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Juan Pedro TomásElea Data Centers said that the $419 million, 17-year contract will fund the construction of a 30-MVA high-capacity facility In sum – what to know: Elea secures Petrobras megaproject – The contract marks Latin America’s largest-ever IT infrastructure award. High-performance, low-emission design – The 30-MVA facility will host Petrobras’ supercomputers using advanced liquid cooling and 100% renewable energy. Regional sustainability …
The new permits for AI chip shipments by Nvidia apply only to U.S. companies operating in the UAE In sum – what to know: U.S. approves Nvidia chip exports – Licenses allow several billion dollars’ worth of Nvidia AI chips to be shipped to U.S. companies like Oracle operating in the UAE. Part of U.S.-UAE AI accord – The permits …
Phil Wong, partner at KPMG, told RCR Wireless News that companies investing in AI infrastructure must balance speed, cost, and coordination In sum – what to know: Policy accelerates AI buildout – Federal programs and Department of Energy actions are expediting land access and permitting to keep the U.S. at the forefront of global AI infra growth. States compete for …
In sum – what to know: OpenAI explores Canada expansion – The company is in talks with government and industry partners about securing local data center capacity to strengthen the country’s AI ecosystem. Part of global AI buildout – Similar to projects in Norway, Germany, and the U.K., OpenAI aims to align infrastructure growth with its “OpenAI for Countries” program. …
Christian de LooperCustom AI chips are converging fast — but Nvidia still owns training. Every major hyperscaler and AI lab is now designing its own silicon. Google, Amazon, Microsoft, Meta, and now OpenAI have all committed to custom application-specific accelerators (ASICs) built around a narrow set of AI workloads, trading the flexibility of a general-purpose GPU for better cost, power, and scale …
Taiwanese startup Tranxform builds low-power edge processors for on-device AI In sum – what we know: Stephen Huang has spent decades building chips for some of the biggest names in Silicon Valley. He worked on GPUs at MediaTek, contributed to Apple’s Face ID technology, and later joined Amazon’s Alexa team. Now, in his mid-50s, he’s betting that experience on a …
Oxmiq’s CUDA-compatible architecture targets sovereign computing customers Oxmiq Labs, the AI semiconductor startup founded by former Intel chief architect Raja Koduri, has raised $35 million in a Series A round co-led by Fundomo and Samsung Catalyst Fund. The round brings the company’s total capital to $60 million, including $20 million in earlier seed funding. Other backers include MediaTek, Pegatron Venture Capital, Darwin …
The Anthropic chip would use Samsung’s advanced 2nm process In sum – what we know: Anthropic is in exploratory talks with Samsung Electronics about manufacturing a custom AI processor, according to reporting from The Information. The project is still nascent — no detailed chip design has been finalized, no tape-out has occurred, and Anthropic is reportedly consulting with multiple chip design …
Fifteen years after forecasting a 1,000-fold surge in mobile broadband traffic, WiseHarbor founder Keith Mallinson revisits the numbers, arguing his prediction largely captured the economics of the mobile era, despite …
From the newsletter: Ericsson’s latest mobility trials with AT&T and MediaTek suggest faster, more reliable 5G handovers could become a key enabler for critical IoT, private 5G and emerging physical …
The smartwatch market isn’t slowing down. Standalone cellular smartwatches already account for over 45% of total revenue, and OEMs like Apple, Samsung, Google and Huawei keep raising the bar on …
How do you cut BOM costs by 10% and hit zero SIM failures across 65,000+ IoT deployments? ATEC did it by pairing the SIMCom A7682 module with SoftSIM integration from …
