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Susana SchwartzOn Thursday, FERC pointed a legal cannon at the nation’s top-6 regional grid operators—PJM, MISO, SPP, CAISO, ISO-NE, and NYISO— ostensibly declaring current large-load rules as “unjust and unreasonable.
Juan Pedro TomásWärtsilä’s Sean Hughes said AI workloads are introducing new operational requirements for power infrastructure, with transient demand patterns emerging as an increasingly important design consideration In sum – what to know: Transient loads – AI training creates highly erratic power demand that can challenge both grids and conventional infrastructure. Hybrid systems – Hughes said batteries and complementary technologies can work …
In its Annual Energy Outlook 2026, the U.S. Energy Information Administration projects electricity consumed by data center servers will increase across the commercial building stock – more in standalone data centers than in all other data center rooms combined.
On the way to 800 VDC, traditional transformers will give way to solid state transformers In its Annual Energy Outlook 2026, the U.S. Energy Information Administration projects electricity consumed by data center servers will increase across the commercial building stock – more in standalone data centers than in all other data center rooms combined. By 2050, server consumption will reach …
Christian de LooperAMD 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 …
Intel Foundry closes the gap with TSMC on yield and packaging In sum – what we know: For years, the story around Intel Foundry was a question of whether the company could fix its yields fast enough to matter. That question now appears to have an answer. Intel’s 18A process node and its advanced packaging technologies have reportedly hit a …
From the newsletter (sign-up if you want it sooner): AT&T’s AI strategy suggests the real breakthrough is not bigger language models, but smarter orchestration. As inference becomes a network workload, …
HKT’s hollow-core fiber AI ‘superhighway’ highlights the tech’s promise for ultra low-latency DCI networks, but analyst CRU Group says costs, ecosystems, and production mean at-scale adoption is years away. In …
SK Telecom said that SK Hyper will oversee the full development process for its AIDC business, including securing land, constructing and operating substations, attracting customers, and commercializing new facilities In …
Verizon says its legacy telco turnaround is gathering pace, but that its bigger opportunity lies with AI infrastructure – connecting data centers, metro centers, and edge premises; starting with a …
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 …
