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Susana SchwartzCerebras co-founder JP Fricker helped design the largest chip ever built by ‘making the naysayers his research team’ and considering confidence a contagion that can spread to investors, technical experts, new hires, and customers. Jean-Philippe Fricker is a semiconductor visionary who succeeded in the audacious task of carving a single, massive processor from an entire silicon wafer — a feat …
Juan Pedro TomásMartina Raveni, senior analyst at GlobalData, previously told RCRTech that the deployment costs of underwater data centers are high as companies need to design, build, and then deploy the infrastructure in the ocean In sum – what to know: Direct wind power – The underwater facility is connected to Lin-gang’s offshore wind farm, with modules positioned near turbines and located …
Huawei said the rapid growth of AI applications and agent-based systems is increasing demand for new infrastructure architectures capable of handling large-scale token generation, multimodal datasets, and distributed AI workloads In sum – what to know: AI data lakes – Huawei introduced high-density storage and unified data management technologies aimed at supporting large-scale AI workloads and multimodal datasets. Inference infrastructure …
During the firm’s recent earnings call, executives repeatedly emphasized that demand for AI compute infrastructure remains strong, particularly among hyperscalers and large-scale AI operators seeking near-term access to power capacity In sum – what to know: Power constraints – Fermi executives said AI infrastructure deployment is increasingly limited by power availability, grid interconnection timelines and equipment availability. Capital discipline – …
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 …
