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Juan Pedro TomásatNorth told RCRTech that NOR01 is specifically designed to house data intensive workloads like machine learning, artificial intelligence, and private and public cloud platforms In sum – what to know: AI demand grows – atNorth said growing demand for AI, machine learning, HPC and cloud workloads is driving the need for large-scale digital infrastructure, helping justify the planned 350MW NOR01 …
Lian Jye Su, technology analyst at Omdia, told RCRTech that the scale of the investment signals confidence in the long-term growth prospects of India’s data center market In sum – what to know: Massive capacity planned – AirTrunk signed a Letter of Intent with the Maharashtra government for a proposed $21 billion project that aims to deliver 3 GW of …
Susana SchwartzFirst came compute bottlenecks, than memory, and now connectivity, with a shift from copper to optical ‘unlocking new architectural possibilities.’ This week, Marvell CEO Matt Murphy was visibly elated when Nvidia CEO Jensen Huang declared during Murphy’s Computex 2026 keynote that Marvell would be the “next trillion-dollar company,” going on to praise Marvell’s data center connectivity, optical networking, and custom …
Nebius’ CEO Roman Chernin said during a presentation at the Bank of America Global Technology Conference that inference is one of the fastest-growing segments of the market and provides infrastructure providers with greater flexibility because workloads can be optimized through software and distributed across different hardware platforms In sum – what to know: Inference growth – Nebius said inference is …
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 …
