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Juan Pedro TomásThe approved data center projects include three data centers from True Internet Data Center (True IDC), two facilities from GSA Data Center, as well as additional developments proposed by Stellar DC and Freyr Technology In sum – what to know: $3.1B in new approvals – Thailand’s BOI has cleared multiple data center projects from local and international developers. Large-scale capacity …
In Rio de Janeiro, Elea is developing what it calls a ‘city of data centers,’ designed to support large-scale AI and cloud deployments In sum – what to know: AI demand is expanding beyond hyperscalers – Big tech leads today, but enterprise sectors such as healthcare, finance and insurance are expected to drive future AI workloads. Elea’s customer base is …
The AWS initiative is backed by a €7.8 billion ($9.04 billion) investment, expected to contribute €17.2 billion to the European economy by 2040 In sum – what to know: Fully independent EU cloud – AWS’s sovereign cloud is physically, legally, and operationally separate, with all infrastructure and control located entirely within the European Union. Strong data and governance controls – …
ABI Research suggests the surge in compute demand is driving a global wave of new data center construction, forcing operators to rethink how facilities are designed, built, and scaled In sum – what to know: Reference designs cut time and risk – Pre-validated blueprints reduce complexity, shorten construction timelines, and limit costly rework as data center demand accelerates. AI is …
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 …
