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Juan Pedro TomásBeyond energy efficiency, atNorth said it is also incorporating biodiversity initiatives and local community engagement into its expansion strategy In sum – what to know: Community acceptance matters – atNorth said addressing negative public sentiment has become one of the biggest challenges facing AI data center expansion, alongside technical and regulatory hurdles. Sustainability focus – The company said renewable energy, …
Dell’Oro research director Alex Cordovil told RCRTech that the real bottleneck is the power delivery chain, and specifically the long lead-time equipment that sits upstream of the white space — transformers, medium-voltage switchgear, and on-site generation In sum – what to know: Power bottleneck – Dell’Oro says transformers, medium-voltage switchgear, and on-site generation—not liquid cooling—remain the biggest constraints slowing AI …
The partnership between HD KSOE and Schneider Electric includes joint research and development projects focused on floating data center applications In sum – what to know: Floating data centers – HD KSOE and Schneider Electric will jointly develop infrastructure technologies for offshore floating data centers. Engineering focus – The partnership covers infrastructure technologies, engineering solutions tailored for offshore environments and …
Rather than treating AI as an extension of conventional cloud computing, AWS plans and operates AI infrastructure independently from its traditional cloud network In sum – what to know: Traffic patterns – AI workloads generate synchronized, latency-sensitive traffic that AWS treats separately from traditional cloud workloads, requiring dedicated network fabrics and independent capacity planning. Deployment timelines – AWS says the …
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 …
