Broadcom lending Anthropic up to $42 billion in yet another AI circular financing deal Backgrounder: According to Reuters, which obtained Anthropic’s IPO prospectus, the Big Tech giants are depicted in multiple ways in the IPO filing- as distribution part... See more
Bain & Co: AI Infrastructure Buildout Will Require $6 Trillion Revenue by 2031 to Support Massive CAPEX Introduction: Bain & Company estimates that the AI industry will need to generate approximately $6 trillion in annual revenue by 2031 to suppor... See more
Meta’s Petal Subsea Cable to Bring Petabit-Class Optics to the Atlantic Executive Summary: Meta has announced Petal, a 7,000-km subsea cable connecting the U.S. and France that is designed to carry 1 petabit per second, or 1,000 Tbps, which is roughly twi... See more
Ericsson signs MoU’s with Murata and Sumitomo to progress next-gen mobile network infrastructure Introduction: Ericsson has signed separate memoranda of understanding with Murata Manufacturing and Sumitomo Electric Industries to investigate component, rad... See more
Google’s Project Suncatcher: Satellite Orbit Validation of AI Accelerator Compute and Thermal Management by Alan Weissberger Executive Summary: On Thursday, October 1st, Google plans to launch an experimental satellite designed to assess whether AI infere... See more