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Juan Pedro TomásAccording to Sean Hughes, business development manager at Wärtsilä Energy, developers are increasingly turning to onsite generation systems that can be deployed independently of utility interconnection timelines In sum – what to know: Grid constraints – Wärtsilä said grid interconnection delays are accelerating demand for behind-the-meter and off-grid power solutions in the U.S. data center market. AI demand growth – …
Susana SchwartzThe executive order serves as a worker-protection counterweight to what’s perceived as federal AI industry-first protections. In sum – what to know: Just as the Trump administration scrapped plans today for an executive order to vet powerful new AI models before they are released publicly, Governor Newsom issued executive order N-6-26 – a potential counterweight to what the public increasingly …
Sulagna Saha Ultra-dense GPU racks are pushing power, cooling, and engineering demands beyond the limits of many existing facilities, raising questions about the viability of modular designs Within data centers, a significant shift is happening at the rack level. AI workloads are pushing rack densities to unforeseen levels and some of the core assumptions behind modular and reconfigurable data center designs are …
Alibaba’s semiconductor subsidiary T-Head introduced the Zhenwu M890 AI processor, which the company said delivers three times the performance of its previous-generation chip In sum – what to know: New AI model – Alibaba launched the Qwen3.7-Max model for agentic AI workloads, including coding, reasoning and long-duration autonomous task execution involving extensive tool usage. Infrastructure expansion – Alibaba Cloud introduced …
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 …
