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Susana Schwartz3M, Oracle, Meta, AMD, and 17 other companies have joined a consortium to scale optical connections for data centers Sensitivity to dust, maintenance downtime, and limited bandwidth density are all challenges for data center hyperscalers and assemblers. Modern AI clusters (224G/448G) require high-density, low-latency connections that physical contact connectors cannot always provide reliably. That’s why expanded beam optics (EBO) is …
Sulagna Saha As microgrids go from niche to necessity in data center builds, developers face a series of implementation challenges In most AI discourses, the technology or the gold rush around it hogs all the limelight leaving the less glamorous realities behind it in the shadows. But, now as experts anticipate a data center energy crisis amid rapid infrastructure expansion, conversations are …
Juan Pedro TomásPritesh Swamy, head of data center research and advisory for the APAC region at Cushman & Wakefield, told RCRTech that Australia’s operational data center capacity increased 20% between December 2024 and December 2025 In sum – what to know: Pipeline growth – Australia’s data center pipeline grew 72% year-over-year, driven by rising AI and cloud infrastructure demand. Power constraints – …
SK Telecom and SK Innovation signed separate memoranda of understanding with Vietnam’s Nghe An Province and the National Innovation Center (NIC) on potential collaboration across AI data center infrastructure, power supply, and broader AI ecosystem development in Vietnam In sum – what to know: Vietnam expansion – SK Group signed agreements in Vietnam focused on AI data centers, power infrastructure, …
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 23; sign-up or follow if you want it sooner): Cambium’s collapse exposes the risks of vendor dependence for WISPs, while private 5G and IoT keep expanding, …
Mimosa Networks argues broadband operators should build for the business case, not fiber-first dogma. As BEAD funding and rural economics shift, FWA in unlicensed spectrum offers another route to viable …
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 …
