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Susana SchwartzWhen maximizing power efficiency can lead to higher water consumption and community backlash In sum, what to know: Increasingly, communities and institutional investors are pressing hyperscalers and data center developers to disclose site-level water and power usage, which is driving them to tailor cooling technology to local conditions. The fundamental conflict is rooted in the fact that maximizing power usage …
Juan Pedro TomásNebius said that demand for AI compute remains significantly greater than the physical infrastructure available to serve it, with customers already seeking capacity into 2028 In sum – what to know: Demand outpaces supply – Nebius says customers are already seeking capacity into 2028, with demand exceeding what the company can physically serve. Capacity expansion broadens –The company is building …
Matt Kendall NC regulators approved 645 diesel generators for Amazon’s Hamlet data center campus, as grid connection delays push operators towards bridge power, fuelling community pushback over noise, pollution and cost concerns. In sum – what to know: 645 generators approved – NC DEQ permitted 588 backup diesel engines for Amazon and 57 temporary “bridge power” engines for Duke Energy at Amazon’s …
Qualcomm CFO and COO Akash Palkhiwala described the Amazon transaction as “a landmark deal” for the company’s data center business In sum – what to know: Amazon validates strategy – Qualcomm says the multiyear agreement makes its $5 billion fiscal 2027 data center revenue target “very high confidence.” AI compute disaggregates – Qualcomm sees growing demand for specialized solutions across …
Christian de LooperThe Qualcomm deal covers custom inference silicon and 1.6T optical links In sum – what we know: Qualcomm and Amazon have announced a major partnership on September 8, 2026 that will see Qualcomm deploying multiple generations of custom AI-inference silicon and optical interconnects for AWS data centers. It’s a pretty major deal for Qualcomm, which is newer to large-scale AI …
TSMC projects 1.9x tool demand within months In sum – what we know: TSMC is set for a dramatic expansion. News reports say the company is building 25 wafer-fabrication and advanced-packaging facilities around the world this year, including 13 in Taiwan. Speaking at SEMICON Taiwan in Taipei, TSMC Senior Vice President and Deputy Co-Chief Operating Officer Cliff Hou said the …
Custom edge-AI SoC — but no confirmation from either company In sum – what we know: Samsung Electronics and Arm have reportedly started work on a custom on-device AI chip planned for Samsung Foundry’s 2nm process, according to a run of trade reports. The reported trigger was Arm’s approval of initial non-recurring engineering funding in late August. NRE is the …
CUBE bets on 3D stacking and custom HBM for AI accelerators In sum – what we know: Samsung has announced what it’s calling the CUBE strategy, a long-term roadmap for rethinking how AI memory chips are built — covering 3D stacking, bandwidth scaling, and power and thermal efficiency. CUBE stands for Capacity, Utilization, Bandwidth, and Efficiency, and Samsung frames it …
AT&T is stripping out its legacy copper network and making fiber and wireless the core of its business – with a converged service, enterprise push, and adjacent satellite integration all …
Broadband Forum’s Matter API could give operators a second shot at the smart home – not by winning consumers with another app, but by making the gateway the neutral platform …
Wireless communications are being stretched to new limits across a host of uses and technologies: From preparation for 6G cellular networks and implementation of AI in the RAN, to current …
Steven Vondran, president and CEO of American Tower, said that the current phase of network deployment is increasingly focused on capacity rather than coverage In sum – what to know: …
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, …
