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Juan Pedro TomásValorC3 prioritizes locations where some level of power is immediately available and can scale over a five-year horizon to meet customer demand In sum – what to know: Power timing is decisive – In tier-one U.S. markets, grid access can take four to seven years, making immediate or near-term availability the top site selection criterion. Secondary markets gain relevance – …
Under the terms of the partnership, several thousand Tata Group employees will gain access to Enterprise ChatGPT In sum – what to know: 100MW AI infrastructure – TCS HyperVault and OpenAI will jointly build AI capacity in India, starting with 100MW and expanding to 1GW to support advanced AI workloads. Enterprise AI deployment across Tata Group – Thousands of employees …
Susana SchwartzShirtless protests, strategic alliances, and another day of staggering financial pledges for AI infrastructure Where the first day of the India AI Impact Summit saw a bit of controversy over long queues, the last day saw a brief “shirtless protest” by Indian Youth Congress workers opposed to the India-U.S. Interim Trade Agreement. From that point on, the day went as planned, with …
Humain said the investment aligns with its long-term strategy of backing large-scale AI platforms and infrastructure In sum – what to know: $3B invested before merger – Humain backed xAI’s Series E round shortly before its acquisition by SpaceX, securing equity exposure ahead of integration. Stake converted into SpaceX shares – Humain became a minority shareholder, with its xAI holdings …
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 …
