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AI Infrastructure & Telecom News — Daily Newsletter

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Dell’Oro research director Alex Cordovil told RCRTech that the real bottleneck is the power delivery chain, and specifically the long lead-time equipment that sits upstream of the white space — transformers, medium-voltage switchgear, and on-site generation In sum – what to know: Power bottleneck – Dell’Oro says transformers, medium-voltage switchgear, …

The partnership between HD KSOE and Schneider Electric includes joint research and development projects focused on floating data center applications In sum – what to know: Floating data centers – HD KSOE and Schneider Electric will jointly develop infrastructure technologies for offshore floating data centers. Engineering focus – The partnership …

Rather than treating AI as an extension of conventional cloud computing, AWS plans and operates AI infrastructure independently from its traditional cloud network In sum – what to know: Traffic patterns – AI workloads generate synchronized, latency-sensitive traffic that AWS treats separately from traditional cloud workloads, requiring dedicated network fabrics …

According to the NTT Global Data Centers report, securing sites and power capacity will not be enough if operators cannot obtain the equipment, workforce, and supporting infrastructure required to bring facilities online In sum – what to know: Three growth paths – NTT Global Data Centers models annual global data …

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