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Susana SchwartzThe ‘Sacramento Effect’ could mean last week’s flurry of landmark AI legislation could serve as a blueprint for other states In sum – what to know: California passes landmark AI legislation – SB 53, AB853 and SB243 are Senate and Assembly bills that regulate developers of advanced, or “frontier,” AI models; require disclosures about AI-generated content; assess impact of data centers …
Juan Pedro TomásThe companies will also evaluate adaptive AMD technologies for edge AI in telecom and enterprise environments In sum – what to know: Strategic partnership – e& UAE and AMD will collaborate on AI infrastructure, exploring the use of EPYC processors, Instinct GPUs, and adaptive edge solutions for secure, scalable deployments. Sustainability, skills – The agreement includes plans for energy-efficient design, …
Some say the circular nature of the deals is ‘bull,’ while others say they’re the best way to keep pace with the breakneck speed of AI infrastructure’s development. There’s daily debate now about the interconnectedness of Nvidia and OpenAI deals, but is it the best way to keep pace with AI infrastructure innovation. Should we care if Nvidia invests in …
Elea Data Centers considers that Brazil’s pro–data center tax legislation ReData transforms the market by combining tax incentives with sustainability mandates In sum – what to know: Brazil’s renewable energy edge – Nearly 90% of its power comes from clean sources, making it ideal for energy-intensive AI operations. Policy incentives – ReData links tax benefits to energy efficiency and water …
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 …
