AI data center interconnect will bolster optical transport, finds Dell’oro In sum, what to know: Optical transport bounce-back – 2024 was a tough year for optical transport, but AI data …
AI data center interconnect will bolster optical transport, finds Dell’oro In sum, what to know: Optical transport bounce-back – 2024 was a tough year for optical transport, but AI data …
Nvidia noted last week that it expects to receive new licenses from the U.S. government to resume sales of the H20 chip in China In sum – what to know: …
More than $90 billion in new investments in data centers and energy infrastructure were announced last week, at the inaugural Pennsylvania Energy and Innovation Summit In sum – what to …
xAI is said to be exploring leasing options, attracted by the Middle East’s lower electricity costs and supportive political environment In sum – what to know: xAI considers Saudi data …
Zain said the partnership will utilize Cisco’s end-to-end AI infrastructure technologies to help the carrier scale high-performance GPU-powered services across the country In sum – what to know: Zain and …
The rise of smaller, cheaper AI models is pushing AI closer to the edge, but telcos must weigh placement and ROI carefully amid escalating infrastructure investments just to make AI …
Editor’s note: I’m in the habit of bookmarking on LinkedIn, books, magazines, movies, newspapers, and records, things I think are insightful and interesting. What I’m not in the habit of …
At the core of the new launch by AWS is Amazon Bedrock AgentCore, a service that enables customers to deploy and manage advanced AI agents securely and at scale In …
SK Telecom was selected by the Korean government for a major GPU leasing project to support AI development, despite lacking a key security certification In sum, what to know: SK …
QTS, a data center operator owned by Blackstone, has acquired multiple land parcels in Northeastern Pennsylvania for the development of data center facilities In sum, what to know: Large-scale investment …
In the Netherlands, Oracle said it will invest $1 billion to expand capacity in the so-called Amsterdam region In sum – what to know: Oracle expands EU infra – Oracle …
CoreWeave also stated that the data center facility will be equipped to run advanced AI computing infrastructure and is part of the company’s broader strategy to expand its U.S. data …
Rakuten said the project aims to support the development of generative AI systems in the Asian nation through the provision of computing resources and technical exchange In sum – what …
The firm’s CEO Marck Zuckerberg referenced a report by SemiAnalysis, which suggests Meta is on track to be the first organization to bring a 1 GW+ AI supercluster online In …
DT has a long-term strategic partnership with Google Cloud, and the two untangled a ‘spaghetti mess’ of legacy systems How do you take more than 40 legacy telco data systems …
Nvidia confirmed it is currently in the process of filing the relevant applications with the U.S. government, with the main aim of resuming deliveries to customers soon In sum – …
Extreme integrates agentic AI at the enterprise network, aiming to automate away IT drudgery and enable strategic agility Extreme Networks today announced the general availability of Extreme Platform One, a networking …
Chinese companies hope to deploy about 115,000 Nvidia H100 and H200 GPUs—chips which have been restricted from sale to China by the U.S. government since 2022 over security concerns In …
Eni noted that the new data center campus is part of a broader strategic partnership between Italy and the United Arab Emirates (UAE) announced earlier this year In sum – …
Groq said the Helsinki facility will support real-time inference use cases, including applications in natural language processing In sum – what to know: Groq lands in Europe – Groq opens …
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...
AWS, said its first Cloud Infrastructure Region in Saudi Arabia is on track to launch in December 2026 In sum – what to know: Infrastructure expands – AWS...
Cushman & Wakefield estimates that the APAC region will require more than $280 billion in cumulative data center construction capex between 2026 and 2030 In sum – what...
SK Telecom said the new company, dubbed SK Horizon will operate and expand the carrier’s AI data center infrastructure, targeting 318 MW of total capacity across eight existing...
Shentel just signed a hyperscaler MSA for AI-driven data center connectivity, a first for the regional carrier. The move may be an early sign AI demand is spilling...
Alibaba said compute demand continues to outstrip supply and expects AI and cloud revenue growth to accelerate further as it ramps capacity. In sum – what to know:...
Digital Realty, Equinix, Keppel Data Centres and ST Telemedia Global Data Centres will each receive 50MW under Singapore’s second Data Centre Call for Application (DC-CFA2) In sum –...
Dell’Oro Group VP of research Baron Fung told RCRTech that accelerated servers equipped with AI accelerators are expected to account for roughly 40% of the $3 trillion in...
Data center capex will surpass $3 trillion by 2030, driven primarily by high-end accelerators powering AI infrastructure growth. Learn more:
Nebius raised its year-end contracted power target to 5GW and said its future capacity pipeline puts it among a small number of companies able to build more than...
Synergy Research Group said the increase will be driven primarily by aggressive build-outs from hyperscale operators, whose owned data center capacity is expected to double within two years...
The service provider says its agreement positions it as a fiber supplier, as the hyperscale community needs more capacity options.