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Juan Pedro TomásS&P estimates that the data center industry in Malaysia will require more than $20 billion in funding for powered shell infrastructure and equipment alone over the next three years In sum – what to know: Sustainable growth – S&P expects Malaysia to nearly triple data center capacity by 2030 as the country shifts from rapid expansion toward a more regulated, …
JLL points to Google’s planned Project Suncatcher mission, expected in 2027, as one of the most important demonstrations to watch In sum – what to know: Orbital momentum – Data centers in space are moving from concept toward early deployment as companies explore alternatives to terrestrial constraints around power, land, and permitting. Workload split – The most likely future is …
IDCA said in a recent report that access to reliable power is increasingly becoming a strategic factor determining where future AI infrastructure can be deployed In sum – what to know: AI demand – IDCA says AI workloads are rapidly increasing electricity consumption, making power availability and efficiency central to future data center expansion. Regional disparities – Electricity demand from …
NTT Global Data Centers said that the Chonburi development will become the firm’s fourth data center in Thailand In sum – what to know: Campus construction begins – NTT Global Data Centers has broken ground on its Bangkok 4 campus in Chonburi, with power expected in the second quarter of 2027 under a previously announced 100MW supply agreement. Power infrastructure …
Christian de LooperBoth are 2nm with the same 5GHz Oryon CPU In sum – what we know: Qualcomm has split its flagship smartphone chip in two. The company has announced the Snapdragon 8 Elite Gen 6 and a higher-spec Snapdragon 8 Elite Extreme Gen 6, the first time it has launched two top-tier flagship chips simultaneously. As you would expect in 2026, the main talking …
The AgentX result is impressive, but it rides on one specific operating point In sum – what we know: According to Nvidia, the Vera Rubin NVL72 rack system delivers up to a 30× higher agentic-AI throughput per megawatt than the preceding GB300 NVL72 system in SemiAnalysis’ AgentX benchmark. The company also says the comparison corresponds to up to 45× lower cost per …
OpenAI is matching chips to workloads instead of picking one vendor In sum – what we know: OpenAI is slowly but surely moving away from Nvidia, and it’s doing so in public. Speaking with Jim Cramer on CNBC’s Mad Money, OpenAI CFO Sarah Friar laid out the company’s multi-vendor compute strategy in unusually plain terms. “Just as we have a strategy …
Bigger CoWoS packages may keep AI accelerators scarce anyway In sum – what we know: TSMC is reportedly preparing to roughly double capacity for its CoWoS advanced-packaging technology by the end of 2028. The estimate, according to analysts cited by Taiwan’s Economic Daily News, puts CoWoS capacity at about 130,000 wafers per month at the end of 2026, rising to about …
From the newsletter (September 22; sign-up or follow if you want it sooner): From live-network AI-RAN trials and a massive transpacific cable build to private LTE iPhones and stratospheric lasers, …
Cambium’s collapse leaves WISPs facing a sprawling installed-base problem, with Airspan’s partial acquisition offering some relief but leaving ePMP and other product lines in limbo. The challenge now is securing …
Bruno Berti, SVP of global product management at NTT Global Data Centers, told RCR that optical technology by itself will not remove the need for additional fiber as AI traffic …
Mike Jack, director of product marketing at Viavi, told RCR that the most acute testing and assurance challenges are concentrated within data-center fabrics and data-center interconnect, where AI workloads are …
