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Juan Pedro TomásJohn Dinsdale, chief analyst at Synergy Research Group, told RCR Wireless News that energy access is now the dominant consideration for site selection In sum – what to know: Power priority – Synergy Research Group says availability of power has become the dominant factor in hyperscale site selection as AI-driven demand accelerates. Inland shift – Texas and Midwest regions are …
The planned AWS facility is expected to deliver a total capacity of 473MW In sum – what to know: $430M hyperscale expansion planned – AWS is developing a 473MW campus in Navi Mumbai, signaling continued large-scale investment in India’s data center market. Part of broader $35B India strategy – The project aligns with Amazon’s long-term investment plans across cloud and …
Susana SchwartzOn RCR’s AI TechTalk, Elena Winters, vice president of international business at Elea Data Centers, talks about what makes Brazil unique in terms of renewable power, massive scale, and highly favorable land use and tax frameworks. Known as the “bridgeway to Latin America,” Elea Data Centers builds sustainable, high-performance AI data centers and cloud computing services across the LATAM region. Elea’s Rio …
Nxera said that the first phase of the project, expected to deliver 64MW of capacity, is scheduled to go live in 2026 In sum – what to know: Construction milestone – Nxera and Telekom Malaysia have completed the structural phase of a new AI-focused data center in Johor. Capacity expansion – The first 64MW phase is due online in 2026 …
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, …
