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Juan Pedro TomásOoredoo Kuwait, in collaboration with Nvidia, has started equipping its local data center with Nvidia H200 GPU units In sum – what to know: Kuwait’s first AI data center launched – Ooredoo Kuwait unveiled the nation’s first sovereign AI-enabled facility powered by Nvidia’s H200 GPUs, supporting Kuwait’s Vision 2035 digital strategy. Infrastructure to enable AI sovereignty – The data center …
The pair will enhance Airtel Cloud by combining Airtel’s telecom-grade platform with IBM’s AI-ready infrastructure and software In sum – what to know: IBM–Airtel alliance targets regulated sectors – The partnership will expand AI and hybrid cloud adoption across India’s banking, healthcare, and government industries with secure, compliant, and sovereign cloud infrastructure. Power11 systems bring AI-ready performance – IBM’s new …
James BlackmanAI workloads are changing the way fiber networks are being designed, deployed, and upgraded; they also change how we should assess them. No longer just about reach and speed, connectivity now requires control, scalability, and proximity to data and compute resources. This first instalment of a 20-point checklist examines the backbone, access, interconnect, and optical capabilities that determine whether a …
Lisa Su, AMD chair and CEO, said that a recent partnership with OpenAI will significantly accelerate the firm’s data center AI business In sum – what to know: Data center revenue surges 22% – AMD’s data center segment hit $4.3 billion in Q3, driven by strong demand for 5th Gen EPYC CPUs and Instinct MI350 GPUs. OpenAI deal cements AI …
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 …
