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Juan Pedro TomásOpenAI will use AMD as a core compute partner for large-scale AI workloads, extending an existing collaboration In sum – what to know: 6GW of AMD GPUs – The multi-year agreement begins with a 1GW deployment of MI450 GPUs in 2026, expanding to 6GW across future generations. Equity incentives – OpenAI receives up to 160 million AMD shares, vesting as …
Groq currently operates data centers across the U.S., Canada, Europe, and the Middle East, with new sites planned in Asia In sum – what to know: Post-2025 expansion – Groq plans to exceed its 2025 buildout of 12 data centers, with new sites coming online across Asia and other regions next year. Surging AI demand – Chairman Jonathan Ross said …
The acquisition would extend BlackRock’s AI-linked portfolio just a year after acquiring GIP for $12.5 billion In sum – what to know: BlackRock eyes $40B acquisition – GIP is nearing a deal to buy Aligned Data Centers, which operates 78 facilities in the Americas, in one of the year’s largest infrastructure transactions. AI demand drives M&A – The planned purchase …
Fujitsu and Nvidia will co-develop an AI agent platform focused on sectors such as healthcare, manufacturing, and robotics In sum – what to know: AI collaboration – the partnership will deliver sector-specific AI agents and computing infrastructure built on Monaka CPUs, Nvidia GPUs, and NVLink Fusion interconnect. Industry apps – a joint AI platform will target manufacturing, healthcare, and robotics, with agents …
Christian de LooperThe 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 …
TSMC projects 1.9x tool demand within months In sum – what we know: TSMC is set for a dramatic expansion. News reports say the company is building 25 wafer-fabrication and advanced-packaging facilities around the world this year, including 13 in Taiwan. Speaking at SEMICON Taiwan in Taipei, TSMC Senior Vice President and Deputy Co-Chief Operating Officer Cliff Hou said the …
Custom edge-AI SoC — but no confirmation from either company In sum – what we know: Samsung Electronics and Arm have reportedly started work on a custom on-device AI chip planned for Samsung Foundry’s 2nm process, according to a run of trade reports. The reported trigger was Arm’s approval of initial non-recurring engineering funding in late August. NRE is the …
CUBE bets on 3D stacking and custom HBM for AI accelerators In sum – what we know: Samsung has announced what it’s calling the CUBE strategy, a long-term roadmap for rethinking how AI memory chips are built — covering 3D stacking, bandwidth scaling, and power and thermal efficiency. CUBE stands for Capacity, Utilization, Bandwidth, and Efficiency, and Samsung frames it …
AT&T is stripping out its legacy copper network and making fiber and wireless the core of its business – with a converged service, enterprise push, and adjacent satellite integration all …
Broadband Forum’s Matter API could give operators a second shot at the smart home – not by winning consumers with another app, but by making the gateway the neutral platform …
Wireless communications are being stretched to new limits across a host of uses and technologies: From preparation for 6G cellular networks and implementation of AI in the RAN, to current …
Steven Vondran, president and CEO of American Tower, said that the current phase of network deployment is increasingly focused on capacity rather than coverage In sum – what to know: …
