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Juan Pedro TomásAlessandro Lombardi, chairman of Elea Data Centers, told RCRTech that the company expects artificial intelligence demand to reshape how data center capacity is deployed In sum – what to know: Dual demand – AI training and inference are driving different infrastructure needs, shaping Elea’s multi-market deployment strategy. Infrastructure constraints – Power, transmission and fiber—not demand—are now the main bottlenecks for …
Susana SchwartzWhen goals move beyond simple standby backup and require an active, value-generating asset, BESS may be the way to improve day-to-day data center economics In the U.S., data center consumption is expected to account for 9-17% of electricity produced by 2030. The need for reliable, cost-effective energy storage will become critical – especially as diesel generators become less popular because …
Once completed, AirTrunk’s total portfolio in Malaysia is expected to exceed 700MW of IT capacity, supported by total investment of approximately $6.8 billion In sum – what to know: Capacity expansion – Two new campuses will add over 280MW, reinforcing Johor as a key regional data center hub. AI-driven growth – Investment reflects rising demand for AI and cloud infrastructure …
The Council for Science and Technology had previously emphasized the importance of building a sovereign AI chip design sector in the country In sum – what to know: New national plan – The UK government will launch an AI Hardware Plan aimed at strengthening domestic capabilities in chips and semiconductor technologies. Focus on design, not fabs – Policy direction points …
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, …
