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AI Infrastructure & Telecom News — Daily Newsletter

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Ultra-dense GPU racks are pushing power, cooling, and engineering demands beyond the limits of many existing facilities, raising questions about the viability of modular designs Within data centers, a significant shift is happening at the rack level. AI workloads are pushing rack densities to unforeseen levels and some of the …

Alibaba’s semiconductor subsidiary T-Head introduced the Zhenwu M890 AI processor, which the company said delivers three times the performance of its previous-generation chip In sum – what to know: New AI model – Alibaba launched the Qwen3.7-Max model for agentic AI workloads, including coding, reasoning and long-duration autonomous task execution …

Dell’Oro said the optical transport market is now forecast to surpass $18 billion in manufacturer revenue for the first time since 2000, driven largely by network infrastructure investments tied to AI data centers In sum – what to know: AI-driven growth – Dell’Oro now forecasts the optical transport market to …

Sean Farney, VP of data center strategy at JLL, told RCR Tech that former industrial facilities are increasingly being repurposed into data centers as operators respond to rising AI-driven demand and power constraints In sum – what to know: Industrial sites repurposed – Former paper mills, steel plants and manufacturing …

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