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Juan Pedro TomásEurope is the only region where the number of hyperscaler data centers in operation will decrease over time, according to ABI Research principal analyst Leo Gergs In sum – what to know: Regional split – Data center growth is uneven globally, requiring region-specific strategies as AI demand and infrastructure maturity diverge. Hyperscale trends – North America leads, Europe consolidates under …
Susana SchwartzShortages of transformers, switchgear, and batteries are the ‘less-glamorous, non-silicon equipment’ that are holding up a growing number of DC builds In sum, what to know: Project managers and procurement teams steeped in supply chain logistics know that the smallest components are what can hold up the biggest projects. With so much focus on GPUs and CoWos (Chip-on-Wafer-on-Substrate), there’s not …
John Dinsdale, chief analyst at Synergy Research Group, told RCR Wireless News that energy access is now the dominant consideration for site selection In sum – what to know: Power priority – Synergy Research Group says availability of power has become the dominant factor in hyperscale site selection as AI-driven demand accelerates. Inland shift – Texas and Midwest regions are …
The planned AWS facility is expected to deliver a total capacity of 473MW In sum – what to know: $430M hyperscale expansion planned – AWS is developing a 473MW campus in Navi Mumbai, signaling continued large-scale investment in India’s data center market. Part of broader $35B India strategy – The project aligns with Amazon’s long-term investment plans across cloud and …
Christian de LooperQualcomm apparently wants to be the next major ASIC builder In sum – what we know: Qualcomm has reportedly agreed to supply ByteDance with millions of custom AI chips for data center workloads, according to a Bloomberg report citing people familiar with the matter. It’s a deal that, if it plays out as described, would mark one of Qualcomm’s first genuine large-scale …
AMD’s 256-core flagship targets agentic AI workloads In sum – what we know: AMD has moved its 6th Gen EPYC “Venice” server CPUs into volume production, marking the transition from engineering samples and pilot runs into scaled manufacturing at TSMC’s 2nm fabs in Taiwan. The chips are built on AMD’s Zen 6 core architecture and TSMC’s N2 2nm-class node, with commercial …
The new Google-Blackstone-powered provider targets 500 MW of capacity by 2027 In sum – what we know: Google and private equity giant Blackstone are teaming up to build a U.S.-based AI cloud provider built around Google’s custom Tensor Processing Units. The new joint venture will sell data center capacity, networking, operations, and TPU compute as a bundled service — effectively a turnkey …
Blaize 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, …
Telecom operators must rethink workforce training as networks and customer expectations evolve. Immersive, AI-driven roleplay and realistic practice environments can improve retention, strengthen customer-facing skills, and prepare distributed teams to …
As India accelerates its digital transformation, resilient, intelligent connectivity is becoming essential for global enterprises seeking to scale operations, ensure business continuity, and unlock opportunities across the country’s fast-growing AI, …
The company’s AI Data Center GPU Cloud is intended for customers facing restrictions on transferring data overseas and those seeking infrastructure optimized specifically for the Japanese market In sum – …
Panelists say defense networks must assume day-one attack and lean on civilian infrastructure to stay up The definition of resilience in defense communications is shifting, and so is the way …
