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Juan Pedro TomásSmart concrete, sometimes referred to as self-sensing concrete, is a category of construction material designed to provide information about its own condition In sum – what to know: Emerging technology – Smart concrete is being studied as a way to monitor structural conditions such as stress, temperature and cracking, potentially providing new insights into infrastructure performance. Infrastructure visibility – Researchers …
Susana SchwartzIn sum, what you need to know: Industry research suggests scaling global data center infrastructure may require well over $7 trillion in investment by 2030, with AI-related demand driving what McKinsey & Company says could be 156 GW of capacity in that timeframe. That incredible explosion of demand is triggering a much higher interest in prefabricated modular data centers (PMDCs). Just …
According to Jabez Tan, head of research at Structure Research, a combination of demand growth, favorable economics, and government support is driving investment around key cities in Malaysia In sum – what to know: Regional advantage – Malaysia is attracting hyperscale and AI infrastructure investment through its location, connectivity, and lower development costs than some neighboring markets. Policy support – …
In Part I of RCRTV’s AI TechTalk interview with Jean-Philippe Fricker, we spoke of exuding confidence when dealing with venture capitalists and deal teams who don’t have the domain experience to understand that a “crazy idea” isn’t so crazy. In Part II, “JP” talks of what “wafer scale” really means, not only in tokens per second (TPS), but in AI …
Christian de LooperAMD is betting big on splitting AI workloads across different silicon In sum – what we know: AMD is, yet again, making some big deals. At its “Advancing AI 2026” event in San Francisco, the company announced two major partnerships. The headliner is a multibillion-dollar chip and equity alliance with Anthropic, the maker of the Claude models, which Reuters and The …
Frozen v2 bakes Gemini’s architecture into silicon for up to 10x efficiency In sum – what we know: According to a new report from The Information, Google is working on a new AI chip, internally codenamed “Frozen v2,” and if reports are accurate, it could have a dramatic impact on the cost of AI inference. The idea is to “freeze” parts …
Sequoia and Jane Street reportedly anchor two simultaneous Etched tranches at different prices In sum – what we know: AI chip startup Etched is in talks for two new funding rounds that could push its valuation to roughly $20 billion — about four times the $5 billion mark it hit just months ago. Neither round has closed, and terms remain fluid, but …
Intel Foundry closes the gap with TSMC on yield and packaging In sum – what we know: For years, the story around Intel Foundry was a question of whether the company could fix its yields fast enough to matter. That question now appears to have an answer. Intel’s 18A process node and its advanced packaging technologies have reportedly hit a …
From the newsletter (sign-up if you want it sooner): AT&T’s AI strategy suggests the real breakthrough is not bigger language models, but smarter orchestration. As inference becomes a network workload, …
HKT’s hollow-core fiber AI ‘superhighway’ highlights the tech’s promise for ultra low-latency DCI networks, but analyst CRU Group says costs, ecosystems, and production mean at-scale adoption is years away. In …
SK Telecom said that SK Hyper will oversee the full development process for its AIDC business, including securing land, constructing and operating substations, attracting customers, and commercializing new facilities In …
Verizon says its legacy telco turnaround is gathering pace, but that its bigger opportunity lies with AI infrastructure – connecting data centers, metro centers, and edge premises; starting with a …
