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Beyond the GPU: Power and Packaging Are Now the AI Infrastructure Bottlenecks
NVIDIA's capacity agreements across substrates, packaging, testing and optics, the $2 billion GlobalFoundries and TSMC interposer deal, and Crusoe's $700 million behind-the-meter power facility show the AI constraint moving beyond the GPU. TeckNexus maps today's AI infrastructure bottlenecks, how the industry is responding, and the milestones to watch through ...
Shrinking to Grow: What October’s Deals Reveal About Telecom Consolidation in 2026
SpaceX’s $8B Spectrum Play: Starlink Mobile Is Building a Network, Not Just a Satellite Service
Direct-to-Device Meets the Tower: How SpaceX’s Terrestrial Ambitions Are Redrawing US Mobile Competition
Utility Private Networks Move from Pilots to Business Cases
Enterprise Spectrum Goes Global: How New Licensing Rules Are Opening Private 5G to More Industries
NTT DATA: Integrates Cisco ISE with Private 5G to enforce unified device security for Brownsville, Texas
Agent Containment Becomes an Operational Discipline: Securing AI That Acts on Its Own
Telcos as Sovereign AI Landlords: Turning Land, Power and Fibre into National AI Capacity
Bouygues Telecom: Deploys Salesforce Agentforce-powered 'Iris' AI assistant across contact centres and retail in France
Agent Containment Becomes an Operational Discipline: Securing AI That Acts on Its Own
Telcos as Sovereign AI Landlords: Turning Land, Power and Fibre into National AI Capacity
SK Hyper: Seeks to attract global technology companies to South Korea for AI training
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