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Susana SchwartzBYOP aims to resolve critical bottlenecks in the AI race with ‘time-to-power’ for data centers In sum — what to know: Texas’ environmental regulator this week issued the largest air pollution permit in the country to Pacifico Ranch’s GW Ranch, which has secured permits for up to 7.65 GW of power generation. This will be the largest BYOP in the U.S., sourcing …
Christian de LooperUltimately, a hybrid approach will probably win out The AI hardware conversation tends to fixate on the biggest, most powerful chips. But there’s a parallel hardware race that doesn’t generate the same headlines — low-power edge accelerators from companies like Hailo, Qualcomm, and Nvidia’s own Jetson line are quietly reshaping where and how AI inference actually happens. These chips aren’t competing with …
Juan Pedro TomásThe collaboration brings together NTT DATA’s cloud transformation and AI capabilities with AWS infrastructure and services In sum – what to know: Enterprise cloud modernization – The agreement targets large-scale migration of legacy systems to AWS using automation and AI-driven tooling. Industry-specific cloud offerings expand – NTT DATA plans to deliver repeatable solutions for regulated sectors using its Industry Cloud …
Tito Costa, chief revenue officer at Tecto, told RCR Wireless News that the Malbec submarine cable fundamentally repositions Porto Alegre, in Brazil, within South America’s connectivity map In sum – what to know: $38 million investment in southern Brazil – Tecto plans to develop a 20 MW data center in Porto Alegre, with 3 MW coming online in late 2026. …
Both 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 …
