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Juan Pedro TomásIn its 2026 data center outlook, the ratings agency said hyperscaler-led AI expansion is driving unprecedented capital requirements In sum – what to know: $3 trillion investment outlook – Moody’s expects massive capital deployment over five years as hyperscalers expand AI-driven capacity. Pre-leasing reduces oversupply risk – Most new capacity is already committed, though counterparty concentration risk is rising. Costs …
Susana SchwartzIn sum – what to know: Meta shifts focus to AI infrastructure: Meta plans as much as $600 billion in U.S. investments by 2028. 6.6 GW of nuclear power: Deals with Vistra, TerraPower, and Oklo make Meta biggest corporate purchaser of nuclear energy. High-profile hires: Banker and former Trump advisor Dina Powell McCormick as new Meta president, and Santosh Janardhan and Daniel Gross to head up …
Meta Compute will focus on the infrastructure layer supporting Meta’s AI ambitions In sum – what to know: Meta formalizes AI infrastructure strategy – The creation of Meta Compute signals a long-term commitment to AI data center development at unprecedented scale, reaching tens of gigawatts this decade. Clear split between AI and infrastructure roles – While AI research leadership focuses …
In an interview with RCR Wireless News, Beatriz Valle, senior analyst at GlobalData, noted a widening of the gap between data center power needs and available supply In sum – what to know: Power is the main constraint – Grid capacity and connection delays are emerging as the biggest barriers to data center growth, outweighing capital availability or customer demand. …
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 …
