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Juan Pedro TomásThe partnership combines MTN Digital Infrastructure’s existing African footprint and infrastructure assets with Al Ashram’s experience in data center development, operation, and investment In sum – what to know: 150MW first phase – MTN Group CEO Ralph Mupita said the partnership will initially target 150MW of AI-ready data center capacity across South Africa and Nigeria, with expansion tied to demand. …
SK Telecom said the new company, dubbed SK Horizon will operate and expand the carrier’s AI data center infrastructure, targeting 318 MW of total capacity across eight existing facilities and data centers under construction In sum – what to know: AI infrastructure separated – SK Telecom plans to spin off SK Broadband’s data center and submarine cable operations into SK …
Shentel just signed a hyperscaler MSA for AI-driven data center connectivity, a first for the regional carrier. The move may be an early sign AI demand is spilling out of the big national networks and into mid-tier, regional fiber players, driven by proximity to data center clusters rather than scale In sum – what to know: An unusual market player …
Alibaba said compute demand continues to outstrip supply and expects AI and cloud revenue growth to accelerate further as it ramps capacity. In sum – what to know: AI drives cloud growth – Alibaba Cloud external revenue rose 45%, while AI-related products reached a CNY 49.5 billion annual revenue run rate. Infrastructure spending surges – Capex reached CNY 67.7 billion …
Christian de LooperThe 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 …
The Qualcomm deal covers custom inference silicon and 1.6T optical links In sum – what we know: Qualcomm and Amazon have announced a major partnership on September 8, 2026 that will see Qualcomm deploying multiple generations of custom AI-inference silicon and optical interconnects for AWS data centers. It’s a pretty major deal for Qualcomm, which is newer to large-scale AI …
Artificial intelligence is rapidly becoming the defining force behind the next generation of mobile networks. The deployment decisions operators make today will shape their ability to adopt new AI capabilities, …
AI inference is reshaping network demand, creating an opportunity for service providers to turn high-capacity, intelligent connectivity into new revenue as enterprises and hyperscalers scale AI workloads. AI has taken …
From the newsletter (September 21; sign-up or follow if you want it sooner): The best broadband network is not always fiber, says Mimosa Networks. FWA can make better economic sense …
Mike Jack, director of product marketing at Viavi, told RCR that the most acute testing and assurance challenges are concentrated within data-center fabrics and data-center interconnect, where AI workloads are …
Sulagna Saha The frenzy to adopt AI often overshadows the importance of evolving testing approaches. But autonomy cannot be achieved without rethinking testing Business executives have always been quick to acquire and deploy the latest technologies in the network to make it faster, more performant — and ultimately autonomous. But adoption of AI at a giddy pace has brought up new challenges …
Sulagna Saha Digital twin — a technology that is redefining sectors from manufacturing to telecom and those in between — is at the heart of network assurance As service assurance becomes a critical business differentiator, industries from manufacturing and utility to space research and telecom are all turning to one technology that is reimagining the way we test products and services: Digital …
Sulagna Saha Spirent said the new feature will allow operators to test clusters’ ability to support 5G cloud-native network functions pre-deployment In sum – what to know: A new benchmarking function — Spirent just added an infrastructure benchmarking capability to the larger Landslide test application. Repeatable test workflows — The feature provides test workflows that can be used to benchmark existing and …
Sulagna Saha As networks grow heavier and more complex with addition of AI applications, testing and validation approaches are evolving to keep up Artificial intelligence is increasingly embedded in modern network infrastructures. A roll of new use cases have emerged in the recent years, making room for AI to be implemented at every layer and detail of the network to augment it …
