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...
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...
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”...
The world of cellular IoT is changing — again.
After moving from physical SIM swaps to remote eSIM updates, a second major shift is now underway: the evolution of the eSIM standard itself.
The new SGP.32 “IoT” standard promises more flexibility,...
To boost its 5G network in Kolkata, Vodafone Idea has partnered with Nokia to deploy advanced infrastructure, including AI-powered self-organizing networks (SON) for automated network optimization
In sum – what to know:
5G arrives in Kolkata – Vodafone Idea launched services...
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,...
Gilead Sciences is building an AI-enabled lab in Foster City, California, as the first part of a $32bn investment scheme that includes a number of a new high-tech Industry 4.0 constructions. Due to open in 2026, the site will...
What you should know:
The convergence of advanced wireless, AI, XR and computing technologies is transforming how we interact with the digital world, enabling more intuitive and immersive experiences and services.
6G is the wireless innovation platform for the next decade...
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...
As part of the modernization initiative, Ericsson will deploy its cloud-native dual-mode 5G Core solution on the Ericsson Cloud Native Infrastructure Solution
In sum – what to know:
Drei Austria upgrades Core network – Ericsson’s dual-mode 5G core will unify 4G...
IT and OT must recognize that the only way forward is together — digital transformation isn’t going anywhere, leaving little choice but for these two sides to coexist
The days of separate IT and OT environments are over. What were...
Industrial AI adoption is accelerating, says IFS, but enterprises face a critical execution gap: lacking skills, strategy, and trust, even as AI embeds deeply into operations, driving efficiency and profitability.
In sum – what to know:
Execution gap – enterprises are...
Comcast CEO Brian Roberts is publicly admitting they have a problem — that’s good news, and it is the first step in the right direction
Over the past decade or two, I have been warning Comcast Xfinity leadership that they...
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...
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...
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 Blaster worm spread across corporate networks and government systems worldwide. Its payload was crude by...
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...
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 spectrum auction set – Turkey will sell 11 frequency packages on 16 October, aiming to...
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...
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 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...
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, and sustainability. Research firm GlobalData has polled 115 industrial enterprises for a Nokia report.
In sum...
In this episode, Philbert Shih, Founder and Managing Director of Structure Research, offers a deep dive into the evolving landscape of digital infrastructure through the lens of market intelligence and industry specialization. From launching his boutique firm in 2011...
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...
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 –...
