Nokia has new deals with Supermicro and Kyndryl to deliver AI-ready, automated data centre networking – at a global channel level, and a local client level (via a global sales setup). The deals emphasise scalability, reliability, and event-driven network automation for new AI data...
Telecom Argentina said it aims to end this year with 750 5G sites across the country
In sum – what to know:
5G rollout gains speed – Telecom operates 550 5G sites, targeting 750 by year-end, while also introducing private 5G through network slicing on its...
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 custom AI processors in 2026 to reduce reliance on Nvidia and secure capacity for its own...
The system is designed to lower latency in AI applications by pairing Nvidia’s accelerated computing and software with Cisco's high-performance Ethernet networking
In sum – what to know:
Cisco expands Secure AI Factory with Nvidia – New infrastructure adds VAST Data integration to speed up retrieval-augmented...
AI simply won’t deliver on its promise unless it has sufficient compute power
There is one thing that we can count on as we head towards the end of 2025 and the beginning of 2026: Interest in “all things AI” will continue to grow. This...
Extreme Broadband and Nokia also signed an MoU to collaborate on quantum-safe networking, enterprise connectivity, and data center services
In sum – what to know:
Six AI data centers interconnected – Nokia will link Open DC facilities across Cyberjaya, Johor Bahru, Penang, and Kedah with secure,...
The new offerings give customers more deployment choices, including SAP cloud infrastructure hosted in European data centers and SAP sovereign cloud on-site operated within customer facilities
In sum – what to know:
SAP expands sovereign cloud in Europe – Customers gain more deployment models, including EU-based...
Goldman Sachs estimates that data centers already account for 1-2% of global power demand and could rise to 3-4% by the end of the decade
In sum – what to know:
Data center demand to surge – Global power demand from data centers is forecast to...
TSMC said the firm is evaluating the situation and taking appropriate measures, including communicating with the U.S. government
In sum – what to know:
TSMC loses U.S. shipment license – From December 31, the firm’s Nanjing plant will need export licenses for chip equipment, potentially slowing...
1Finity will bundle AI compute services from its parent Fujitsu with AI network management software from Arrcus for network, enterprise, and data centre operators.
In sum – what to know:
Go-to-market – Fujitsu, 1Finity and Arrcus sign partnership to address rising AI-driven network demand.
AIDC software –...
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 with Meta – The new venture will build gigawatt-scale green data centers and Llama-based enterprise AI...
Alibaba’s Cloud Intelligence Group posted revenue of $4.66 billion in fiscal Q1, compared with $4.15 billion in the same quarter last year
In sum – what to know:
Cloud revenue surged 26% – Alibaba Cloud posted $4.66B in Q1 2026, outpacing the company’s overall 2% growth,...
The Technical University of Munich (TUM) is setting up a new education, training, and research hub focused on the design of AI chips
In sum – what to know:
TUM launches AI chip training hub – MACHT-AI will train over 300 students and researchers in AI...
Tennessee Valley Authority says that Small Modular Reactors will generate enough power to fuel 60 data centers
The largest public utility in the United States, the Tennessee Valley Authority (TVA), has signed a deal for the development of six Small Modular Reactors that will provide...
SK Telecom will also integrate Schneider Electric’s Electrical Transient Analyzer Program (ETAP), a digital twin software for power systems, into its AI Data Center Infrastructure Management (DCIM) platform
In sum – what to know:
First step in Ulsan AIDC build – Schneider Electric will provide mechanical,...
The development of the new AI chip by Alibaba comes amid efforts by Chinese technology firms to reduce reliance on foreign AI chip suppliers
In sum – what to know:
Alibaba develops new AI chip – The processor is designed for a wider set of inference...
Amazon said its AWS Asia Pacific (New Zealand) Region begins operations with three Availability Zones, each consisting of one or more data centers
In sum – what to know:
NZ cloud expansion – AWS launches its New Zealand Region, giving local organizations secure data residency and...
OpenAI is in discussions with potential local partners to establish a facility with at least 1 gigawatt of capacity
In sum – what to know:
OpenAI targets Indian expansion – The company is planning a gigawatt-scale data center in India, potentially one of the largest in...
For the first half of its fiscal year, Nvidia reported that these two unnamed customers contributed 20% and 15% of total revenue
In sum – what to know:
Two buyers drive 39% of Q2 revenue – Nvidia’s filing shows that two customers accounted for nearly two-fifths...
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 doing is ever revisiting those insightful, interesting bits of commentary and doing anything with...
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 2030
In sum – what to know:
Kuala Lumpur market accelerating – Forecast to grow from $300M in 2025 to $1.1B in...
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 electricity use by 2034 – Data center power consumption could reach 66 TWh, equal to up to 18 million households,...
Omdia anticipates AI infrastructure spending will peak as a share of total data center investment in 2026, before gradually easing through the end of the decade
In sum – what to know:
Market to hit $286B by 2030 – Omdia projects strong long-term demand, though the...
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 possible – Jensen Huang said there is a “real possibility” of exporting modified Blackwell AI chips, provided U.S. licensing hurdles...
