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Juan Pedro TomásDigital Realty CEO Andy Power said the company continues to see a robust pipeline of demand from AI-oriented use cases In sum – what to know: AI drives 50% of bookings – Digital Realty says half its recent deals are tied to AI use cases, underscoring how deeply AI is shaping data-center demand. Urban power constraints persist – Power shortages …
SoftBank announced plans in April to invest $30 billion in OpenAI’s for-profit subsidiary, with $10 billion of that to be syndicated to co-investors In sum – what to know: SoftBank finalizes $30B OpenAI backing – The board approved a $22.5 billion payout to complete its planned $30 billion investment in OpenAI. Payment tied to corporate restructuring – Full funding depends …
The EIB will work with the European Commission to evaluate project proposals that meet key technical and financial criteria In sum – what to know: AI gigafactory plan – The agreement sets a framework for financing and advisory support for large-scale AI data centers across Europe. €200 billion InvestAI fund – Includes a €20 billion fund dedicated to building three …
The new hub announced by OpenAI, Oracle, and Vantage Data Centers, will include four hyperscale facilities In sum – what to know: $15B+ AI data hub for Wisconsin – OpenAI, Oracle, and Vantage will build data center campus near Milwaukee with nearly 1GW of computing capacity, boosting regional jobs and investment. Sustainability at core of design – The project includes …
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 …
