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Juan Pedro TomásAWS, said its first Cloud Infrastructure Region in Saudi Arabia is on track to launch in December 2026 In sum – what to know: Infrastructure expands – AWS plans to launch Saudi Arabia’s first Cloud Infrastructure Region in December, while up to 50MW of capacity is planned for HUMAIN’s AI Zone by 2028. Sovereign AI – Mistral and HUMAIN are …
Data centers and frontier models sit in the same ecosystem, but they have very different economics. This is the second article in a four-part weekly series. The series based on my new 12,000-word research paper, The Economics of AI Infrastructure, and the financial model used in that analysis. The first article AI may succeed spectacularly while infrastructure investments fail argued …
Cushman & Wakefield estimates that the APAC region will require more than $280 billion in cumulative data center construction capex between 2026 and 2030 In sum – what to know: Demand continues to outrun supply – APAC added 2,200MW of operational capacity, yet vacancy tightened to 10.3%, while the colocation pipeline reached 22.7GW. Power and pre-leasing are reshaping development – …
Susana SchwartzPower distribution optimization is driving 800Vdc solutions that will move operators beyond standard side-car deployments Sébastien Cruz-Mermy, vice president of Data Center Innovation and Tech Explore League, has spent 18 years incubating new business models, scaling start-up divisions, and driving technical exploration of AI-ready data centers and digital services. In today’s RCR AI TechTalk, he discusses high-density AI workloads, a …
Christian de LooperThe 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 …
The Qualcomm deal covers custom inference silicon and 1.6T optical links In sum – what we know: Qualcomm and Amazon have announced a major partnership on September 8, 2026 that will see Qualcomm deploying multiple generations of custom AI-inference silicon and optical interconnects for AWS data centers. It’s a pretty major deal for Qualcomm, which is newer to large-scale AI …
Artificial intelligence is rapidly becoming the defining force behind the next generation of mobile networks. The deployment decisions operators make today will shape their ability to adopt new AI capabilities, …
AI inference is reshaping network demand, creating an opportunity for service providers to turn high-capacity, intelligent connectivity into new revenue as enterprises and hyperscalers scale AI workloads. AI has taken …
From the newsletter (September 21; sign-up or follow if you want it sooner): The best broadband network is not always fiber, says Mimosa Networks. FWA can make better economic sense …
Mike Jack, director of product marketing at Viavi, told RCR that the most acute testing and assurance challenges are concentrated within data-center fabrics and data-center interconnect, where AI workloads are …
Sulagna Saha The key to a well-functioning network is not costly bolt-on tools, but rigorous test and assurance that ensures the desired network state is not just achieved — but preserved at all times The addition of AI capabilities to the network has provided telcos, hyperscalers, and enterprises with a very critical tool that can make or break the network. Now …
Sulagna Saha AI-enabled inspection of optic fiber end faces is at a nascent stage, but shows great potential in defect detection As demand for bandwidth continues to escalate, networks are under constant stress to deliver peak performance around the clock. Since 2021, the global internet bandwidth has doubled, increasing by 23 percent in 2025 alone. The ultra-high demands of AI and machine …
Sulagna Saha Revenue in the third quarter rose by 6.3 percent, pushed by strong growth in Marine & Offshore, Certification, Industry, and Buildings & Infrastructure segments. In sum – what to know: Strong Q3 results – Bureau Veritas’s third-quarter revenue beats market expectations amid portfolio adjustments. Growth drivers – Marine & Offshore saw double-digit growth, with Industry, Certification, and Buildings & Infrastructure …
Sulagna Saha The high-profile acquisition will allow Keysight and Viavi to capitalize on high-growth markets, with far-reaching impacts on long-term growth, competition, and dynamics of the industry The three-way transaction between Keysight, Viavi, and Spirent has dominated headlines for over 18 months now. On October 15th, the companies officially closed the acquisition processes, ending a long chapter marked by bidding wars, regulatory …
