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Juan Pedro TomásHIVE’s Paraguay president, Gabriel Lamas, told RCR Wireless News that the firm expects the platform to be operational in the first quarter of 2026 In sum – what to know: HIVE plans AI cloud launch in Paraguay – The company will deploy a GPU-based AI and HPC platform in a Tier III data center in Asunción. Project built on hydro …
With the full acquisition of LiquidStack, Trane Technologies aims to expand its data center cooling portfolio In sum – what to know: Trane moves into liquid cooling – The company will acquire LiquidStack, adding direct-to-chip and immersion cooling technologies to its data center thermal management portfolio. Focus on AI-driven heat loads – The deal targets rising chip-level power densities and …
Jabez Tan, head of research at Structure Research, told RCR Wireless News that Malaysia’s recent boom in data center and AI infra investment around Kuala Lumpur and Johor is being driven by a mix of demand-side growth, strategic location advantages, and supportive public policy In sum – what to know: New 200MW hyperscale project in Cyberjaya – AIMS will invest …
Susana SchwartzHeightened geopolitical tensions and the AI-driven push for sovereignty is pushing mandates for end-to-end traceability in the semiconductor supply chain The global semiconductor materials market, which includes wafer fabrication and packaging materials, is projected to grow from USD 74.85 billion in 2026 to USD 104.22 billion by 2034. Taiwan, South Korea, and China account for nearly 90% of global semiconductor foundry revenue, making Asia …
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 …
