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Juan Pedro TomásThe KT partnership expands DigitalBridge’s presence in Asia following the close of DigitalBridge Partners III, which raised $11.7 billion In sum – what to know: DigitalBridge and KT are evaluating large-scale AI data center builds in Korea – including AI factory-type facilities that could reach gigawatt scale and require multi-billion-dollar investment. The partnership deepens DigitalBridge’s focus on Asia under its …
Dell’Oro’s research director Alex Cordovil said that neoclouds help diversify GPU demand away from a handful of hyperscalers In sum – what to know: Rack densities accelerating toward 600 kW require higher-voltage power designs – Operators must adopt new electrical architectures, tools and training to manage efficiency, safety, and costs. North America leads expansion thanks to AI labs and power …
An Omdia analyst told RCR Wireless News that AI adoption is now accelerating beyond customer-facing functions and becoming embedded in core network operations In sum – what to know: AI is moving deeper into networks – Telcos are expanding predictive and gen AI use cases from customer service to fault management, dynamic resource allocation, and real-time traffic forecasting, according to …
With hyperscalers consuming large portions of grid capacity, neoclouds in regions such as the Nordics and Germany are increasingly securing new power allocations for AI-focused builds In sum – what to know: Cost, sovereignty, and faster GPU access drive adoption – offering clear advantages for AI R&D, model developers, and regulated industries. Hyperscaler lock-in and limited ecosystems remain major barriers …
Christian de LooperTower 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 …
Leading-edge chip prices face annual hikes through 2029 as AI demand surges In sum – what we know: If you were hoping chip prices had finally stabilized, 2026 has other plans. TSMC and Samsung Foundry — the only two companies capable of manufacturing the world’s most advanced chips at scale — are both raising prices on their leading-edge nodes. TSMC …
Custom AI chips are converging fast — but Nvidia still owns training. Every major hyperscaler and AI lab is now designing its own silicon. Google, Amazon, Microsoft, Meta, and now OpenAI have all committed to custom application-specific accelerators (ASICs) built around a narrow set of AI workloads, trading the flexibility of a general-purpose GPU for better cost, power, and scale …
Taiwanese startup Tranxform builds low-power edge processors for on-device AI In sum – what we know: Stephen Huang has spent decades building chips for some of the biggest names in Silicon Valley. He worked on GPUs at MediaTek, contributed to Apple’s Face ID technology, and later joined Amazon’s Alexa team. Now, in his mid-50s, he’s betting that experience on a …
SoftBank’s “Patching as a Service” targets 3,000 government-designated companies In sum – what we know: SoftBank Group and its telecom arm SoftBank Corp. are rolling out “Patching as a Service,” an AI-powered …
New forecasts say the private 5G market will grow at 34 percent annually to pass $6.6 billion by 2030; but the bigger story is how the sector has become a …
According to Phil Wong, technology principal at KPMG US, developers are increasingly locating large AI campuses outside established hubs because of land and power constraints In sum – what to …
Nokia’s AI-RAN platform promises to more than double spectrum efficiency through software-driven upgrades, combining Nvidia acceleration with flexible deployment options. But analysts suggest the technology may optimize existing networks rather …
