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Juan Pedro TomásAccording to McKinsey, traditional compute, storage, and cloud workloads currently account for more than 70% of APAC data center demand, while AI training and inference workloads represent roughly 30% In sum – what to know: Regional growth engine – Asia-Pacific could account for 34% of global data center demand by 2030 as local AI adoption and enterprise digitization accelerate, according …
Reliance Intelligence, part of Indian conglomerate Reliance Industries, is building what it describes as India’s sovereign AI backbone in Jamnagar, Gujarat In sum – what to know: Sovereign AI infrastructure – Reliance Intelligence is building a sovereign AI backbone in Jamnagar, with the first 120 MW phase due online by the end of 2026. Affordable AI push – Mukesh Ambani …
The study, dubbed ‘Building Durable AI Advantage’, found that 77% of enterprise leaders now consider AI a board-level priority In sum – what to know: Infrastructure gap – While 77% of enterprises now treat AI as a board-level priority, 65% still rely on legacy or developing infrastructure. Scaling challenge – Integration issues, skills shortages, and governance hurdles are preventing many …
Converge states that its long-range monitoring system is designed for large, steel-dense environments typical of modern data centers, allowing teams to remotely monitor embedded sensors across broad construction sites In sum – what to know: Real-time monitoring – Embedded sensors continuously measure concrete strength and temperature, reducing reliance on laboratory cylinder break tests for construction decisions. Construction sequencing – Live …
Christian de LooperAMD is betting big on splitting AI workloads across different silicon In sum – what we know: AMD is, yet again, making some big deals. At its “Advancing AI 2026” event in San Francisco, the company announced two major partnerships. The headliner is a multibillion-dollar chip and equity alliance with Anthropic, the maker of the Claude models, which Reuters and The …
Frozen 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 …
From the newsletter (sign-up if you want it sooner): AT&T’s AI strategy suggests the real breakthrough is not bigger language models, but smarter orchestration. As inference becomes a network workload, …
HKT’s hollow-core fiber AI ‘superhighway’ highlights the tech’s promise for ultra low-latency DCI networks, but analyst CRU Group says costs, ecosystems, and production mean at-scale adoption is years away. In …
SK Telecom said that SK Hyper will oversee the full development process for its AIDC business, including securing land, constructing and operating substations, attracting customers, and commercializing new facilities In …
Verizon says its legacy telco turnaround is gathering pace, but that its bigger opportunity lies with AI infrastructure – connecting data centers, metro centers, and edge premises; starting with a …
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 …
