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Juan Pedro TomásWith hyperscalers consuming large portions of grid capacity, neoclouds in regions such as the Nordics and Germany are increasingly securing new power allocations for AI-focused builds In sum – what to know: Cost, sovereignty, and faster GPU access drive adoption – offering clear advantages for AI R&D, model developers, and regulated industries. Hyperscaler lock-in and limited ecosystems remain major barriers …
Susana SchwartzIn a discussion about inferencing it became clear that ‘getting AI out to end users’ at SMBs and enterprises requires rapid distribution of high-end CPUs or low-end GPUs at massive scale, to edge locations, and at low latency. In the world of AI infrastructure, there’s a trend toward pre-validated “turnkey” IaaS solutions that span bare metal servers to fully integrated …
SK Telecom said the collaboration with OpenAI reflects its broader goal of building an “AI infrastructure superhighway” across South Korea In sum – what to know: SK Telecom is scaling national AI hubs – The OpenAI MoU and regional AIDC plan advance its “AI Infrastructure Superhighway,” linking multiple AI data center zones across Korea. Two-tier growth strategy: self-reliance + cooperation …
Catherine Sbeglia NinInside a regional fiber build optimized for AI-era transport demands with LightRiver Gigabit Fiber’s new southwest long-haul build — connecting Dallas, Houston, San Antonio, and Phoenix — may look like another regional transport expansion. But to LightRiver, the engineering partner behind the deployment, the real story is how AI-enabled automation, software-driven optimization, and factory-built integration are reshaping what fiber operators …
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 …
