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Juan Pedro TomásAdani noted that the expansion builds on AdaniConnex’s existing 2 GW national data center platform, with plans to scale to 5 GW In sum – what to know: $100bn direct AI infrastructure bet – Investment targets 5 GW of renewable-powered, hyperscale AI-ready data center capacity by 2035. $250bn projected ecosystem impact – Program expected to unlock an additional $150bn across …
Susana SchwartzToday at the India AI Impact Summit in New Delhi, the focus was moving AI from theoretical potential to large-scale, real-world deployment, with conversations about India’s role as a global AI hub continuing. Below are highlights from some of the biggest stakeholders during the past 48 hours: $200 Billion in Indian AI Investments Union IT Minister Ashwini Vaishnaw announced $200 …
A new JLL report said the geographic shift could allow Texas to overtake Virginia as the world’s largest data center market by 2030 In sum – what to know: Vacancy holds at record 1% – Supply remains extremely tight across North America, with most new capacity already pre-leased years in advance. Frontier markets take majority of pipeline – About 64% …
JLL’s Sean Farney told RCR Wireless News that the industry is under pressure to deliver capacity quickly as hyperscalers commit large spending plans In sum – what to know: AI buildouts are accelerating timelines – Developers are under pressure to deliver larger, more complex facilities faster as hyperscalers commit major AI spending. Capital flows remain strong – Data centers are …
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 …
