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Susana SchwartzShortages of transformers, switchgear, and batteries are the ‘less-glamorous, non-silicon equipment’ that are holding up a growing number of DC builds In sum, what to know: Project managers and procurement teams steeped in supply chain logistics know that the smallest components are what can hold up the biggest projects. With so much focus on GPUs and CoWos (Chip-on-Wafer-on-Substrate), there’s not …
Juan Pedro TomásJohn Dinsdale, chief analyst at Synergy Research Group, told RCR Wireless News that energy access is now the dominant consideration for site selection In sum – what to know: Power priority – Synergy Research Group says availability of power has become the dominant factor in hyperscale site selection as AI-driven demand accelerates. Inland shift – Texas and Midwest regions are …
The planned AWS facility is expected to deliver a total capacity of 473MW In sum – what to know: $430M hyperscale expansion planned – AWS is developing a 473MW campus in Navi Mumbai, signaling continued large-scale investment in India’s data center market. Part of broader $35B India strategy – The project aligns with Amazon’s long-term investment plans across cloud and …
On RCR’s AI TechTalk, Elena Winters, vice president of international business at Elea Data Centers, talks about what makes Brazil unique in terms of renewable power, massive scale, and highly favorable land use and tax frameworks. Known as the “bridgeway to Latin America,” Elea Data Centers builds sustainable, high-performance AI data centers and cloud computing services across the LATAM region. Elea’s Rio …
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 …
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, …
From the newsletter (sign-up if you want it sooner): T-Mobile’s latest Q2 results make the case for it as the West’s growth leader among mobile operators. But they also show …
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 …
