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Juan Pedro TomásAmerican Tower CEO told a conference call with investors that this is the first year that CoreSite is seen AI really manifest itself as a huge use case for the company In sum – what to know: AI now a major driver – AI-related workloads such as inferencing and machine learning are becoming the fastest-growing new leasing segment for CoreSite. …
Susana SchwartzIn sum – what to know: Anthropic CEO Dario Amodei is currently locked in a high-stakes standoff with the Pentagon. The Dept. of War under Pete Hegseth has threatened to blacklist Anthropic and/or invoke the Defense Production Act to compel Anthropic CEO Dario Amodei to do what he does not want to do: have Claude potentially used to develop weapons that fire …
Andrew Batson, global head of data center research at JLL, told RCR Wireless News that hyperscaler and AI-driven demand in the U.S. is increasingly targeting regions with available power and supportive regulatory environments In sum – what to know: Frontier markets dominate pipeline – 64% of projects target regions with surplus power and supportive regulation, with Texas and the Midwest …
The focus in AI is often models, hardware, algorithms, but perhaps its cross-industry collaboration that will be AI’s most transformative innovation. Cross-sector AI collaboration may be the single greatest advancement in the era of AI, as companies are coming together in unconventional ways to create solutions they would not be able to achieve independently: data center owners, operators, general contractors, …
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 …
