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Juan Pedro TomásBruno Berti, senior vice president of global product management at NTT Global Data Centers, told RCR Wireless News that demand in Kansai is gaining momentum as customers seek alternatives to Tokyo In sum – what to know: Kansai growth – Demand is rising as enterprises and hyperscalers seek AI-ready capacity outside Tokyo. Expansion path – NTT DATA is assessing further …
Susana SchwartzLike the Star Wars tension between the Dark Side and the Jedi side, there’s intrigue in the OpenAI-Anthropic race and the paradoxical surge Anthropic saw when it stuck to its “safety-first” roots. The “focused vs. scattered” strategies differentiate the two companies, who have a deeply personal, high-stakes rivalry that makes their respective dominance in the lucrative enterprise AI market all …
New data from Synergy Research Group shows hyperscale companies accounted for 48% of worldwide data center capacity at the end of 2025 In sum – what to know: Hyperscale dominance – Hyperscalers will control 67% of global capacity by 2031, driven by large-scale AI infrastructure expansion. AI-driven scale – New data centers are significantly larger, with AI accelerating capacity growth …
The forced decoupling of TikTok from ByteDance has evolved from a defensive survival tactic to a global strategic asset What began as a defensive survival tactic for TikTok in the U.S. and Europe has evolved into a global strategic asset: the forced decoupling of operations from ByteDance, which has inadvertently given TikTok a blueprint for “sovereign tech” – a possible competitive …
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, …
