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Juan Pedro TomásJLL said the combined Frankfurt, London, Amsterdam, Paris, and Dublin (FLAP-D) markets have reached 3.8GW of live capacity by the first half of 2026, In sum – what to know Record year for FLAP-D – Europe’s Frankfurt, London, Amsterdam, Paris and Dublin markets have reached 3.8GW of live capacity, with another 453MW forecast for delivery in 2026. AI shifts development …
Susana SchwartzEquinix is a global leader in digital infrastructure, colocation data services, interconnection solutions, and multi-tenant data centers. In addition to building and managing massive physical facilities, the company has 500,000 physical and virtual connections across its fleet of “carrier-neutral” data centers, which serve more than 10,500 total customers —60% of which are Fortune 500 companies; 4,900 of which are enterprise …
Emma Cloney, senior vice president of international sales and strategy at Core42 told RCRTech that the firm addresses “data, operational, and technological sovereignty through in-country control of data, infrastructure, and models.” In sum – what to know Production, not infrastructure alone – Core42 says the biggest hurdle for enterprise AI is deploying secure, governed AI systems rather than simply accessing …
CoreWeave said the facilities are scheduled to begin operations in 2028 and will be fully owned and operated by the company In sum – what to know: Indonesia expansion – CoreWeave plans three AI data centers totaling 360MW, marking its first infrastructure deployment in the Asia-Pacific region. Regional strategy – The company will own and operate the compute infrastructure while …
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 …
