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Susana SchwartzIn its Annual Energy Outlook 2026, the U.S. Energy Information Administration projects electricity consumed by data center servers will increase across the commercial building stock – more in standalone data centers than in all other data center rooms combined.
On the way to 800 VDC, traditional transformers will give way to solid state transformers In its Annual Energy Outlook 2026, the U.S. Energy Information Administration projects electricity consumed by data center servers will increase across the commercial building stock – more in standalone data centers than in all other data center rooms combined. By 2050, server consumption will reach …
Juan Pedro TomásIn sum – what to know: France expansion – Alibaba Cloud has launched a new cloud region in Paris, adding two availability zones and expanding its European infrastructure footprint. Sovereignty focus – The launch comes as European governments and enterprises place increasing emphasis on data sovereignty, local cloud capacity and regulatory compliance. Global ambitions – The France deployment forms part …
Sean Hughes, business development manager at Wärtsilä told RCRTech that uncertainty around utility timelines is pushing developers toward dedicated generation assets In sum – what to know: Power first – Hughes said power availability is now the primary consideration for greenfield AI data center projects, ahead of many traditional siting factors. On-site bridging – Developers are increasingly deploying on-site power …
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 …
