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Susana SchwartzThis is the year when proof-of-concepts and tangible benefits are needed to allay consumer, employee, and policymaker concerns about AI infrastructure. In sum – what to know: Some of the largest companies in the United States have couched massive layoffs recently in an AI narrative about operational efficiency and productivity gains, and the drive for real-time predictive and prescriptive insights …
Juan Pedro TomásTencent is also looking to add more availability zones across Asia-Pacific and Europe In sum – what to know: Middle East expansion under review – Tencent Cloud is actively assessing new data center builds in the region as it looks to add availability zones and deepen its local cloud presence. Saudi Arabia anchors strategy – The company already operates two …
SK Hynix confirmed in a regulatory filing that it is exploring “various measures,” including the possible creation of a subsidiary focused on AI investment In sum – what to know: U.S. AI unit – SK Hynix is weighing a U.S.-based investment unit that could manage about KRW10 trillion in overseas AI assets across SK Group affiliates, though no final decision …
As part of the deal, Humain and Infra will also explore creating a dedicated AI data center investment platform In sum – what to know: $1.2bn financing framework set – Humain and the Kingdom’s National Infrastructure Fund (Infra) agreed on non-binding terms for up to 250MW of hyperscale AI data center capacity in Saudi Arabia. Institutional capital in focus – …
Christian de LooperFrozen 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 …
Tower Semiconductor’s Japan expansion leans on $1 billion in government subsidies In sum – what we know: Tower Semiconductor is making a big bet on the pipes of AI. The Israeli foundry, which specializes in high-value analog chips, has announced a roughly $3 billion plan to expand its 300mm manufacturing capacity in Japan, with the money aimed squarely at AI-related optical chips — the …
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 …
