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Juan Pedro TomásCarrier 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, …
Under the deal, Hitachi will supply power transmission and distribution equipment to OpenAI’s data centers In sum – what to know: Hitachi power – Hitachi will supply transmission and distribution systems to OpenAI, helping to reduce energy consumption across its global AI infra network. Stargate project – Hitachi joins SoftBank, Oracle, and MGX in the Stargate initiative to scale compute capacity through …
OpenAI 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 …
Christian de LooperThree AI financing deals, one shared lender risk In sum – what we know: Three separate AI-hardware financing efforts surfaced at the same time this week, each enormous on its own, and collectively painting a picture of an industry scrambling to fund compute at a scale. Broadcom is reportedly arranging more than $50 billion tied to OpenAI’s custom-accelerator program, according …
In production now, but 2nm’s first prize for AI is efficiency TSMC has begun scaling its first 2nm-class process after entering volume production late last year, turning the shift from FinFET to nanosheet transistors into a commercial reality. N2, as TSMC calls it, is the company’s first production node built around gate-all-around (GAA) transistors — a fundamental change in how …
Cerebras capacity for agentic coding opens in Q1 2027 In sum – what we know: General Compute has announced a multi-year agreement to deploy Cerebras Systems’ wafer-scale AI inference hardware at scale. The deal represents what General Compute calls its largest single hardware commitment to date, with customer capacity expected to open in Q1 2027. Neither company disclosed the number of systems, …
Both are 2nm with the same 5GHz Oryon CPU In sum – what we know: Qualcomm has split its flagship smartphone chip in two. The company has announced the Snapdragon 8 Elite Gen 6 and a higher-spec Snapdragon 8 Elite Extreme Gen 6, the first time it has launched two top-tier flagship chips simultaneously. As you would expect in 2026, the main talking …
From the newsletter (October 8; sign-up or follow if you want it sooner): Starlink’s regulatory approvals, Vodafone’s merger savings, and AT&T’s fiber investments reflect a telecoms market reshaping around scale …
Speaking during Deutsche Telekom’s AI Investor Day, John Saw, chief technology officer at T-Mobile highlighted Customer-Driven Coverage (CDC) as one of the company’s biggest AI-driven changes in how it approaches …
Wi-Fi 8 could give ISPs a new line of defense against AI-driven cyberattacks, embedding inference hardware in residential gateways. Airties CEO Metin Taskin argues operators must pair next-generation chipsets with …
SpaceX’s proposed acquisition of Grain Management’s 800 MHz spectrum portfolio strengthens Starlink Mobile’s push into terrestrial wireless. But coverage is not capacity, and building a competitive nationwide network could cost …
