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Juan Pedro TomásAccording to True IDC, the northern Bangkok location was selected for its strong connectivity, accessibility, and proximity to expanding commercial districts In sum – what to know: Seventh facility – True IDC has broken ground on its seventh data center in northern Bangkok as part of a THB 6 billion ($182.1 million) digital infrastructure expansion. AI-ready design – The facility …
Susana SchwartzIn a 1,000 GPU cluster, it’s typical to have 2-4 disruptive events on a daily basis, which can cost a data center operator millions-of-dollars in losses. AMD- and Broadcom-backed Clockwork dynamically works around link failures and hardware crashes so training jobs finish 1.2x to 1.5x faster. In sum, what you need to know: RCR AI TechTalk with CEO Suresh Vasudevan …
Busways are designed to efficiently transmit large amounts of electrical power in a compact, modular, and scalable format—qualities that matter more as data centers grow in size and power density, especially with AI workloads. In sum – what to know: Power distribution – Busways deliver electricity through prefabricated busbars, replacing or complementing traditional cable-based systems in data centers. Operational flexibility …
Cerebras told investors that the firm is in early discussions regarding potential data center deployments in Israel, the UAE, Australia, Singapore, India, and Indonesia In sum – what to know: Global infrastructure push – Cerebras is expanding data center capacity across North America and Europe while exploring potential deployments in additional international markets. Supply chain advantage – The company said …
Christian de LooperAMD 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 …
From the newsletter (sign-up if you want it sooner): AT&T’s AI strategy suggests the real breakthrough is not bigger language models, but smarter orchestration. As inference becomes a network workload, …
HKT’s hollow-core fiber AI ‘superhighway’ highlights the tech’s promise for ultra low-latency DCI networks, but analyst CRU Group says costs, ecosystems, and production mean at-scale adoption is years away. In …
SK Telecom said that SK Hyper will oversee the full development process for its AIDC business, including securing land, constructing and operating substations, attracting customers, and commercializing new facilities In …
Verizon says its legacy telco turnaround is gathering pace, but that its bigger opportunity lies with AI infrastructure – connecting data centers, metro centers, and edge premises; starting with a …
Sulagna Saha The device, small enough to fit on the back of a smartphone, will provide field technicians visibility into all potential bottlenecks and advise on how to resolve them in a single site visit In sum — what to know: A new hardware tool for ISPs and enterprises — Ookla introduced a new handheld network diagnostic tool to help ISPs and …
Sulagna Saha An overall fair quarter with many companies reporting growth — some near-misses With earnings season in full swing, reports have been arriving at a steady clip. While we covered some in detail, here is a quick roundup of how the other players fared in the third quarter. In a market that remains lukewarm, it’s safe to say that these numbers …
Sulagna Saha The companies have jointly developed and tested an AI-powered 6G radio receiver that can bypass signal distortion and coverage issues inherent in 6G bands In sum — what to know: A new AI-based 6G receiver — Nokia has unveiled a new AI-powered 6G radio receiver that demonstrates significantly improved uplink distance compared to regular receivers. Nokia tap R&S for testing …
Sulagna Saha The duo continues to progress through new collaborations aimed at embedding AI across semiconductor design and engineering workflows The Nvidia GTC event has always been known to be more than just an industry gala. For years, it has served industry pundits, trends observers, and the audiences a glimpse into the next big things in tech. So, at the GTC-DC event …
