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Juan Pedro TomásBridge had previously announced plans to invest between S$3-S$5 billion ($2.34-$3.90 billion) in Singapore to expand AI-ready data center infrastructure In sum – what to know: Major financing planned – Bridge Data Centres is in discussions to secure up to $6 billion in debt, potentially one of Asia’s largest data center loans. Thailand expansion focus – Proceeds would support new …
In sum – what to know: HCF introduced – STL launches India’s first hollow core fiber cable, using an air-filled core to improve transmission speed and reduce latency compared to traditional fiber. Hybrid design approach – Combines HCF with G.654.E and G.657.A1 fiber to support both ultra-low latency and broader network deployment needs. AI infra focus – Targets data centers …
Sulagna Saha The newly released Hyper-Rail photonics system boosts fiber density in amplification huts, giving data centers room to scale In sum — what to know Capacity crunch: Existing amplifier huts with their legacy line systems are straining under the capacity surge of scale-across networks. Hyper-rail for greater density: Ciena showcases RLS Hyper-Rail at OFC, a multi-rail photonics system that can accomodate …
HIVE operates data centers across Canada, Sweden, and Paraguay, supporting both digital asset mining and AI-related workloads In sum – what to know: GPU cluster live – HIVE activates its first AI cloud deployment in Paraguay, supporting LLM training workloads from Columbia University as part of a cross-border compute setup. Proof of concept – The project will generate performance data …
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 …
