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Juan Pedro TomásValorC3 prioritizes locations where some level of power is immediately available and can scale over a five-year horizon to meet customer demand In sum – what to know: Power timing is decisive – In tier-one U.S. markets, grid access can take four to seven years, making immediate or near-term availability the top site selection criterion. Secondary markets gain relevance – …
Under the terms of the partnership, several thousand Tata Group employees will gain access to Enterprise ChatGPT In sum – what to know: 100MW AI infrastructure – TCS HyperVault and OpenAI will jointly build AI capacity in India, starting with 100MW and expanding to 1GW to support advanced AI workloads. Enterprise AI deployment across Tata Group – Thousands of employees …
Susana SchwartzShirtless protests, strategic alliances, and another day of staggering financial pledges for AI infrastructure Where the first day of the India AI Impact Summit saw a bit of controversy over long queues, the last day saw a brief “shirtless protest” by Indian Youth Congress workers opposed to the India-U.S. Interim Trade Agreement. From that point on, the day went as planned, with …
Humain said the investment aligns with its long-term strategy of backing large-scale AI platforms and infrastructure In sum – what to know: $3B invested before merger – Humain backed xAI’s Series E round shortly before its acquisition by SpaceX, securing equity exposure ahead of integration. Stake converted into SpaceX shares – Humain became a minority shareholder, with its xAI holdings …
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 …
