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Juan Pedro TomásBell framed the investment in the new AIDC as part of a structural shift in infrastructure demand In sum – what to know: Infra-first AI strategy – Bell is focusing on infrastructure, not chips, using a tenant-funded model to avoid hardware risk while targeting stable, infra-like returns. Fully contracted capacity – The 300 MW facility is already backed by long-term …
Cognizant said the platform is part of its wider “AI Builder” strategy, which focuses on enabling enterprises to deploy AI applications In sum – what to know: Enterprise AI platform – Cognizant AI Factory unifies the full AI lifecycle across hybrid and multi-cloud environments, targeting the shift from pilots to production-scale AI. Fractional GPU model – The platform uses Nvidia …
Susana SchwartzWith Nebius deal, Meta is doing whatever it takes to build out or acquire data centers, silicon, and software – both reducing its reliance on other players and diversifying who it relies on for AI infrastructure. Yesterday’s announcement that Meta has entered a five-year deal for up to $27 billion with Dutch neocloud provider Nebius Group helps validate Nebius’s standing as a …
Nxera CEO Bill Chang told RCR Wireless News that the facility was designed to support a wide range of computing needs, including traditional enterprise applications as well as more demanding AI and high-performance computing deployments In sum – what to know: AI demand drives early commitments – More than 90% of DC Tuas capacity was secured before launch, reflecting strong …
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 …
