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Susana SchwartzEditor’s note: preceding the AI Infrastructure Forum, now available on-demand, Shawn Rosemarin, vice president of R&D – Customer Engineering at Pure Storage, spoke to RCR Tech about the difference between AI factories and general-purpose data centers — and why AI data-readiness is the critical prerequisite for both. From general-purpose data centers to AI factoriesUnlike general-purpose data centers, AI factories are …
Juan Pedro TomásGlobalData argues that ocean-based and off-planet data centers could help relieve the growing energy demand driven by AI-scale compute In sum – what to know: Relief for AI-scale energy demand – Underwater and floating data centers provide natural cooling, access to renewables, and reduced land requirements, easing pressure on terrestrial infrastructure. China advances commercial underwater deployments – A new 24 …
Microsoft noted that a significant portion of the investment will go toward expanding hyperscale cloud and AI data center capacity In sum – what to know: Microsoft commits US$17.5B to India over four years – Funding expands AI and cloud infrastructure, sovereign cloud options, and national digital platforms through mid-2026 and beyond. Skilling target doubled to 20 million people by …
How you plan for this constraint could determine the fate of your AI architecture In sum – what to know: Inflection point is close — The thermal wall hits when air cooling reaches its physical limit at 40kW. HVAC to fluid dynamics — Liquid cooling is going from optional to unavoidable. Skills shortage pervades — Hire fluid dynamics engineers sooner …
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 …
