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Juan Pedro TomásQualcomm CFO and COO Akash Palkhiwala described the Amazon transaction as “a landmark deal” for the company’s data center business In sum – what to know: Amazon validates strategy – Qualcomm says the multiyear agreement makes its $5 billion fiscal 2027 data center revenue target “very high confidence.” AI compute disaggregates – Qualcomm sees growing demand for specialized solutions across …
Thai officials have stressed that the country is not closing its market to data center development, but instead wants clearer and more consistent standards In sum – what to know: Projects put on hold – Thailand has suspended construction of 49 data centers and frozen approvals for 117 planned facilities while new regulations are developed. Rules address impacts – Planned …
Positive feedback loops with capacity expansion announcements can turn an AI arms race into overcapacity. This is the third article in a four-part weekly series. This series is based on my new 12,000-word research paper, The Economics of AI Infrastructure, and the financial model used in that analysis. The first article AI may succeed spectacularly while infrastructure investments fail distinguished …
During its latest earnings call, Dell said it expects $19 billion in AI server revenue during Q3, while its full-year guidance calls for AI server revenue of $74 billion In sum – what to know: AI orders surge – Dell booked a record $60.9 billion in AI orders during the quarter and exited with a $95 billion AI backlog. Deployments …
Christian de LooperThe 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 …
The Qualcomm deal covers custom inference silicon and 1.6T optical links In sum – what we know: Qualcomm and Amazon have announced a major partnership on September 8, 2026 that will see Qualcomm deploying multiple generations of custom AI-inference silicon and optical interconnects for AWS data centers. It’s a pretty major deal for Qualcomm, which is newer to large-scale AI …
Artificial intelligence is rapidly becoming the defining force behind the next generation of mobile networks. The deployment decisions operators make today will shape their ability to adopt new AI capabilities, …
AI inference is reshaping network demand, creating an opportunity for service providers to turn high-capacity, intelligent connectivity into new revenue as enterprises and hyperscalers scale AI workloads. AI has taken …
From the newsletter (September 21; sign-up or follow if you want it sooner): The best broadband network is not always fiber, says Mimosa Networks. FWA can make better economic sense …
Mike Jack, director of product marketing at Viavi, told RCR that the most acute testing and assurance challenges are concentrated within data-center fabrics and data-center interconnect, where AI workloads are …
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 …
