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Juan Pedro TomásGoogle Cloud estimates that over the next five years, the new Bangkok region could contribute around THB 1.4 trillion ($41 billion) in economic value In sum – what to know: Local cloud capacity goes live – Google Cloud has opened a Bangkok cloud region to support low-latency workloads and in-country data processing for Thai enterprises and public sector users. Economic …
Susana SchwartzThe AI-related highlights from day 4 centered on some moonshot thinking and some practical advice for world leaders, and business and tech innovators. In sum – what to know: During the last day of the World Economic Forum, Elon Musk covered a variety of topics, including the need for interplanetary life to “ensure the light of consciousness is not extinguished …
Alibaba is one of the China’s largest cloud service providers, operating around 15 cloud regions and 59 availability zones across mainland China and Hong Kong In sum – what to know: Tech meets nuclear in China – Alibaba has formed a joint venture with CNNC, one of the world’s largest nuclear operators, highlighting growing links between energy infrastructure and digital …
While AI leaders hailed AI for its potential to boost productivity and enhance work, significant attention was given to disruption of the workforce and the need for more equitable progress through reskilling and programs to mitigate inequality. The mainstage session at the World Economic Forum was packed, as Nvidia founder and CEO Jensen Huang talked of the “five-layer cake” of …
Christian de LooperBoth 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 …
