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Juan Pedro TomásNxera said that the first phase of the project, expected to deliver 64MW of capacity, is scheduled to go live in 2026 In sum – what to know: Construction milestone – Nxera and Telekom Malaysia have completed the structural phase of a new AI-focused data center in Johor. Capacity expansion – The first 64MW phase is due online in 2026 …
Bruno Berti, senior vice president of global product management at NTT Global Data Centers, told RCR Wireless News that demand in Kansai is gaining momentum as customers seek alternatives to Tokyo In sum – what to know: Kansai growth – Demand is rising as enterprises and hyperscalers seek AI-ready capacity outside Tokyo. Expansion path – NTT DATA is assessing further …
Susana SchwartzLike the Star Wars tension between the Dark Side and the Jedi side, there’s intrigue in the OpenAI-Anthropic race and the paradoxical surge Anthropic saw when it stuck to its “safety-first” roots. The “focused vs. scattered” strategies differentiate the two companies, who have a deeply personal, high-stakes rivalry that makes their respective dominance in the lucrative enterprise AI market all …
New data from Synergy Research Group shows hyperscale companies accounted for 48% of worldwide data center capacity at the end of 2025 In sum – what to know: Hyperscale dominance – Hyperscalers will control 67% of global capacity by 2031, driven by large-scale AI infrastructure expansion. AI-driven scale – New data centers are significantly larger, with AI accelerating capacity growth …
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 …
