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Juan Pedro TomásAccording to True IDC, the northern Bangkok location was selected for its strong connectivity, accessibility, and proximity to expanding commercial districts In sum – what to know: Seventh facility – True IDC has broken ground on its seventh data center in northern Bangkok as part of a THB 6 billion ($182.1 million) digital infrastructure expansion. AI-ready design – The facility …
Susana SchwartzIn a 1,000 GPU cluster, it’s typical to have 2-4 disruptive events on a daily basis, which can cost a data center operator millions-of-dollars in losses. AMD- and Broadcom-backed Clockwork dynamically works around link failures and hardware crashes so training jobs finish 1.2x to 1.5x faster. In sum, what you need to know: RCR AI TechTalk with CEO Suresh Vasudevan …
Busways are designed to efficiently transmit large amounts of electrical power in a compact, modular, and scalable format—qualities that matter more as data centers grow in size and power density, especially with AI workloads. In sum – what to know: Power distribution – Busways deliver electricity through prefabricated busbars, replacing or complementing traditional cable-based systems in data centers. Operational flexibility …
Cerebras told investors that the firm is in early discussions regarding potential data center deployments in Israel, the UAE, Australia, Singapore, India, and Indonesia In sum – what to know: Global infrastructure push – Cerebras is expanding data center capacity across North America and Europe while exploring potential deployments in additional international markets. Supply chain advantage – The company said …
Christian de LooperTaiwanese startup Tranxform builds low-power edge processors for on-device AI In sum – what we know: Stephen Huang has spent decades building chips for some of the biggest names in Silicon Valley. He worked on GPUs at MediaTek, contributed to Apple’s Face ID technology, and later joined Amazon’s Alexa team. Now, in his mid-50s, he’s betting that experience on a …
Oxmiq’s CUDA-compatible architecture targets sovereign computing customers Oxmiq Labs, the AI semiconductor startup founded by former Intel chief architect Raja Koduri, has raised $35 million in a Series A round co-led by Fundomo and Samsung Catalyst Fund. The round brings the company’s total capital to $60 million, including $20 million in earlier seed funding. Other backers include MediaTek, Pegatron Venture Capital, Darwin …
The Anthropic chip would use Samsung’s advanced 2nm process In sum – what we know: Anthropic is in exploratory talks with Samsung Electronics about manufacturing a custom AI processor, according to reporting from The Information. The project is still nascent — no detailed chip design has been finalized, no tape-out has occurred, and Anthropic is reportedly consulting with multiple chip design …
Samsung’s 2029 target represents a two-year delay from original plans In sum – what we know: Samsung Foundry has officially resumed commercialization and R&D work on its 1.4nm (SF1.4) process node, with mass production now formally targeted for 2029. That’s a notable restart after a period in which the node looked like it might be scaled back, mothballed, or scrapped altogether. The …
Fifteen years after forecasting a 1,000-fold surge in mobile broadband traffic, WiseHarbor founder Keith Mallinson revisits the numbers, arguing his prediction largely captured the economics of the mobile era, despite …
From the newsletter: Ericsson’s latest mobility trials with AT&T and MediaTek suggest faster, more reliable 5G handovers could become a key enabler for critical IoT, private 5G and emerging physical …
The smartwatch market isn’t slowing down. Standalone cellular smartwatches already account for over 45% of total revenue, and OEMs like Apple, Samsung, Google and Huawei keep raising the bar on …
How do you cut BOM costs by 10% and hit zero SIM failures across 65,000+ IoT deployments? ATEC did it by pairing the SIMCom A7682 module with SoftSIM integration from …
Sulagna Saha Amid the 1.6T demand surge, interconnects are emerging as first-class citizens of the infrastructure The race to scale artificial intelligence is increasingly forcing data center operators to find faster means to move data across sprawling, high-performance networks. The need has brought into being the 1.6 Terabit class of connectivity, which, if you’re at OFC this year, you may have heard …
Sulagna Saha While the partnership promises to put in motion ambitious plans to co-develop design and engineering solutions across vertical markets, Nvidia’s deepening market reach prompts scrutiny In sum — what to know: Nvidia acquires stakes in Synopsys: Nvidia announced that it has invested $2 billion in long-time industry partner Synopsys. GPU-accelerated AI-powered engineering: The multi-year partnership includes plans to jointly develop …
Sulagna Saha The test and measurement giant saw its best quarterly performance in two years, driven by AI and 6G push In sum — what to know: Revenue blew past estimates: Keysight’s fourth-quarter earnings beat Wall Street estimates, signaling renewed business momentum fueled by AI infrastructure buildouts and early 6G traction. Strong upward growth: At $1.42 billion, quarterly revenue is up 10% …
Sulagna Saha Samsung has added LB Semicon to its chip-testing network for handling post-processing of the flagship Exynos 2600 chips In Sum — What to Know Samsung adds LB Semicon to its chip-testing network: Samsung adds OSAT provider, LB Semicon — part of rival company LG Electronics — expanding its supply chain of testing partners. Wafer-testing of the Exynos 2600: LB Semicon …
