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Juan Pedro TomásThe acquisition would extend BlackRock’s AI-linked portfolio just a year after acquiring GIP for $12.5 billion In sum – what to know: BlackRock eyes $40B acquisition – GIP is nearing a deal to buy Aligned Data Centers, which operates 78 facilities in the Americas, in one of the year’s largest infrastructure transactions. AI demand drives M&A – The planned purchase …
Fujitsu and Nvidia will co-develop an AI agent platform focused on sectors such as healthcare, manufacturing, and robotics In sum – what to know: AI collaboration – the partnership will deliver sector-specific AI agents and computing infrastructure built on Monaka CPUs, Nvidia GPUs, and NVLink Fusion interconnect. Industry apps – a joint AI platform will target manufacturing, healthcare, and robotics, with agents …
In May, the UAE committed to make investments in the U.S. in return for access to several hundred thousand Nvidia AI chips on an annual basis In sum – what to know: Chip deal stalled – a multibillion-dollar agreement between Nvidia and the UAE government for AI chip exports remains frozen nearly five months after its announcement. Commerce approval – the US …
A joint task force from the South Korean government and U.S. asset management firm BlackRock will be created to advance a new AI hub initiative In sum – what to know: AI hub project – a memorandum of understanding between South Korea and BlackRock sets a framework for building a hyperscale AI data center hub powered by renewable energy. APAC AI leader – Korean officials …
Christian de LooperTower Semiconductor’s Japan expansion leans on $1 billion in government subsidies In sum – what we know: Tower Semiconductor is making a big bet on the pipes of AI. The Israeli foundry, which specializes in high-value analog chips, has announced a roughly $3 billion plan to expand its 300mm manufacturing capacity in Japan, with the money aimed squarely at AI-related optical chips — the …
Leading-edge chip prices face annual hikes through 2029 as AI demand surges In sum – what we know: If you were hoping chip prices had finally stabilized, 2026 has other plans. TSMC and Samsung Foundry — the only two companies capable of manufacturing the world’s most advanced chips at scale — are both raising prices on their leading-edge nodes. TSMC …
Custom 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 …
SoftBank’s “Patching as a Service” targets 3,000 government-designated companies In sum – what we know: SoftBank Group and its telecom arm SoftBank Corp. are rolling out “Patching as a Service,” an AI-powered …
Autonomy is automation that has gained trust; the trust of the network, the trust of the subscribers and the trust of the mobile operators. As VodafoneThree integrates two major mobile …
In this episode, David Pash, CEO of SiteSee, shares how his unconventional journey from engineering, construction, and commercial leadership led him into telecommunications with a mission to transform how wireless …
According to Phil Wong, technology principal at KPMG US, developers are increasingly locating large AI campuses outside established hubs because of land and power constraints In sum – what to …
