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The AI-RAN Frenzy in the global telecom infrastructure market is going to push revenues to $6.18 billion by 2032, but can AI-RAN deliver technical and financial outcomes, at scale?

Hello. Samsung is bringing on LB Semicon, a leading semi packaging and test provider, to carry out in-house wafer testing for its Exynos 2600 chip, which according to rumors will power the upcoming Galaxy S26 and S26+ in Korean and European markets. LB Semicon, an affiliate of LG, will join …

I live in the “snow belt,” where we average 114 inches of lake-effect snow each year. Ice weights heavy on our power lines, and storms sometimes strain our power grid. That’s why a NERC report about higher winter blackout risks due to data centers caught my eye.

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AI Infrastructure Newsletter

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