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Juan Pedro TomásNscale will deploy up to 14MW of AI data center capacity across three existing BT sites in the U.K. In sum – what to know: 14MW of new AI capacity – Nscale will deploy up to 14MW across three BT sites, expanding UK-based compute for AI workloads. Sovereign AI focus grows – The project supports local data processing, regulatory compliance …
The rapid deployment of AI compute infrastructure is not always matched by network readiness, according to Ciena In sum – what to know: Network pressure rises – AI demand is driving bandwidth needs across metro, long-haul, and subsea networks, with capacity constraints emerging across all layers. Compute-first gap – Neocloud providers prioritize GPU deployment, often leaving network infrastructure to catch …
Susana SchwartzDuring an interactive workshop at Informa’s Data Center World in Washington, D.C. data center operators, students, educators, workforce leaders, legislators and other stakeholders discussed how public and private partnerships could align the industry’s technical needs with public educational infrastructure. The construction industry in the U.S. is short approximately 439,000 skilled workers and for data centers, specifically, there’s a labor shortage of about …
The deal provides AirTrunk with Lumina’s approximately 600MW development pipeline, alongside existing contracts, local relationships and operational capabilities In sum – what to know: India expansion – AirTrunk enters India via Lumina, gaining ~600MW pipeline tied to up to $5B in future development potential. Scale growth – Combined platform exceeds 3GW across 20 campuses in six APAC markets, strengthening hyperscale …
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 …
As artificial intelligence and radio access networks (RAN) increasingly converge, ZTE believes operators should distinguish between two different approaches: “AI for RAN,” which improves the radio network itself, and “RAN …
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, …
