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Juan Pedro TomásBridge Data Centers said the initiative is intended to identify innovative energy pathways capable of supporting Singapore’s long-term digital infrastructure growth In sum – what to know Nuclear exploration – Bridge Data Centres is evaluating nuclear energy as a potential power source for next-generation AI data centers. Research partnership – The company signed an agreement with A*STAR’s Institute of High …
Susana SchwartzFraught with complex legal and regulatory hurdles, data center developers need specialists to navigate complex land rights, leases, and PPAs. In sum, what to know: Nuclear power. It’s the only carbon-free, 24/7 baseload power source currently capable of meeting the massive energy and 5-9s (99.999%) reliability demands of modern data centers, but collocating data centers with nuclear plants is extremely complex and …
The data center market in Japan is expected to expand at a compound annual growth rate (CAGR) of 8.36% between 2026 and 2035 In sum – what to know Market growth – Japan’s data center market is forecast to grow from $11.96 billion in 2026 to $24.64 billion by 2035 at an 8.36% CAGR. Key drivers – Cloud adoption, AI …
NTT Data noted that the largest commitment comes from a hyperscale client that agreed to deploy more than 90MW at NTT’s VA11 campus in Virginia In sum – what to know: Large capacity deals – NTT Data secured nearly 115MW in new commitments across data centers in Virginia, Illinois, and California, including more than 90MW from a hyperscale customer. Enterprise …
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 …
