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Juan Pedro TomásSK Telecom and SK Innovation signed separate memoranda of understanding with Vietnam’s Nghe An Province and the National Innovation Center (NIC) on potential collaboration across AI data center infrastructure, power supply, and broader AI ecosystem development in Vietnam In sum – what to know: Vietnam expansion – SK Group signed agreements in Vietnam focused on AI data centers, power infrastructure, …
Tito Costa, chief revenue officer at Tecto, told RCRTech that the company’s model combines high-capacity environments for large processing volumes with a distributed infrastructure, closer to users and regional demands In sum – what to know: Enterprise shift – Brazilian companies are driving demand for AI-ready infrastructure beyond hyperscalers. Hybrid architecture – AI Grid and AI Factory combine distributed and …
Susana SchwartzWith grid interconnection delays exceeding three or four years, BESS helps data center builders and operators achieve longer-duration energy management This is part-2 of a 3-part series on Battery Energy Storage Systems (BESS), in which we talk to Juan González Martínez, former Energy Manager USA for Mexico City-based IGSA Power, and a specialist specializes in providing critical power infrastructure for IT …
The DC market in China will expand at a CAGR of 8.94%, as demand for digital infrastructure continues to scale across key hubs such as Beijing, Shanghai, and Guangdong In sum – what to know: AI-driven demand – Rapid AI adoption is accelerating the need for high-density, GPU-enabled data center infrastructure. Hyperscaler expansion – Global and domestic cloud providers are …
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, …
