AI data centers

From the newsletter (September 9; sign-up or follow if you want it sooner): Telecoms is moving deeper into AI infrastructure as networks become programmable, distributed and intelligent – but the …

From the newsletter (September 8; sign-up if you want it sooner): Verizon is buying 80 million miles of Corning fiber through 2032 as it builds a converged network for broadband, …

As AI shifts from centralised training to distributed inference, network architecture is being redrawn around proximity, latency and resilience. Metro fiber, edge connectivity, and optical infrastructure will become as critical …

The telecom industry says AI devices will overwhelm mobile uplinks and justify new spectrum and 6G investment. But beneath the forecasts, ratios and rhetoric, the evidence for an AI-driven radio …

China’s AI infrastructure plan appears to be part of a broader national infrastructure strategy announced by the Chinese leadership in April this year, says Omdia In sum – what to …

Why the bottleneck always moves, why economics is an equal partner, and why capital recovery in AI infrastructure now depends on workload liquidity. Every infrastructure supercycle has two engines, not …

KDDI said that a central component of the strategy is the “digital belt” initiative, which includes the expansion of low-latency transport and access networks, AIDC infrastructure, satellite ground stations, and …

Telus chief Darren Entwistle says the telco’s AI enabling capabilities delivered strong double-digit revenue growth of 22% in Q1 2026 In sum – what to know: B.C. expansion – Telus …

SK Telecom said the improvement was driven by a recovery in its wireless business alongside accelerating growth in AI infrastructure services, particularly AI data centers and GPU-as-a-Service (GPUaaS) In sum …

Indosat is working to integrate AI more deeply into its core telecom business, while expanding into adjacent areas such as cloud, cybersecurity and AI-driven services In sum – what to …

The CEO of Turkcell said countries are exploring different strategies to strengthen control over their digital infrastructure In sum – what to know: Connectivity as sovereignty – Turkcell CEO said …

How is AI reshaping modern network infrastructure? And what role can Europe play? It’s no secret that there’s been a steep rise in data generation, driven largely by the growth …

Density, latency, and real-time data movement are now the make-or-break variables in modern data center design Whether you say “Hey Siri” or ask Alexa to dim the lights, you get …

SK Telecom noted that AI-related business areas will be grouped into B2C AI, B2B AI, digital platform services, and AI data center operations In sum – what to know: Two-track …

The new Nokia switches support both the firm’s SR Linux NOS and open-source SONiC and also are available in liquid- and air-cooled variants In sum – what to know: Doubles …

AI’s next battleground isn’t just capacity — it’s efficiency Demand for AI continues to accelerate, further straining data centers. To support the growth, technology companies plan to spend more than $380 …

Under this new strategy, SK Telecom will expand its Ulsan AI data center to a 1 GW-scale capacity In sum – what to know: Ulsan AIDC expands to 1 GW …

Oracle began delivering Nvidia GB200 racks in June 2025, enabling the site to begin running early AI training and inference workloads In sum – what to know: Abilene AI hub …

Talks between LG and Saudi authorities center on expanding cooperation in thermal management for what is expected to become the Middle East’s largest net-zero AI data center In sum – …

The measure aims to reduce dependence on overseas chip supply and bolster economic security In sum – what to know: Proposed 1:1 production rule – Chipmakers would need to match …

CoreWeave noted that the deal raises the total contract value between the two companies to about $22.4B In sum – what to know: $6.5B new agreement – CoreWeave’s latest deal …