Samsung noted that the agreement outlines four focus areas: 6G, AI for RAN, AI and RAN, and Large Telecom Model
In sum – what to know:
Samsung and SoftBank sign MoU – The pair will collaborate on 6G, AI-RAN, and Large Telecom Model (LTM) research to...
AI’s future depends less on algorithms and more on the physical realities of silicon, power, capital, and geopolitics
The artificial intelligence sector has entered a new industrial phase. For two decades, the cloud business model created the illusion that computing capacity was an elastic, on-demand...
Bell is already generating AI revenue from leasing data center capacity, selling cybersecurity solutions, and integrating technology systems
In sum – what to know:
CAD1.5B AI revenue by 2028 – Bell plans to more than double its AI business through new data centers, cloud partnerships, and...
Oracle’s media investments illustrate how AI leaders are vertically integrating to control both compute supply and demand
Imagine this: Oracle’s Larry Ellison invests in Paramount Pictures and courts TikTok. At first glance, it looks like a billionaire hobby. Once aligned with Oracle’s multibillion-dollar AI infrastructure...
AI is driving data center interconnect growth
The AI era is unleashing a new wave of data center interconnect growth. At a recent industry conference, a leading hyperscale operator revealed a striking internal metric: AI-related backbone traffic is growing at an astonishing 100% compound annual...
Oracle began delivering Nvidia GB200 racks in June 2025, enabling the site to begin running early AI training and inference workloads
In sum – what to know:
Abilene AI hub goes live – Crusoe has powered the first phase of its flagship Texas campus, developed with...
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 Santa Clara-based Rivos to strengthen in-house semiconductor design and reduce dependence on external suppliers for AI...
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 Nvidia GB300-powered capacity through 2031, one of the largest commitments for AI infrastructure to date.
Revenue diversification...
By the end of 2025, SK Telecom expects approximately 80,000 employees across its group to be using A-dot Biz
In sum – what to know:
25 companies to adopt AI – SKT will introduce its A-dot Biz agent across group businesses by 2025, supporting daily tasks...
Talks between LG and Saudi authorities center on expanding cooperation in thermal management for what is expected to become the Middle East’s largest net-zero AI data center
In sum – what to know:
Talks on Neom cooling tech – LG and Saudi officials explored cooperation on...
Huawei unveiled its roadmap for the next generation of Ascend AI chips during the recent Huawei Connect event in Shanghai, China
In sum – what to know:
Doubled chip output – Huawei's plan calls for 600,000 Ascend 910C units next year and up to 1.6 million...
Deloitte said the CoE is part of the firm’s Silicon2Service AI factory-as-a-service model
In sum – what to know:
Global AI Infrastructure CoE launched – Deloitte has established a hub to help clients design, deploy, and operate specialized AI-ready data centers worldwide.
Performance and resilience – Capabilities...
Under the terms of the deal, Nokia has become Nscale’s preferred provider of networking technologies for large-scale AI clusters
In sum – what to know:
Nokia named Nscale’s networking partner – Agreement covers data center switching, IP routing, and optical networking for AI-ready clusters across Nscale’s...
The measure aims to reduce dependence on overseas chip supply and bolster economic security
In sum – what to know:
Proposed 1:1 production rule – Chipmakers would need to match imports with U.S. production or face tariffs, with exemptions for pledged domestic capacity under construction.
Policy...
The new AI factory from Telus is supported by Nvidia GPUs and infrastructure designed by HPE
In sum – what to know:
Canada’s first sovereign AI factory – TELUS has launched a secure, Canadian-operated facility to provide domestic compute capacity for AI workloads while maintaining data...
SK Telecom has committed $3.6B to AI over the next five years
In sum – what to know:
Independent AI CIC launched – SK Telecom creates a new in-house company unit to consolidate AI assets and streamline its transformation strategy.
KRW 5T investment pledged – The company...
CoreWeave noted that the deal raises the total contract value between the two companies to about $22.4B
In sum – what to know:
$6.5B new agreement – CoreWeave’s latest deal raises the total value of its contracts with OpenAI to $22.4 billion, reflecting growing demand for...
The five new locations were selected from more than 300 proposals across 30 states, according to OpenAI
In sum – what to know:
New Stargate sites – OpenAI, Oracle, and SoftBank confirmed U.S. data centers in Texas, New Mexico, Ohio, and the Midwest, adding significant AI...
Samsung recently passed Nvidia’s qualification tests for its 12-layer HBM3E chips
In sum – what to know:
Test passed – Samsung secured qualification for Nvidia's 12-layer HBM3E, overcoming past performance and thermal challenges.
Validation restores credibility – While already supplying AMD, recognition from Nvidia is seen as...
Alibaba Cloud is announcing its first data centers in Brazil, France, and the Netherlands, with additional facilities planned
In sum – what to know:
Global expansion – New data centers in Brazil, France, the Netherlands, and additional planned sites extend its infrastructure beyond 90 existing availability...
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 Energy has applied to FERC to sell energy and capacity, aiming to secure supply and flexibility...
The deal will expand Ciena's data center portfolio and add more than 50 engineers to its R&D team
In sum – what to know:
Ciena acquires Nubis for $270 million – The deal adds advanced optical and copper interconnect technologies designed to handle AI-related traffic growth...
Newcomer AI Patfinder said it will allocate £3.4 billion to build a data center in Northamptonshire, in the U.K, with the first phase expected online by December 2025
In sum – what to know:
$24.9 billion investment – AI Pathfinder will build two large AI data...
The project is being developed with MyDigital Corporation, Malaysia Digital Economy Corporation, Digital Nasional Berhad, and the Petaling Jaya City Council
In sum – what to know:
Malaysia pilots AI traffic platform – CelcomDigi and government partners launch the country’s first large-scale AI-powered traffic intelligence system...
