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Juan Pedro TomásA 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 …
Microsoft launched its first AI-focused chip, the Azure Maia accelerator, and the Cobalt CPU in 2023, and is working on next-generation versions In sum – what to know: Microsoft plans chip self-reliance – CTO Kevin Scott said the firm ultimately wants its own silicon to power AI data centers, reducing reliance on Nvidia and AMD. End-to-end system design focus – …
OpenAI also signed a MoU with the Ministry of Science and ICT to assess opportunities for data center facilities outside the Seoul metropolitan area In sum – what to know: Expanded chip capacity in Korea – Samsung and SK hynix aim to scale memory production to 900,000 DRAM wafer starts per month to meet growing AI model demands. New data …
KT plans to roll out the model first within its consumer services, before expanding to enterprise clients following stability checks In sum – what to know: Korea-tailored AI model – KT introduced SOTA K, built on GPT-4o with Microsoft, designed to reflect Korean language, grammar, and cultural context. Outperforms global models in benchmarks – SOTA K exceeded GPT-4o in Korean-specific …
Christian de LooperFrozen v2 bakes Gemini’s architecture into silicon for up to 10x efficiency In sum – what we know: According to a new report from The Information, Google is working on a new AI chip, internally codenamed “Frozen v2,” and if reports are accurate, it could have a dramatic impact on the cost of AI inference. The idea is to “freeze” parts …
Sequoia and Jane Street reportedly anchor two simultaneous Etched tranches at different prices In sum – what we know: AI chip startup Etched is in talks for two new funding rounds that could push its valuation to roughly $20 billion — about four times the $5 billion mark it hit just months ago. Neither round has closed, and terms remain fluid, but …
Intel Foundry closes the gap with TSMC on yield and packaging In sum – what we know: For years, the story around Intel Foundry was a question of whether the company could fix its yields fast enough to matter. That question now appears to have an answer. Intel’s 18A process node and its advanced packaging technologies have reportedly hit a …
Tower 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 …
AT&T is optimizing for upstream traffic, not download speeds In sum – what we know: AT&T is apparently prepared for the “agentic AI wave.” On AT&T’s Q2 2026 earnings call, …
From the newsletter (sign-up if you want it sooner): T-Mobile’s latest Q2 results make the case for it as the West’s growth leader among mobile operators. But they also show …
New research from network edge routing provider RtBrick suggests America’s broadband problem is no longer about raw speed but network architecture. As demand for low-latency applications grows, operators clinging to …
The US is preparing another multibillion-dollar 5G spectrum windfall, pairing a 2027 upper C-band auction with a 2028 2.7 GHz sale, while the FCC also rebuilds satellite licensing for the …
