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Juan Pedro TomásThe acquisition would extend BlackRock’s AI-linked portfolio just a year after acquiring GIP for $12.5 billion In sum – what to know: BlackRock eyes $40B acquisition – GIP is nearing a deal to buy Aligned Data Centers, which operates 78 facilities in the Americas, in one of the year’s largest infrastructure transactions. AI demand drives M&A – The planned purchase …
Fujitsu and Nvidia will co-develop an AI agent platform focused on sectors such as healthcare, manufacturing, and robotics In sum – what to know: AI collaboration – the partnership will deliver sector-specific AI agents and computing infrastructure built on Monaka CPUs, Nvidia GPUs, and NVLink Fusion interconnect. Industry apps – a joint AI platform will target manufacturing, healthcare, and robotics, with agents …
In May, the UAE committed to make investments in the U.S. in return for access to several hundred thousand Nvidia AI chips on an annual basis In sum – what to know: Chip deal stalled – a multibillion-dollar agreement between Nvidia and the UAE government for AI chip exports remains frozen nearly five months after its announcement. Commerce approval – the US …
A joint task force from the South Korean government and U.S. asset management firm BlackRock will be created to advance a new AI hub initiative In sum – what to know: AI hub project – a memorandum of understanding between South Korea and BlackRock sets a framework for building a hyperscale AI data center hub powered by renewable energy. APAC AI leader – Korean officials …
Christian de LooperAlphabet moves to diversify supply chain with Intel amid TSMC capacity crunch In sum – what we know: Alphabet’s Google has placed a firm order with Intel to manufacture more than 3 million of its custom Tensor Processing Units (TPUs) for 2028, according to a report from The Information citing people with direct knowledge of the discussions. The chips would …
The 600W MI350P is essentially a halved MI350X In sum – what we know: AMD has unveiled its latest data center chip, and while it’s not a massive generational upgrade, it does slot in nicely into the company’s AI chip roadmap. The AMD Instinct MI350P PCIe GPU is a dual-slot, air-cooled CDNA 4 accelerator built to drop into standard PCIe Gen5 x16 …
SK Hynix’s expansion targets HBM and advanced-node DRAM for AI In sum – what we know: SK Hynix is set to dramatically increase its memory capacity. At Computex 2026, SK Group chairman Chey Tae-won, who also chairs SK hynix, told reporters that the company plans to double its memory wafer production capacity within five years. Chey described the move as …
The RTX Spark “superchip” is powerful enough to run 120B-parameter models and persistent agents without the cloud In sum – what we know: Nvidia wants to bring its chip and AI expertise to more consumer products. The company used Computex 2026 to put a new kind of chip on the map. The RTX Spark is an Arm-based “AI superchip” system-on-a-chip …
RCR’s free virtual Telco AI Forum is taking place on June 16th. Register here to explore AT&T’s telco AI strategy in more depth. Imagine for a second that a telecom …
Cisco says enterprises must move beyond WPA2 to WPA3 and strengthen wireless security through SAE, forward secrecy, and Wi-Fi 7 – to enable resilient zero-trust-ready enterprise mobility across modern networks …
Speaking during a recent RCR webinar, AFL’s Noah Taylor said that as hyperscalers expand AI deployments, the networks linking data centers are becoming increasingly important alongside the facilities themselves In …
The Nvidia-powered AI-RAN deal moves the partners’ year-long collaboration to deployment In sum – what we know: Nokia and Indosat have signed a strategic network modernization and AI-RAN rollout agreement …
