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Juan Pedro TomásPhil Wong, partner at KPMG, told RCR Wireless News that companies investing in AI infrastructure must balance speed, cost, and coordination In sum – what to know: Policy accelerates AI buildout – Federal programs and Department of Energy actions are expediting land access and permitting to keep the U.S. at the forefront of global AI infra growth. States compete for …
In sum – what to know: OpenAI explores Canada expansion – The company is in talks with government and industry partners about securing local data center capacity to strengthen the country’s AI ecosystem. Part of global AI buildout – Similar to projects in Norway, Germany, and the U.K., OpenAI aims to align infrastructure growth with its “OpenAI for Countries” program. …
Susana SchwartzThe staggering size and circular nature of recent deals raises both hopes and concerns, so keeping track will inform industry and investment decisions about where to go from here. In sum – what to know: Highly concentrated market – The last 30 days has seen a small number of major tech firms making enormous AI infrastructure deals, unprecedented in size …
Evroc’s founder and CEO, Mattias Åström, told RCR Wireless News that the data center initiative aligns with the firm’s mission to drive European digital sovereignty In sum – what to know: Nuclear-powered pilot – Blykalla, evroc, and Studsvik will explore co-locating SMRs and AI infrastructure at Studsvik’s licensed nuclear site in Nyköping. Clean baseload energy – The plan leverages SMR technology to supply …
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 …
