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Juan Pedro TomásGoogle Cloud estimates that over the next five years, the new Bangkok region could contribute around THB 1.4 trillion ($41 billion) in economic value In sum – what to know: Local cloud capacity goes live – Google Cloud has opened a Bangkok cloud region to support low-latency workloads and in-country data processing for Thai enterprises and public sector users. Economic …
Susana SchwartzThe AI-related highlights from day 4 centered on some moonshot thinking and some practical advice for world leaders, and business and tech innovators. In sum – what to know: During the last day of the World Economic Forum, Elon Musk covered a variety of topics, including the need for interplanetary life to “ensure the light of consciousness is not extinguished …
Alibaba is one of the China’s largest cloud service providers, operating around 15 cloud regions and 59 availability zones across mainland China and Hong Kong In sum – what to know: Tech meets nuclear in China – Alibaba has formed a joint venture with CNNC, one of the world’s largest nuclear operators, highlighting growing links between energy infrastructure and digital …
While AI leaders hailed AI for its potential to boost productivity and enhance work, significant attention was given to disruption of the workforce and the need for more equitable progress through reskilling and programs to mitigate inequality. The mainstage session at the World Economic Forum was packed, as Nvidia founder and CEO Jensen Huang talked of the “five-layer cake” of …
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 …
