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AI Infrastructure & Telecom News — Daily Newsletter

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The OpenAI-AMD partnership could massively expand OpenAI’s compute capacity for GPT-5 while positioning AMD’s chips as a strong alternative to Nvidia’s In sum – what to know: Turning point – The deal marks a turning point for AMD, which is jockeying for position as a viable alternative to Nvidia in …

Groq currently operates data centers across the U.S., Canada, Europe, and the Middle East, with new sites planned in Asia  In sum – what to know: Post-2025 expansion – Groq plans to exceed its 2025 buildout of 12 data centers, with new sites coming online across Asia and other regions …

A major AI-focused network project between Qatar’s GBI and Nokia highlights the critical role of subsea and terrestrial fibre in global connectivity. With a new terrestrial route through Iraq, GBI is enhancing east-west internet capacity, resilience, and route diversity. It tells us a lot about the anatomy of the whole …

The new permits for AI chip shipments by Nvidia apply only to U.S. companies operating in the UAE In sum – what to know: U.S. approves Nvidia chip exports – Licenses allow several billion dollars’ worth of Nvidia AI chips to be shipped to U.S. companies like Oracle operating in …

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AI Infrastructure Newsletter

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