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Juan Pedro TomásWith 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 …
Susana SchwartzIn a discussion about inferencing it became clear that ‘getting AI out to end users’ at SMBs and enterprises requires rapid distribution of high-end CPUs or low-end GPUs at massive scale, to edge locations, and at low latency. In the world of AI infrastructure, there’s a trend toward pre-validated “turnkey” IaaS solutions that span bare metal servers to fully integrated …
SK Telecom said the collaboration with OpenAI reflects its broader goal of building an “AI infrastructure superhighway” across South Korea In sum – what to know: SK Telecom is scaling national AI hubs – The OpenAI MoU and regional AIDC plan advance its “AI Infrastructure Superhighway,” linking multiple AI data center zones across Korea. Two-tier growth strategy: self-reliance + cooperation …
Catherine Sbeglia NinInside a regional fiber build optimized for AI-era transport demands with LightRiver Gigabit Fiber’s new southwest long-haul build — connecting Dallas, Houston, San Antonio, and Phoenix — may look like another regional transport expansion. But to LightRiver, the engineering partner behind the deployment, the real story is how AI-enabled automation, software-driven optimization, and factory-built integration are reshaping what fiber operators …
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 …
