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Juan Pedro TomásMichael Dell said his company’s server and networking business surged 58% last year and grew another 69% in the last quarter In sum – what to know: Explosive demand – “tremendous” need for compute power, says Dell, with AI-related server sales set to double in fiscal 2026. Overbuild scenario – “at some point there’ll be too many” data centers, he says also …
Susana SchwartzThe OpenAI-AMD partnership could massively expand OpenAI’s compute capacity for GPT-5 while positioning AMD’s chips as a strong alternative to Nvidia’s In sum – what to know: Turning point – The deal marks a turning point for AMD, which is jockeying for position as a viable alternative to Nvidia in the market for high-performance AI chips. Easing dependence – By …
Carrier noted that the region’s data center cooling market is projected to reach $7.3 billion by 2031 In sum – what to know: Integrated AI cooling – The QuantumLeap platform combines liquid and air cooling with predictive controls for more efficient, scalable data center operations. Liquid cooling in Asia – Carrier introduces its direct-to-chip cooling solution to meet rising thermal demands from AI and …
Schneider Electric said the first reference design provides a unified framework for power and liquid cooling management In sum – what to know: Reference frameworks – Schneider Electric has released two validated designs with Nvidia, integrating power management, liquid cooling, and operational controls to accelerate AI data center deployment. Nvidia supports – The second design targets AI factories of up to 142 kW per rack, …
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 …
