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Juan Pedro TomásHuawei said the rapid growth of AI applications and agent-based systems is increasing demand for new infrastructure architectures capable of handling large-scale token generation, multimodal datasets, and distributed AI workloads In sum – what to know: AI data lakes – Huawei introduced high-density storage and unified data management technologies aimed at supporting large-scale AI workloads and multimodal datasets. Inference infrastructure …
During the firm’s recent earnings call, executives repeatedly emphasized that demand for AI compute infrastructure remains strong, particularly among hyperscalers and large-scale AI operators seeking near-term access to power capacity In sum – what to know: Power constraints – Fermi executives said AI infrastructure deployment is increasingly limited by power availability, grid interconnection timelines and equipment availability. Capital discipline – …
According to Sean Hughes, business development manager at Wärtsilä Energy, developers are increasingly turning to onsite generation systems that can be deployed independently of utility interconnection timelines In sum – what to know: Grid constraints – Wärtsilä said grid interconnection delays are accelerating demand for behind-the-meter and off-grid power solutions in the U.S. data center market. AI demand growth – …
Susana SchwartzThe executive order serves as a worker-protection counterweight to what’s perceived as federal AI industry-first protections. In sum – what to know: Just as the Trump administration scrapped plans today for an executive order to vet powerful new AI models before they are released publicly, Governor Newsom issued executive order N-6-26 – a potential counterweight to what the public increasingly …
Christian de LooperBoth 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 …
The AgentX result is impressive, but it rides on one specific operating point In sum – what we know: According to Nvidia, the Vera Rubin NVL72 rack system delivers up to a 30× higher agentic-AI throughput per megawatt than the preceding GB300 NVL72 system in SemiAnalysis’ AgentX benchmark. The company also says the comparison corresponds to up to 45× lower cost per …
OpenAI is matching chips to workloads instead of picking one vendor In sum – what we know: OpenAI is slowly but surely moving away from Nvidia, and it’s doing so in public. Speaking with Jim Cramer on CNBC’s Mad Money, OpenAI CFO Sarah Friar laid out the company’s multi-vendor compute strategy in unusually plain terms. “Just as we have a strategy …
Bigger CoWoS packages may keep AI accelerators scarce anyway In sum – what we know: TSMC is reportedly preparing to roughly double capacity for its CoWoS advanced-packaging technology by the end of 2028. The estimate, according to analysts cited by Taiwan’s Economic Daily News, puts CoWoS capacity at about 130,000 wafers per month at the end of 2026, rising to about …
From the newsletter (September 22; sign-up or follow if you want it sooner): From live-network AI-RAN trials and a massive transpacific cable build to private LTE iPhones and stratospheric lasers, …
Cambium’s collapse leaves WISPs facing a sprawling installed-base problem, with Airspan’s partial acquisition offering some relief but leaving ePMP and other product lines in limbo. The challenge now is securing …
Bruno Berti, SVP of global product management at NTT Global Data Centers, told RCR that optical technology by itself will not remove the need for additional fiber as AI traffic …
Mike Jack, director of product marketing at Viavi, told RCR that the most acute testing and assurance challenges are concentrated within data-center fabrics and data-center interconnect, where AI workloads are …
