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Juan Pedro TomásBridge 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 …
In sum – what to know: HCF introduced – STL launches India’s first hollow core fiber cable, using an air-filled core to improve transmission speed and reduce latency compared to traditional fiber. Hybrid design approach – Combines HCF with G.654.E and G.657.A1 fiber to support both ultra-low latency and broader network deployment needs. AI infra focus – Targets data centers …
Sulagna Saha The newly released Hyper-Rail photonics system boosts fiber density in amplification huts, giving data centers room to scale In sum — what to know Capacity crunch: Existing amplifier huts with their legacy line systems are straining under the capacity surge of scale-across networks. Hyper-rail for greater density: Ciena showcases RLS Hyper-Rail at OFC, a multi-rail photonics system that can accomodate …
HIVE operates data centers across Canada, Sweden, and Paraguay, supporting both digital asset mining and AI-related workloads In sum – what to know: GPU cluster live – HIVE activates its first AI cloud deployment in Paraguay, supporting LLM training workloads from Columbia University as part of a cross-border compute setup. Proof of concept – The project will generate performance data …
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 24; sign-up or follow if you want it sooner): Optus, Orange, SK Telecom, plus ZTE and Samsung, are sharpening the AI-RAN debate: near-term gains from AI …
In sum – what to know O-RAN foundation – Rakuten Mobile says its software-defined, cloud-native architecture provides the foundation for adding AI intelligence to its network. Autonomy with guardrails – …
Satellite connectivity is becoming wedged into conventional terrestrial telecom infrastructure, bringing new regulatory, certification, and interoperability requirements alongside its buzzy commercial growth. The US has banned Huawei et al; 3GPP …
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 …
