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Sean Kinney, Principal AnalystBeyond data and infrastructure platforms, Dell is making the case that agentic AI adoption will depend on governance, locality and more favorable token economics LAS VEGAS — At Dell Technologies World, company Founder and CEO Michael Dell kicked off the program by framing artificial intelligence as infrastructure spanning a continuum from the data center to the desktop. “Abundant intelligence is …
Juan Pedro TomásMoody’s said hyperscaler investment momentum is being supported by rapid growth in remaining performance obligations (RPOs), which represent contracted but undelivered products and services In sum – what to know: Capex accelerating – Moody’s now expects hyperscaler capex to reach $785 billion in 2026 and approach $1 trillion in 2027, significantly higher than earlier forecasts. AI demand surging – Strong …
Sulagna Saha Data center operators are confronting a growing generation of stranded assets with long-term financial and environmental consequences As AI sets off an unprecedented outlay of capital, data centers face increasing pressure to minimize inefficiencies resulting from stranded assets. According to early 2025 data, data center vacancy across North American has dropped to 1.9% with 83% of new capacity already pre-leased. …
Alibaba Group’s CEO Eddie Wu said the company expects its data center infrastructure requirements in 2033 to be roughly 10 times larger than what it operated in 2022 In sum – what to know: AI cloud growth – Alibaba Cloud’s AI-related revenue reached CNY8.97 billion in the quarter, marking its eleventh consecutive quarter of triple-digit year-over-year growth. Massive infrastructure scale-up …
Christian de LooperQualcomm apparently wants to be the next major ASIC builder In sum – what we know: Qualcomm has reportedly agreed to supply ByteDance with millions of custom AI chips for data center workloads, according to a Bloomberg report citing people familiar with the matter. It’s a deal that, if it plays out as described, would mark one of Qualcomm’s first genuine large-scale …
AMD’s 256-core flagship targets agentic AI workloads In sum – what we know: AMD has moved its 6th Gen EPYC “Venice” server CPUs into volume production, marking the transition from engineering samples and pilot runs into scaled manufacturing at TSMC’s 2nm fabs in Taiwan. The chips are built on AMD’s Zen 6 core architecture and TSMC’s N2 2nm-class node, with commercial …
The new Google-Blackstone-powered provider targets 500 MW of capacity by 2027 In sum – what we know: Google and private equity giant Blackstone are teaming up to build a U.S.-based AI cloud provider built around Google’s custom Tensor Processing Units. The new joint venture will sell data center capacity, networking, operations, and TPU compute as a bundled service — effectively a turnkey …
Blaize and Winmate want to bring secure, real-time decision-making to defense and critical infrastructure without cloud reliance In sum – what we know: Edge AI is quickly becoming one of the most contested fronts in the broader AI infrastructure race, and this week brought another notable tie-up. Blaize Holdings and Winmate have announced an updated agreement to jointly develop sovereign, …
Telecom operators must rethink workforce training as networks and customer expectations evolve. Immersive, AI-driven roleplay and realistic practice environments can improve retention, strengthen customer-facing skills, and prepare distributed teams to …
As India accelerates its digital transformation, resilient, intelligent connectivity is becoming essential for global enterprises seeking to scale operations, ensure business continuity, and unlock opportunities across the country’s fast-growing AI, …
The company’s AI Data Center GPU Cloud is intended for customers facing restrictions on transferring data overseas and those seeking infrastructure optimized specifically for the Japanese market In sum – …
Panelists say defense networks must assume day-one attack and lean on civilian infrastructure to stay up The definition of resilience in defense communications is shifting, and so is the way …
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 …
