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Susana SchwartzIn sum – what to know: Meta shifts focus to AI infrastructure: Meta plans as much as $600 billion in U.S. investments by 2028. 6.6 GW of nuclear power: Deals with Vistra, TerraPower, and Oklo make Meta biggest corporate purchaser of nuclear energy. High-profile hires: Banker and former Trump advisor Dina Powell McCormick as new Meta president, and Santosh Janardhan and Daniel Gross to head up …
Juan Pedro TomásMeta Compute will focus on the infrastructure layer supporting Meta’s AI ambitions In sum – what to know: Meta formalizes AI infrastructure strategy – The creation of Meta Compute signals a long-term commitment to AI data center development at unprecedented scale, reaching tens of gigawatts this decade. Clear split between AI and infrastructure roles – While AI research leadership focuses …
In an interview with RCR Wireless News, Beatriz Valle, senior analyst at GlobalData, noted a widening of the gap between data center power needs and available supply In sum – what to know: Power is the main constraint – Grid capacity and connection delays are emerging as the biggest barriers to data center growth, outweighing capital availability or customer demand. …
JLL noted that the relationship between hyperscalers and neocloud providers is evolving from competition to partnership In sum – what to know: AI creates a new data center asset class – Training workloads need up to 10x higher power density, enabling AI-focused facilities to achieve lease rates as much as 60% above traditional data centers. Inference drives distributed growth – …
Christian de LooperFoundry hikes prices up to 15% as AI demand strains 4nm, 5nm, and 8nm capacity In sum – what we know: Samsung Foundry has raised prices for some of its advanced contract chipmaking services by up to 15%, according to multiple reports citing sources familiar with the company’s foundry business. The hikes were reportedly implemented in July 2026 and apply to new …
Google gets a Marvell stock warrant worth up to $12.2 billion In sum – what we know: Marvell Technology and Google have agreed to co-design custom semiconductor products for Google’s tensor processing unit (TPU) ecosystem. Alongside the deal, Marvell issued Google a stock warrant on August 18, 2026, allowing it to purchase up to 58,970,907 shares at $206.58 apiece — a potential …
Feynman could make Nvidia A16’s first major customer In sum – what we know: Nvidia is reportedly designing its next-generation “Feynman” GPUs to debut on TSMC’s A16 node — a 1.6nm-class process — rather than the standard 2nm (N2) generation. Feynman is the successor to the Rubin and Rubin Ultra, which are on the 3nm-class N3P. If the reports hold up, Nvidia’s …
Reported AMD tie-up pairs Google TPU matrix engines with x86 CPU cores In sum – what we know: Google has settled into a pretty quick cadence when it comes to refreshing its TPUs, but its next refresh might see it bring a new partner on board. According to a client note from SemiAnalysis, Google is reportedly working with AMD on a project …
In this episode, Doug Recker, CEO of Duos Technologies Group, shares how a career that began in the U.S. Marine Corps and door-to-door telecom sales ultimately led him to building …
The agreement with HP reflects the commercialization of Huawei’s research and the recognition of its intellectual property by a major global technology company and ecosystem partner In sum – what …
Enterprise-wide overhaul puts Gemini agents on Google Cloud in live network operations In sum – what we know: Verizon and Google Cloud have announced a new partnership, and it’s a significant escalation …
Maravedis has published its latest market report U.S. Multifamily PropTech: Trends, Economics, and Market Forecasts 2026-2031. The headline number is that vendor revenue from PropTech and IoT systems in U.S. …
