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Susana SchwartzCerebras has been heavily featured in the news following the company’s blockbuster Nasdaq listing, boasting the largest semiconductor IPOs in history at about $5.5 billion.
Juan Pedro TomásCraig Tavares, president and COO of BUZZ HPC told RCRTech that access to dedicated, high-capacity connectivity directly affects both the economics and competitiveness of large-scale AI facilities In sum – what to know: Fiber priority – BUZZ HPC says dedicated high-capacity fiber is as important as power when building sovereign AI infrastructure. Canada advantage – The company sees data sovereignty …
Pritesh Swamy, head of data center research and advisory for the APAC region at Cushman & Wakefield, told RCRTech that Thailand’s government is also using incentives to attract investment in the AI infra field. In sum – what to know: Pipeline growth – Thailand’s data center development pipeline increased from 232 MW to 1,051 MW following major hyperscaler investment announcements. …
Marvell said in its earnings call that demand tied to AI infrastructure deployments continues to accelerate spending on networking and optical connectivity, particularly as hyperscalers deploy larger AI clusters requiring more bandwidth and lower latency. In sum – what to know: Revenue growth – Marvell expects fiscal 2027 revenue to grow about 40% to nearly $11.5 billion, driven by data …
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 …
