Susana SchwartzThe top story in my top-3 below, of which chip-design company Synopsys is just a part, is the layoff of 2,000 employees, which adds to a broader wave of job …
AI Infrastructure Newsletter
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I think not, but that was the topic of a Wall Street Journal opinion piece, “The Microchip Era is About to End,” by tech futurist George Gilder. In it, he …
- AI Infrastructure Newsletter
Private 5G and generative AI may converge at the edge, but what is realistic now and into the future? RCR Wireless takes a closer look
Private 5G and generative AI complement each other in industrial settings, with private 5G providing high-speed, low-latency connectivity, which generative AI can leverage to analyze, predict, and create solutions for …
- AI Infrastructure Newsletter
DOE, FERC and PJM are attempting to balance accelerated grid development with consumer protection from skyrocketing price hikes
In response to consumer outrage about higher electricity prices, the Department of Energy (DOE), Federal Energy Regulatory Commission (FERC), and PJM Interconnection are focusing on accelerating the connection of new …
- AI Infrastructure Newsletter
Not his first rodeo: SoftBank CEO’s move to cash out $5.8 billion in Nvidia shares for OpenAI isn’t his first risky move
This isn’t the first time CEO Masayoshi Son has taken a gamble: after the .com bubble burst in 2000, Son lost an astounding $70 billion of his personal fortune, toppling …
- AI Infrastructure Newsletter
Stablecoin-backed Rumble makes disruptive move with acquisition of Northern Data
Early this morning, U.S. based “alt-tech” video-sharing platform Rumble, which hosts President Trump’s Truth Social platform, announced it would acquire Germany’s Northern Data in a deal valued at up to …
- AI Infrastructure Newsletter
Will quantum be the next big accelerator in cloud and AI, boosting training and optimization?
The news that a Google quantum computer recently discovered a previously unobserved exotic phase of matter made me wonder whether quantum is going to be the next big accelerator in …
- AI Infrastructure Newsletter
With latest UAE deal, Microsoft continues aggressive evolution from primarily software to cloud and AI infrastructure
In sharp contrast to President Trump’s statement on 60 Minutes that only U.S. customers should have access to the top-end Blackwell chips offered by Nvidia, Microsoft the next day announced …
- AI Infrastructure Newsletter
In David-and-Goliath world, Colovore draws contrasts and similarities to GW-scale neocloud, hyperscale DC campuses
With so much focus on huge DCs from SoftBank, Amazon, Meta, and Google, it’s easy to forget the innovation of smaller footprints that offer 8- 20 MW chunks to enterprises …
- AI Infrastructure Newsletter
Telcos and enterprises look to the future with current AI infrastructure investments and decision-making
In many sectors, AI projects die in pilot purgatory, but telecom has managed to make substantial, practical AI implementations, particularly in network optimization, predictive maintenance and customer service.