Monthly Archives: August, 2025

Bookmarks: If 95% of gen AI pilots fail, what do the 5% know?

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...

Kuala Lumpur, Jakarta emerge as key DC hubs in Asia: Report

The Kuala Lumpur data center colocation market is projected to be worth $300 million in 2025 and is expected to reach $1.1 billion by...

Data center boom in to triple power demand in Japan by 2034

A recent report by Wood Mackenzie noted that electricity demand in Japan will be concentrated in Tokyo and Kansai In sum – what to know: Triple...

AIDC chip market to hit $286 billion by 2030: Omdia

Omdia anticipates AI infrastructure spending will peak as a share of total data center investment in 2026, before gradually easing through the end of...

ZTE reports 14.5% y-o-y revenue growth in H1

In the first half of 2025, ZTE said its advanced its "All in AI, AI for All" strategy to accelerate innovation through AI-ICT integration In...

Nvidia sees chances of bringing Blackwell AI chips to China

The CEO of Nvidia, Jensen Huang, said the Chinese AI market could expand by 50% annually In sum – what to know: Blackwell sales to China...

Reliance Jio IPO confirmed for early 2026 amid 5G growing pains

The listing for Reliance Jio, expected to be one of India’s largest ever, could raise around $6 billion In sum – what to know: IPO...

NIBs: Citigroup’s AI push, BNP Paribas’ AI parable, UK banks’ AI jobs chaos

Across the banking sector, AI is emerging as both a transformative tool and a workforce disruptor, reshaping how institutions operate and interact with clients....

It’s getting hot at the edge — And telecom needs a plan (Reader Forum)

At the edge, solving for thermal and power efficiency is just as critical as managing bandwidth and latency AI at the edge is helping telecom...

Three ways the data center industry is coping with a construction workforce crunch

Data centers may house AI, but they don't get built without tradespeople RESTON, Virginia—Trade talent is tight for the data center industry. With tens of...

Fermi America signs nuclear partnership for Texas campus

For this initiative, Fermi America signed a Memorandum of Understanding (MoU) with South Korea’s Doosan Enerbility, a major supplier of nuclear power plant components In...

AIDC market to hit $98.04 billion by 2032, research finds

In the United States alone, the AI data center market was valued at $3.35 billion in 2024 and is forecast to reach $20.12 billion...

Comcast expands in rural Florida amid shifting broadband market

Comcast is bringing ultra-fast internet to 32,000 homes and businesses in Florida, with plans to double that by 2026 through public-private partnerships. Comcast has extended...

China aims to triple AI chip output: Report

With these efforts, China aims to keep pace with the United States in advance computing capabilities In sum – what to know: Chip output push –...

From just-in-time to just-in-case: Why telcos are rethinking procurement (Reader Forum)

In a volatile world, telecom procurement can no longer operate on the assumption that global supply chains will hold firm In recent years, telecom operators...

Argentina opens 2.3-2.4 GHz band to enterprises for private 4G/5G

Argentina’s telecoms regulator has opened the 2.3-2.4 GHz band for private 4G/5G networks, offering 10-year SPIBA licences for indoor/outdoor enterprise use to support Industry...

MWC25 Las Vegas: Bringing together technology leaders to share real-world enterprise use cases and shape the future of connectivity

As the demands on enterprise tech leaders continue to intensify – driven by rapid AI adoption, growing infrastructure complexity, and persistent cybersecurity challenges –...

Crusoe expands cloud capacity in Iceland

Crusoe noted that the expansion includes new Nvidia hardware, such as Nvidia DGX GB200 NVL72 systems and Blackwell GPUs In sum – what to know: $175M...

IBM and AMD explore quantum-centric supercomputing

IBM and AMD said the joint effort focuses on hybrid computing models where quantum computers and classical HPC systems work in tandem In sum –...

KT tests AI-RAN tech on 5G network

The pilot program by KT is underway in Naju, South Jeolla Province In sum – what to know: KT pioneers AI-RAN in 5G – First in...

5G mobile core surges 31% in Q2 2025: Dell’Oro

The Dell’Oro report also highlighted that the multi-access edge computing (MEC), part of the 5G packet core, rose 32% year-and-year In sum – what to...

T-Mobile US launches 5G network slicing for enterprises

Early adopters include Delta Air Lines and Axis Energy Services In sum – what to know: Enterprise-first 5G plan — SuperMobile introduces the first nationwide 5G-Advanced...

Kagan: Some say we’re in AI growth bubble (Analyst Angle)

How do we prepare, and what should we expect next? Recently, I have been reading an increasing number of news stories and opinion pieces about...

More high-seas private 5G with Tampnet – first 5G semi-sub drilling rig; first 5G FPSO

Norway’s Tampnet is deploying private 5G, LEO satellite backhaul, and edge computing variously for Island Drilling’s semi-submersible rig and Vår Energi’s floating production unit...

Disney, Foxconn, Hyundai, Lilly, Siemens, others – all-in on new Nvidia AI platform

Enterprises including Disney, Foxconn, Hitachi, Hyundai, Lilly, SAP, Siemens, and TSMC have deployed Nvidia’s new RTX Pro server platform to transform old computing clusters...
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