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Juan Pedro TomásMartina Raveni, senior analyst at GlobalData, told RCRTech that the deployment costs of subsea DCs are high as companies need to design, build, and then deploy the infrastructure in the ocean As demand for AI and high-performance computing accelerates, companies are exploring unconventional infrastructure models, including subsea and space-based data centers. However, these emerging approaches face significant technical and economic …
Nscale will deploy up to 14MW of AI data center capacity across three existing BT sites in the U.K. In sum – what to know: 14MW of new AI capacity – Nscale will deploy up to 14MW across three BT sites, expanding UK-based compute for AI workloads. Sovereign AI focus grows – The project supports local data processing, regulatory compliance …
The rapid deployment of AI compute infrastructure is not always matched by network readiness, according to Ciena In sum – what to know: Network pressure rises – AI demand is driving bandwidth needs across metro, long-haul, and subsea networks, with capacity constraints emerging across all layers. Compute-first gap – Neocloud providers prioritize GPU deployment, often leaving network infrastructure to catch …
Susana SchwartzDuring an interactive workshop at Informa’s Data Center World in Washington, D.C. data center operators, students, educators, workforce leaders, legislators and other stakeholders discussed how public and private partnerships could align the industry’s technical needs with public educational infrastructure. The construction industry in the U.S. is short approximately 439,000 skilled workers and for data centers, specifically, there’s a labor shortage of about …
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, …
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, …
New research from network edge routing provider RtBrick suggests America’s broadband problem is no longer about raw speed but network architecture. As demand for low-latency applications grows, operators clinging to …
The US is preparing another multibillion-dollar 5G spectrum windfall, pairing a 2027 upper C-band auction with a 2028 2.7 GHz sale, while the FCC also rebuilds satellite licensing for the …
