Oracle delivered 850 megawatts of AI capacity containing more than 300,000 GPUs to customers during its fiscal first quarter In sum – what to know: 850 MW delivered – Oracle …
AI
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As AI moves from generating content to taking action in the physical world, T-Mobile US sees deterministic connectivity, distributed compute and AI-native networks as a path to capturing new value …
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As the center of AI gravity shifts from training to inference, AT&T is positioning its fiber network as connecting AI infrastructure to enterprises and physical systems The first phase of …
- AI Infrastructure News
Google turns to long-duration storage to power West Virginia data centers
byMatt Kendall
byMatt Kendall
Google, MN8 Energy and Eos are pairing solar, lithium-ion and zinc-based long-duration storage at a West Virginia site to power its data centers, offering a cleaner alternative to the diesel …
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Rob Shore, head of optical networks solution marketing at Nokia Network Infrastructure, told RCRTech that power is the main physical constraint facing new AI data center development In sum – …
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Nebius said that demand for AI compute remains significantly greater than the physical infrastructure available to serve it, with customers already seeking capacity into 2028 In sum – what to …
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Qualcomm CFO and COO Akash Palkhiwala described the Amazon transaction as “a landmark deal” for the company’s data center business In sum – what to know: Amazon validates strategy – …
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Thai officials have stressed that the country is not closing its market to data center development, but instead wants clearer and more consistent standards In sum – what to know: …
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During its latest earnings call, Dell said it expects $19 billion in AI server revenue during Q3, while its full-year guidance calls for AI server revenue of $74 billion In …
- Analyst Angle
Research note: Before 6G can power the AI era, it needs more spectrum and better network economics
The futuristic vision of 6G — whether its agentic devices, mobile robots or RF sensing — starts with much more prosaic requirements The mobile industry’s experience with 5G offers a useful …