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Juan Pedro TomásLian Jye, chief analyst at Omdia, told RCR Wireless News that China’s position as the world’s largest AI adoption market is pushing significant investment in DCs, compute clusters, and domestic accelerators In sum – what to know: China’s AI infrastructure market is massive but uneven – Strong consumer adoption is driving scale, while industrial sectors remain in early stages, creating …
Susana SchwartzSpeaking on RCR AITech Talk, Obinna Isiadinso, World Bank Group’s International Finance Corp. global sector lead for data center investments, says he expects 3 to 4 years of constraint or lag time for energized power, which means it’ll be 2029 or so before the U.S. sees 5-15 GW of new capacity. According to Isiadinso, this makes carrier-neutral, multi-tenant data centers projects …
Omdia noted that large-scale domestic AI infrastructure development is being led by companies including SK Telecom, Rebellion AI, Samsung and Naver In sum – what to know: Sovereign AI at the core – South Korea’s strategy emphasizes local data rules and regionally tailored foundation models alongside large-scale infrastructure buildouts. Policy and domestic champions drive momentum – Government backing and ambitions …
If completed, EdgeConneX aims to develop a campus with potential capacity of up to 1 GW to support AI and cloud computing workloads In sum – what to know: Up to 1 GW planned capacity – The proposed Skellefteå campus could reach one gigawatt, targeting AI and cloud workloads. Nordic expansion strategy – The project supports EdgeConneX’s broader plan to …
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 …
