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Juan Pedro TomásThe French government sees nuclear power as a stable and low-emission energy source capable of supporting the significant electricity requirements associated with AI systems In sum – what to know: Nuclear power to back AI growth – France plans to use its large nuclear energy capacity to support the expansion of AI data centers requiring vast amounts of electricity. Surplus …
Bridge Data Center, backed by Bain Capital, said the investment will support the development of next-generation digital infrastructure in the Asian nation In sum – what to know: Major AI infra investment – Bridge Data Centers plans to invest between S$3B and S$5B in Singapore to expand AI-ready data center infra and support regional demand for cloud and AI computing. …
The rapid growth of AI workloads has helped drive expansion among smaller cloud companies, particularly those specializing in GPU-based infrastructure, according to Synergy Research Group In sum – what to know: Cloud spending reached $119B in Q4 – Global cloud infrastructure revenues hit $119.1 billion in Q4 2025, pushing the full-year market to $419 billion and marking the fastest growth …
Susana SchwartzAttempts to halt or preempt state AI rules with will be determined by today’s deliverables from Commerce Dept. and FTC The March 11 deadline has arrived – the critical “action date” for federal agencies like the Department of Commerce (DOC) and Federal Trade Commission (FTC) to implement core directives under Executive Order 14365, “Ensuring a National Policy Framework for Artificial …
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 …
