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Juan Pedro TomásAmerican Tower CEO told a conference call with investors that this is the first year that CoreSite is seen AI really manifest itself as a huge use case for the company In sum – what to know: AI now a major driver – AI-related workloads such as inferencing and machine learning are becoming the fastest-growing new leasing segment for CoreSite. …
Susana SchwartzIn sum – what to know: Anthropic CEO Dario Amodei is currently locked in a high-stakes standoff with the Pentagon. The Dept. of War under Pete Hegseth has threatened to blacklist Anthropic and/or invoke the Defense Production Act to compel Anthropic CEO Dario Amodei to do what he does not want to do: have Claude potentially used to develop weapons that fire …
Andrew Batson, global head of data center research at JLL, told RCR Wireless News that hyperscaler and AI-driven demand in the U.S. is increasingly targeting regions with available power and supportive regulatory environments In sum – what to know: Frontier markets dominate pipeline – 64% of projects target regions with surplus power and supportive regulation, with Texas and the Midwest …
The focus in AI is often models, hardware, algorithms, but perhaps its cross-industry collaboration that will be AI’s most transformative innovation. Cross-sector AI collaboration may be the single greatest advancement in the era of AI, as companies are coming together in unconventional ways to create solutions they would not be able to achieve independently: data center owners, operators, general contractors, …
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 …
