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Susana SchwartzThe staggering size and circular nature of recent deals raises both hopes and concerns, so keeping track will inform industry and investment decisions about where to go from here. In sum – what to know: Highly concentrated market – The last 30 days has seen a small number of major tech firms making enormous AI infrastructure deals, unprecedented in size …
Juan Pedro TomásEvroc’s founder and CEO, Mattias Åström, told RCR Wireless News that the data center initiative aligns with the firm’s mission to drive European digital sovereignty In sum – what to know: Nuclear-powered pilot – Blykalla, evroc, and Studsvik will explore co-locating SMRs and AI infrastructure at Studsvik’s licensed nuclear site in Nyköping. Clean baseload energy – The plan leverages SMR technology to supply …
Michael Dell said his company’s server and networking business surged 58% last year and grew another 69% in the last quarter In sum – what to know: Explosive demand – “tremendous” need for compute power, says Dell, with AI-related server sales set to double in fiscal 2026. Overbuild scenario – “at some point there’ll be too many” data centers, he says also …
The OpenAI-AMD partnership could massively expand OpenAI’s compute capacity for GPT-5 while positioning AMD’s chips as a strong alternative to Nvidia’s In sum – what to know: Turning point – The deal marks a turning point for AMD, which is jockeying for position as a viable alternative to Nvidia in the market for high-performance AI chips. Easing dependence – By …
Christian de LooperBlaize and Winmate want to bring secure, real-time decision-making to defense and critical infrastructure without cloud reliance In sum – what we know: Edge AI is quickly becoming one of the most contested fronts in the broader AI infrastructure race, and this week brought another notable tie-up. Blaize Holdings and Winmate have announced an updated agreement to jointly develop sovereign, …
The potential agreement would mark a shift in how Anthropic sources specialized silicon for its models In sum – what we know: Anthropic is in early-stage talks to buy inference accelerators from Fractile, a London-based chip startup, according to reporting from The Information. It’s a small deal on the surface, but there might be a little more to it. Anthropic …
Operators are rapidly shifting from traditional air cooling to advanced liquid-to-air distribution systems Data centers are going through a massive shift. Facilities that used to measure capacity in megawatts are now pushing toward gigawatt territory, driven by the relentless compute demands of AI training, inference workloads, and cloud expansion. The result? More servers, but also a whole lot more heat. …
Verkor autonomously generated a layout-ready RISC-V core from a short requirements document In sum – what we know: Chip design startup Verkor.io has made a pretty bold claim — that its agentic AI system, called Design Conductor, has autonomously designed a complete RISC-V CPU core in 12 hours flat. The design started from a 219-word requirements document, and the system …
The U.S. broadband duopoly of cable and telcos is fading as fixed wireless, Starlink, WISPs, and fiber overbuilders expand rapidly. Increased competition from carriers and alternative providers is giving consumers …
The GSMA and CTIA have misrepresented early 6GHz Wi-Fi adoption data to justify reallocating spectrum for mobile use, arguing the technology remains in a normal growth phase with significant long-term …
Defense communications has entered a new phase of urgency. Networks are no longer just the pipes that move information across the battlespace; they are becoming the sensing, compute, coordination and …
Germany’s sovereign cloud push is advancing with Deutsche Telekom and SAP winning a BMDS AI platform tender built on the “Deutschland-Stack”, while Thales expands its Google Cloud-powered sovereign model in …
