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Juan Pedro TomásOpenAI noted that Japan’s data center market is expected to surpass JPY5 trillion ($33.2 billion) by 2028 In sum – what to know: JPY5 trillion AI infra market by 2028 – Japan’s data center market is projected to exceed this value, highlighting growing demand for AI-driven computing power. Coordinated DX and GX policies – The Blueprint emphasizes synchronized investment in …
James BlackmanA major AI-focused network project between Qatar’s GBI and Nokia highlights the critical role of subsea and terrestrial fibre in global connectivity. With a new terrestrial route through Iraq, GBI is enhancing east-west internet capacity, resilience, and route diversity. It tells us a lot about the anatomy of the whole global setup – and specifically the hidden connections between the …
Susana SchwartzThe AWS outage highlights the need to make DNS a mission-critical component of resiliency — here are 4 key areas to consider. In sum – what to know: DNS is strategic – DNS is not a minor network utility, but rather a strategic component of AI. Wake-up call — This week’s AWS outage may accelerate improvements to DNS features for …
TD Cowen noted that total leasing in Q3 2025 reached a record 7.4 GW, with an additional 10.2 GW of active deals still in the pipeline In sum – what to know: Record-breaking quarter – U.S. hyperscalers leased 7.4GW of capacity in Q3 2025, surpassing the total for all of 2024, with an active pipeline of 10.2GW. Oracle and OpenAI …
Christian de LooperSamsung offers Broadcom foundry, HBM, and packaging under one roof In sum – what we know: Samsung Electronics and Broadcom have signed a five-year strategic memorandum of understanding that the two companies expect to exceed $200 billion in aggregate cooperation through 2030. The pact was signed at an AI Summit in San Francisco by Samsung Foundry President Han Jin-man and Broadcom CEO …
AMD is betting big on splitting AI workloads across different silicon In sum – what we know: AMD is, yet again, making some big deals. At its “Advancing AI 2026” event in San Francisco, the company announced two major partnerships. The headliner is a multibillion-dollar chip and equity alliance with Anthropic, the maker of the Claude models, which Reuters and The …
Frozen 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 …
From the newsletter (sign-up if you want it sooner): Strong quarterly results from Verizon reinforce a broader shift across US telecoms: after years of heavy investment, mobile telcos are growing …
Agentic AI is moving from research to implementation, with growing industry consensus that future mobile networks must become AI-native. The question now is whether operators will embrace the architectural changes …
Or: why a market leaver became a market leaver. Private 5G is growing fast, but not explosively. SNS explains the market maths, the hype gap, and why Nokia has called …
Service providers need a North Star architecture, embedded governance and agentic platforms that connect AI to real network context For service providers, the agentic AI conversation tends to split into …
