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AI Infrastructure & Telecom News — Daily Newsletter

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The OpenAI-AMD partnership could massively expand OpenAI’s compute capacity for GPT-5 while positioning AMD’s chips as a strong alternative to Nvidia’s In sum – what to know: Turning point – The deal marks a turning point for AMD, which is jockeying for position as a viable alternative to Nvidia in …

Phil Wong, partner at KPMG, told RCR Wireless News that companies investing in AI infrastructure must balance speed, cost, and coordination In sum – what to know: Policy accelerates AI buildout – Federal programs and Department of Energy actions are expediting land access and permitting to keep the U.S. at …

Nvidia said that Samsung Electronics will build an AI factory with 50,000 GPUs In sum – what to know: $3B AI infrastructure expansion – Over 260,000 Nvidia GPUs to power sovereign and industrial AI across Korea’s cloud, manufacturing, and research sectors. Industrial leaders drive AI growth – Samsung, Hyundai, SK …

Elea Data Centers considers that Brazil’s pro–data center tax legislation ReData transforms the market by combining tax incentives with sustainability mandates In sum – what to know: Brazil’s renewable energy edge – Nearly 90% of its power comes from clean sources, making it ideal for energy-intensive AI operations. Policy incentives …

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