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Juan Pedro TomásDell’Oro said the optical transport market is now forecast to surpass $18 billion in manufacturer revenue for the first time since 2000, driven largely by network infrastructure investments tied to AI data centers In sum – what to know: AI-driven growth – Dell’Oro now forecasts the optical transport market to grow 16% in 2026, fueled largely by AI-related data center …
Sean Farney, VP of data center strategy at JLL, told RCR Tech that former industrial facilities are increasingly being repurposed into data centers as operators respond to rising AI-driven demand and power constraints In sum – what to know: Industrial sites repurposed – Former paper mills, steel plants and manufacturing facilities are increasingly being converted into data centers, particularly across …
Susana SchwartzCirrascale ‘more horses for courses’ strategy is to test and deploy on every leading AI accelerator, with bare-metal servers fine-tuned for training, inference, and inference-as-a-service. Cirrascale founder and CEO David Driggers is a pioneering figure in HPC, known for his work around dense hardware architecture and multi-GPU processing efficiency. Starting in the early 2010s, Driggers started Cirrascale as a hardware …
Sean Kinney, Principal AnalystBeyond data and infrastructure platforms, Dell is making the case that agentic AI adoption will depend on governance, locality and more favorable token economics LAS VEGAS — At Dell Technologies World, company Founder and CEO Michael Dell kicked off the program by framing artificial intelligence as infrastructure spanning a continuum from the data center to the desktop. “Abundant intelligence is …
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 …
AT&T is optimizing for upstream traffic, not download speeds In sum – what we know: AT&T is apparently prepared for the “agentic AI wave.” On AT&T’s Q2 2026 earnings call, …
