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Juan Pedro TomásDigital Realty CEO Andy Power said the company continues to see a robust pipeline of demand from AI-oriented use cases In sum – what to know: AI drives 50% of bookings – Digital Realty says half its recent deals are tied to AI use cases, underscoring how deeply AI is shaping data-center demand. Urban power constraints persist – Power shortages …
SoftBank announced plans in April to invest $30 billion in OpenAI’s for-profit subsidiary, with $10 billion of that to be syndicated to co-investors In sum – what to know: SoftBank finalizes $30B OpenAI backing – The board approved a $22.5 billion payout to complete its planned $30 billion investment in OpenAI. Payment tied to corporate restructuring – Full funding depends …
The EIB will work with the European Commission to evaluate project proposals that meet key technical and financial criteria In sum – what to know: AI gigafactory plan – The agreement sets a framework for financing and advisory support for large-scale AI data centers across Europe. €200 billion InvestAI fund – Includes a €20 billion fund dedicated to building three …
The new hub announced by OpenAI, Oracle, and Vantage Data Centers, will include four hyperscale facilities In sum – what to know: $15B+ AI data hub for Wisconsin – OpenAI, Oracle, and Vantage will build data center campus near Milwaukee with nearly 1GW of computing capacity, boosting regional jobs and investment. Sustainability at core of design – The project includes …
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 …
