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Juan Pedro TomásThe CEO of Wärtsilä said that Agnevall also said customers seeking to secure supply are already placing orders several years ahead In sum – what to know: 2028 capacity – Wärtsilä said it has already sold a large portion of its 2028 engine production capacity while beginning to book firm orders for 2029. Data center demand – The company described …
The launch increases Alibaba Cloud’s presence in Malaysia to five data centers, making it the company’s largest infrastructure footprint in Southeast Asia In sum – what to know: Johor expansion – Alibaba Cloud opened a new public cloud region in Johor, adding two data centers and increasing its footprint in Malaysia to five facilities. AI-ready infrastructure – The new region …
atNorth told RCRTech that NOR01 is specifically designed to house data intensive workloads like machine learning, artificial intelligence, and private and public cloud platforms In sum – what to know: AI demand grows – atNorth said growing demand for AI, machine learning, HPC and cloud workloads is driving the need for large-scale digital infrastructure, helping justify the planned 350MW NOR01 …
Lian Jye Su, technology analyst at Omdia, told RCRTech that the scale of the investment signals confidence in the long-term growth prospects of India’s data center market In sum – what to know: Massive capacity planned – AirTrunk signed a Letter of Intent with the Maharashtra government for a proposed $21 billion project that aims to deliver 3 GW of …
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 …
