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Juan Pedro TomásCEO Lisa Su said AMD will expand its AI data center revenues at a CAGR of more than 80% in the next three to five years In sum – what to know: $100B data center revenue by 2030 – Driven by strong AI demand and a clear roadmap, the company expects to triple its overall earnings in five years. AI …
Susana SchwartzReform is underway in PJM states that experienced high energy costs as a result of data center buildouts
CoreWeave added 120 MW of new data center capacity in Q3, bringing its total to 590 MW, and grew its contracted power portfolio to 2.9 GW In sum – what to know: Revenue backlog doubled to $55.6B – CoreWeave added $25 billion in new contracted revenue, citing rapid demand growth across AI cloud workloads. Capex cut to $12–14B due to …
James BlackmanAs enterprises scale AI workloads, the underlying fiber network becomes a critical enabler – not just to move data, but doing so smartly and reliably. The second part of our 20-point guide explores the subtler dimensions of AI readiness: programmable and intelligent infrastructure, sustainable edge integration, governance and openness, and service assurance. In sum – what to know: Intelligence – …
Christian de LooperFrozen 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 …
Tower Semiconductor’s Japan expansion leans on $1 billion in government subsidies In sum – what we know: Tower Semiconductor is making a big bet on the pipes of AI. The Israeli foundry, which specializes in high-value analog chips, has announced a roughly $3 billion plan to expand its 300mm manufacturing capacity in Japan, with the money aimed squarely at AI-related optical chips — the …
AT&T is optimizing for upstream traffic, not download speeds In sum – what we know: AT&T is apparently prepared for the “agentic AI wave.” On AT&T’s Q2 2026 earnings call, …
From the newsletter (sign-up if you want it sooner): T-Mobile’s latest Q2 results make the case for it as the West’s growth leader among mobile operators. But they also show …
New research from network edge routing provider RtBrick suggests America’s broadband problem is no longer about raw speed but network architecture. As demand for low-latency applications grows, operators clinging to …
The US is preparing another multibillion-dollar 5G spectrum windfall, pairing a 2027 upper C-band auction with a 2028 2.7 GHz sale, while the FCC also rebuilds satellite licensing for the …
