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Juan Pedro TomásOpenAI noted that Japan’s data center market is expected to surpass JPY5 trillion ($33.2 billion) by 2028 In sum – what to know: JPY5 trillion AI infra market by 2028 – Japan’s data center market is projected to exceed this value, highlighting growing demand for AI-driven computing power. Coordinated DX and GX policies – The Blueprint emphasizes synchronized investment in …
James BlackmanA major AI-focused network project between Qatar’s GBI and Nokia highlights the critical role of subsea and terrestrial fibre in global connectivity. With a new terrestrial route through Iraq, GBI is enhancing east-west internet capacity, resilience, and route diversity. It tells us a lot about the anatomy of the whole global setup – and specifically the hidden connections between the …
Susana SchwartzThe AWS outage highlights the need to make DNS a mission-critical component of resiliency — here are 4 key areas to consider. In sum – what to know: DNS is strategic – DNS is not a minor network utility, but rather a strategic component of AI. Wake-up call — This week’s AWS outage may accelerate improvements to DNS features for …
TD Cowen noted that total leasing in Q3 2025 reached a record 7.4 GW, with an additional 10.2 GW of active deals still in the pipeline In sum – what to know: Record-breaking quarter – U.S. hyperscalers leased 7.4GW of capacity in Q3 2025, surpassing the total for all of 2024, with an active pipeline of 10.2GW. Oracle and OpenAI …
Christian de LooperBlaize and Winmate want to bring secure, real-time decision-making to defense and critical infrastructure without cloud reliance In sum – what we know: Edge AI is quickly becoming one of the most contested fronts in the broader AI infrastructure race, and this week brought another notable tie-up. Blaize Holdings and Winmate have announced an updated agreement to jointly develop sovereign, …
The potential agreement would mark a shift in how Anthropic sources specialized silicon for its models In sum – what we know: Anthropic is in early-stage talks to buy inference accelerators from Fractile, a London-based chip startup, according to reporting from The Information. It’s a small deal on the surface, but there might be a little more to it. Anthropic …
Operators are rapidly shifting from traditional air cooling to advanced liquid-to-air distribution systems Data centers are going through a massive shift. Facilities that used to measure capacity in megawatts are now pushing toward gigawatt territory, driven by the relentless compute demands of AI training, inference workloads, and cloud expansion. The result? More servers, but also a whole lot more heat. …
Verkor autonomously generated a layout-ready RISC-V core from a short requirements document In sum – what we know: Chip design startup Verkor.io has made a pretty bold claim — that its agentic AI system, called Design Conductor, has autonomously designed a complete RISC-V CPU core in 12 hours flat. The design started from a 219-word requirements document, and the system …
The U.S. broadband duopoly of cable and telcos is fading as fixed wireless, Starlink, WISPs, and fiber overbuilders expand rapidly. Increased competition from carriers and alternative providers is giving consumers …
The GSMA and CTIA have misrepresented early 6GHz Wi-Fi adoption data to justify reallocating spectrum for mobile use, arguing the technology remains in a normal growth phase with significant long-term …
Defense communications has entered a new phase of urgency. Networks are no longer just the pipes that move information across the battlespace; they are becoming the sensing, compute, coordination and …
Germany’s sovereign cloud push is advancing with Deutsche Telekom and SAP winning a BMDS AI platform tender built on the “Deutschland-Stack”, while Thales expands its Google Cloud-powered sovereign model in …
