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Juan Pedro TomásThe CEO of AWS noted in his keynote session said: ‘We are in the early stages of a major computing shift driven by accelerated AI’ In sum – what to know: AI as a long-term infrastructure shift – AWS CEO Matt Garman said the industry is entering a new phase defined by “a major computing shift driven by accelerated AI,” …
Actis and Terranova have secured land and power in several strategic locations, representing the potential to deploy up to 1 gigawatt of future capacity In sum – what to know: $1.5B investment across three years – Terranova begins regional rollout with campuses in Mexico, Brazil and Chile, starting in early 2026. Up to 1 GW potential capacity – Land and …
Susana SchwartzIn sum, what to know: Before Tuesday’s panel discussion about “designing scalable AI clusters,” RCRTech talked with Chip design engineer, Raymond Chik, vice-chair of the IEEE AI Hardware & Infrastructure Working Group about the insatiable need for power and energy in data center buildouts. “Most people focus on speed and performance, but now the architecture has to be configured around …
Cloud providers were the fastest-growing customer segment, increasing spending 58% year-over-year In sum — what to know: Cloud spending jumped 58% year-over-year – Hyperscalers drove the biggest share of Q3 growth, boosting demand for backbone and DCI capacity. DCI rose 34% on AI and cloud traffic – Direct DCI sales remained the strongest application as operators scaled interconnects. Ciena and …
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 …
