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Juan Pedro TomásTD Cowen noted that total leasing in Q3 2025 reached a record 7.4 GW, with an additional 10.2 GW of active deals still in the pipeline In sum – what to know: Record-breaking quarter – U.S. hyperscalers leased 7.4GW of capacity in Q3 2025, surpassing the total for all of 2024, with an active pipeline of 10.2GW. Oracle and OpenAI …
The second data center in Dubai is a response to the growing demand for cloud computing and AI services, said Alibaba Cloud In sum — what to know: Alibaba Cloud scales up in Dubai – The company opened a second data center to meet rising demand for AI and cloud services across the Middle East. Boost for key industries – …
Lian Jye, chief analyst at Omdia, told RCR Wireless News that governments are playing a key role in shaping investment decisions In sum – what to know: AI infrastructure surges across APAC – Omdia forecasts regional AI chipset revenues to rise from US$57B in 2025 to US$81B in 2030, led by China, Japan, and South Korea. Policy drives localization push …
Hitachi and OpenAI will collaborate across multiple areas to reduce the environmental footprint of data centers and speed up AI technology deployment In sum – what to know: Strategic alliance targets global AI infra – Hitachi and OpenAI signed an MoU to jointly expand sustainable, next-generation AI data centers worldwide. Efficiency and reliability – The partnership will develop zero-emission models, …
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 …
