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Juan Pedro TomásBell framed the investment in the new AIDC as part of a structural shift in infrastructure demand In sum – what to know: Infra-first AI strategy – Bell is focusing on infrastructure, not chips, using a tenant-funded model to avoid hardware risk while targeting stable, infra-like returns. Fully contracted capacity – The 300 MW facility is already backed by long-term …
Cognizant said the platform is part of its wider “AI Builder” strategy, which focuses on enabling enterprises to deploy AI applications In sum – what to know: Enterprise AI platform – Cognizant AI Factory unifies the full AI lifecycle across hybrid and multi-cloud environments, targeting the shift from pilots to production-scale AI. Fractional GPU model – The platform uses Nvidia …
Susana SchwartzWith Nebius deal, Meta is doing whatever it takes to build out or acquire data centers, silicon, and software – both reducing its reliance on other players and diversifying who it relies on for AI infrastructure. Yesterday’s announcement that Meta has entered a five-year deal for up to $27 billion with Dutch neocloud provider Nebius Group helps validate Nebius’s standing as a …
Nxera CEO Bill Chang told RCR Wireless News that the facility was designed to support a wide range of computing needs, including traditional enterprise applications as well as more demanding AI and high-performance computing deployments In sum – what to know: AI demand drives early commitments – More than 90% of DC Tuas capacity was secured before launch, reflecting strong …
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 …
