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Susana SchwartzThe forced decoupling of TikTok from ByteDance has evolved from a defensive survival tactic to a global strategic asset What began as a defensive survival tactic for TikTok in the U.S. and Europe has evolved into a global strategic asset: the forced decoupling of operations from ByteDance, which has inadvertently given TikTok a blueprint for “sovereign tech” – a possible competitive …
The 4.4 GW facility in Indiana County, PA, will be one of the largest, if not the largest, natural gas-powered data center campus in the U.S. Homer City Redevelopment (HCR) is partnering with GE Vernova to build one of the largest natural gas-powered data center campus in the United States. The plan is to convert Homer City Generating Station – …
Juan Pedro TomásNeoclouds are focused on delivering high-performance, GPU-centric computing environments tailored for AI workloads In sum – what to know: Explosive growth – Neocloud revenues are scaling rapidly, with a projected 58% CAGR to 2031, driven by sustained demand for GPU-based AI infrastructure. Niche strategy – Providers must remain focused on GPU-centric services rather than competing broadly with hyperscalers to sustain …
Does a commitment to AI infrastructure, cybersecurity, and workforce strengthen the ‘tech alliance’ between Washington and Tokyo? Microsoft is positioning itself as a trusted alternative to regional rivals in Japan with its largest-ever commitment in the country. Today’s $10 billion (¥1.6 trillion) announcement aims to deeply integrate Microsoft technology into Japan’s national security, economic policy, and critical infrastructure – ostensibly shifting …
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 …
