US restricts TSMC chip supply shipments to China
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...
The age of AI warfare (Analyst Angle)
Cybersecurity is no longer a contest between human adversaries — it is rapidly becoming a race between AI agents operating at machine speed
In 2003, the...
Fujitsu, 1Finity, Arrcus pitch AI networking offer for operators, hyperscalers, enterprises
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...
Turkey sets date for 5G spectrum
The Ministry of Transport of Turkey noted that commercial 5G services are expected to be launched by April 2026
In sum – what to know:
5G...
Reliance Industries launches AI unit
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...
Alibaba Cloud’s quarterly revenues surge 26%
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 –...
German university establishes AI chips center
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...
Private 5G in Industry 4.0 – 90% ROI in 12 months, plus big AI/IoT...
Nearly 90% of industrial firms deploying private 4G/5G and edge report ROI within a year, with widespread AI and IoT adoption driving security, safety,...
Phil Shih of Structure Research on the Trends and Forecasts Shaping Digital Infrastructure
In this episode, Philbert Shih, Founder and Managing Director of Structure Research, offers a deep dive into the evolving landscape of digital infrastructure through...
TVA strikes deal for SMRs and up to 6 GW of nuclear power
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,...
SK Telecom, Schneider Electric formalize AIDC deal
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...
Alibaba tests new AI chip as China seeks Nvidia alternatives
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...
Amazon launches infrastructure region in New Zealand
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...
OpenAI plans to develop massive data center in India
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...
O2 Telefonica, partners build AI model for telco operations
Mircea Anghel, director of service operations at O2 Telefonica, said the model is intended to bring more automation into network operations
In sum – what...
Nvidia says two customers represented 39% of revenue in Q2
For the first half of its fiscal year, Nvidia reported that these two unnamed customers contributed 20% and 15% of total revenue
In sum –...
Huawei sees profits decline in H1 due to large R&D spending
Huawei said its revenues rose 4% to CNY 427 billion in H1, marking its strongest first-half revenue since 2020
In sum – what to know:
Profit...
Deutsche Telekom expands mobile infra in July
Deutsche Telekom noted that around 98% of households can already access the carrier’s 5G network
In sum – what to know:
115 new sites added –...
Breaking tech silos in hospitality (Analyst Angle)
A single hospitality property may rely on a dozen or more vendors for Wi-Fi, voice, video, access control, and more
The hospitality industry has always...
Deutsche Telekom appoints first sovereignty chief
T-Systems has created a new Chief Sovereignty Officer role, appointing Christine Knackfuss-Nikolic to lead data sovereignty strategy. Andreas Schlegel joins as Chief Strategy &...
Vodafone and Simetric combine IoT management platforms
Vodafone IoT and Simetric are partnering to integrate their platforms, giving enterprises a single dashboard to monitor, automate, and manage global IoT operations across...
GSMA tells India to reinforce carrier-led private 5G model
The GSMA has waded into the debate about whether India should allocate mid-band spectrum for private 5G, urging the government that a carrier-led model...
Opensignal Webinar: Rethinking performance – Beyond speed in the age of cloud-native networks
In an era of 5G and cloud-native networks, is speed still the only metric that matters? Spoiler: It’s not.On September 17th, join live as Opensignal and...
Editorial Webinar: Private 5G and generative AI in Industry 4.0
There is a sense, increasingly, that all Industry 4.0 roads lead to here; that all the new remote-worker and production-line applications that private 5G...
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...