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Juan Pedro TomásThe DC market in China will expand at a CAGR of 8.94%, as demand for digital infrastructure continues to scale across key hubs such as Beijing, Shanghai, and Guangdong In sum – what to know: AI-driven demand – Rapid AI adoption is accelerating the need for high-density, GPU-enabled data center infrastructure. Hyperscaler expansion – Global and domestic cloud providers are …
Alessandro Lombardi, chairman of Elea Data Centers, told RCRTech that the company expects artificial intelligence demand to reshape how data center capacity is deployed In sum – what to know: Dual demand – AI training and inference are driving different infrastructure needs, shaping Elea’s multi-market deployment strategy. Infrastructure constraints – Power, transmission and fiber—not demand—are now the main bottlenecks for …
Susana SchwartzWhen goals move beyond simple standby backup and require an active, value-generating asset, BESS may be the way to improve day-to-day data center economics In the U.S., data center consumption is expected to account for 9-17% of electricity produced by 2030. The need for reliable, cost-effective energy storage will become critical – especially as diesel generators become less popular because …
Once completed, AirTrunk’s total portfolio in Malaysia is expected to exceed 700MW of IT capacity, supported by total investment of approximately $6.8 billion In sum – what to know: Capacity expansion – Two new campuses will add over 280MW, reinforcing Johor as a key regional data center hub. AI-driven growth – Investment reflects rising demand for AI and cloud infrastructure …
Christian de LooperQualcomm apparently wants to be the next major ASIC builder In sum – what we know: Qualcomm has reportedly agreed to supply ByteDance with millions of custom AI chips for data center workloads, according to a Bloomberg report citing people familiar with the matter. It’s a deal that, if it plays out as described, would mark one of Qualcomm’s first genuine large-scale …
AMD’s 256-core flagship targets agentic AI workloads In sum – what we know: AMD has moved its 6th Gen EPYC “Venice” server CPUs into volume production, marking the transition from engineering samples and pilot runs into scaled manufacturing at TSMC’s 2nm fabs in Taiwan. The chips are built on AMD’s Zen 6 core architecture and TSMC’s N2 2nm-class node, with commercial …
The new Google-Blackstone-powered provider targets 500 MW of capacity by 2027 In sum – what we know: Google and private equity giant Blackstone are teaming up to build a U.S.-based AI cloud provider built around Google’s custom Tensor Processing Units. The new joint venture will sell data center capacity, networking, operations, and TPU compute as a bundled service — effectively a turnkey …
Blaize 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, …
Telecom operators must rethink workforce training as networks and customer expectations evolve. Immersive, AI-driven roleplay and realistic practice environments can improve retention, strengthen customer-facing skills, and prepare distributed teams to …
As India accelerates its digital transformation, resilient, intelligent connectivity is becoming essential for global enterprises seeking to scale operations, ensure business continuity, and unlock opportunities across the country’s fast-growing AI, …
The company’s AI Data Center GPU Cloud is intended for customers facing restrictions on transferring data overseas and those seeking infrastructure optimized specifically for the Japanese market In sum – …
Panelists say defense networks must assume day-one attack and lean on civilian infrastructure to stay up The definition of resilience in defense communications is shifting, and so is the way …
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 …
