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Sulagna Saha Ultra-dense GPU racks are pushing power, cooling, and engineering demands beyond the limits of many existing facilities, raising questions about the viability of modular designs Within data centers, a significant shift is happening at the rack level. AI workloads are pushing rack densities to unforeseen levels and some of the core assumptions behind modular and reconfigurable data center designs are …
Juan Pedro TomásAlibaba’s semiconductor subsidiary T-Head introduced the Zhenwu M890 AI processor, which the company said delivers three times the performance of its previous-generation chip In sum – what to know: New AI model – Alibaba launched the Qwen3.7-Max model for agentic AI workloads, including coding, reasoning and long-duration autonomous task execution involving extensive tool usage. Infrastructure expansion – Alibaba Cloud introduced …
Dell’Oro said the optical transport market is now forecast to surpass $18 billion in manufacturer revenue for the first time since 2000, driven largely by network infrastructure investments tied to AI data centers In sum – what to know: AI-driven growth – Dell’Oro now forecasts the optical transport market to grow 16% in 2026, fueled largely by AI-related data center …
Sean Farney, VP of data center strategy at JLL, told RCR Tech that former industrial facilities are increasingly being repurposed into data centers as operators respond to rising AI-driven demand and power constraints In sum – what to know: Industrial sites repurposed – Former paper mills, steel plants and manufacturing facilities are increasingly being converted into data centers, particularly across …
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 …
