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James BlackmanThe UK’s ambitions for a sovereign AI ecosystem are accelerating as Dutch AI infrastructure firm Nebius launches its first UK deployment and private investors pledge billions. Projects from Nscale, CoreWeave, and AI Pathfinder, aligned with government strategies signal a convergence of public policy and private-sector build-out. In sum – what to know: Nebius launch – new London-based Nebius facility, powered …
Juan Pedro TomásThe Industrial AI Cloud, powered by up to 10,000 Nvidia GPUs, will allow manufacturers, automakers, and robotics firms to deploy AI-driven digital twins, predictive maintenance, and large-scale simulation workloads In sum – what to know: Europe’s first Industrial AI Cloud debuts – Deutsche Telekom and Nvidia launch a sovereign, enterprise-grade platform to power AI innovation across German industries. Massive compute …
With electricity capacity set to rise 30% this year and $70 billion in planned investments for 2026, China is building AI infrastructure at scale. Enterprise AI services and domestic chip initiatives are driving the next wave of growth, positioning China as a major global AI infrastructure hub – even as it plays catch-up with the US. In sum – what to …
Susana SchwartzServing the enterprise makes flexibility and agility a key focus, so a smaller footprint and compatibility with commodity IT equipment are differentiators. Colovore has pioneered ultra-high-density, liquid-cooled data centers purpose-built for AI and high-performance computing (HPC) workloads. The company has become a trusted testbed for visionary AI hardware companies like Nvidia, Cerebras, Groq, SambaNova, and d-Matrix. Before his participation in …
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 …
