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 center expansion – Elon Musk’s AI firm is in talks to lease space in the Kingdom,...
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 Cisco team up on Saudi AI infrastructure – The two firms have signed an MoU to...
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 networks capable.
Edge efficiency – smaller models and edge deployments reduce energy use and enable...
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...
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 sum, what to know:
New agent framework from AWS – Amazon Bedrock AgentCore is a full-service...
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 Telecom wins GPU bid – SK Telecom was selected for a major government GPU leasing project...
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 – Blackstone will invest $25 billion in Pennsylvania’s energy and data infrastructure, with the aim of...
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 will invest $3 billion over five years in cloud and AI capacity across Germany and the...
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 center footprint
In sum – what to know:
Major AI investment – CoreWeave will spend over...
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 to know:
Rakuten joins GENIAC Phase 3 – The company was selected for a government-backed program...
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 sum – what to know:
Meta’s AI ambitions scale up – CEO Mark Zuckerberg said the...
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 with thousands of users, and migrate them to the cloud to build a unified data...
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 – what to know:
Nvidia eyes H20 return to China – Nvidia is preparing to resume sales...
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 platform that fully integrates conversational, multimodal and agentic AI into the enterprise network experience. The...
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 sum – what to know:
Unlicensed AI chip plans – Chinese firms aim to build data...
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 – what to know:
New AI hub planned – Khazna and Eni will jointly build a 500...
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 its first European data center in Finland, bringing ultra-low-latency AI inference to customers across the continent...
CityFibre has secured £2.3B in new funding to expand its full-fiber network, drive M&A activity, consolidate the UK altnet market, and strengthen its position as Openreach’s main challenger.
In sum – what to know:
Funding boost – new financing includes £500m in new equity and £960m...
The mobile communication industry stands at the threshold of profound transformation, driven by the rapid evolution of artificial intelligence (AI). The widespread adoption of open-source AI large models, such as DeepSeek, is making powerful capabilities accessible to more people, while the rise of AI...
Twenty-eight startups and software vendors are already using Nvidia-based infrastructure provided by Indosat to build solutions for various sectors
In sum, what to know:
National AI effort – Indosat, Cisco, and Nvidia are backing Indonesia’s AI Center of Excellence, focused on local innovation, infrastructure and skills...
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 not in the habit of doing is ever revisiting those insightful, interesting bits of...
According to Dell’Oro, early use cases of AI RAN will center on Distributed RAN, single-purpose deployments and 5G networks
In sum – what to know:
AI RAN momentum – AI-driven RAN solutions will account for nearly one-third of the RAN market by 2029, focusing initially on...
Agentic AI success in telecom depends on the availability of meticulously curated, multi-domain data derived from network transactions and interactions
Agentic AI tops many telecom providers’ strategic objectives for 2025. Recognizing its potential, some providers are already investing in AI agents to enhance customer care....
LG plans to drive growth by expanding its industrial and commercial B2B revenue — including from AI data center cooling
In sum, what to know:
LG targets AI-era HVAC – LG Electronics plans to become a global HVAC leader by 2030, driven by growing demand for...
