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Susana SchwartzThe summit’s rhetoric around AI-driven economic and military supremacy conceals dual-path strategies In sum, what to know: President Trump and his delegation of business leaders, which included 8 tech CEOs, were greeted with a lavish ceremony at the Great Hall of the People, including a 21-gun salute, a highly spartan PLA demonstration, and troop inspection. The flawless execution of its military …
3M, Oracle, Meta, AMD, and 17 other companies have joined a consortium to scale optical connections for data centers Sensitivity to dust, maintenance downtime, and limited bandwidth density are all challenges for data center hyperscalers and assemblers. Modern AI clusters (224G/448G) require high-density, low-latency connections that physical contact connectors cannot always provide reliably. That’s why expanded beam optics (EBO) is …
Sulagna Saha As microgrids go from niche to necessity in data center builds, developers face a series of implementation challenges In most AI discourses, the technology or the gold rush around it hogs all the limelight leaving the less glamorous realities behind it in the shadows. But, now as experts anticipate a data center energy crisis amid rapid infrastructure expansion, conversations are …
Juan Pedro TomásPritesh Swamy, head of data center research and advisory for the APAC region at Cushman & Wakefield, told RCRTech that Australia’s operational data center capacity increased 20% between December 2024 and December 2025 In sum – what to know: Pipeline growth – Australia’s data center pipeline grew 72% year-over-year, driven by rising AI and cloud infrastructure demand. Power constraints – …
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, …
