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The development of AI is transforming the physical architecture of data center networks. For a long time, network expansion primarily relied on continuously increasing various infrastructure components: deploying more fiber optics, adding more connectors, installing more distribution panels, and extending more wiring pathways. When bandwidth demand grew steadily, this model was still applicable. However, when … Continued
Yu Tian
Anthropic announced on Monday that Amazon has agreed to invest an additional $5 billion, bringing its total investment in Anthropic to $13 billion. In exchange, Anthropic has committed to spending over $100 billion on Amazon’s cloud service (AWS) over the next decade, gaining access to up to 5 gigawatts of new computing power for training … Continued
According to the latest forecast report released by Dell’Oro Group, an authoritative source of market information in the telecommunications, secure networking, and data center industries, the revenue growth rate of private wireless radio access networks (RAN) will significantly slow down in the second half of 2025. Preliminary estimates show that private wireless RAN revenue will … Continued
Nokia and Orange announced a new partnership to jointly develop and evaluate artificial intelligence wireless access network (AI-RAN) technology based on Nokia anyRAN 5G software and NVIDIA AI infrastructure. The collaboration aims to explore how emerging AI-RAN capabilities can enhance network performance, energy efficiency, and bring new services to Orange customers. Through a structured collaborative … Continued
In 2025, large-scale investments in AI infrastructure by mega-enterprises nearly tripled the shipment of 800G PAM4 chipsets, with sales growing by over double year-on-year. These investments continued to rise in 2026, prompting LightCounting to recently revise upward its forecasts for 800G and 1.6T optical transceiver shipments. The current projection indicates that 800G shipments will more … Continued
CoreWeave, the core cloud of AI ™, announced an expanded long-term agreement with Meta Platforms, Inc. to provide approximately $21 billion in AI cloud capacity by December 2032. Through this transaction, the two companies have continued their existing partnership and increased their support for Meta’s development and deployment of AI. This dedicated capacity will be … Continued
Anthropic announced that it has signed new agreements with Google and Broadcom to acquire multiple gigawatt level next-generation TPU capacities, expected to go live from 2027. The significant expansion of this computing infrastructure will power its cutting-edge Claude model. And it can help serve the enormous demand from global customers.Anthropic CFO Krishna Rao said, “This … Continued
According to a recent report released by Dell’Oro Group, global telecommunications investment will remain stable in 2025. Preliminary estimates indicate that the telecommunications capital expenditures (in nominal US dollars) of approximately 50 service providers covered by the Telecommunications Capital Expenditure Report remain unchanged, accounting for approximately 80% of global capital expenditures. This means that the … Continued
BDx Data Center has secured a $320 million loan from a consortium led by three Indonesian banks—Permata Bank, BCA Bank, and KB Bank—to fund the company’s ongoing development of data centers in Indonesia. The proceeds from this loan will be used for the ongoing development of BDx’s AI-dedicated data center park in Jakarta, which was … Continued
Microsoft reaffirmed its commitment to Thailand, planning to invest over $1 billion in the next two years to build its cloud and AI data center infrastructure and support its ongoing operations in the country. The tech giant stated that it will rely on collaborations with leading enterprises in Thailand and globally to develop and operate … Continued
According to a latest forecast report released by Dell’Oro Group, the wireless access network market has now stabilized after experiencing a sharp decline in 2023 and 2024 following the 5G peak. In the absence of any significant growth catalyst, demand for RAN is expected to remain weak in the short term until 6G capital expenditures … Continued
According to a recent report from Dell’Oro Group, an authoritative source of market information in the telecommunications, security, networking, and data center industries, global data center capital expenditures grew by 57% in 2025, driven by accelerated AI deployment and investments in general infrastructure. We anticipate that hyperscale cloud providers and AI model developers will maintain … Continued
