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Juan Pedro TomásIn its 2026 data center outlook, the ratings agency said hyperscaler-led AI expansion is driving unprecedented capital requirements In sum – what to know: $3 trillion investment outlook – Moody’s expects massive capital deployment over five years as hyperscalers expand AI-driven capacity. Pre-leasing reduces oversupply risk – Most new capacity is already committed, though counterparty concentration risk is rising. Costs …
Susana SchwartzIn sum – what to know: Meta shifts focus to AI infrastructure: Meta plans as much as $600 billion in U.S. investments by 2028. 6.6 GW of nuclear power: Deals with Vistra, TerraPower, and Oklo make Meta biggest corporate purchaser of nuclear energy. High-profile hires: Banker and former Trump advisor Dina Powell McCormick as new Meta president, and Santosh Janardhan and Daniel Gross to head up …
Meta Compute will focus on the infrastructure layer supporting Meta’s AI ambitions In sum – what to know: Meta formalizes AI infrastructure strategy – The creation of Meta Compute signals a long-term commitment to AI data center development at unprecedented scale, reaching tens of gigawatts this decade. Clear split between AI and infrastructure roles – While AI research leadership focuses …
In an interview with RCR Wireless News, Beatriz Valle, senior analyst at GlobalData, noted a widening of the gap between data center power needs and available supply In sum – what to know: Power is the main constraint – Grid capacity and connection delays are emerging as the biggest barriers to data center growth, outweighing capital availability or customer demand. …
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 …
