 4 nm chips and NVIDIA GB200/H200 GPU clusters) at a new Tainan computing center is expected in H1 2026: Taiwan develops TAIDE sovereign AI with domestic supercomputing.


Key deals and projects

  • No M&A, asset sales, JV formations, or project financing terms were disclosed in the provided items.

Power and grid / interconnection highlights

  • No additional grid connection, PPA, capacity procurement, or data-centre-specific power contracting updates were included beyond the single operational disturbance item noted in Top news.

Policy and regulation

  • No new policy, permitting, or regulatory changes were described in the provided items.

2-line wrap

Today’s items were driven by operational resilience signals and public-sector compute build-out momentum.

No transaction or regulatory catalysts were provided in the feed.

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