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Juan Pedro TomásAdani noted that the expansion builds on AdaniConnex’s existing 2 GW national data center platform, with plans to scale to 5 GW In sum – what to know: $100bn direct AI infrastructure bet – Investment targets 5 GW of renewable-powered, hyperscale AI-ready data center capacity by 2035. $250bn projected ecosystem impact – Program expected to unlock an additional $150bn across …
Susana SchwartzToday at the India AI Impact Summit in New Delhi, the focus was moving AI from theoretical potential to large-scale, real-world deployment, with conversations about India’s role as a global AI hub continuing. Below are highlights from some of the biggest stakeholders during the past 48 hours: $200 Billion in Indian AI Investments Union IT Minister Ashwini Vaishnaw announced $200 …
A new JLL report said the geographic shift could allow Texas to overtake Virginia as the world’s largest data center market by 2030 In sum – what to know: Vacancy holds at record 1% – Supply remains extremely tight across North America, with most new capacity already pre-leased years in advance. Frontier markets take majority of pipeline – About 64% …
JLL’s Sean Farney told RCR Wireless News that the industry is under pressure to deliver capacity quickly as hyperscalers commit large spending plans In sum – what to know: AI buildouts are accelerating timelines – Developers are under pressure to deliver larger, more complex facilities faster as hyperscalers commit major AI spending. Capital flows remain strong – Data centers are …
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 …
