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Juan Pedro TomásLian Jye, chief analyst at Omdia, told RCR Wireless News that China’s position as the world’s largest AI adoption market is pushing significant investment in DCs, compute clusters, and domestic accelerators In sum – what to know: China’s AI infrastructure market is massive but uneven – Strong consumer adoption is driving scale, while industrial sectors remain in early stages, creating …
Susana SchwartzSpeaking on RCR AITech Talk, Obinna Isiadinso, World Bank Group’s International Finance Corp. global sector lead for data center investments, says he expects 3 to 4 years of constraint or lag time for energized power, which means it’ll be 2029 or so before the U.S. sees 5-15 GW of new capacity. According to Isiadinso, this makes carrier-neutral, multi-tenant data centers projects …
Omdia noted that large-scale domestic AI infrastructure development is being led by companies including SK Telecom, Rebellion AI, Samsung and Naver In sum – what to know: Sovereign AI at the core – South Korea’s strategy emphasizes local data rules and regionally tailored foundation models alongside large-scale infrastructure buildouts. Policy and domestic champions drive momentum – Government backing and ambitions …
If completed, EdgeConneX aims to develop a campus with potential capacity of up to 1 GW to support AI and cloud computing workloads In sum – what to know: Up to 1 GW planned capacity – The proposed Skellefteå campus could reach one gigawatt, targeting AI and cloud workloads. Nordic expansion strategy – The project supports EdgeConneX’s broader plan to …
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 …
