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Juan Pedro TomásBridge Data Centers said the initiative is intended to identify innovative energy pathways capable of supporting Singapore’s long-term digital infrastructure growth In sum – what to know Nuclear exploration – Bridge Data Centres is evaluating nuclear energy as a potential power source for next-generation AI data centers. Research partnership – The company signed an agreement with A*STAR’s Institute of High …
Susana SchwartzFraught with complex legal and regulatory hurdles, data center developers need specialists to navigate complex land rights, leases, and PPAs. In sum, what to know: Nuclear power. It’s the only carbon-free, 24/7 baseload power source currently capable of meeting the massive energy and 5-9s (99.999%) reliability demands of modern data centers, but collocating data centers with nuclear plants is extremely complex and …
The data center market in Japan is expected to expand at a compound annual growth rate (CAGR) of 8.36% between 2026 and 2035 In sum – what to know Market growth – Japan’s data center market is forecast to grow from $11.96 billion in 2026 to $24.64 billion by 2035 at an 8.36% CAGR. Key drivers – Cloud adoption, AI …
NTT Data noted that the largest commitment comes from a hyperscale client that agreed to deploy more than 90MW at NTT’s VA11 campus in Virginia In sum – what to know: Large capacity deals – NTT Data secured nearly 115MW in new commitments across data centers in Virginia, Illinois, and California, including more than 90MW from a hyperscale customer. Enterprise …
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 …
