Nokia’s Network Infrastructure unit overtook Mobile Networks in Q2, reflecting a shift toward AI-driven IP and optical demand. Enterprise sales hit records, while traditional telco sales declined. Restructuring looms.
In sum – what to know:
AI supercycle – Network Infrastructure, led by optical and IP sales,...
What's in? Federal support for domestic AI tech and data center projects. What's out? Any regulations that "unnecessarily hinder" AI, and LLMs that factor DEI into responses.
In sum – what you need to know:
AI action framework: The 23-page report lays out the Trump administration's...
OpenAI said that the construction of Stargate I in Abilene is progressing and parts of the facility are now up and running
In sum – what to know:
4.5 GW added – OpenAI and Oracle will expand Stargate with another 4.5 GW, pushing total U.S. AI capacity...
Tata Communications noted that the purpose-built network aims to deliver performance and scalability necessary for modern AI workloads
In sum – what to know:
Massive network roll-out – Tata will connect AWS’s Mumbai, Hyderabad, and Chennai sites with a national long-haul network designed for AI workloads.
Cutting-edge...
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:
AI-designed concrete – Amrize and Meta developed a unique concrete mix using AI models and lab-generated...
A central pillar of this plan is the creation of AI Growth Zones — dedicated geographic areas designed to accelerate AI-related infrastructure deployment across the UK
In sum – what to know:
6 GW by 2030 – The U.K. government aims to triple its AI-capable data...
AI data center interconnect will bolster optical transport, finds Dell'oro
In sum, what to know:
Optical transport bounce-back – 2024 was a tough year for optical transport, but AI data center interconnect will bolster this sector by 5% annually.
"Explosive scale" in AI back-end networks –...
Nvidia noted last week that it expects to receive new licenses from the U.S. government to resume sales of the H20 chip in China
In sum – what to know:
Nvidia limits H20 chip supply – Nvidia has informed Chinese clients that its stocks of the...
More than $90 billion in new investments in data centers and energy infrastructure were announced last week, at the inaugural Pennsylvania Energy and Innovation Summit
In sum – what to know:
$90B+ committed to energy and AI – Major U.S. and global players are investing heavily...
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...
