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Sulagna Saha Data center operators are confronting a growing generation of stranded assets with long-term financial and environmental consequences As AI sets off an unprecedented outlay of capital, data centers face increasing pressure to minimize inefficiencies resulting from stranded assets. According to early 2025 data, data center vacancy across North American has dropped to 1.9% with 83% of new capacity already pre-leased. …
Juan Pedro TomásAlibaba Group’s CEO Eddie Wu said the company expects its data center infrastructure requirements in 2033 to be roughly 10 times larger than what it operated in 2022 In sum – what to know: AI cloud growth – Alibaba Cloud’s AI-related revenue reached CNY8.97 billion in the quarter, marking its eleventh consecutive quarter of triple-digit year-over-year growth. Massive infrastructure scale-up …
Sulagna Saha With AI pushing data center demands to record highs, operators are resorting to prefabricated, modular infrastructure designs to cut deployment timelines and bring capacity online faster Modular data center designs are on the rise as AI drives massive infrastructure build. Typically, site-built constructions which entail assembling infrastructure piece by piece on the spot, take years to complete. Pre-made modules are …
Susana SchwartzThe summit’s rhetoric around AI-driven economic and military supremacy conceals dual-path strategies In sum, what to know: President Trump and his delegation of business leaders, which included 8 tech CEOs, were greeted with a lavish ceremony at the Great Hall of the People, including a 21-gun salute, a highly spartan PLA demonstration, and troop inspection. The flawless execution of its military …
Christian de LooperBlaize and Winmate want to bring secure, real-time decision-making to defense and critical infrastructure without cloud reliance In sum – what we know: Edge AI is quickly becoming one of the most contested fronts in the broader AI infrastructure race, and this week brought another notable tie-up. Blaize Holdings and Winmate have announced an updated agreement to jointly develop sovereign, …
The potential agreement would mark a shift in how Anthropic sources specialized silicon for its models In sum – what we know: Anthropic is in early-stage talks to buy inference accelerators from Fractile, a London-based chip startup, according to reporting from The Information. It’s a small deal on the surface, but there might be a little more to it. Anthropic …
Operators are rapidly shifting from traditional air cooling to advanced liquid-to-air distribution systems Data centers are going through a massive shift. Facilities that used to measure capacity in megawatts are now pushing toward gigawatt territory, driven by the relentless compute demands of AI training, inference workloads, and cloud expansion. The result? More servers, but also a whole lot more heat. …
Verkor autonomously generated a layout-ready RISC-V core from a short requirements document In sum – what we know: Chip design startup Verkor.io has made a pretty bold claim — that its agentic AI system, called Design Conductor, has autonomously designed a complete RISC-V CPU core in 12 hours flat. The design started from a 219-word requirements document, and the system …
Why CSPs are losing the customer relationship betting on half the experience and where they can grab the other half. Just three weeks ago, Verizon CEO Dan Schulman said the …
Research firm says worldwide RAN revenue, excluding services, increased at a low single-digit year-over-year rate during the quarter In sum – what to know: Stable conditions – Worldwide RAN revenue …
A panel at the Defense Communications Forum put timelines on drone detection, waveform debates, and the limits of sensing from space At the Defense Communications Forum, a panel moderated by …
Vodafone and other major European operators are advancing a federated telco edge-cloud designed to support sovereign AI and IoT workloads, positioning it as a home-grown alternative to hyperscaler platforms. The …
Sulagna Saha In a two-part series, RCR pulls back the curtain on how test and measurement vendors are using AI within their business and product lines With telcos bringing AI to the mainstream, and adoption picking up in all parts of the network, it is timely to look at how test and measurement vendors that are usually on the other side of …
Sulagna Saha The commission announced that it will vote on a new rule at the end of this month that will exclude all Chinese test labs from reviewing and certifying electronic devices sold in the United States The Federal Communications Commission’s (FCC) crackdown on Chinese entities continues, as the commission announced last week that it is now moving to bar all Chinese …
Sulagna Saha Test and measurement companies are adapting their test playbooks, slotting in AI at the most strategic points As every large company rallies behind the single, ambitious goal of integrating AI in every corner of their business, and supporting industries follow suit, a question that is occupying everybody’s mind is how are companies actually implementing AI — and more importantly, what …
Sulagna Saha These fiber testing methods play a distinct role in detecting faults, measuring signal loss, and ensuring integrity of optical networks An optical fiber rarely draws attention or curiosity from people. Yet this unassuming piece of technology forms the super-highway that brings the internet to us every minute of every day. Encased inside protective tubes of varying thickness, otherwise called cables, …
