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Juan Pedro TomásAccording to the NTT Global Data Centers report, securing sites and power capacity will not be enough if operators cannot obtain the equipment, workforce, and supporting infrastructure required to bring facilities online In sum – what to know: Three growth paths – NTT Global Data Centers models annual global data center IT capacity growth of 23%, 30% or about 15% …
SK Telecom cited continued supply constraints in the global AI infrastructure market as a key driver behind the initiative In sum – what to know: 15GW AI infrastructure target – SK Telecom plans to develop up to 15GW of AI data center capacity, with the first 5GW scheduled to come online in phases beginning in 2029. Regional AI expansion – …
According to True IDC, the northern Bangkok location was selected for its strong connectivity, accessibility, and proximity to expanding commercial districts In sum – what to know: Seventh facility – True IDC has broken ground on its seventh data center in northern Bangkok as part of a THB 6 billion ($182.1 million) digital infrastructure expansion. AI-ready design – The facility …
Susana SchwartzIn a 1,000 GPU cluster, it’s typical to have 2-4 disruptive events on a daily basis, which can cost a data center operator millions-of-dollars in losses. AMD- and Broadcom-backed Clockwork dynamically works around link failures and hardware crashes so training jobs finish 1.2x to 1.5x faster. In sum, what you need to know: RCR AI TechTalk with CEO Suresh Vasudevan …
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 …
