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Juan Pedro TomásRaj Agrawal, partner and global head of real assets at KKR, noted that building AI infrastructure requires more than capital investment, pointing to the importance of securing land, power, and other resources needed to develop new facilities In sum – what to know: Hyperscaler expansion – A KKR partner said the slowest-growing hyperscaler the company has met with expects to …
Susana SchwartzDartPoints President and CEO Scott Willis spoke with RCRTech AI TechTalk about the company’s differentiators as an enterprise-focused colocation space and power provider offering cloud/hybrid cloud managed services in non-tier one markets, with a particular focus on edge and inference AI workloads, with high-density micro data centers in underserved tier-2 and tier-3 markets. “I think there’s always been a really …
The CEO of Wärtsilä said that Agnevall also said customers seeking to secure supply are already placing orders several years ahead In sum – what to know: 2028 capacity – Wärtsilä said it has already sold a large portion of its 2028 engine production capacity while beginning to book firm orders for 2029. Data center demand – The company described …
The launch increases Alibaba Cloud’s presence in Malaysia to five data centers, making it the company’s largest infrastructure footprint in Southeast Asia In sum – what to know: Johor expansion – Alibaba Cloud opened a new public cloud region in Johor, adding two data centers and increasing its footprint in Malaysia to five facilities. AI-ready infrastructure – The new region …
Christian de LooperAMD is betting big on splitting AI workloads across different silicon In sum – what we know: AMD is, yet again, making some big deals. At its “Advancing AI 2026” event in San Francisco, the company announced two major partnerships. The headliner is a multibillion-dollar chip and equity alliance with Anthropic, the maker of the Claude models, which Reuters and The …
Frozen v2 bakes Gemini’s architecture into silicon for up to 10x efficiency In sum – what we know: According to a new report from The Information, Google is working on a new AI chip, internally codenamed “Frozen v2,” and if reports are accurate, it could have a dramatic impact on the cost of AI inference. The idea is to “freeze” parts …
Sequoia and Jane Street reportedly anchor two simultaneous Etched tranches at different prices In sum – what we know: AI chip startup Etched is in talks for two new funding rounds that could push its valuation to roughly $20 billion — about four times the $5 billion mark it hit just months ago. Neither round has closed, and terms remain fluid, but …
Intel Foundry closes the gap with TSMC on yield and packaging In sum – what we know: For years, the story around Intel Foundry was a question of whether the company could fix its yields fast enough to matter. That question now appears to have an answer. Intel’s 18A process node and its advanced packaging technologies have reportedly hit a …
From the newsletter (sign-up if you want it sooner): AT&T’s AI strategy suggests the real breakthrough is not bigger language models, but smarter orchestration. As inference becomes a network workload, …
HKT’s hollow-core fiber AI ‘superhighway’ highlights the tech’s promise for ultra low-latency DCI networks, but analyst CRU Group says costs, ecosystems, and production mean at-scale adoption is years away. In …
SK Telecom said that SK Hyper will oversee the full development process for its AIDC business, including securing land, constructing and operating substations, attracting customers, and commercializing new facilities In …
Verizon says its legacy telco turnaround is gathering pace, but that its bigger opportunity lies with AI infrastructure – connecting data centers, metro centers, and edge premises; starting with a …
