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Juan Pedro TomásGoogle noted that the project will integrate large-scale AI infra, data center capacity, clean energy systems, and expanded fiber connectivity In sum – what to know: Google’s $15B AI hub in Visakhapatnam – Marks the company’s largest investment in India, aiming to expand compute capacity and AI infrastructure under the Viksit Bharat 2047 initiative. Major connectivity upgrade via subsea cables …
The so-called Stargate Argentina initiative is part of a new partnership between OpenAI and local energy firm Sur Energy In sum – what to know: OpenAI targets Latin America – Plans for a 500 MW data center in Argentina mark its first regional footprint, part of the expanding Stargate global buildout. Massive $25B investment – The project, under Argentina’s RIGI …
Elea Data Centers said that the $419 million, 17-year contract will fund the construction of a 30-MVA high-capacity facility In sum – what to know: Elea secures Petrobras megaproject – The contract marks Latin America’s largest-ever IT infrastructure award. High-performance, low-emission design – The 30-MVA facility will host Petrobras’ supercomputers using advanced liquid cooling and 100% renewable energy. Regional sustainability …
The new permits for AI chip shipments by Nvidia apply only to U.S. companies operating in the UAE In sum – what to know: U.S. approves Nvidia chip exports – Licenses allow several billion dollars’ worth of Nvidia AI chips to be shipped to U.S. companies like Oracle operating in the UAE. Part of U.S.-UAE AI accord – The permits …
Christian de LooperThe AgentX result is impressive, but it rides on one specific operating point In sum – what we know: According to Nvidia, the Vera Rubin NVL72 rack system delivers up to a 30× higher agentic-AI throughput per megawatt than the preceding GB300 NVL72 system in SemiAnalysis’ AgentX benchmark. The company also says the comparison corresponds to up to 45× lower cost per …
OpenAI is matching chips to workloads instead of picking one vendor In sum – what we know: OpenAI is slowly but surely moving away from Nvidia, and it’s doing so in public. Speaking with Jim Cramer on CNBC’s Mad Money, OpenAI CFO Sarah Friar laid out the company’s multi-vendor compute strategy in unusually plain terms. “Just as we have a strategy …
Bigger CoWoS packages may keep AI accelerators scarce anyway In sum – what we know: TSMC is reportedly preparing to roughly double capacity for its CoWoS advanced-packaging technology by the end of 2028. The estimate, according to analysts cited by Taiwan’s Economic Daily News, puts CoWoS capacity at about 130,000 wafers per month at the end of 2026, rising to about …
The Qualcomm deal covers custom inference silicon and 1.6T optical links In sum – what we know: Qualcomm and Amazon have announced a major partnership on September 8, 2026 that will see Qualcomm deploying multiple generations of custom AI-inference silicon and optical interconnects for AWS data centers. It’s a pretty major deal for Qualcomm, which is newer to large-scale AI …
Artificial intelligence is rapidly becoming the defining force behind the next generation of mobile networks. The deployment decisions operators make today will shape their ability to adopt new AI capabilities, …
AI inference is reshaping network demand, creating an opportunity for service providers to turn high-capacity, intelligent connectivity into new revenue as enterprises and hyperscalers scale AI workloads. AI has taken …
From the newsletter (September 21; sign-up or follow if you want it sooner): The best broadband network is not always fiber, says Mimosa Networks. FWA can make better economic sense …
Mike Jack, director of product marketing at Viavi, told RCR that the most acute testing and assurance challenges are concentrated within data-center fabrics and data-center interconnect, where AI workloads are …
