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Juan Pedro TomásHIVE’s Paraguay president, Gabriel Lamas, told RCR Wireless News that the firm expects the platform to be operational in the first quarter of 2026 In sum – what to know: HIVE plans AI cloud launch in Paraguay – The company will deploy a GPU-based AI and HPC platform in a Tier III data center in Asunción. Project built on hydro …
With the full acquisition of LiquidStack, Trane Technologies aims to expand its data center cooling portfolio In sum – what to know: Trane moves into liquid cooling – The company will acquire LiquidStack, adding direct-to-chip and immersion cooling technologies to its data center thermal management portfolio. Focus on AI-driven heat loads – The deal targets rising chip-level power densities and …
Jabez Tan, head of research at Structure Research, told RCR Wireless News that Malaysia’s recent boom in data center and AI infra investment around Kuala Lumpur and Johor is being driven by a mix of demand-side growth, strategic location advantages, and supportive public policy In sum – what to know: New 200MW hyperscale project in Cyberjaya – AIMS will invest …
Susana SchwartzHeightened geopolitical tensions and the AI-driven push for sovereignty is pushing mandates for end-to-end traceability in the semiconductor supply chain The global semiconductor materials market, which includes wafer fabrication and packaging materials, is projected to grow from USD 74.85 billion in 2026 to USD 104.22 billion by 2034. Taiwan, South Korea, and China account for nearly 90% of global semiconductor foundry revenue, making Asia …
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 …
