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Susana Schwartz3M, Oracle, Meta, AMD, and 17 other companies have joined a consortium to scale optical connections for data centers Sensitivity to dust, maintenance downtime, and limited bandwidth density are all challenges for data center hyperscalers and assemblers. Modern AI clusters (224G/448G) require high-density, low-latency connections that physical contact connectors cannot always provide reliably. That’s why expanded beam optics (EBO) is …
Sulagna Saha As microgrids go from niche to necessity in data center builds, developers face a series of implementation challenges In most AI discourses, the technology or the gold rush around it hogs all the limelight leaving the less glamorous realities behind it in the shadows. But, now as experts anticipate a data center energy crisis amid rapid infrastructure expansion, conversations are …
Juan Pedro TomásPritesh Swamy, head of data center research and advisory for the APAC region at Cushman & Wakefield, told RCRTech that Australia’s operational data center capacity increased 20% between December 2024 and December 2025 In sum – what to know: Pipeline growth – Australia’s data center pipeline grew 72% year-over-year, driven by rising AI and cloud infrastructure demand. Power constraints – …
SK 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, …
Christian de LooperBlaize and Winmate want to bring secure, real-time decision-making to defense and critical infrastructure without cloud reliance In sum – what we know: Edge AI is quickly becoming one of the most contested fronts in the broader AI infrastructure race, and this week brought another notable tie-up. Blaize Holdings and Winmate have announced an updated agreement to jointly develop sovereign, …
The potential agreement would mark a shift in how Anthropic sources specialized silicon for its models In sum – what we know: Anthropic is in early-stage talks to buy inference accelerators from Fractile, a London-based chip startup, according to reporting from The Information. It’s a small deal on the surface, but there might be a little more to it. Anthropic …
Operators are rapidly shifting from traditional air cooling to advanced liquid-to-air distribution systems Data centers are going through a massive shift. Facilities that used to measure capacity in megawatts are now pushing toward gigawatt territory, driven by the relentless compute demands of AI training, inference workloads, and cloud expansion. The result? More servers, but also a whole lot more heat. …
Verkor autonomously generated a layout-ready RISC-V core from a short requirements document In sum – what we know: Chip design startup Verkor.io has made a pretty bold claim — that its agentic AI system, called Design Conductor, has autonomously designed a complete RISC-V CPU core in 12 hours flat. The design started from a 219-word requirements document, and the system …
Why CSPs are losing the customer relationship betting on half the experience and where they can grab the other half. Just three weeks ago, Verizon CEO Dan Schulman said the …
Research firm says worldwide RAN revenue, excluding services, increased at a low single-digit year-over-year rate during the quarter In sum – what to know: Stable conditions – Worldwide RAN revenue …
A panel at the Defense Communications Forum put timelines on drone detection, waveform debates, and the limits of sensing from space At the Defense Communications Forum, a panel moderated by …
Vodafone and other major European operators are advancing a federated telco edge-cloud designed to support sovereign AI and IoT workloads, positioning it as a home-grown alternative to hyperscaler platforms. The …
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 …
