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Juan Pedro TomásThe French government sees nuclear power as a stable and low-emission energy source capable of supporting the significant electricity requirements associated with AI systems In sum – what to know: Nuclear power to back AI growth – France plans to use its large nuclear energy capacity to support the expansion of AI data centers requiring vast amounts of electricity. Surplus …
Bridge Data Center, backed by Bain Capital, said the investment will support the development of next-generation digital infrastructure in the Asian nation In sum – what to know: Major AI infra investment – Bridge Data Centers plans to invest between S$3B and S$5B in Singapore to expand AI-ready data center infra and support regional demand for cloud and AI computing. …
The rapid growth of AI workloads has helped drive expansion among smaller cloud companies, particularly those specializing in GPU-based infrastructure, according to Synergy Research Group In sum – what to know: Cloud spending reached $119B in Q4 – Global cloud infrastructure revenues hit $119.1 billion in Q4 2025, pushing the full-year market to $419 billion and marking the fastest growth …
Susana SchwartzAttempts to halt or preempt state AI rules with will be determined by today’s deliverables from Commerce Dept. and FTC The March 11 deadline has arrived – the critical “action date” for federal agencies like the Department of Commerce (DOC) and Federal Trade Commission (FTC) to implement core directives under Executive Order 14365, “Ensuring a National Policy Framework for Artificial …
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 …
