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Juan Pedro TomásJLL noted that the relationship between hyperscalers and neocloud providers is evolving from competition to partnership In sum – what to know: AI creates a new data center asset class – Training workloads need up to 10x higher power density, enabling AI-focused facilities to achieve lease rates as much as 60% above traditional data centers. Inference drives distributed growth – …
Susana SchwartzGaN could be a game-changing semiconductor material that brings energy efficiency to AI data centers Gallium Nitride (GaN) is increasingly used in data centers for improving power supply efficiency, increasing power density, and reducing energy consumption. With faster switching speeds and lower losses, it opens the door to smaller, more efficient power converters so that data center engineers can fit …
GlobalData estimates that there is currently a global pipeline of large-scale data center projects with a total value of $2,306 billion In sum – what to know: Record-scale expansion ahead – GlobalData estimates a $2.3 trillion global pipeline of large-scale data center projects as AI-driven demand continues to accelerate. Technology shifts deepen complexity – Higher server densities, liquid cooling, edge …
Andrew Batson, global head of data center research at JLL, told RCR Wireless News that data center markets are still growing In sum – what to know: Hyperscale demand remains durable – AI is only part of the story, with cloud growth, traffic, and storage needs sustaining long-term expansion. Phased builds reduce risk – Developers are limiting exposure by building …
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 …
