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Juan Pedro TomásIn sum – what to know: $100m sovereign cloud plan – BharathCloud plans to invest up to $100 million over five years to build AI-ready sovereign cloud and edge infrastructure across India. JLL as exclusive advisor – JLL will support site selection, design, and portfolio optimization for cloud centres across metro and Tier-II/III locations. AI, 5G, and edge focus – …
Digital Realty is set to enter the Malaysian market through the acquisition of CSF Advisers, owner of the TelcoHub 1 data center in Cyberjaya In sum – what to know: Malaysia added to Digital Realty’s footprint – The acquisition brings an operational 1.5MW facility in Cyberjaya plus land supporting up to 14MW of future capacity into its Southeast Asia platform. …
NTT Global Data Center’s current cooling portfolio spans multiple models, including immersion systems, direct liquid-to-chip architectures, and hybrid approaches In sum – what to know: Cooling complexity drives global knowledge-sharing – NTT is transferring lessons from mature deployments, including immersion cooling in Mumbai, to guide new designs across the US, Europe and APAC. Scalability and reliability reshape customer demands – …
Susana SchwartzWith U.S. President Donald Trump on the way to Davos for the next day of sessions, there was plenty of speculation about how geopolitical trade restrictions would affect the AI boom. Today, AI and tariff wars were often intertwined as themes at the World Economic Forum (WEF), where U.S. President Trump is supposed to address the crowd and have “many …
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 …
