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Susana SchwartzThe 4.4 GW facility in Indiana County, PA, will be one of the largest, if not the largest, natural gas-powered data center campus in the U.S. Homer City Redevelopment (HCR) is partnering with GE Vernova to build one of the largest natural gas-powered data center campus in the United States. The plan is to convert Homer City Generating Station – …
Juan Pedro TomásNeoclouds are focused on delivering high-performance, GPU-centric computing environments tailored for AI workloads In sum – what to know: Explosive growth – Neocloud revenues are scaling rapidly, with a projected 58% CAGR to 2031, driven by sustained demand for GPU-based AI infrastructure. Niche strategy – Providers must remain focused on GPU-centric services rather than competing broadly with hyperscalers to sustain …
Does a commitment to AI infrastructure, cybersecurity, and workforce strengthen the ‘tech alliance’ between Washington and Tokyo? Microsoft is positioning itself as a trusted alternative to regional rivals in Japan with its largest-ever commitment in the country. Today’s $10 billion (¥1.6 trillion) announcement aims to deeply integrate Microsoft technology into Japan’s national security, economic policy, and critical infrastructure – ostensibly shifting …
In Thailand, Microsoft has committed to invest more than $1 billion between 2026 and 2028 to build and expand cloud and AI data center infrastructure In sum – what to know: Southeast Asia focus expands – Microsoft is investing heavily in Thailand and Singapore to grow its regional AI and cloud infrastructure footprint. Thailand targets AI gap – The $1 …
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 Intelligent RAN Forum: AI-RAN is becoming less futuristic and more practical, with Optus reporting live-network gains in link adaptation, coverage prediction and compensation. But scaling those AI-for-RAN capabilities across …
