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Juan Pedro TomásJLL noted that the relationship between hyperscalers and neocloud providers is evolving from competition to partnership In sum – what to know: AI creates a new data center asset class – Training workloads need up to 10x higher power density, enabling AI-focused facilities to achieve lease rates as much as 60% above traditional data centers. Inference drives distributed growth – …
Susana SchwartzGaN could be a game-changing semiconductor material that brings energy efficiency to AI data centers Gallium Nitride (GaN) is increasingly used in data centers for improving power supply efficiency, increasing power density, and reducing energy consumption. With faster switching speeds and lower losses, it opens the door to smaller, more efficient power converters so that data center engineers can fit …
GlobalData estimates that there is currently a global pipeline of large-scale data center projects with a total value of $2,306 billion In sum – what to know: Record-scale expansion ahead – GlobalData estimates a $2.3 trillion global pipeline of large-scale data center projects as AI-driven demand continues to accelerate. Technology shifts deepen complexity – Higher server densities, liquid cooling, edge …
Andrew Batson, global head of data center research at JLL, told RCR Wireless News that data center markets are still growing In sum – what to know: Hyperscale demand remains durable – AI is only part of the story, with cloud growth, traffic, and storage needs sustaining long-term expansion. Phased builds reduce risk – Developers are limiting exposure by building …
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 …
