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AI Infrastructure

Nvidia strikes $1.5B deal to lease back GPUs from Lambda

Juan Pedro Tomás -
AI Infrastructure

Nokia signs with Supermicro and Kyndryl to pitch (and win) AI data center networks

James Blackman -
6G

Nokia opens smart-factory campus for ‘Europe-made’ 5G/6G for AI-era

James Blackman -
AI Infrastructure

Telecom’s new gold benchmarks (Reader Forum)

Reader Forum -
Industrial AI

Gilead Sciences sets $32bn plan for AI-geared pharma factories in the US

James Blackman -
6G

Empowering next-generation user experiences and services at scale with 6G

RCR Wireless News -
AI Infrastructure

SAP boosts European cloud sovereignty offering

Juan Pedro Tomás -
AI Infrastructure

Power demand by DCs to surge 165% by 2030: Goldman Sachs

Juan Pedro Tomás -
AI-Machine-Learning

The age of AI warfare (Analyst Angle)

Vish Nandlall -
AI Infrastructure

Fujitsu, 1Finity, Arrcus pitch AI networking offer for operators, hyperscalers, enterprises

James Blackman -
Industry 4.0

Private 5G in Industry 4.0 – 90% ROI in 12 months, plus big AI/IoT gains

James Blackman -
5G

O2 Telefonica, partners build AI model for telco operations

Juan Pedro Tomás -
AI Infrastructure

Nvidia says two customers represented 39% of revenue in Q2

Juan Pedro Tomás -
AI Infrastructure

Bookmarks: If 95% of gen AI pilots fail, what do the 5% know?

Sean Kinney, Editor in Chief -
AI Infrastructure

Data center boom in to triple power demand in Japan by 2034

Juan Pedro Tomás -
5G

ZTE reports 14.5% y-o-y revenue growth in H1

Juan Pedro Tomás -
AI Infrastructure

NIBs: Citigroup’s AI push, BNP Paribas’ AI parable, UK banks’ AI jobs chaos

James Blackman -
AI Infrastructure

It’s getting hot at the edge — And telecom needs a plan (Reader Forum)

Reader Forum -
Workforce

Three ways the data center industry is coping with a construction workforce crunch

Kelly Hill -
AI Infrastructure

Fermi America signs nuclear partnership for Texas campus

Juan Pedro Tomás -
AI Infrastructure

Crusoe expands cloud capacity in Iceland

Juan Pedro Tomás -
AI Infrastructure

IBM and AMD explore quantum-centric supercomputing

Juan Pedro Tomás -
AI-Machine-Learning

Kagan: Some say we’re in AI growth bubble (Analyst Angle)

Jeff Kagan -
AI Infrastructure

Humain to launch DCs with US chips in early 2026: Report

Juan Pedro Tomás -
AI Infrastructure

Crusoe in talks for $10 billion valuation: Report

Juan Pedro Tomás -
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