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Sulagna Saha Rising data center power demand is straining grids, sparking interest in microgrids as a resilient, low-carbon on-site energy alternative Data center energy demands are rising sharply, pushing microgrids to the forefront as a more resilient and sustainable power solution. A looming energy crisis An explosion of data centers across the U.S. has caused an outpouring of concern over grid capacity. …
Juan Pedro TomásAlessandro Lombardi, chairman of Elea Data Centers told RCRTech that I Squared Capital’s investment gives Elea the long-term capital and global infrastructure expertise needed to accelerate the next phase of the company’s growth In sum – what to know: Brazil expansion focus – I Squared will acquire Elea to scale data center capacity in a market where demand is expected …
Susana SchwartzIn sum, what to know: Similar to a recent deal struck by OpenAI’s Sam Altman, Google signed a classified agreement with the Pentagon for use of its AI models for “any lawful government purpose.” This is the same language at the center of the Anthropic legal battle with the Pentagon over its designation as a “supply chain risk.” In that high-profile …
The facility will deliver around 25MW of capacity and is backed by Keppel Data Centre Fund II In sum – what to know: Floating model – Keppel has started construction on a ~25MW floating data center, positioning it as a scalable alternative to land-based facilities. Constraints focus – The project is designed to address land, energy, and water limitations, using …
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, …
