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Juan Pedro TomásThe approved data center projects include three data centers from True Internet Data Center (True IDC), two facilities from GSA Data Center, as well as additional developments proposed by Stellar DC and Freyr Technology In sum – what to know: $3.1B in new approvals – Thailand’s BOI has cleared multiple data center projects from local and international developers. Large-scale capacity …
In Rio de Janeiro, Elea is developing what it calls a ‘city of data centers,’ designed to support large-scale AI and cloud deployments In sum – what to know: AI demand is expanding beyond hyperscalers – Big tech leads today, but enterprise sectors such as healthcare, finance and insurance are expected to drive future AI workloads. Elea’s customer base is …
The AWS initiative is backed by a €7.8 billion ($9.04 billion) investment, expected to contribute €17.2 billion to the European economy by 2040 In sum – what to know: Fully independent EU cloud – AWS’s sovereign cloud is physically, legally, and operationally separate, with all infrastructure and control located entirely within the European Union. Strong data and governance controls – …
ABI Research suggests the surge in compute demand is driving a global wave of new data center construction, forcing operators to rethink how facilities are designed, built, and scaled In sum – what to know: Reference designs cut time and risk – Pre-validated blueprints reduce complexity, shorten construction timelines, and limit costly rework as data center demand accelerates. AI is …
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 …
