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Juan Pedro TomásThe deal provides AirTrunk with Lumina’s approximately 600MW development pipeline, alongside existing contracts, local relationships and operational capabilities In sum – what to know: India expansion – AirTrunk enters India via Lumina, gaining ~600MW pipeline tied to up to $5B in future development potential. Scale growth – Combined platform exceeds 3GW across 20 campuses in six APAC markets, strengthening hyperscale …
The EU is encouraging the development of cloud solutions aligned with European laws and values In sum – what to know: €180M framework – The European Commission awarded a six-year sovereign cloud procurement to support EU institutions, reinforcing digital sovereignty through structured public sector demand. Multi-provider model – Contracts were granted to four providers and partnerships to avoid vendor lock-in …
Susana SchwartzWith 100% private funding of sovereign AI infrastructure on federal land, SoftBank’s SB Energy investment of $4.2 billion and $33.3 billion in Japanese funding, will enable AEP Ohio to upgrade and build new transmission lines and substations for a projected 9.2 GW of natural gas generation buildout. Skepticism is strong about the size and scope of the AI Data Center, given …
Europe is the only region where the number of hyperscaler data centers in operation will decrease over time, according to ABI Research principal analyst Leo Gergs In sum – what to know: Regional split – Data center growth is uneven globally, requiring region-specific strategies as AI demand and infrastructure maturity diverge. Hyperscale trends – North America leads, Europe consolidates under …
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, …
HKT’s hollow-core fiber AI ‘superhighway’ highlights the tech’s promise for ultra low-latency DCI networks, but analyst CRU Group says costs, ecosystems, and production mean at-scale adoption is years away. In …
SK Telecom said that SK Hyper will oversee the full development process for its AIDC business, including securing land, constructing and operating substations, attracting customers, and commercializing new facilities In …
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, …
