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From the newsletter (sign-up if you want it sooner): America’s AI infrastructure boom is creating an unexpected bottleneck: the people needed to build it. Data centers are competing with broadband …

New ITU recommendations and FCC regulations show how submarine cables are being recast as critical infrastructure. While the ITU targets deployment and repair bottlenecks, the FCC is tightening oversight of …

Corning says fiber demand “is not slowing down anytime soon”, noting that the company has prepared for continued growth and has additional agreements in its pipeline In sum – what …

The trial used Ciena’s WaveLogic 6 Extreme (WL6e) coherent optics over an unregenerated link In sum – what to know: Record distance – 800 Gb/s transmitted over 16,608 km without …

The 2Africa system, hit by the war in the Middle East, will be the largest subsea cable network ever built, spanning 45,000 kilometers In sum – what to know: Project …

A panel at PTC in Hawaii comprising hyperscalers Google and Meta and wholesalers Exa Infrastructure and Southern Cross Cable Networks explored how AI is reshaping demand for submarine cables, driving …

Meta has said that the system connects East and West Africa in a single loop and links the continent to the Middle East, South Asia, and Europe In sum – …

Earlier this year, Meta had begun testing its first in-house AI chip, according to previous reports In sum – what to know: Meta acquires RISC-V startup – Meta is buying …

Under the agreement, Meta will gain access to Nvidia’s latest GB300 systems, which CoreWeave operates In sum – what to know: $14.2B compute deal – CoreWeave will supply Meta with …

Meta made the request to the Federal Energy Regulatory Commission through its newly formed subsidiary Atem Energy In sum – what to know: Meta enters wholesale power market – Atem …

Meta also said it anticipates “similarly significant” spending growth in 2026 as it scales computing power for artificial intelligence In sum – what to know: $600B U.S. infra spend by …

OpenAI will start production next year with U.S. semiconductor company Broadcom In sum – what to know: OpenAI partners with Broadcom for chips – The company plans mass production of …

Reliance will work closely with Meta to build advanced enterprise AI solutions while investing heavily in gigawatt-scale, AI-ready data centers In sum – what to know: Reliance launches Reliance Intelligence …

The six-year agreement reportedly gives Meta the compute power to support its AI expansion In sum – what to know: Meta signs $10B AI deal – The six-year agreement reportedly …

Meta’s profits were up 36% and CEO Mark Zuckerberg said it is working on “personal superintelligence for all” In sum – what to know: – Strong profits, revenues — Meta beat expectations …

Meta has embedded low-carbon requirements into its data center construction specs, aiming to lower concrete’s carbon intensity by up to 20% below regional baselines In sum – what to know: …

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 …

Top US cloud service providers continue to lead growth in the AI server market, according to TrendForce In sum – what to know: AI momentum – Global AI server shipments …

Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, movies, newspapers, and records) things I think are insightful and interesting. What I’m …

Editor’s note: I’m in the habit of bookmarking on LinkedIn and X (and in actual books, magazines, movies, newspapers, and records) things I think are insightful and interesting. What I’m …

As artificial intelligence continues to transform industries worldwide, the demand for high-performance AI infrastructure is expanding at a fast pace These facilities are the digital backbone for training and running …

Energy demand for AI data centers in the U.S. is expected to grow about 50 gigawatt each year for the coming years, according to Aman Khan, CEO of International Business …