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Juan Pedro TomásIn Thailand, Microsoft has committed to invest more than $1 billion between 2026 and 2028 to build and expand cloud and AI data center infrastructure In sum – what to know: Southeast Asia focus expands – Microsoft is investing heavily in Thailand and Singapore to grow its regional AI and cloud infrastructure footprint. Thailand targets AI gap – The $1 …
Susana SchwartzThree layers define the AI boom, and each moves at its own speed In sum – what to know: Adapt for growth and change – Data center operators are adapting to handle more than just growth, but also ‘big, fast’ change Navigating speed and tension – Three layers of AI infrastructure are moving at different speeds, opening “gaps” in speed-to-power …
Jeremy Deutsch, president of Asia-Pacific at Vantage Data Centers, told RCR Wireless News that scale has become a defining requirement for AI infrastructure In sum – what to know: Speed becomes critical constraint – AI chip economics are driving urgent deployment timelines, making time-to-market a key competitive factor for data center operators. Scale requirements are increasing – Demand is shifting …
Craig Tavares, president and COO at BUZZ HPC, told RCR Wireless News that Canada is one of HIVE’s growth market, where the company is developing sovereign AI infrastructure anchored by abundant clean hydroelectric power, political stability, and strong demand from both domestic enterprises and allied nations seeking trusted compute outside the U.S. hyperscaler ecosystem In sum – what to know: Capacity …
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 …
