The rise of artificial intelligence (AI) is changing the world, but behind this new scenario lies an immense and growing need for energy.
As this demand increases, tech companies and governments are scrambling to find reliable, clean energy sources to power the next generation of...
In sum – what to know
AI power panic – South Carolina’s Santee Cooper hikes rates on mega users (50MW+), amid wider fears that surging AI energy demand could burden ordinary customers with 70% higher bills.
AI gold rush – Google, Meta, and others are pouring...
du noted that new AI data center facility will enhance the company’s existing network of data centers across the UAE.
In sum – what you need to know:
New AI data center with Microsoft – Emirati telco du will build a AED 2 billion ($544 million)...
In sum – what to know
Carry-on AI – new Gryf system from GigaIO delivers AI compute power in a portable form, designed for edge deployments across defense, sports, media, energy, healthcare, and industrial sectors.
DOD demand – reported sales to the US Department of Defense...
What every company needs to learn to be successful going forward
On Tuesday, I was a guest on the Schwab News Network discussing Verizon’s earnings. I also shared thoughts on AT&T, T-Mobile, and the shifting wireless landscape. Let me walk you through some key takeaways...
India is actively promoting AI adoption through initiatives like the IndiaAI mission
India is rapidly emerging as a global hub for artificial intelligence (AI) development. As the demand for compute power and AI model training increases, hyperscale data centers are becoming central to India's digital...
The head of InterDigital's Wireless Lab weighs in on AI in a 6G context
Some hard questions are being asked of 6G these days: Is it inevitable? How risky will it be? Is 5G good enough for most of what most people want to do?...
NTT DATA has over 18 data centers in operation or development across India
In sum – what you need to know:
NTT DATA to invest $1.2 billion in AI cluster – The Japanese firm, along with Neysa Networks and the Telangana government, will build a 400...
In sum – what you need to know
Enterprise AI – Fujitsu preps new service to run generative AI without companies needing to own or manage their own gear; incorporates Supermicro OEM GPU-accelerated hardware, and Fujitsu’s LLM for enterprises.
All-in platform – the managed platform bundles...
Legacy tech – is holding finance back; nearly half of financial firms admit outdated infrastructure is stalling AI progress, with data quality and harmonization key to unlocking value.
AI and cloud – dominate investments, with 80-90% of financial services outfits making both big AI bets,...
In sum – what you need to know
Colt offloads – networking firm sells eight European data centres, including six to NorthC and two to a UK firm, to refocus on digital infrastructure for AI growth.
Supply deal – 400 customers and network ties stay with...
Energy demand for AI data centers in the U.S. is expected to grow about 50 gigawatt each year for the coming years, according to Aman Khan, CEO of International Business Consultants
In sum – what you need to know:
AI fuels infrastructure race – Hyperscalers like...
Fujitsu said it will assess the effectiveness of the solution at its Tatebayashi Data Center, aiming to help customers achieve a world-class PUE at their data centers
In sum – what you need to know:
Energy efficiency push – Fujitsu is partnering with Supermicro and Nidec...
OpenAI CEO Sam Altman previously said that he "would love to do a Stargate Europe"
In sum – what you need to know:
Stargate eyes UK expansion – OpenAI and SoftBank are considering the U.K. for the first international site of their $500 billion Stargate AI...
AI workloads don’t just consume energy—they consume it with patterns that are impossible to predict. This is why infrastructure upgrades are key
In sum – what you need to know:
AI energy demand – rapid expansion of AI tech, especially large models and applications, drives unpredictable...
Over the past several years, I have visited with and been briefed by several private wireless providers of all sizes. Some are stronger than others. Some are larger. Some are going it alone, while others are partnering or involved in M&A. Some focus only...
Editor’s note: I’m in the habit of bookmarking on LinkedIn and X, and in actual books, things I think are insightful and interesting. These days a lot of those things are about AI infrastructure but, more generally, those things are about how technology is...
As AI workloads soar and hyperscale data centers multiply across the U.S., lawmakers and regulators are confronting a critical question: who should shoulder the rising cost of powering AI-scale infrastructure?
This week, three key developments underscore the growing political and economic tensions around energy consumption...
With the AI for Telecom suite, Dell Technologies and NVIDIA equip CSPs to boost efficiency, improve customer experience and unlock new revenue streams
The telecommunications sector is undergoing rapid transformation, and artificial intelligence (AI) is at the heart of it. As networks become more complex...
KDDI is offering this service with Starlink and will expand Japan's land coverage to nearly 100%
In brief – why this matters
– KDDI launches Japan’s first direct-to-cell satellite service, enabling SMS, location sharing, and emergency alerts via Starlink, with no app or hardware required — a...
Tech and energy giants are redrawing the map of power generation and delivery with the main aim of keeping up with the rising demands from AI — in this equation, liquid cooling technology plays a key role
As AI workloads continue to grow, the power...
In sum – what you need to know:
AI chip for edge devices – NTT enables real-time 4K video processing in drones at altitudes up to 150 meters, five times higher than conventional systems, while consuming under 20 watts of power.
2025 launch, expansion – new...
In sum – what you need to know:
US-made AI infrastructure – Nvidia has commissioned one million square feet of new production space at factories belonging to Taiwanese trio TSMC, Foxconn, and Wistron in Arizona and Texas.
Major AI-economy drive – $500 billion of AI componentry...
Tech and energy giants are redrawing the map of power generation and delivery to keep up with the rising demands from AI
As AI workloads continue to grow, the power behind the processing is becoming the real bottleneck. From Amazon’s wind deals to U.S. regulatory...
