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Juan Pedro TomásThe study, dubbed ‘Building Durable AI Advantage’, found that 77% of enterprise leaders now consider AI a board-level priority In sum – what to know: Infrastructure gap – While 77% of enterprises now treat AI as a board-level priority, 65% still rely on legacy or developing infrastructure. Scaling challenge – Integration issues, skills shortages, and governance hurdles are preventing many …
Converge states that its long-range monitoring system is designed for large, steel-dense environments typical of modern data centers, allowing teams to remotely monitor embedded sensors across broad construction sites In sum – what to know: Real-time monitoring – Embedded sensors continuously measure concrete strength and temperature, reducing reliance on laboratory cylinder break tests for construction decisions. Construction sequencing – Live …
Susana SchwartzOn Thursday, FERC pointed a legal cannon at the nation’s top-6 regional grid operators—PJM, MISO, SPP, CAISO, ISO-NE, and NYISO— ostensibly declaring current large-load rules as “unjust and unreasonable.
Wärtsilä’s Sean Hughes said AI workloads are introducing new operational requirements for power infrastructure, with transient demand patterns emerging as an increasingly important design consideration In sum – what to know: Transient loads – AI training creates highly erratic power demand that can challenge both grids and conventional infrastructure. Hybrid systems – Hughes said batteries and complementary technologies can work …
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 …
