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Juan Pedro TomásIn 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. …
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 …
Evroc’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 …
Christian de LooperTaalas 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. …
The move shifts from rumor to a dedicated in-house silicon effort In sum – what we know: Anthropic is officially building an in-house team to design custom AI chips for its Claude models. — something that was already rumored, but has now been confirmed. The move marks a decisive shift from the exploratory phase Reuters first reported back in April, …
More than 40 vendors join Storage-Next, but Nvidia owns the stack In sum – what we know: Nvidia has formally launched its Storage-Next initiative at the Future of Memory and Storage event, an effort to establish open, interoperable standards for GPU-driven storage in large-scale AI systems. The launch put a name and a membership figure on work that had been simmering since …
Marvell’s four-tier KV cache architecture spans SSDs, CXL pooling, and optical fabric In sum – what we know: Marvell Technology has unveiled a new AI memory and storage infrastructure portfolio at the “Future of Memory and Storage” (FMS) event. The portfolio spans CXL-based memory expansion, PCIe 6.0 SSD controllers, and an optical shared memory fabric — all aimed at hyperscalers and cloud …
In this episode, Seth Arndorfer, CEO of DCN, shares how an unexpected career journey from agriculture and college rodeo to telecommunications led him to the forefront of one of the …
In the 3rd edition of RCR’s 6G Forum we will tackle the most pressing questions relating to AI-native network architectures and service enablement as the industry moves towards the 6G …
Celona is folding Wi-Fi 7, private 5G, public cellular and satellite into one AI-managed platform, targeting the complexity, cost and device shortages that have held back enterprise wireless adoption. In …
From the newsletter (sign-up if you want it sooner): Open RAN is evolving from a promise of supplier diversity toward a more pragmatic focus on interface standardization, as operators weigh …
