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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 …
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AT&T’s Pascal Desroches frames direct-to-device satellite as a complement to terrestrial networks In sum – what we know: AT&T’s CFO laid out the company’s satellite playbook days before Starlink’s parent …
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AI InfrastructureNetworksWired Networks, Fiber
AI boom reshapes optical networking as hyperscaler spending accelerates
Spending patterns in the optical market are increasingly shaped by hyperscalers rather than traditional telecom operators – says Ciena, Nokia, and Dell’Oro on an RCR webinar. In sum – what …
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AI InfrastructureNetwork Infrastructure
UK pumps money into sovereign AI, as AI startups start to show their mettle
The UK government’s £1.1bn AI hardware plan anchors a new national compute strategy, including a £750m supercomputer in Edinburgh and targeted support for UK chip startups, alongside major private commitments …
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OpinionReader ForumReader Forum
AI has an infrastructure problem – and power isn’t the only concern (Reader Forum)
AI’s growth is increasingly constrained not by chips but by infrastructure, from data storage and energy demand to connectivity bottlenecks. As data centers expand, the weakest link shifts, threatening to …
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OpinionReader ForumReader Forum
At-scale testing for LLM implementations and guardrails (Reader Forum)
As AI becomes the public face of business, organizations must validate performance, security, and cost efficiency at scale. Comprehensive testing under realistic workloads is essential to ensure reliable, secure, and …