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Juan Pedro TomásThe EU is encouraging the development of cloud solutions aligned with European laws and values In sum – what to know: €180M framework – The European Commission awarded a six-year sovereign cloud procurement to support EU institutions, reinforcing digital sovereignty through structured public sector demand. Multi-provider model – Contracts were granted to four providers and partnerships to avoid vendor lock-in …
Susana SchwartzWith 100% private funding of sovereign AI infrastructure on federal land, SoftBank’s SB Energy investment of $4.2 billion and $33.3 billion in Japanese funding, will enable AEP Ohio to upgrade and build new transmission lines and substations for a projected 9.2 GW of natural gas generation buildout. Skepticism is strong about the size and scope of the AI Data Center, given …
Europe is the only region where the number of hyperscaler data centers in operation will decrease over time, according to ABI Research principal analyst Leo Gergs In sum – what to know: Regional split – Data center growth is uneven globally, requiring region-specific strategies as AI demand and infrastructure maturity diverge. Hyperscale trends – North America leads, Europe consolidates under …
Shortages of transformers, switchgear, and batteries are the ‘less-glamorous, non-silicon equipment’ that are holding up a growing number of DC builds In sum, what to know: Project managers and procurement teams steeped in supply chain logistics know that the smallest components are what can hold up the biggest projects. With so much focus on GPUs and CoWos (Chip-on-Wafer-on-Substrate), there’s not …
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, …
