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Juan Pedro TomásThe EU is encouraging the development of cloud solutions aligned with European laws and values In sum – what to know: €180M framework – The European Commission awarded a six-year sovereign cloud procurement to support EU institutions, reinforcing digital sovereignty through structured public sector demand. Multi-provider model – Contracts were granted to four providers and partnerships to avoid vendor lock-in …
Susana SchwartzWith 100% private funding of sovereign AI infrastructure on federal land, SoftBank’s SB Energy investment of $4.2 billion and $33.3 billion in Japanese funding, will enable AEP Ohio to upgrade and build new transmission lines and substations for a projected 9.2 GW of natural gas generation buildout. Skepticism is strong about the size and scope of the AI Data Center, given …
Europe is the only region where the number of hyperscaler data centers in operation will decrease over time, according to ABI Research principal analyst Leo Gergs In sum – what to know: Regional split – Data center growth is uneven globally, requiring region-specific strategies as AI demand and infrastructure maturity diverge. Hyperscale trends – North America leads, Europe consolidates under …
Shortages of transformers, switchgear, and batteries are the ‘less-glamorous, non-silicon equipment’ that are holding up a growing number of DC builds In sum, what to know: Project managers and procurement teams steeped in supply chain logistics know that the smallest components are what can hold up the biggest projects. With so much focus on GPUs and CoWos (Chip-on-Wafer-on-Substrate), there’s not …
Christian de LooperBlaize and Winmate want to bring secure, real-time decision-making to defense and critical infrastructure without cloud reliance In sum – what we know: Edge AI is quickly becoming one of the most contested fronts in the broader AI infrastructure race, and this week brought another notable tie-up. Blaize Holdings and Winmate have announced an updated agreement to jointly develop sovereign, …
The potential agreement would mark a shift in how Anthropic sources specialized silicon for its models In sum – what we know: Anthropic is in early-stage talks to buy inference accelerators from Fractile, a London-based chip startup, according to reporting from The Information. It’s a small deal on the surface, but there might be a little more to it. Anthropic …
Operators are rapidly shifting from traditional air cooling to advanced liquid-to-air distribution systems Data centers are going through a massive shift. Facilities that used to measure capacity in megawatts are now pushing toward gigawatt territory, driven by the relentless compute demands of AI training, inference workloads, and cloud expansion. The result? More servers, but also a whole lot more heat. …
Verkor autonomously generated a layout-ready RISC-V core from a short requirements document In sum – what we know: Chip design startup Verkor.io has made a pretty bold claim — that its agentic AI system, called Design Conductor, has autonomously designed a complete RISC-V CPU core in 12 hours flat. The design started from a 219-word requirements document, and the system …
Why CSPs are losing the customer relationship betting on half the experience and where they can grab the other half. Just three weeks ago, Verizon CEO Dan Schulman said the …
Research firm says worldwide RAN revenue, excluding services, increased at a low single-digit year-over-year rate during the quarter In sum – what to know: Stable conditions – Worldwide RAN revenue …
A panel at the Defense Communications Forum put timelines on drone detection, waveform debates, and the limits of sensing from space At the Defense Communications Forum, a panel moderated by …
Vodafone and other major European operators are advancing a federated telco edge-cloud designed to support sovereign AI and IoT workloads, positioning it as a home-grown alternative to hyperscaler platforms. The …
Sulagna Saha In a joint trial, Telstra and Silicon Quantum Computing demonstrated that a quantum system can forecast network issues faster than a deep learning model In sum – what to know: Quantum meets machine learning — Telstra and Silicon Quantum Computing jointly tested a quantum machine learning system for network automation. Efficiency edge – The system, while running on less powerful …
Sulagna Saha The rising tide of AI — and circular deals like CoreWeave and Meta — are starting to spill into supporting industries, including test and measurement AI companies continue to pour money into infrastructure in a trend that promises to boost many adjacent industries. Meta’s multibillion-dollar deal with CoreWeave is a case in point. Pegged at $14.2 billion, the partnership will …
