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Juan Pedro TomásCloud providers were the fastest-growing customer segment, increasing spending 58% year-over-year In sum — what to know: Cloud spending jumped 58% year-over-year – Hyperscalers drove the biggest share of Q3 growth, boosting demand for backbone and DCI capacity. DCI rose 34% on AI and cloud traffic – Direct DCI sales remained the strongest application as operators scaled interconnects. Ciena and …
Deutsche Telekom, Schwarz, SAP, and Ionos had discussed a joint application for an EU-backed AI data center, according to previous reports In sum – what to know: Germany eyes EU-backed AI facility – Deutsche Telekom and Schwarz Group are exploring an application to the EU’s €20bn gigafactory fund to build a major AI data center in Germany. Large-scale AI chip …
The KT partnership expands DigitalBridge’s presence in Asia following the close of DigitalBridge Partners III, which raised $11.7 billion In sum – what to know: DigitalBridge and KT are evaluating large-scale AI data center builds in Korea – including AI factory-type facilities that could reach gigawatt scale and require multi-billion-dollar investment. The partnership deepens DigitalBridge’s focus on Asia under its …
Dell’Oro’s research director Alex Cordovil said that neoclouds help diversify GPU demand away from a handful of hyperscalers In sum – what to know: Rack densities accelerating toward 600 kW require higher-voltage power designs – Operators must adopt new electrical architectures, tools and training to manage efficiency, safety, and costs. North America leads expansion thanks to AI labs and power …
Christian de LooperQualcomm apparently wants to be the next major ASIC builder In sum – what we know: Qualcomm has reportedly agreed to supply ByteDance with millions of custom AI chips for data center workloads, according to a Bloomberg report citing people familiar with the matter. It’s a deal that, if it plays out as described, would mark one of Qualcomm’s first genuine large-scale …
AMD’s 256-core flagship targets agentic AI workloads In sum – what we know: AMD has moved its 6th Gen EPYC “Venice” server CPUs into volume production, marking the transition from engineering samples and pilot runs into scaled manufacturing at TSMC’s 2nm fabs in Taiwan. The chips are built on AMD’s Zen 6 core architecture and TSMC’s N2 2nm-class node, with commercial …
The new Google-Blackstone-powered provider targets 500 MW of capacity by 2027 In sum – what we know: Google and private equity giant Blackstone are teaming up to build a U.S.-based AI cloud provider built around Google’s custom Tensor Processing Units. The new joint venture will sell data center capacity, networking, operations, and TPU compute as a bundled service — effectively a turnkey …
Blaize and Winmate want to bring secure, real-time decision-making to defense and critical infrastructure without cloud reliance In sum – what we know: Edge AI is quickly becoming one of the most contested fronts in the broader AI infrastructure race, and this week brought another notable tie-up. Blaize Holdings and Winmate have announced an updated agreement to jointly develop sovereign, …
Telecom operators must rethink workforce training as networks and customer expectations evolve. Immersive, AI-driven roleplay and realistic practice environments can improve retention, strengthen customer-facing skills, and prepare distributed teams to …
As India accelerates its digital transformation, resilient, intelligent connectivity is becoming essential for global enterprises seeking to scale operations, ensure business continuity, and unlock opportunities across the country’s fast-growing AI, …
The company’s AI Data Center GPU Cloud is intended for customers facing restrictions on transferring data overseas and those seeking infrastructure optimized specifically for the Japanese market In sum – …
Panelists say defense networks must assume day-one attack and lean on civilian infrastructure to stay up The definition of resilience in defense communications is shifting, and so is the way …
