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Juan Pedro TomásOnce completed, the data center will cover around 2.78 million square meters on a site in Riyadh In sum – what to know: Government facility – SDAIA’s Hexagon project will span 2.78 million square meters in Riyadh and operate at Tier IV reliability. Sovereign AI – The site will host over 290 government systems, supporting national data, AI, and digital …
Susana SchwartzCan an assembly-line approach to high-density AI compute-in-a-box present a componentized answer to inefficient brick-and-mortar data centers? In sum – what to know: High-density AI cubes — Each cube offers ~0.6 MW of compute (500-600 kw per cube), with clusters of 4 – 6 MW, scaled to N. Containerized structure — an integrated system of power, cooling, UPS/BESS, which allows …
JLL estimates that AI-related uses could account for about half of total data center capacity by the end of the decade In sum – what to know: Global capacity set to nearly double – Data center capacity is projected to grow from 103 GW to 200 GW by 2030, with AI workloads making up around half of total demand. Investment …
The acquisition aligns with SoftBank’s long-term ambition to support artificial super intelligence by securing the infrastructure required to train and operate AI models globally In sum – what to know: SoftBank deepens AI infrastructure strategy – The $4B acquisition adds data centers, towers and fiber assets critical to scaling global AI platforms. DigitalBridge remains operationally independent – The firm will …
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 …
