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Jeff Mucci Three key takeaways U.S. data center capacity is moving from megawatts to gigawatts The scale of the U.S. data center pipeline is getting difficult to comprehend. During the Americas market update at infra/STRUCTURE 2026, Structure Research analyst Vivian Kong put the current U.S. pipeline at roughly 40–42 GW of operating data center capacity, another 25 GW under development and approximately …
Jeff Mucci Three key takeaways AI infrastructure demand is running into a deployment constraint The AI infrastructure race is no longer only about getting GPUs. Structure Research CTO and Head of Research Jabez Tan put numbers behind the next constraint during his presentation, “AI Infrastructure: Who is buying AI capacity, how it is sourced and financed, and what drives rent,” at infra/STRUCTURE …
Juan Pedro TomásThe province’s government has explicitly positioned Alberta as a destination for AI-driven data center operations through its Artificial Intelligence Data Centers Strategy In sum – what to know AI strategy takes shape – Alberta has adopted a dedicated strategy focused on power capacity, sustainable cooling and economic growth. Major projects advance – Meta’s more than $9 billion data center and …
London has 1.38GW of live data center capacity, with 278MW under construction and 1.5GW committed, according to a Cushman & Wakefield report In sum – what to know Growth remains strong – London has 1.38GW of live data center capacity, with 278MW under construction and 1.5GW committed. Demand stays tight – Colocation absorption matched 117MW of new capacity over the …
Christian de LooperThree AI financing deals, one shared lender risk In sum – what we know: Three separate AI-hardware financing efforts surfaced at the same time this week, each enormous on its own, and collectively painting a picture of an industry scrambling to fund compute at a scale. Broadcom is reportedly arranging more than $50 billion tied to OpenAI’s custom-accelerator program, according …
In production now, but 2nm’s first prize for AI is efficiency TSMC has begun scaling its first 2nm-class process after entering volume production late last year, turning the shift from FinFET to nanosheet transistors into a commercial reality. N2, as TSMC calls it, is the company’s first production node built around gate-all-around (GAA) transistors — a fundamental change in how …
Cerebras capacity for agentic coding opens in Q1 2027 In sum – what we know: General Compute has announced a multi-year agreement to deploy Cerebras Systems’ wafer-scale AI inference hardware at scale. The deal represents what General Compute calls its largest single hardware commitment to date, with customer capacity expected to open in Q1 2027. Neither company disclosed the number of systems, …
Both are 2nm with the same 5GHz Oryon CPU In sum – what we know: Qualcomm has split its flagship smartphone chip in two. The company has announced the Snapdragon 8 Elite Gen 6 and a higher-spec Snapdragon 8 Elite Extreme Gen 6, the first time it has launched two top-tier flagship chips simultaneously. As you would expect in 2026, the main talking …
From the newsletter (October 8; sign-up or follow if you want it sooner): Starlink’s regulatory approvals, Vodafone’s merger savings, and AT&T’s fiber investments reflect a telecoms market reshaping around scale …
Speaking during Deutsche Telekom’s AI Investor Day, John Saw, chief technology officer at T-Mobile highlighted Customer-Driven Coverage (CDC) as one of the company’s biggest AI-driven changes in how it approaches …
Wi-Fi 8 could give ISPs a new line of defense against AI-driven cyberattacks, embedding inference hardware in residential gateways. Airties CEO Metin Taskin argues operators must pair next-generation chipsets with …
SpaceX’s proposed acquisition of Grain Management’s 800 MHz spectrum portfolio strengthens Starlink Mobile’s push into terrestrial wireless. But coverage is not capacity, and building a competitive nationwide network could cost …
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 …
