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Susana SchwartzWhen goals move beyond simple standby backup and require an active, value-generating asset, BESS may be the way to improve day-to-day data center economics In the U.S., data center consumption is expected to account for 9-17% of electricity produced by 2030. The need for reliable, cost-effective energy storage will become critical – especially as diesel generators become less popular because …
Juan Pedro TomásOnce completed, AirTrunk’s total portfolio in Malaysia is expected to exceed 700MW of IT capacity, supported by total investment of approximately $6.8 billion In sum – what to know: Capacity expansion – Two new campuses will add over 280MW, reinforcing Johor as a key regional data center hub. AI-driven growth – Investment reflects rising demand for AI and cloud infrastructure …
The Council for Science and Technology had previously emphasized the importance of building a sovereign AI chip design sector in the country In sum – what to know: New national plan – The UK government will launch an AI Hardware Plan aimed at strengthening domestic capabilities in chips and semiconductor technologies. Focus on design, not fabs – Policy direction points …
Sulagna Saha Rising data center power demand is straining grids, sparking interest in microgrids as a resilient, low-carbon on-site energy alternative Data center energy demands are rising sharply, pushing microgrids to the forefront as a more resilient and sustainable power solution. A looming energy crisis An explosion of data centers across the U.S. has caused an outpouring of concern over grid capacity. …
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 …
