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Susana SchwartzA multibillion-dollar makeover clears the way for SoftBank’s $22 billion investment, new funding rounds, and a possible IPO in the future In sum, what to know: More freedom: OpenAI is freed from the constraints of the capped-profit model that scared away some investors, and Microsoft is freed from the constraints of the “AGI clause” that stifled its pursuit of AGI. …
Juan Pedro TomásA Qualcomm spokesperson told RCR Wireless News that this new collaboration is in line with its broader strategy to expand from mobile into large-scale AI infrastructure and data center markets In sum – what to know: 200 MW AI deployment planned – Humain will integrate Qualcomm’s AI200 and AI250 rack systems starting in 2026 to deliver large-scale inference services across …
In Saudi Arabia, Groq is collaborating with Aramco Digital to build what it calls the ‘world’s largest inferencing data center’ In sum – what to know: AI data center investment – Groq sees the Kingdom’s surplus energy and land as ideal for large-scale AI infrastructure. Expanded collaboration – Groq and Aramco Digital plan to build the world’s largest AI inferencing …
A Bloomberg report noted that the AI data center will be jointly funded by Nvidia and the German operator In sum – what to know: $1.2 billion joint investment – Nvidia and Deutsche Telekom will co-finance a large-scale AI data center in Germany to accelerate the country’s industrial and digital modernization. SAP to anchor new facility – German software leader …
Christian de LooperAlphabet moves to diversify supply chain with Intel amid TSMC capacity crunch In sum – what we know: Alphabet’s Google has placed a firm order with Intel to manufacture more than 3 million of its custom Tensor Processing Units (TPUs) for 2028, according to a report from The Information citing people with direct knowledge of the discussions. The chips would …
The 600W MI350P is essentially a halved MI350X In sum – what we know: AMD has unveiled its latest data center chip, and while it’s not a massive generational upgrade, it does slot in nicely into the company’s AI chip roadmap. The AMD Instinct MI350P PCIe GPU is a dual-slot, air-cooled CDNA 4 accelerator built to drop into standard PCIe Gen5 x16 …
SK Hynix’s expansion targets HBM and advanced-node DRAM for AI In sum – what we know: SK Hynix is set to dramatically increase its memory capacity. At Computex 2026, SK Group chairman Chey Tae-won, who also chairs SK hynix, told reporters that the company plans to double its memory wafer production capacity within five years. Chey described the move as …
The RTX Spark “superchip” is powerful enough to run 120B-parameter models and persistent agents without the cloud In sum – what we know: Nvidia wants to bring its chip and AI expertise to more consumer products. The company used Computex 2026 to put a new kind of chip on the map. The RTX Spark is an Arm-based “AI superchip” system-on-a-chip …
As nations race to build sovereign AI capabilities, successful strategies are converging on a common formula: control critical bottlenecks. The real differentiator is no longer ambition or spending, but the …
In sum, what to know: –Taking NTN beyond consumers: Anterix, which owns 900 MHz spectrum and targets the utility and enterprise private wireless space, is testing space-based direct-to-device connectivity with …
RCR’s free virtual Telco AI Forum is taking place on June 16th. Register here to explore AT&T’s telco AI strategy in more depth. Imagine for a second that a telecom …
Cisco says enterprises must move beyond WPA2 to WPA3 and strengthen wireless security through SAE, forward secrecy, and Wi-Fi 7 – to enable resilient zero-trust-ready enterprise mobility across modern networks …
