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Juan Pedro TomásThe new hub announced by OpenAI, Oracle, and Vantage Data Centers, will include four hyperscale facilities In sum – what to know: $15B+ AI data hub for Wisconsin – OpenAI, Oracle, and Vantage will build data center campus near Milwaukee with nearly 1GW of computing capacity, boosting regional jobs and investment. Sustainability at core of design – The project includes …
OpenAI noted that Japan’s data center market is expected to surpass JPY5 trillion ($33.2 billion) by 2028 In sum – what to know: JPY5 trillion AI infra market by 2028 – Japan’s data center market is projected to exceed this value, highlighting growing demand for AI-driven computing power. Coordinated DX and GX policies – The Blueprint emphasizes synchronized investment in …
James BlackmanA major AI-focused network project between Qatar’s GBI and Nokia highlights the critical role of subsea and terrestrial fibre in global connectivity. With a new terrestrial route through Iraq, GBI is enhancing east-west internet capacity, resilience, and route diversity. It tells us a lot about the anatomy of the whole global setup – and specifically the hidden connections between the …
Susana SchwartzThe AWS outage highlights the need to make DNS a mission-critical component of resiliency — here are 4 key areas to consider. In sum – what to know: DNS is strategic – DNS is not a minor network utility, but rather a strategic component of AI. Wake-up call — This week’s AWS outage may accelerate improvements to DNS features for …
Christian de LooperGoogle gets a Marvell stock warrant worth up to $12.2 billion In sum – what we know: Marvell Technology and Google have agreed to co-design custom semiconductor products for Google’s tensor processing unit (TPU) ecosystem. Alongside the deal, Marvell issued Google a stock warrant on August 18, 2026, allowing it to purchase up to 58,970,907 shares at $206.58 apiece — a potential …
Feynman could make Nvidia A16’s first major customer In sum – what we know: Nvidia is reportedly designing its next-generation “Feynman” GPUs to debut on TSMC’s A16 node — a 1.6nm-class process — rather than the standard 2nm (N2) generation. Feynman is the successor to the Rubin and Rubin Ultra, which are on the 3nm-class N3P. If the reports hold up, Nvidia’s …
Reported AMD tie-up pairs Google TPU matrix engines with x86 CPU cores In sum – what we know: Google has settled into a pretty quick cadence when it comes to refreshing its TPUs, but its next refresh might see it bring a new partner on board. According to a client note from SemiAnalysis, Google is reportedly working with AMD on a project …
Taalas chips run one model each, but claim vastly faster inference In sum – what we know: AMD is buying its way deeper into AI inference. The company has announced an agreement to acquire Taalas, a Toronto-based chip startup founded in 2023 that takes an unusually blunt approach to the inference problem — it hardwires entire AI models directly into silicon. …
ZTE said its position in China’s network equipment market remained stable, while computing-related opportunities linked to the construction of intelligent computing resource pools provided an additional source of growth In …
Keysight reported fiscal third-quarter revenue of $1.846 billion, up 36% year over year, while orders rose 56% to $2.91 billion In sum – what to know: AI drives test intensity …
The AI supercycle is turbocharging investment as companies in virtually every sector accelerate their plans. Moving fast is an imperative when the entire market is enthusiastically pursuing its AI futures. …
In 2026, the quantum risk horizon moved — not because of a scientific breakthrough, but because of vendor behavior. Google pulled its post-quantum cryptography migration forward from the early 2030s …
