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Susana SchwartzA multibillion-dollar makeover clears the way for SoftBank’s $22 billion investment, new funding rounds, and a possible IPO in the future In sum, what to know: More freedom: OpenAI is freed from the constraints of the capped-profit model that scared away some investors, and Microsoft is freed from the constraints of the “AGI clause” that stifled its pursuit of AGI. …
Juan Pedro TomásA Qualcomm spokesperson told RCR Wireless News that this new collaboration is in line with its broader strategy to expand from mobile into large-scale AI infrastructure and data center markets In sum – what to know: 200 MW AI deployment planned – Humain will integrate Qualcomm’s AI200 and AI250 rack systems starting in 2026 to deliver large-scale inference services across …
In Saudi Arabia, Groq is collaborating with Aramco Digital to build what it calls the ‘world’s largest inferencing data center’ In sum – what to know: AI data center investment – Groq sees the Kingdom’s surplus energy and land as ideal for large-scale AI infrastructure. Expanded collaboration – Groq and Aramco Digital plan to build the world’s largest AI inferencing …
A Bloomberg report noted that the AI data center will be jointly funded by Nvidia and the German operator In sum – what to know: $1.2 billion joint investment – Nvidia and Deutsche Telekom will co-finance a large-scale AI data center in Germany to accelerate the country’s industrial and digital modernization. SAP to anchor new facility – German software leader …
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 …
