AI is reshaping both physical infrastructure and political debates — and the two of them often interconnect. On the physical infrastructure side: In Texas, we see Vantage going big with …
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Developments around Intel’s future and ownership are shifting quickly. SoftBank has announced a $2 billion investment in the company, becoming the chipmaker’s fifth-largest shareholder and deepening its global AI footprint …
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CoreWeave is the latest company to report on quarterly earnings that showed strong growth in AI infrastructure revenues — along with ballooning capex that reflects the steep costs of scaling …
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Cisco closed fiscal 2025 with AI infrastructure orders surpassing $2 billion—double its goal—and locked in two $1 billion webscale deals for 2026, underscoring hyperscalers’ accelerating network buildouts.
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AI may be driving some workforce cuts, but it’s also generating various new jobs — and in both AI infrastructure and AI in general, finding enough of the right people …
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Equinix’s Tiffany Osias spoke at a KeyBanc conference this week to give us all a reality check on the “hard business” of building data centers — and a look at …
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Both the cellular and satellite industries are racing to be first in a new market of converged 5G Non-Terrestrial Network (NTN) services. 2025 is seeing an increase in both NTN-equipped …
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The biggest story in AI right now is the unusual-to-say-the-least deal that the Trump administration has struck with Nvidia and AMD.
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Deutsche Telekom and Orange are taking bold steps to strengthen AI capabilities and data sovereignty.
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The AI investments just keep coming: Yesterday, it was Apollo buying Stream Data Centers. Today, Brookfield Asset Management stakes its claim in the AI-driven data center boom, outlining a dedicated …
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