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Susana SchwartzThree layers define the AI boom, and each moves at its own speed In sum – what to know: Adapt for growth and change – Data center operators are adapting to handle more than just growth, but also ‘big, fast’ change Navigating speed and tension – Three layers of AI infrastructure are moving at different speeds, opening “gaps” in speed-to-power …
Juan Pedro TomásJeremy Deutsch, president of Asia-Pacific at Vantage Data Centers, told RCR Wireless News that scale has become a defining requirement for AI infrastructure In sum – what to know: Speed becomes critical constraint – AI chip economics are driving urgent deployment timelines, making time-to-market a key competitive factor for data center operators. Scale requirements are increasing – Demand is shifting …
Craig Tavares, president and COO at BUZZ HPC, told RCR Wireless News that Canada is one of HIVE’s growth market, where the company is developing sovereign AI infrastructure anchored by abundant clean hydroelectric power, political stability, and strong demand from both domestic enterprises and allied nations seeking trusted compute outside the U.S. hyperscaler ecosystem In sum – what to know: Capacity …
Bridge had previously announced plans to invest between S$3-S$5 billion ($2.34-$3.90 billion) in Singapore to expand AI-ready data center infrastructure In sum – what to know: Major financing planned – Bridge Data Centres is in discussions to secure up to $6 billion in debt, potentially one of Asia’s largest data center loans. Thailand expansion focus – Proceeds would support new …
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 …
