Yesterday, AT&T announced it would take a 50% stake in a venture combining Gigapower with Forged Fiber 37, which holds AT&T’s Lumen’s fiber assets. The goal is to bring two …
AI Infrastructure Newsletter
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A new open-weight contender has entered the ring, and though it’s a start-up, it has the clout of two former Google DeepMind researchers, the backing of Nvidia, as well as …
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AT&T recently signed a multi-year agreement exceeding $3 billion with Corning to procure fiber and cable for its nationwide broadband buildout of 60 million locations by 2030 – a core …
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Following disclosures from Anthropic’s IPO filing, Broadcom’s Wall Street syndicate is gathering $60 billion in financing to fund AI chips for Anthropic and other firms. Blackstone is making the deal …
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Below in “Top Stories,” my colleague James Blackman looks at the AT&T and Corning $3 billion deal – a major commitment to expand high-speed fiber internet to 60 million U.S. …
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Will replacing one term with the other create confusion and a semantic barrier at a time when clarity is necessary? And can the industry “self police”?
- AI Infrastructure Newsletter
Data center developers: initiate proactive, intentional community engagement
Community opposition has become one of the most disruptive operational and legal bottlenecks for data center delivery with grassroots groups and local opposition successfully blocking or delaying more than $68 …
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Today at Yotta in Las Vegas, energized power capacity is the hot topic, with multi-year interconnection queues driving companies toward sites with high-voltage electricity already actively flowing or fully permitted …
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Principal analyst Sean Kinney’s recent research note said that agentic AI is increasingly a “consumer of network capabilities,” with networks having to connect not only applications, but also infrastructure that …
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In today’s RCR AI TechTalk, Marvell Technology’s Ravi Mahatme talks about bridging the gap between ultra-fast GPU HBM and slow NVMe storage networks.