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Juan Pedro TomásOnce completed, the data center will cover around 2.78 million square meters on a site in Riyadh In sum – what to know: Government facility – SDAIA’s Hexagon project will span 2.78 million square meters in Riyadh and operate at Tier IV reliability. Sovereign AI – The site will host over 290 government systems, supporting national data, AI, and digital …
Susana SchwartzCan an assembly-line approach to high-density AI compute-in-a-box present a componentized answer to inefficient brick-and-mortar data centers? In sum – what to know: High-density AI cubes — Each cube offers ~0.6 MW of compute (500-600 kw per cube), with clusters of 4 – 6 MW, scaled to N. Containerized structure — an integrated system of power, cooling, UPS/BESS, which allows …
JLL estimates that AI-related uses could account for about half of total data center capacity by the end of the decade In sum – what to know: Global capacity set to nearly double – Data center capacity is projected to grow from 103 GW to 200 GW by 2030, with AI workloads making up around half of total demand. Investment …
The acquisition aligns with SoftBank’s long-term ambition to support artificial super intelligence by securing the infrastructure required to train and operate AI models globally In sum – what to know: SoftBank deepens AI infrastructure strategy – The $4B acquisition adds data centers, towers and fiber assets critical to scaling global AI platforms. DigitalBridge remains operationally independent – The firm will …
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 …
