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Susana SchwartzThe staggering size and circular nature of recent deals raises both hopes and concerns, so keeping track will inform industry and investment decisions about where to go from here. In sum – what to know: Highly concentrated market – The last 30 days has seen a small number of major tech firms making enormous AI infrastructure deals, unprecedented in size …
Juan Pedro TomásEvroc’s founder and CEO, Mattias Åström, told RCR Wireless News that the data center initiative aligns with the firm’s mission to drive European digital sovereignty In sum – what to know: Nuclear-powered pilot – Blykalla, evroc, and Studsvik will explore co-locating SMRs and AI infrastructure at Studsvik’s licensed nuclear site in Nyköping. Clean baseload energy – The plan leverages SMR technology to supply …
Michael Dell said his company’s server and networking business surged 58% last year and grew another 69% in the last quarter In sum – what to know: Explosive demand – “tremendous” need for compute power, says Dell, with AI-related server sales set to double in fiscal 2026. Overbuild scenario – “at some point there’ll be too many” data centers, he says also …
The OpenAI-AMD partnership could massively expand OpenAI’s compute capacity for GPT-5 while positioning AMD’s chips as a strong alternative to Nvidia’s In sum – what to know: Turning point – The deal marks a turning point for AMD, which is jockeying for position as a viable alternative to Nvidia in the market for high-performance AI chips. Easing dependence – By …
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 …
