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Susana SchwartzBYOP aims to resolve critical bottlenecks in the AI race with ‘time-to-power’ for data centers In sum — what to know: Texas’ environmental regulator this week issued the largest air pollution permit in the country to Pacifico Ranch’s GW Ranch, which has secured permits for up to 7.65 GW of power generation. This will be the largest BYOP in the U.S., sourcing …
Christian de LooperUltimately, a hybrid approach will probably win out The AI hardware conversation tends to fixate on the biggest, most powerful chips. But there’s a parallel hardware race that doesn’t generate the same headlines — low-power edge accelerators from companies like Hailo, Qualcomm, and Nvidia’s own Jetson line are quietly reshaping where and how AI inference actually happens. These chips aren’t competing with …
Juan Pedro TomásThe collaboration brings together NTT DATA’s cloud transformation and AI capabilities with AWS infrastructure and services In sum – what to know: Enterprise cloud modernization – The agreement targets large-scale migration of legacy systems to AWS using automation and AI-driven tooling. Industry-specific cloud offerings expand – NTT DATA plans to deliver repeatable solutions for regulated sectors using its Industry Cloud …
Tito Costa, chief revenue officer at Tecto, told RCR Wireless News that the Malbec submarine cable fundamentally repositions Porto Alegre, in Brazil, within South America’s connectivity map In sum – what to know: $38 million investment in southern Brazil – Tecto plans to develop a 20 MW data center in Porto Alegre, with 3 MW coming online in late 2026. …
AMD 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 …
