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Juan Pedro TomásIn sum – what to know: France expansion – Alibaba Cloud has launched a new cloud region in Paris, adding two availability zones and expanding its European infrastructure footprint. Sovereignty focus – The launch comes as European governments and enterprises place increasing emphasis on data sovereignty, local cloud capacity and regulatory compliance. Global ambitions – The France deployment forms part …
Sean Hughes, business development manager at Wärtsilä told RCRTech that uncertainty around utility timelines is pushing developers toward dedicated generation assets In sum – what to know: Power first – Hughes said power availability is now the primary consideration for greenfield AI data center projects, ahead of many traditional siting factors. On-site bridging – Developers are increasingly deploying on-site power …
RCRTech By Danielle Rios, Founder & CEO, TelcoDR The core problem: SK Telecom’s $100 million equity stake in Anthropic prompted Morningstar to reclassify it as an AI stock, expanding its P/E from 11x to 60x while AT&T (7x) and Deutsche Telekom (15x) remain priced as utilities. The rest of the telecom industry is spending its AI budget on GPU clouds and …
NTT Global Data Centers is working with Citigroup to sell stakes in a development vehicle that will own and manage new U.S. data center projects In sum – what to know: $1B fundraising – NTT Global Data Centers is reportedly seeking at least $1 billion in new equity to finance additional U.S. data center developments. AI-driven expansion – The capital …
Christian de LooperAMD is betting big on splitting AI workloads across different silicon In sum – what we know: AMD is, yet again, making some big deals. At its “Advancing AI 2026” event in San Francisco, the company announced two major partnerships. The headliner is a multibillion-dollar chip and equity alliance with Anthropic, the maker of the Claude models, which Reuters and The …
Frozen 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 …
From the newsletter (sign-up if you want it sooner): AT&T’s AI strategy suggests the real breakthrough is not bigger language models, but smarter orchestration. As inference becomes a network workload, …
HKT’s hollow-core fiber AI ‘superhighway’ highlights the tech’s promise for ultra low-latency DCI networks, but analyst CRU Group says costs, ecosystems, and production mean at-scale adoption is years away. In …
SK Telecom said that SK Hyper will oversee the full development process for its AIDC business, including securing land, constructing and operating substations, attracting customers, and commercializing new facilities In …
Verizon says its legacy telco turnaround is gathering pace, but that its bigger opportunity lies with AI infrastructure – connecting data centers, metro centers, and edge premises; starting with a …
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 …
