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Juan Pedro TomásThai officials have stressed that the country is not closing its market to data center development, but instead wants clearer and more consistent standards In sum – what to know: Projects put on hold – Thailand has suspended construction of 49 data centers and frozen approvals for 117 planned facilities while new regulations are developed. Rules address impacts – Planned …
Positive feedback loops with capacity expansion announcements can turn an AI arms race into overcapacity. This is the third article in a four-part weekly series. This series is based on my new 12,000-word research paper, The Economics of AI Infrastructure, and the financial model used in that analysis. The first article AI may succeed spectacularly while infrastructure investments fail distinguished …
During its latest earnings call, Dell said it expects $19 billion in AI server revenue during Q3, while its full-year guidance calls for AI server revenue of $74 billion In sum – what to know: AI orders surge – Dell booked a record $60.9 billion in AI orders during the quarter and exited with a $95 billion AI backlog. Deployments …
AWS, said its first Cloud Infrastructure Region in Saudi Arabia is on track to launch in December 2026 In sum – what to know: Infrastructure expands – AWS plans to launch Saudi Arabia’s first Cloud Infrastructure Region in December, while up to 50MW of capacity is planned for HUMAIN’s AI Zone by 2028. Sovereign AI – Mistral and HUMAIN are …
Christian de LooperThe Qualcomm deal covers custom inference silicon and 1.6T optical links In sum – what we know: Qualcomm and Amazon have announced a major partnership on September 8, 2026 that will see Qualcomm deploying multiple generations of custom AI-inference silicon and optical interconnects for AWS data centers. It’s a pretty major deal for Qualcomm, which is newer to large-scale AI …
TSMC projects 1.9x tool demand within months In sum – what we know: TSMC is set for a dramatic expansion. News reports say the company is building 25 wafer-fabrication and advanced-packaging facilities around the world this year, including 13 in Taiwan. Speaking at SEMICON Taiwan in Taipei, TSMC Senior Vice President and Deputy Co-Chief Operating Officer Cliff Hou said the …
Custom edge-AI SoC — but no confirmation from either company In sum – what we know: Samsung Electronics and Arm have reportedly started work on a custom on-device AI chip planned for Samsung Foundry’s 2nm process, according to a run of trade reports. The reported trigger was Arm’s approval of initial non-recurring engineering funding in late August. NRE is the …
CUBE bets on 3D stacking and custom HBM for AI accelerators In sum – what we know: Samsung has announced what it’s calling the CUBE strategy, a long-term roadmap for rethinking how AI memory chips are built — covering 3D stacking, bandwidth scaling, and power and thermal efficiency. CUBE stands for Capacity, Utilization, Bandwidth, and Efficiency, and Samsung frames it …
AT&T is stripping out its legacy copper network and making fiber and wireless the core of its business – with a converged service, enterprise push, and adjacent satellite integration all …
Broadband Forum’s Matter API could give operators a second shot at the smart home – not by winning consumers with another app, but by making the gateway the neutral platform …
Wireless communications are being stretched to new limits across a host of uses and technologies: From preparation for 6G cellular networks and implementation of AI in the RAN, to current …
Steven Vondran, president and CEO of American Tower, said that the current phase of network deployment is increasingly focused on capacity rather than coverage In sum – what to know: …
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 …
