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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 LooperBoth 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 …
The 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 …
From the newsletter (September 22; sign-up or follow if you want it sooner): From live-network AI-RAN trials and a massive transpacific cable build to private LTE iPhones and stratospheric lasers, …
Cambium’s collapse leaves WISPs facing a sprawling installed-base problem, with Airspan’s partial acquisition offering some relief but leaving ePMP and other product lines in limbo. The challenge now is securing …
Bruno Berti, SVP of global product management at NTT Global Data Centers, told RCR that optical technology by itself will not remove the need for additional fiber as AI traffic …
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 …
