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Juan Pedro TomásIn an interview with RCR Wireless News, Beatriz Valle, senior analyst at GlobalData, noted a widening of the gap between data center power needs and available supply In sum – what to know: Power is the main constraint – Grid capacity and connection delays are emerging as the biggest barriers to data center growth, outweighing capital availability or customer demand. …
JLL noted that the relationship between hyperscalers and neocloud providers is evolving from competition to partnership In sum – what to know: AI creates a new data center asset class – Training workloads need up to 10x higher power density, enabling AI-focused facilities to achieve lease rates as much as 60% above traditional data centers. Inference drives distributed growth – …
Susana SchwartzGaN could be a game-changing semiconductor material that brings energy efficiency to AI data centers Gallium Nitride (GaN) is increasingly used in data centers for improving power supply efficiency, increasing power density, and reducing energy consumption. With faster switching speeds and lower losses, it opens the door to smaller, more efficient power converters so that data center engineers can fit …
GlobalData estimates that there is currently a global pipeline of large-scale data center projects with a total value of $2,306 billion In sum – what to know: Record-scale expansion ahead – GlobalData estimates a $2.3 trillion global pipeline of large-scale data center projects as AI-driven demand continues to accelerate. Technology shifts deepen complexity – Higher server densities, liquid cooling, edge …
Christian de LooperQualcomm apparently wants to be the next major ASIC builder In sum – what we know: Qualcomm has reportedly agreed to supply ByteDance with millions of custom AI chips for data center workloads, according to a Bloomberg report citing people familiar with the matter. It’s a deal that, if it plays out as described, would mark one of Qualcomm’s first genuine large-scale …
AMD’s 256-core flagship targets agentic AI workloads In sum – what we know: AMD has moved its 6th Gen EPYC “Venice” server CPUs into volume production, marking the transition from engineering samples and pilot runs into scaled manufacturing at TSMC’s 2nm fabs in Taiwan. The chips are built on AMD’s Zen 6 core architecture and TSMC’s N2 2nm-class node, with commercial …
The new Google-Blackstone-powered provider targets 500 MW of capacity by 2027 In sum – what we know: Google and private equity giant Blackstone are teaming up to build a U.S.-based AI cloud provider built around Google’s custom Tensor Processing Units. The new joint venture will sell data center capacity, networking, operations, and TPU compute as a bundled service — effectively a turnkey …
Blaize and Winmate want to bring secure, real-time decision-making to defense and critical infrastructure without cloud reliance In sum – what we know: Edge AI is quickly becoming one of the most contested fronts in the broader AI infrastructure race, and this week brought another notable tie-up. Blaize Holdings and Winmate have announced an updated agreement to jointly develop sovereign, …
Telecom operators must rethink workforce training as networks and customer expectations evolve. Immersive, AI-driven roleplay and realistic practice environments can improve retention, strengthen customer-facing skills, and prepare distributed teams to …
As India accelerates its digital transformation, resilient, intelligent connectivity is becoming essential for global enterprises seeking to scale operations, ensure business continuity, and unlock opportunities across the country’s fast-growing AI, …
The company’s AI Data Center GPU Cloud is intended for customers facing restrictions on transferring data overseas and those seeking infrastructure optimized specifically for the Japanese market In sum – …
Panelists say defense networks must assume day-one attack and lean on civilian infrastructure to stay up The definition of resilience in defense communications is shifting, and so is the way …
